Client Testimonials
Trust My Clients
Rich & Gerry Watts
Lancaster, CA Clients since 2016
We’ve been working with Jon Loyhayem since 2016, and he has consistently provided us with exceptional financial planning and 401k rollover services. Not only has he helped us navigate these complex processes, but he has also gone above and beyond by offering us valuable estate planning consultations. From the beginning, Jon has been extremely helpful and knowledgeable about the options available to us. He takes the time to explain the pros and cons of each option thoroughly and helps us make informed decisions. The rollover process can be overwhelming, but Jon makes it easy and stress-free. We are extremely satisfied with Jon’s service and highly recommend him to anyone in need of financial insurance planning or 401k rollover assistance.
Isaac Kashani
As a dentist who owns a practice, it is crucial that I have the right life and disability insurance coverage in place to protect my family and my practice. I am grateful to have Jon Loyhayem as my insurance planer, as he has truly been the best agent for my needs. Not only does he have a thorough understanding of the insurance needs of dentists who own a business, but he also has the expertise to tailor a policy to fit the unique needs of a business owner. Jon is a reliable and trustworthy professional who always has his client’s best interests at heart. I highly recommend Jon Loyhayem to any dental business owner needing life insurance.
Adam Shamam
Jon kept searching for what I wanted until he found the coverage that I both wanted and needed. Until this day he updates me whenever there are changes that can be made to benefit my financial goals further! Thank YOU, Jon!
Sara Behdadnia
I rolled over my old 401k from my old job to one of the companies that Jon recommended; after the 2008 crash, I wasn’t comfortable with my money being in the stock market, and I wanted to have better control of my future. Jon showed me a account that guaranteed my savings would not go down when the market went down.
Larry Grace
Santa Monica, CA, Client since 2022
Jon was able to give me a clear road map of what we can do to help plan our retirement. He pointed out some key gaps that I was missing in my plan, helped me fill them, and developed a bulletproof plan for the future.
Client
I have had the pleasure of working with Jon Loyhayem as my financial planner for the past year, and I am extremely satisfied with his services. Jon is a knowledgeable and trustworthy professional who truly cares about his clients. He takes the time to understand my financial goals and provides personalized recommendations to help me reach them. He is always available to answer my questions and provide support. I highly recommend Jon Loyahyem to anyone seeking financial planning services.
Client
I recently worked with Jon Loyhayem to roll over my 401k from a previous employer, and I am extremely happy with the outcome. Jon made the process incredibly smooth and easy for me. He explained all of my options clearly and helped me choose the best course of action for my financial goals. I appreciate the time he took to ensure that everything was handled properly and efficiently. I highly recommend Jon’s services for anyone looking to roll over their 401k. He is a knowledgeable and reliable professional who truly cares about his clients.
Client
Hey there! We just wanted to leave a quick testimonial for Jon Loyhayem, who helped me roll over our plan from my previous employers. The whole process can be pretty overwhelming, but Jon made it super easy and stress-free. He’s a knowledgeable dude and took the time to explain all my options so I could make an informed decision. Plus, he’s a cool guy and always available to answer questions. I’m really happy with the service Jon provided and would definitely recommend him to anyone who needs help with their 401k rollover. Thanks, Jon!