Customized personal advice with you in control like never before.
Now, an uncompromised solution, ADVICE ONLY.
Customized personal advice with you in control like never before.
Now, an uncompromised solution, ADVICE ONLY.
Great financial advice that keeps my investments growing. The bigger brokerage firms charge exorbitant fees. On advice of Future U Financial (FUF), I moved my assets to a “no-fee” trading service.
Now, for a very reasonable monthly subscription to FUF, I get investing advice, do my own trading, and SAVE BIG on avoiding the trading fees. And I get a level of personal attention that has educated me on investment strategies and the workings of the stock market.
Being in control of my investments by being advised and educated by FUF is the best financial move I’ve ever made.
I've worked with Josh Herlan for many years.
He is very proactive, responsive, and will help you understand the transactions and reasons behind them.
Highly recommend, and do recommend him, to others.
Over the past year, I haven't been able to decipher the market indicators to feel confident my money would be appreciating at
a level that meets expectations. Therefore I haven't been doing anything, which makes my anxiety go up. I got introduced to Josh and he explained how Future U Financial is an advice only firm and I will not have to pay commission or trade fees.
This coupled with scheduled on my time financial planning sessions made me a customer.
Now have direction and a plan that I'm excited about as we navigate through extraordinary times. The only regret I have is not working with Josh sooner.
Josh takes great pride in his work and has taken exceptional care of me!! Highly Recommended!
Working with Josh has been hugely helpful both in demystifying the investment landscape and in making the most of the money I have available for investment.
Josh was able to consolidate access to all my assets across many platforms (Robinhood, Wealthfront, 401k, Fundrise, etc.) and use that info to assess my risk/diversity and come up with a plan.
Josh listens to my concerns, answers my questions, and truly feels like a mentor or a sherpa guiding me through the confusing investment landscape.
Needed help managing my 401k I get from work. Josh spent rime helping me understand my options and offered sound advice. Now we meet quarterly and it's been really helpful.
110 South Hartford Avenue, Tulsa, Oklahoma 74120, United States
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