Testimonials
"John Lohrenz is, in my humble opinion, the best financial advisor and wealth manager I have ever encountered. I have been with John since 1997. His vast knowledge and experience are key, but his ability to listen (really listen) to my goals and help me pursue them amazes me. I have recommended his services to many of the people I love the most because I trust him to do for them what he has done for me. He is the best in the business."
- Nancy. H, Retired
"I have been working with John as my sole financial advisor since I retired as a Marketing Account Executive for AT&T almost 30 years ago. Through those many years I can definitely say ours has been a wonderful and collaborative relationship. I
could cite many reasons why John is such a successful caretaker and builder of financial portfolios, but one of his greatest attributes is his ability and willingness to LISTEN. Since 1997, our partnership has stood the test of time because he sincerely cares about each and every one of his clients. He knows very well what our personal goals, hopes and dreams are at any given stage of our lives--and he works very hard to help us pursue them."
- Elsie B., Retired
These statements are testimonials by clients of the financial professional as of 11/12/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.
