Client Testimonials

Joe Gaudio and I have worked together since 2003. I started with him because my 529 accounts for my granddaughters were losing money and wanted to find a way to invest this money better. Later I had a trust transferred from a different bank and Joe diligently analyzed their investments to simplify my investment portfolio and make it much more understandable and better for my life goals. He has consulted with me about setting up trusts and finding ways to maximize my investment while reducing my tax liability. He took the time to meet with my lawyer to make sure that my retirement would be secure. I have always had confidence in his work. In my first sentence, I wrote 'worked together'. This is key to our relationship. I do rely on Joe's expertise but he doesn't just tell me what to do. He is a good teacher, a consummate professional, a great listener and a good friend.

Nancy S.

Retired

This statement is a testimonial by a client of the financial professional as of 02/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I had the great fortune to count Joe as a close and dear friend for six years before Joe began to help me manage my money. We were very involved in coaching youth baseball throughout those years so I was already well aware of his character, integrity, and trustworthiness. Upon my retirement, Joe played a very key role in my transition by helping me develop a course of action to liquidate my 401-K and my Net Unrealized Assets (NUA) to minimize my tax burden and maximize my gains. At the same time, Joe also directed me to an outstanding CPA group that further assisted me and has continued as a major resource. As we moved to the next steps, Joe exhibited his outstanding skills as a communicator by listening to my needs, goals, and risk tolerances and then explaining to me all of the different options available and allowing us to build a portfolio that has performed exceptionally well in these very unusual times over the last several years. Joe has a knack for using his strong analytical skills to balance risk and return while keeping it simple.

I guess the greatest compliment was after I recently relocated from the Pacific Northwest to the Mid South, I found a new CPA and at our first meeting when I gave them my most recent tax return, their first question was "who was my financial planner!"

William P. "Pat" Meriwether

This statement is a testimonial by a client of the financial professional as of 01/31/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Joe Gaudio, a Really Good Guy!

We have known Joe both as friend and as financial advisor for over 20 years. We have absolute faith and confidence in him. He is a man of integrity and knowledge. When looking for a financial advisor, we have recommended Joe Gaudio to many friends and family members and all have had the same experience as ours. In addition to all of that, he has done well for us in the market, making wise decisions and helping us balance our assets as we prepare for our future and later stages of life.

Sally S.

This statement is a testimonial by a client of the financial professional as of 02/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

When it comes to financial management, Joe Gaudio is a natural wonder of the Pacific Northwest. Joe has been my advisor for more than fifteen years. Over that time, personal life changes for me, coupled with societal challenges that we all know about, have put Joe to the test. He has never let me down. In fact, I’ve been able to take an early retirement, thanks in large part to Joe’s long-range planning vision and his investment expertise. On top of it all, he’s just the nicest guy!

Jeanie B.

This statement is a testimonial by a client of the financial professional as of 02/21/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.