Your Success

We have used Jill, and her team, as our financial advisor for close to 10 years. We love the no pressure options they bring to the table. They actively manage our portfolio, they understand the funds and trends they have our investments in, and will move things around when needed. This is such a positive change from the passive management we have had with our investments with previous companies. Whether your finances are in shambles or you have money to spare they work hard to make the best financial plan for you. You can tell they truly care for their clients and their financial wellbeing. It's not just about money to them, it's a family approach. 10 out of 10 recommend!

Huge kudos to both of you for your exceptional customer service! Your professionalism has truly been outstanding, and I wanted to take a moment to let you know how much we appreciate all your help. You have made the transition experience so much better. Thank you for going above and beyond. It certainly hasn't gone unnoticed, and we are grateful for everything!

Jill and the team at Penstar Wealth Solutions have been managing my finances for over 20 years. Through all of life’s changes, they’ve consistently provided personalized solutions and trustworthy guidance that have kept me on the right financial path. Their expertise, reliability, and genuine care for my financial well-being set them apart. If you’re looking for a company to trust with your finances, I wholeheartedly recommend Penstar Wealth Solutions. I’m excited to continue working with them in their newly formed company and look forward to many more successful years together.