Jeff Tushaus

I've been working with Jason Paplaski for a few years now and I'm very pleased. He gives great financial direction without being pushy; he is a master communicator; and aims to understand all the different aspects of your financial situation before recommending options. He keeps himself honest by offering a really easy to use app to track your positions and earnings results across all your accounts - no more guesswork. And the quarterly reports we receive help us to benchmark our historic success with Jason. Jason is a phenomenal advisor for younger to mid-stage professionals- he gives a personal touch that I don't think I'd receive with a more traditional/larger advisor. Because he's around my age and also lives in the city with similar family motivations, I really feel like he understands my goals and can understand my investment strategy. Can't recommend him enough. Services Financial planning, College savings-related financial consulting, Net worth & cash flow analysis consulting

Chris Jacobson

Jason provides great communication and clear results with my finances. He lends a personal touch that makes your best interests feel at heart … More

Mihai Partac

Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.

Jen E.

Jason does a great job of explaining strategy, people's options, and then giving them the ability to make their own decisions. He will be honest with you about what the results would be and whether you might have a hard time reaching your financial goals based on how you choose to handle things too, to help you make an informed decision. If we ever have questions about the strategy and the "whys" and "hows" behind his recommendations, he can break it down and explain it in a way that is accessible to people who aren't very familiar with financial terms. Services Financial planning, Insurance purchase consulting, Net worth & cash flow analysis consulting, Retirement savings consulting, Retirement-related financial consulting, Investment advising, Tax planning, Wealth management, Education savings consulting, General investment consulting

Manford Laws

Jason is an incredible financial advisor especially for people in their 20s and 30s who often get overlooked by traditional advisors. From the very beginning he’s treated my goals seriously and never made my wife and I feel “too small” for good advice. Whether it’s a quick question about budgeting, job offers, planning to move homes, or bigger long-term strategies, he’s always just a phone call or text away and quick to respond. It’s rare to find someone who combines real expertise with genuine care, but Jason does both. If you’re looking for a trusted partner who will meet you where you are and help you grow, Jason is the one to call. Services Financial planning, College savings-related financial consulting, Net worth & cash flow analysis consulting, Retirement savings consulting