What Our Clients Say

We have worked with Josten Financial for more than 24 years and have always appreciated the personal attention and guidance they provide.  They have been a trusted partner in helping us navigate every stage of our financial journey.  From retirement planning and investment management to personal insurance protection, they have helped us make informed decisions and provided solutions tailored to our family's needs.

Their knowledge, professionalism, and responsiveness has given us confidence that our financial future is in capable hands.  They consistently go above and beyond to ensure we understand our options, answer our questions, and feel confident in our decisions.

We are grateful for their support over the years and highly recommend, John, Tom, and their team to anyone looking for trusted financial advisors who genuinely care about helping their clients achieve their financial goals.

I am pleased to recommend the team at Josten Financial. I began working with them more
than 40 years ago when the firm was led by its founder, Nick Josten. As my financial situation evolved from modest mutual fund investments to Roth IRAs, 401(k) rollovers, and retirement tax strategies, the Josten team evolved right along with me. I rely on them for sound, comprehensive financial advice, responsive personal service, and the resources of a strong professional network. Their guidance has been invaluable in helping my wife and I achieve our financial goals. From Nick to Marty, John, and now Tom, each has provided candid advice, sincere attention to my goals, and the integrity that has earned and kept my trust.

Working with the Josten Financial team has been an exceptional experience. From the very beginning, I felt like more than just another client. The team took the time to understand my financial goals, answer my questions, and develop a strategy that was tailored specifically to my needs.
The personalized service has been outstanding. Their team is always responsive, professional, and proactive, keeping me informed and providing thoughtful guidance every step of the way. I have complete confidence that my financial future is in capable hands.  I highly recommend this group to anyone looking for knowledgeable advisors who genuinely care about their clients and deliver an exceptional level of personalized service.

Having worked with Josten Financial for over 20 years, we have absolute confidence in our financial future and retirement.  Their team is incredibly thorough, patient, and detail-oriented, taking all the guesswork out of our long-term investment and tax strategy.  We have complete confidence that our financial plan is built to support our exact lifestyle, and we couldn't recommend them highly enough.

I've been with Josten Financial for 25 years.  John and his team have guided and educated me well on my investments, always keeping me informed.  I have complete confidence in their ability to navigate me through retirement.  I highly recommend them!

The Josten Financial team helped us navigate our retirement planning process and provided guidance that we found valuable in working toward our retirement goals.  We've trusted Josten Financial for more than 30 years and couldn't recommend them more highly.  We consider Josten Financial to be a trusted partner in helping us navigate our family's financial planning decisions.

My wife and I have worked with Josten Financial for over the past 30 years.  They have constantly and consistently taken the necessary time each and every calendar year to personally work with our various funding mechanisms and investments to achieve our long term retirement goals.  After all these years of hard work and effort the goal is finally in sight.  We would personally recommend Josten Financial to any of our family, friends, and our employees and have done exactly that.  Thank you to the various employees at Josten Financial.

Josten Financial worked hard to earn my business, and they work hard to keep my business.  Service is very important to me and they excel at this.  The staff at Josten Financial listen, educate, make recommendations, are available to assist when needed, and communicate with me at regular intervals I request.  This is very different from other financial planners I have worked with in the past.  The result is a true partnership with no surprises.  They are meeting and exceeding the financial goals we set together based on my individual circumstances and goals versus a one-size-fits-all approach!

I have worked with Josten Financial for 46 years, and we could not be any happier.  Josten Financial brings a first class business atmosphere with high morals and values coupled with the finest customer service in the industry.  We have been so pleased that we've recommended them to other family members as well.  Josten Financial has helped us with a comfortable, personalized, easily attainable retirement plan, which has given us tremendous clarity and confidence.  I highly recommend the Josten Financial team.