Jo-Ann Holst (center) at Client Appreciation Brunch 2019
"Jo-Ann is the best financial planner I have ever worked with. Besides growing my portfolio, she is an excellent educator and has answered the many questions I have as I approach retirement. Jo-Ann has saved me from making some very poor financial decisions. As a fiduciary, she must put our needs above her profits - I believe she did that anyway. I can't say enough good things about Jo-Ann. - give her a call today.” - Sheila C, Morison CO
This is a voluntary testimonial by a verified client. Client was not provided any product, service or benefits in exchange for their statement. There is no material conflict of interest present. Testimonials are a representation of the client experience and do not reflect the view of the Investment Advisor Representative, Royal Fund Management, LLC or its affiliates. Jo-Ann Holst is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC a SEC registered Investment Advisor.