Testimonials
Glenn & Lori Williams Georgetown, TX We first started working with John back in 2011. We had been with our previous financial advisor since 1991 but when 2008 happened, our guy just went silent on us. I know it was a very tumultuous time in the financial industry, but that was the worst thing to do. I sought a personal reference from our bookkeeper who recommended John. I was a follower of Ric Edelman on the radio and our investment strategy was very compatible with the Edelman Group whom John represented at that time. The key with John over the last 12 years has been constant communication, through the highs and the lows. He has a calm, even demeanor through it all. We moved away 5 years ago but we meet quarterly on Zoom, or other occasions as needs arise. We have followed John’s advice (mostly) and have been pleased with the results, and with the “nagging” when we have drug our feet on being proactive with our investments. We have followed John as he migrated us towards a new investment firm more in keeping with our philosophy after Edelman changed course on us. We are very pleased with the growth in our portfolio, as well as the thoughtful guidance John has provided along the way. Even though we moved to another state John has made the effort to visit us in person twice so far. He is a dedicated professional with our best interests at heart always. Glenn & Lori Williams Georgetown, Texas 5/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
The Rev. Kent Webber Novato, CA Since 2015 my wife Lisa and I have been clients of John Reuscher. He came recommended by a friend in the congregation I previously served. As our financial advisor, we have found John to be honest and straight forward and willing to honor our desires about investing, even when they are more cautious than what he recommends. We have complete confidence in John. The Rev. Kent Webber 01/2024 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Kathleen Freitag Santa Rosa, CA John has been my financial advisor for over ten years. I believe I am knowledgeable about investing and understand the principles of "staying the course". John goes above and beyond a typical financial advisor and will help you budget your earnings and help you understand where you are spending your money. This is the basis of all financial management. To understand where it goes helps you to have some funds to invest! He is very detail-oriented and is willing to meet with his clients on a regular basis. He helps to keep me on track so that I will have a comfortable retirement if and when I choose to retire. I will also mention, John and I put a public television show together called "Financial Pillow Talk". Again, he was very hard working and took care of the myriad details involved in putting on a show! And we had fun! Which to me, if I'm not enjoying the process, is not worth my time. He is worth the time to have as your financial advisor and advocate. Kathleen Freitag 9/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Bob and Susan Vallejo, CA John has been our Advisor for many years. We have worked with him since 2010. John is a good listener and an excellent teacher. He supports his suggestions with information that has proven to be sound and wise. I refer many people to him. We are very grateful for our returns. We know that we never want to work with anyone else. John has earned our trust. 12/23 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Elinor Minden, NV My friend and financial advisor is a remarkable man of many talents. I met John many years ago at the clubs and gatherings I attended. He also attends my church and is a deep believer in our Lord Jesus. John actually follows what Jesus teaches which in todays world is a great asset when trust is involved in a relationship. My friend is also filled with laughter and good cheer. He is an excellent listener and really interested in my thoughts and beliefs. When my husband died, I needed someone to help me decide on how to invest the funds we had saved. I thought of John and have never been disappointed in his decisions about investments or his caring about me. When you give your trust to John, it is golden. Blessings and love, Elinor 5/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Don and Nancy Foster Novato, CA John Reuscher has been our financial advisor since 2019. We felt we needed some help in managing our money in retirement, so we sought him out. We like working with John because he is easy to talk to, and he helps us decide what is best to do with our money without being pushy in any way. He gives us the information we need to make decisions, and we trust him because he is very knowledgeable and always follows through with our requests. He has personalized our financial plan to fit our needs and comfort level. We would recommend John to anyone who needs some advise on financial planning. Don and Nancy Foster 8/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Richard Reynolds, Attorney at Law & Cynthia Reynolds Petaluma, CA We’ve been working with John and his firm for at least 30 years, mainly handling our life insurance. Since 2021 we have been using John and his firm for all of our financial planning needs including our retirement investment accounts. John is a "hands on" advisor who is able to handle it all: insurance, investments, budgeting and general financial advice. John always listens and always helps. John is dependable, open, hard working and honest. He knows his business and we have confidence in him. We have had various business and personal financial and insurance advisors over the years. John is the best. We have no reservations in recommending John to anyone with insurance, financial and investment needs. Richard Reynolds, Attorney at Law & Cynthia Reynolds 9/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Peggy and Lew Brindle Petaluma, CA After the recession in 2008, we, being at retirement age, started to panic. Someone led us to John Reuscher, and he has been our financial advisor since then. We really appreciate his professionalism. He has always been very generous with his time. He's so knowledgeable and trustworthy. Our questions are answered right away. He has truly taken the worry out of that aspect of our lives. We always tell him that we feel like we have been to therapy whenever we see him. Peggy and Lew Brindle Petaluma, CA 7/2023 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Yolanda & Manuel Ayala Santa Rosa, CA John Reuscher has been our trusted financial advisor for over 25 years. He communicates clearly, consistently and responds promptly. After meeting with him we always have a clearer picture of our budget and spending habits. He listens well and is always available to answer our questions in a way that we can understand. Yolanda & Manuel Ayala Santa Rosa, CA April 2024 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Neil Church Music Minister Petaluma, CA I was referred to John by Edelman Financial in 2008. He gave me exactly what I needed: a solid direction for my financial future. Since that time, my portfolio has grown to where I can comfortably enjoy retirement. Not only that, John has given me advice concerning everything from long-term care insurance to refinancing my house. I would highly recommend his services to anyone looking for a great financial advisor! Neil Church Music Minister Petaluma, CA July 2024 Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.