Carrollton, TX

Josh was very kind and informative and helpful. He is very interesting and will be informative in regard to wealth management.

Work with Beena Abraham, experience has been nothing short of awesome! Thanks for all your help and for going above and beyond!

Josh is one of the best around in financial planning and investment advice. Listens well and asks great questions to get the best understanding of our situation. Makes the scary really calm and simple. All the pieces came together very nicely. Everyone needs a plan for themselves and their family. Call Josh and State Farm.

I met Josh years ago when he managed my investment portfolio. We worked really well together. His optimistic, can do let’s figure this out attitude was infectious and allowed me to explore new options. Now that I have kids in college and on glide path to retirement I reached out to Josh again and said “can we look at the whole picture?” It has been a weight off my shoulders to have a partner who knows the ins and outs of Financial Planning. I live in Los Angeles where there are tons of options but I’m working Josh because I trust him, I appreciate his research and resources and he’s a kind and understanding man.

I love JB! Josh has an incredible amount of knowledge when it comes to financial planning. He got me started in understanding the ins and outs of not only the market but also planning for the future. I’m so thankful for his guidance and expertise. I recommend him to everyone I know. He’s the best!