I've had the privilege of working with Jordan Gilberti for several years, and I can confidently say that he is an outstanding financial advisor. When he transitioned to Sage Wealth Group, I didn't hesitate to follow him because his expertise and dedication are unparalleled.
What sets Jordan apart is his deep understanding of my personal financial goals and risk tolerance. He doesn't offer one-size-fits-all solutions; instead, he provides tailored advice backed by thorough analysis and credible resources. Whether we're discussing estate planning, investments, or banking strategies, Jordan ensures that I understand all options and feel confident in the decisions we make together. His communication is clear and timely, and he always takes the time to answer my questions, no matter how many times I ask.
I feel incredibly fortunate to have Jordan as my financial advisor and plan to continue our partnership for many years to come. I wholeheartedly recommend him to anyone seeking personalized, trustworthy financial guidance.
Relationship to Financial Advisor: Client as of Jun 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.