I met Joshua 13 years ago. We were co workers for most of the time. Joshua also became Our Union Representative. I have always found him to be kind and considerate. over the years he has shown an ongoing display of being approachable willingness, responsibility and being dependable.  He is always available to answer any questions. He has met every deadline and offered suggestions that helped me with my needs and future project goals I have.
client since 2018

JEWEL W.

Joshua Ordonez,
Thank you for the quality of concern and professionalism. You have shown in addressing my needs, providing answers, and securing the best possible portfolios to fulfill my financial needs. You take the time and patience to ensure that I understood everything with regards to my present financial needs and future stability. Keep up the good work. I will gladly recommend you to anyone who desire such service 
- FT California Aug 2021

FELICIA T.

I couldn't have retired at ease if it wasn't with your help. You have been very trustworthy. So I didn't have a second thought consulting with you on advise in regards to my retirement and some financial matters. Over the years you have helped me and my children understand my pension plan. We appreciate, happy and thankful with all your services. Thank you and looking forward to stay connected with you always.
Client since 2019

EUSEBIA B.