Dear Jonathan,
We want to express our gratitude for the work you have done for us over the past few years. As we approached retirement age, we sought your experienced financial support to ensure we were heading in the right direction and making the necessary preparations for a secure future. From the very beginning, we knew we had made a great choice.
Having known you as a wonderful person through our sports connections in the township, you exceeded our expectations as a Financial Advisor. We appreciate your accountability, proactivity, and attention to detail. Each time we meet, we are impressed by how organized you are and how effortlessly you communicate your strategies. We always leave our meetings feeling confident that our financial affairs are under control. That sense of certainty in planning for our future is invaluable to us.
Additionally, we want to thank you for taking the time to help our children plan for their futures. As a family, we consider you an essential part of our support team-your guidance makes our future feel secure.
Thank you once again for everything you do for us and our family. You are truly a remarkable person.
Warm regards,
Patricia and John Vogel
This statement is a testimonial by a client of the financial professional as of 04/04/2025.The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
At Viscounte Financial, we believe that smart planning today leads to greater confidence in your financial future. Every client deserves financial clarity and confidence—regardless of where they start.
Viscounte Financial LLC is not registered as a broker-dealer or investment advisor.
Jonathan Viscounte and Brandon Oruch are Financial Planners with securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Prudential or Viscounte Financial LLC.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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