Testimonials

We have been with Joan for 5 years now and have no hesitation in recommending her services to our family and friends.  She listened to our views and thoughts on retirement and with her expert financial advice, we are now able to retire this summer, confident that our financial goals are in fact a reality.  Our Thanks to you Joan, you helped to make it happen!

Gwen Hartlen

 

I have known Joan for ten years and have always been impressed by her honesty, integrity and thoroughness in everything that she does. Several years ago, when I was seeking a financial advisor, I had no qualms about contacting Joan. It is a step that I haven’t regretted. Call her, meet her, and you too will be impressed by her knowledge and professional approach to your needs!

Joanne Whitenect

 

I knew Joan before she became my financial advisor. I liked her pleasant personality and her honesty from the very beginning. Once she became my advisor, I felt confident that she would work for me to the best of her abilities, and she has. Joan often calls me to set up meetings in order to revise or simply discuss my finances. She advises without pressure. She is subtle in her suggestions and is always willing to respect my wishes and my conservatism. Meeting with Joan for financial advice is like chatting with a dear friend over a cup of coffee.

Clara Dugas

 

I advise any senior preparing for retirement to seek financial advice from Joan Mikkelsen. Joan has helped me obtain and retain monies I was unaware were available. She has assisted me financially, proven to be a good friend and is the daughter I never had.

Regards Muriel

 

Joan Mikkelsen has been extremely helpful to me during the past year. She has provided assistance, enabling me to access financial programs for seniors and spouses of Veterans. Without her advice and knowledge, I would not have been aware of theses programs. Thanks to Joan, I have been able to improve my quality of life.

Gladys Turnbull

 

Honesty, integrity, and professionalism best describe Joan. Informed, informative and always keeps her clients current with today's issues. Highly recommended.  

Liz & Jon Williams