Jonathan Mills

Jonathan is very knowledgeable about insurance and helped to guide me and my husband through the Medicare and supplement plan process. He is always available whenever we have questions through the year. His hands on approach is very much appreciated. He does his due diligence to ensure we are getting a plan that is cost effective and works for us and our needs.

We had Jonathan come out today to go over our policy from 2021. He answered all our questions we had and gave us more information on the policy’s impact. We are considering purchasing another policy to backup our existing policy. He is a man who knows the figures and is genuinely concerned about helping us as we approach the sunset years.

Jonathan is the best. Very friendly and knowledgeable. He knows how to communicate with his customers and he knows how to explain insurance so you can understand. Highly recommend him.

He's the best!

Jonathan has taken care of my parents for many years, ensuring they are prepared for retirement and beyond. On top of being kind, sincere, and thoughtful, he takes his time getting to know his clients and their needs. He has been a blessing to our family. I would highly recommend him to anyone needing planning and management advice.

Great customer service.

Knows his stuff

Jonathan has managed our portfolio prior to and since my retirement. Working with him, he developed a highly diversified portfolio of several financial instruments matching our risk tolerance. Jonathan always patiently and promptly responds to my questions and concerns regarding financial markets.

I highly recommend Jonathan as a financial advisor either to young individuals beginning their investment journey, to the middle ager or to those of us preparing to retire or are presently retired.

Jonathan is the best, he keeps up with everything, reminds us of “due dates”’, helps us get the best value for our dollar as we proceed down this new and unfamiliar path in our lives.

He is professional, but not stiff. He has a warm and very friendly demeanor.. we enjoy his visits and updates.

Jonathan is great to work with. Always quick to return calls if he is not available to answer at time of call. Is good to ask questions to get us what we need.

Very helpful. Took extra time to answer my questions.

Very good communication, efficient, knowledgeable, and personable

Great customer service. What a pleasure to have him looking after things for me! He is very knowledgeable and I trust him totally. I never have to worry about things. Makes it so easy to understand and answers all my questions!

Great at explaining the different options that fit our needs.

Great job helping us find a great plan to fit our needs. Help save money on our coverage . He also took the time explaining the difference’s between plans.

Always available to help with questions, returns calls in timely manner. Friendly and knowledgeable.

He is very nice and always willing to help me!

Friendly, resourceful and wonderful customer service.(puts customers needs and concerns frist).

Did a good job answering my questions and my concerns? And I appreciated him coming to my home.

Jonathan Mills is the best agent ever. I have known him professionally over 10 years. When I retired last year, I called Jonathan to make that transition. He is a trusted advisor.