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. He has been the rock on which I’ve been able to build a comfortable, modest retirement. His vast knowledge and experience are key, but his ability to listen (really listen) to my goals and find a plan that not only works but surpasses my expectations amazes me.
Even in recent times of ups and downs, he’s found a way to keep my investments stable and give me the peace I need in my retirement.
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."
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- Nancy H
"If I could give John Lohrenz 10 Stars for this Testimonial, I would.
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, prosperous 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 and then ask the kind of questions that lead to positive results.
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 achieve them.
Since 1997, throughout all the ups and downs, pandemics and whims of the markets, John has helped guide my portfolio to a place that provides me a comfortable retirement. And because of the trust I have in him, his positive attitude, and his extensive financial knowledge and creativity--he is also able to provide me a good night's sleep too!"
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- Elsie Burke
