Jordan Walters & Kurt Carrasquilla

I was referred to these financial planners through a trusted friend after Jordan ran a workshop for the youth at my church and I have been with Kurt for over five years now and can’t say enough great things about their financial services. Kurt sat down with me and provided me with a complete assessment of all my assets and liabilities, discussing my debts, investments, insurance, income and helped me get all my ducks in a row. We made short and long-​term goals and this was all before I even committed to working with him! His care for my family’s financial well-​being has gone way above the call of duty as he has spent many hours advising me what investments to make and I have been very happy with all of his ideas. He is very knowledgeable about all the options out there and is not beholden to any one company so he always offers a wide range of investments. He has mostly advised me to pick mutual funds and market linked deposits but sometimes he has advised me to save up cash in my money market for safe keeping when the economy took a nose dive. In a boom or bust cycle in the economy, you can’t go wrong with these guys!