Testimonials

It's been my pleasure to know Terry Johnston both as a friend and a financial professional for many years. By introducing my wife and I to practical wealth-building strategies, Terry has prudently marshaled our resources in ways that I would never have thought of on my own. Not only that but we can sleep well at night, secure in the knowledge that Terry has constructed our estate plan to survive turbulent market conditions and be as bullet-proof as possible. Having worked in securities regulation for most of my career, I don't hesitate to recommend Terry's services to anyone looking to grow and safeguard their financial estate with the help of a friendly, trustworthy and always helpful professional.

Peter and Jessica T.

We really appreciate the time and effort you have taken to make our financial situation more clear to us. Without the additional knowledge that you have given us, we could only hope that we were doing the right thing by contributing to a financial plan each moth. Now that our plan has been fully explained to us, we feel much more confident that we can look forward to a comfortable retirement.

Sincerely,

Gail & Ron C.

Just a quick note to let you know how much I appreciate your help in getting me the extra monthly income I needed. I am impressed with the continued growth of my account over and above my monthly income needs.

Dealing with you took the knot out of my stomach. Keep up the good work.

Sincerely,

Neil H.

I have come to work with Terry, due to the fact that my previous Financial Planner had made the decision to leave the financial field and pursue other interests better suited to his personal needs. Suddenly having my future handed over to someone with whom I have had no history and had never met, left me in a very unnerving situation.

After much though, I made the decision that day to approached this situation with an open mind. I believed that my previous Financial Planner would not steer me in the wrong direction at this point and I moved onward.

After first meeting with Terry, I knew immediately that I had made the correct choice. Terry realizing the volatile environment with which he now walked, immediately made me feel completely conformable.

Terry Johnston is very knowledgeable, personable and above all else holds the goals of his clients close at hand. Terry listened intently, provided necessary guidance and reassurance from his history to assure that I was on the right track to meet my financial goals. Several meetings later, Terry presented a financial plan with my current investments and a comparison financial plan outlining what my next steps could be, in order to best utilize my current resources and make some smart decisions for my future. The customer service with which I have been provided is definitely outstanding and one of a kind.

I believe Terry to be a remarkable individual who is committed to his clients’ financial goals to secure their future. I have enjoyed working and continue to enjoy working with Terry both on a personal and business basis.

Consequently, I highly recommend Mr. Terry Johnston, Financial Planner to any potential client. should this letter not fully explain my thoughts regarding Terry’s work ethic and professional business sense, I would welcome the opportunity to share my thoughts further.

Sincere Regards,

Bonnie P.

I would like to recommend Terry Johnston (CFP) very highly to anyone who needs his advice regarding -- Planning for retirement; investing money; Insurance; be it health or life.

He was very respectful & polite & came through for me at a critical time when I really needed sound advice.

I recommend him highly to anyone who needs his expertise.

Sincerely,

Jacqueline H.

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