2030 Main Street,
I had the good fortune to meet John Stokes over a decade ago after I was part of a senior management “consolidation”. After 35+ years as an executive in the entertainment industry, the company I worked for offered John Stokes Financial services as a valuable resource for my professional transition.
John and his team worked with me every step of the way, helping to navigate my next opportunity into the work force as well as securing my financial future. They are a highly professional company with tremendous integrity and excellent resources that provide inventive ways to build and protect your monetary foundation.
John Stokes Financial is more than a financial services company—when my husband unexpectedly passed away, John was by my side to advise and consult on retirement planning, budgeting, investment opportunities, tax planning strategies and estate planning.
-Delilah Loud, JSF Client
Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
My name is Judy Ahl. I work at Novartis Pharmaceuticals. I was referred to John Stokes by his client.
Novartis was in the midst of a layoff and my coworker who is a JSF client, invited me to participate in a webinar with John Stokes to gather financial transition information if one was affected by the layoff and or retirement planning.
I reached out to John Stokes after the webinar to gather advice on current and future financial planning.
I chose John Stokes because he is knowledgable about financial retirement planning, layoff navigation and seemed genuinely concerned with the well-being of his clients.
Having consulted with John Stokes Financial staff, they are very helpful, knowledgeable, professional and care about their clients.
-Judy Ahl, JSF Client
Several years ago I had the pleasure of attending one of John’s seminars. After the seminar I spoke to my wife and we decided to transition our investment accounts from a large commercial wealth management institution to John Stokes Financial. Our decision was driven by the fact that the commercial institution was under performing the market and a lack of attention to our personal needs. We were impressed by the in-depth knowledge and continued personal customer service that John and team provide.
We shared our personal goals with John and his team that our desire was to retire in our early 60s. As the world changed around us with Covid, along achieving our financial goals Pam and I decided we wanted to retire at 60 and spend more time with our family, friends and travel. We have to thank John and his team for making this happen.
-Mark and Pam Barrios, JSF Client
I first met John Stokes through my work with the State of California. John generously donated him time and knowledge and became part of our team to help individuals that were affected by a layoff or company closure. John and his team shared vital information needed regarding the employees retirement plans and health benefits which helped ease their minds and left them one less thing to worry about. After several years of working with John Stokes Financial Services and because of their work ethics and commitment to helping others, I felt comfortable entrusting them with my personal financial planning. Throughout the years, I have been thoroughly pleased with the handling of my retirement portfolio. John Stokes has been “hands on”, watching the market and making adjustments to maximize my investments, which has allowed me to retire and live comfortably. Even in retirement, John Stokes Financial still is making adjustments with the market to optimize my funds. Who could ask for more?
-Catherine Blaylock, JSF Client
I had worked for a printing company for 25 years when the company merged with a larger company. We were given a severance package for those that did not relocate. John was invited to talk with affected employees about our retirement package. That was over 20 years ago.
I have enjoyed JSF for over 20 years! John has worked with me for the proper investments needed to secure a bright horizon and his company has (and continues) been there for me as I transitioned from another job to retirement.
Through all aspects of my financial future, and beyond, I know JSF will be with me every step of the way.
I strongly recommend JSF for those wanting a solid company to guide them from today, to the golden years of life. I don’t expect to get rich but know I will be comfortable with his guidance throughout the rest of my years.
-Mark and Paula Aanerud, JSF Client