what our clients are saying
June 2017
When Peter and I first went to one of John’s seminars, I was skeptical. After the lunch we met privately with John. We were immediately impressed with his knowledge and professionalism. He told us about the different professionals we would need to consult with according to some of our questions. We discussed our financial questions with John and avenues we could choose. John answered all of our questions while making us feel that none of them were frivolous. He made us aware of all the implications for the different directions we could choose. We feel very comfortable with John to guide us with our financial future. One of the best things is that anytime I call he answers or calls back in a short time. He said he is always available, and I have talked to him many times, day or night.
We later took an elderly friend to John to sort out his financial needs. He pulled together numerous accounts to bring them into a clearly defined picture. My friend had no relatives and I had agreed to help him. John facilitated a meeting with an attorney. Later, my friend entered a nursing home, and as his power of attorney and successor trustee, I am able to help him by overseeing his care and expenses. Without John, my friend’s finances, and the process of entering the nursing home would have left me completely lost. I can’t imagine the financial mistakes that would have occurred without John’s guidance.
Whenever we call, he has made himself available. I would recommend John to anyone for planning information and financial assistance.
---Wanda H
May, 2018
In February of 2016, my wife and I attended an informal dinner hosted by John Schiavo. John discussed how to manage retirement and efficiently pass along assets to heirs. This was a very high level presentation that was easy to understand and alerted us to potential issues that we should resolve.
In the following three months we met with John to discuss our financial targets. We had several meetings, multiple phone calls and even home visits as John helped us through decision points along the way to our final decision.
In May of 2016 we began our partnership with John and have been completely satisfied with his constant availability, promptness of response, and helpfulness in solving the financial issues that arise during day to day life. Our funds have enjoyed a twenty three percent growth after two years, and our planning has been easy to manage, and as always, John has been there to pick up the phone whenever he’s needed. We have never regretted attending the info-dinner in February of 2016
---Dave R
January 2024
My husband and I recently purchased a new home. We were stressed over how to cover the costs without having to drain our retirement finances. We can't emphasize enough what a pleasure it was to have John's help and guidance. He certainly made it less stressful for us. He has been servicing us for several years now and has always "had our back" with his knowledge, compassion, and expertice. John really took care of us during our home buying process by connecting us with other needed professionals and also followed up after each step. He really went above and beyond our expectations AND saved us ALOT of money! We highly recommend John Schiavo, the expertise and service level provided are top-notch!
---Kathy D.
January 2019
My wife and I would like to take this opportunity to offer our most sincere appreciation for your guidance and leadership of our retirement funds.
I once had a close friend of mine ask me, “Why do you continue to go to those Retirement Seminars?” do you go for the free dinner? Haven’t you been to enough of them? My answer to him was, NO not for the free dinner, But… I go because… “I have worked very hard for many years to build a retirement fund, and I want to make sure it is being properly cared for." Times change, Government Laws change, Financial needs change. By attending different seminars, I could see the different approaches that many of the presenters suggested.
Your approach John, with your many years of experience made total sense to my wife and me. My past Financial Advisor is someone I knew, and became friends with, for close to 30 years. He was my advisor for all those years while I worked toward my retirement goal. I completely trusted him. Through our efforts of attending various seminars , I found that my close relationship was no longer in my best interest as it was costing me a lot more of my money, unnecessarily. That has changed now we are pleased with the type of planning we have done. God Bless, and “Thank You Very Much”
---John O
