GJO Financial, LLC
Testimonials
August 26, 2016
I was introduced to Gerry O'Neill, owner of GJO Financial, in 2013 from a co-worker at my place of employment. Gerry was outstanding in working with me to get my financial situation in good working order. He guided me on certain documents I needed to have in place and helped me in safeguarding my retirement assets.
I invested some personal assets with him through Woodbridge Wealth and I love having the monthly checks direct deposited in my checking account. At first I was a bit skeptical with the investment, as anyone would be, but in the second year I contributed additional funds with Woodbridge Wealth.
Gerry was also knowledgeable when I needed to rollover my old 401k funds from a previous employer.
I liked his creativity and his process when it came discussing alternative investment strategies.
Gerry was always very responsive and helpful with any of my concerns or questions.
I would highly recommend anyone to contact Gerry for assistance relating to financial matters. He cares about people and is always there to help you to the end.
-Shawn McGrory
September 1, 2016
I am writing this letter on behalf of Gerry O'Neil (GJO Financial) who has become a friend and very important trusted advisor to me and my family.
My relationship with Gerry started about three years ago when I had the good fortune to be introduced to him through a professional colleague. At the time I was going through a very difficult period in my life that was consumed with working a demanding full-time job while simultaneously trying to care for my elderly dad that suffers from dementia.
My situation was very complicated in that my dad did not live close, was re-married later in life had a trust agreement and never shared anything with me pertaining to his financial matters.
As my father's mental state continued to decline this became a huge concern and it was imperative that I needed an intervention to figure out how to navigate in these unchartered waters. To make matters worse, part of the discovery process included discussions that were awkward and in some cases created conflict within the family causing me additional stress and many sleepless nights.
When Gerry stepped in it was a God send. He had the innate ability to know just how to gently communicate with my father building a rapport and the trust that was needed enabling us to ask the difficult questions and sort through information in the most efficient and diplomatic way.
From the onset it was clear to me that Gerry had our best interest at heart. Not only is he an expert in matters pertaining to compliance and the financial investment side of what is needed to get one's “financial house in order” he has the patience, persistence and charismatic personality that is incredibly valuable.
Since working with Gerry we now have a path forward, a strategic direction and are pleased with the investments we have made which are providing nice returns. Considering the complexity of navigating through an investment world that I know very little about we are very pleased with the many options that Gerry has presented thus enabling us to prepare for the future. We are particularly pleased with the performance from our Woodbridge investments (an example of an investment opportunity that initially we never knew existed). He was also able to insure some of my own 401k funds, so that, it would not decrease in value as I am approaching retirement within the next 10 years.
-Ellen