Client Testimonials

I first met Josh when he cold called me at my office. Very few people make it past my initial greeting with this approach, but there was something different and intriguing about what Josh was saying. He was not trying to sell me a service, but was trying to get me to understand the complexities of my financial situation. Our relationship, both personal and business, has grown tremendously over the last 10 plus years where he has helped with estate planning, retirement, life insurance and business protection. Josh and his team are very knowledgeable in many aspects and their customer service is top shelf. I would highly recommend ArisGarde for your personal and business financial well being.

Robert R.Business Owner, Trucking & Logistics

When we first started working with Josh, we had a career's worth of 401ks and money scattered throughout a number of institutions. We had a lot of assets that were not particularly productive. Josh and team helped us tackle that scattered mess. They put it into a coherent, strategic plan that made sense together. He held our hands through all of the rollovers, genuinely listened about what was important to us, and then developed a plan with us that works for us. When we started thinking about buying a house after a lifetime of renting, he helped us put a budget together that supported our existing financial goals. Josh and team have been great with those big issues and plans, but they've also helped with a lot of smaller financial decisions that have popped up along the way. He is always willing to listen and offer advice.

David T.Software Engineer

I have trusted ArisGarde and Josh Friedlander with my financial security for almost 10 years. They explain in clear terms why they make their recommendations and lay out a long term plan that truly aligns with your personal financial goals. I never felt taken advantage of or misled. I would recommend this firm to anyone.

Dr. Anthony F.Head & Neck Surgeon

I've been working with Josh Friedlander and his fantastic team at ArisGarde for several years now. He's walked me through options for retirement investments and meets with me regularly to check in on my goals. Josh has offered advice and referrals to other specialists when I was setting up a small business that will be another source of income in my retirement. He helped me make informed decisions that should allow me to retire early to focus on my small business part time and enjoy my life full time. Josh and his team are responsive, knowledgeable and personable, always great to work with, and they genuinely care about you. I have been extremely satisfied and highly recommend Josh and his team.

Dreama B.

As we approached retirement, we met Josh Friedlander and quickly recognized his extensive financial expertise. He listens carefully to our intentions and objectives and incorporates our risk tolerance while maximizing results and tax efficiency. We appreciate his objectivity and positivity and thoroughly enjoy our discussions.

Debra H.Retired Controller

Working with ArisGarde in making financial plans for retirement was informative, effortless and very thorough.

Dunyo A.Business Owner, Construction

ArisGarde makes me feel that my personal financial goals are of utmost importance to them. I feel comfortable and at ease knowing they're my financial advisors.

Dr. Alexander M.Podiatrist

Josh is great. He set me up early for disability and life insurance packages. I’m glad I did it with him early on. Highly recommended.

Dr. Hafiz H.Interventional Cardiologist

It is a joy to work with ArisGarde! They are caring and concerned about your unique situation. They offer knowledgeable advice that is pertinent to the client's needs. They do an excellent job of keeping their clients informed and offering thoughtful choices.

Deric T.

My husband and I are newlyweds trying to figure out how to invest for our future. Josh has guided us toward manageable financial goals that don't feel daunting. Thank you for helping us along our financial journey!

Nicole F.