I immediately knew Joel and I had a lot in common. Having both studied finance in college, we understood the time value of money and the importance of saving early in life. I was fortunate to meet Joel very early in my career (20 years ago). Being the same age put both of us on a similar career progression with similar career goals. We were both very fortunate to grow up in a household where our parents lead by example with through their strong work ethic. Joel is a very hard worker. Joel’s passion is second to none and his enthusiasm to serve clients is unmatched.
Joel’s team is very dedicated to customizing a plan for each client they serve. It’s not a one-size-fits all approach at all. The team takes time to understand the goals for each situation. They’re focused on a long term objective and life long relationship.
After interviewing with a couple of advisors, we went with Joel and his team because we loved their driven, motivated approach. When we started with Joel and his team, we were a young couple, expecting our first child. We had an idea of what our goals would be for our growing family, but with the help of Seleskie Financial we were able to make a definitive, aggressive plan.
Seleskie Financial is so personable and responsive; not to mention successful! I know that if I even have the slightest question, my question and needs will be met by the end of the day. They operate so well as a team and in return details are never missed. I appreciate their communication, positive work and overall professionalism as they make me feel like a valued client.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.