Jonathan Johnson

 
 
 
 
  
 
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 Posted on Google  
 
 
 Deanna Tregoning 
 
401 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We have a had a great experience working with Blue
Chip partners, especially Jonathan and Deborah. We were hesitant to use a financial planner, but very glad we made the decision. Highly recommend this company.
  
 
 
 
 
 
 Posted on Google  
 
 
 Karen m 
 
548 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Recommend Blue Chip 100% without reservation.   Blue Chip (particularly Cody and Jonathan) were recommended to me by a long-time friend who has been with the firm since its inception.  They have exceeded my expectations in every category.  I connected with them a couple of years before my planned retirement for a "trial run" of their services.  I was never subjected to a "sales pitch"....instead they sought to get to know me, understand my lifestyle and goals and helped me understand key elements of building a financial plan (including risk).  Then they tailored a plan for me.  It was the best experience.  The results have been exactly what I expected. Upon retirement, they helped me transition my pension and 401k, again ensuring full understanding of my needs and goals.  I am 100% confident in their approach and it's a huge relief for me to have their level of expertise and professionalism providing the guidance I need.  They make every transaction easy and stay on top of everything, proactively reaching out to ensure continued alignment.  This is key....they don't just set it up and disappear.  They also keep clients informed of market changes and opportunities via email and video presentations which are quite helpful.
Every member of the team is a pleasure to interact with.
  
 
 
 
 
 
 Posted on Google  
 
 
 Shana DeVoe 
 
682 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have had nothing but great interactions with Blue Chip Partners. Gina and Jonathan are awesome to work with. Helpful. Knowledgeable. Patient. They make sure they are providing the best guidance but also take into account what you are comfortable with as a client. I won’t be working with any other agency.
  
 
 
 
 
 
 Posted on Google  
 
 
 Carl McDevitt 
 
962 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I would highly recommend Blue Chip Partners for anyone looking to begin or switch their investment portfolio. My personal experience resides with Jonathan Johnson, who is very knowledgeable and personable. He was able to break down their investment strategy and lay out exactly how my money would be allocated throughout the market for the common investor. This helped relieve the stress and worry that most can relate to when saving for retirement.
  
 
 
 
 
 
 Posted on Google  
 
 
 Steve Gudewicz 
 
1318 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
From our initial meeting with Robert and his team it was very informative and made us very relaxed, there was never any pressure to do anything. We have been very pleased with the way that our investments have been handled. We are especially appreciative with the way that Jonathan Johnson has handled our account and assisted us in making the necessary decisions regarding our retirement.
  
 
 
 
 
 
 Posted on Google  
 
 
 Wm Bennett 
 
1347 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of Robert Steinberg and  Blue Chip for over 25 years.  I started while in my 40’s with minimal assets.   My plan was to retire in my early sixties using a conservative approach to investing.  My hope was to maintain the same lifestyle in retirement as I had during my working years.     I have worked with several different advisers at Blue Chip and have found them all to be beyond helpful.  During the years I have been a client,   there have been several market downturns.  Each time their focus remained  on the future,  and how to best position investments for long term growth.

I have been retired now for over 10 years. No one can predict the future, but with the advice and guidance from Blue Chip,  my financial  goals have been met.  I highly recommend Robert, Jonathan and the entire staff at Blue Chip.
  
 
 
 
 
 
 Posted on Google  
 
 
 Roy Woolery 
 
1359 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Robert, the owner I met a couple years ago and he has assigned Jonathan to my case. Both individuals have been very outstanding. Very knowledgeable very kind and able to Boil down complicates  matters to  explain, complicated financial pictures to somebody not very well educated in finance, like me.Roy
  
 
 
 
 
 
 Posted on Google  
 
 
 Mike Laber 
 
1359 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of Robert's and Blue Chip for a combined 30 years.  Jonathan, Emily and everyone on the team is always responsive and attentive; my trust in them is complete, demonstrated by the length of our relationship.
  
 
 
 
 
 
 Posted on Google  
 
 
 John Evashevski 
 
1360 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I've been extremely pleased with Blue Chip Partners. Unlike most investment companies, Blue Chip Partners will actually educate you on your investments and check in consistently. I've personally worked with Cody VanderHagen and Jonathan Johnson, and I cannot express just how appreciative and impressed I have been with their help and overall concern with my assets.