“I worked with Joel for over three years and found him to be an individual who was very honest with himself and others. He is very straightforward and tells you exactly what he believes. I feel he is very trustworthy.”
David Lane, Founding Managing Director Diamondhead Ventures, Menlo Park, CA
“Joel, your attention to detail and organizational skills regarding the accounts of Jakubson Telecommunications are to be commended.”
Michael D. Daines, CPA Daines, Inc., Menlo Park, CA
"Joel, I must commend you on the organization and completeness of the information contained in the [estate settlement] binder. It was put together with the same attention to detail and thoroughness that you used in administering the estate."
Charles S. Frazier, Attorney at Law Frazier & Roberts, Wayne, PA
Contact us for a list of current client references, or visit my LinkedIn profile to see comments from current clients.
Questions or comments? Get in touch with us at:
Jakubson Financial Organizers Menlo Park, CA 94025