“John continues to be invaluable assisting me to organize my thoughts and choices in regard to wealth management. He consistently reaches out to check on how things are going and offer any required assistance. He has provided thought provoking advice throughout the years and I am now happily enjoying retirement! I consider John my overall financial analyst and look forward to our continued relationship.”
— Karen Barkley
Retired
“My wife and I have been working with John for ten years. He has been a fantastic partner that consistently brings holistic and practical financial solutions to the table. John has been excellent at helping us to articulate our goals and to craft plans to achieve them. It’s absolutely clear that John is committed to our long-term success; he offers modern tools and approaches that help us envision and build towards our future.”
— Jeff Clark
Managing Director
“I have worked with and relied on John Stregger since 1998 for his valuable guidance on investment planning and insurance needs. John provides a rare combination of personal and professional service, always keeping abreast of the current wealth management strategies and helping me understand and customize solutions that to fit my short and long term goals. Something else that is very important to me is being able to work with an advisor who has adopted the same investment principles being provided to his clients. I appreciate and trust John’s expertise immensely and would not hesitate to recommend him to anyone else.”
— Trishia Jandu
Performance & Training Consultant
“John has been advising Janice and I regarding wealth building and our insurance needs since our kids were small and we are thrilled with his service. He is easy to contact, follows up on all items and is very knowledgeable. We never feel pressured by John or that is selling us anything...our conversations are about our needs, our goals and what products and services will help us reach those goals. John listens and genuinely cares about his clients and how to best protect and guide them. We absolutely recommend John and are confident you will be well served by putting John to work for you too.”
— Wayne Clements
Realtor
“John Stregger has worked as my financial advisor since 1999. My life is busy, complicated and I have no time to manage my own investments. From day one, I needed someone that I could trust and that I knew understood where I was at in my life and what my objectives were in terms of an investment strategy. That strategy has changed over the years as my needs have changed and John, has always been there to give me valuable input in terms of options and choices. When he suggests that I consider a different investment or new strategy, he has always examined the possibilities in terms of my lifestyle. I am not merely one of his clients…I feel we are truly partners."
— B. Barde
President
“For over 20 years, John has assisted our family not only in managing our finances, and building wealth, but also in providing strategies to ultimately protect it. He is extremely knowledgeable and always current within the financial space. We appreciate John's proactivity in his active management of our portfolio. He is personable, he genuinely cares about us, and is truly invested in our future. My wife and I completely align with his approach toward achieving our retirement goals, and trust his recommendations. It gives us peace-of-mind knowing that he's looking out for us and our future. I highly recommend John, let him help you the way he's helped us.”
— Joel Trojanowski
Creative Director
“On a professional level I have worked with John to harness insurance for tax efficiency and inter-generational wealth management. I respect John’s deliberate focus on collaborating to select the right ideas vs a one size fits all offering. On a personal level have known John as a friend for many years. Consider him very steady handed and taking long term approach.”
— James Fargey
President
“John's approach is based on a "client first" mentality. Working with John, we methodically and practically made changes to my financial planning that would deliver the results I felt were important to build my future. John's honest - he will tell you what he advises, what he bases his advice on and then encourages the client to make the best choice for themselves. Truly refreshing to have a financial partner that prioritizes your needs first and builds a plan to meet you goals. Highly recommend reaching out to John for anything - he's a wealth of knowledge in many areas of financial planning and security.”
— Kristen Yong
National Sales Manager
