Johnson Brunetti is an independent Retirement and Investment Specialty firm, built on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.
Founded in 2003, Johnson Brunetti began with the goal of creating value for others before all else. Since then, we’ve grown to a dedicated team of over 50 employees who work together to address the unique needs of those in and approaching retirement.
Led by Joel Johnson, CFP®, our experienced fiduciary professionals have successfully helped over 7,000 families navigate the retirement planning process. As fiduciaries, our financial advisors are legally and ethically bound to act in the best interest of our clients.
At Johnson Brunetti, we take pride in caring for our clients and our community. Through educational workshops, special events, and an unwavering commitment to community service, we aim to make a positive impact on the lives of others.
Giving back is at the core of who we are. Since launching our Community Service Program in 2021, we’ve dedicated over 1,770 volunteer hours to support incredible organizations such as The Salvation Army, Dress for Success, Journey Home, Save the Sound, Make-A-Wish®, and many more.
Creating Value for Our Clients & Communities
We deeply value the relationships we build with our clients and the opportunity to make a meaningful difference in the communities we serve.
-
Joe D.Joe D. is a client of Johnson Brunetti and received no compensation for his statement.
“Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting your clients’ many different real life stories.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Jackie L.Jackie L. is a client of Johnson Brunetti and received no compensation for her statement.“I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
John L.John L. is a client of Johnson Brunetti and received no compensation for his statement.“We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you for everything!”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Laura H.Laura H. is a client of Johnson Brunetti and received no compensation for their statement.“Your corporate values and mission have stayed constant which we’d say is the primary reason we are so satisfied. We believe that mission should never change.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Barbara S.Barbara S. is a client of Johnson Brunetti and received no compensation for her statement.“We are very happy with Johnson Brunetti. It has really taken a load off our shoulders. Thank you.”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Christine Q.Christine Q. is a client of Johnson Brunetti and received no compensation for her statement.“Your services are exemplary and greatly appreciated by my husband and myself to live out our retirement years feeling safe and secure. Thank you!”
Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
You would benefit from a meeting if you…
- Want to create a plan for your financial future
- Are interested in paying less in taxes
- Want to earn a reasonable rate of return on your money
- Wish to minimize taxes on your Social Security income
- Want to keep the IRS out of your will
- Are concerned about running out of money in retirement
Many people who come in to visit us have an existing financial advisor. We’re not trying to steal you away, but rather offer a fresh perspective on your investments and how they align with your goals. Just like seeking a second opinion at a doctor’s office can provide clarity and reassurance, our advisors can provide important insights to help you make informed decisions about your financial future. Plus, the initial consultation is complimentary.
We work on a fee which is based on the assets you entrust to us, or we can use products that pay us a finder’s fee or commission from the companies where we invest your money.
- Your latest financial statements (Mutual Funds, CDs, life insurance policies, annuity policies, retirement accounts [IRA, 401(k), TSA, 403(b)], trusts, etc.)
- A copy of last year’s tax return, if possible
- Your completed Family Information Sheet, which will accompany your confirmation letter
- Any information relating to your concerns
- Any questions or topics you would like to discuss
During this meeting, we’ll engage in meaningful conversations and gain a deep understanding of your specific concerns to accurately evaluate your needs and aspirations. We’ll then provide personalized recommendations tailored to your unique situation as well as conduct a comprehensive analysis of your current financial status. Keep in mind, this is an exploratory meeting focused on gathering relevant information rather than a sales pitch.
There is absolutely no charge or obligation following our first meeting. Many times, we can reassure folks that everything looks great, and no changes are needed.