Cedar Rock Financial Group

We (my husband and I) met with Jay in June 2023 for a consultation on planning for retirement. Jay provided very important information that we would have not known otherwise and that will have a significant positiv impact on our financial planning. We really appreciated that Jay took time to understand our situation and that he gave specific suggestions, based on our personal situation. Jay also provided a few ideas we had not considered before which will give us more options. Overall, we were very impressed with Jay's knowledge and experience. We are looking forward to future consultations.

Jay is an excellent advisor. He takes the time to explain our portfolio in a clear and concise manner. We are confident with our financial position (re having enough money in retirement) and would highly recommend Jay as a trusted financial advisor.

Jay & everyone at Cedar Rock Financial have been completely professional & helpful. No question has gone unanswered & with an explanation that even the most inexperienced investor can understand. We are so thankful for what they have done for us so far.