I first met Josh when he cold called me at my office. Very few people make it past my initial greeting with this approach, but there was something different and intriguing about what Josh was saying. He was not trying to sell me a service, but was trying to get me to understand the complexities of my financial situation. Our relationship, both personal and business, has grown tremendously over the last 10 plus years where he has helped with estate planning, retirement, life insurance and business protection. Josh and his team are very knowledgeable in many aspects and their customer service is top shelf. I would highly recommend ArisGarde for your personal and business financial well being. - Robert R., Business Owner, Trucking & Logistics
When we first started working with Josh, we had a career's worth of 401ks and money scattered throughout a number of institutions. We had a lot of assets that were not particularly productive. Josh and team helped us tackle that scattered mess. They put it into a coherent, strategic plan that made sense together. He held our hands through all of the rollovers, genuinely listened about what was important to us, and then developed a plan with us that works for us. When we started thinking about buying a house after a lifetime of renting, he helped us put a budget together that supported our existing financial goals. Josh and team have been great with those big issues and plans, but they've also helped with a lot of smaller financial decisions that have popped up along the way. He is always willing to listen and offer advice. - David T., Software Engineer
I have trusted ArisGarde and Josh Friedlander with my financial security for almost 10 years. They explain in clear terms why they make their recommendations and lay out a long term plan that truly aligns with your personal financial goals. I never felt taken advantage of or misled. I would recommend this firm to anyone. - Dr. Anthony F., Head & Neck Surgeon
I've been working with Josh Friedlander and his fantastic team at ArisGarde for several years now. He's walked me through options for retirement investments and meets with me regularly to check in on my goals. Josh has offered advice and referrals to other specialists when I was setting up a small business that will be another source of income in my retirement. And he helped me make informed decisions that should allow me to retire early to focus on my small business part time and enjoy my life full time. Josh and his team at ArisGarde are responsive, knowledgeable and personable, always great to work with, and they genuinely care about you. I have been extremely satisfied and highly recommend Josh and his team at ArisGarde. - Dreama B.
As we approached retirement, we reached out to one of our long-term advisors to recommend a professional who could provide expert financial guidance. We elected to meet Josh Friedlander and quickly recognized his extensive level of financial expertise, and during our discussion realized he is as personable as he is knowledgeable. He always listens carefully to our intentions and objectives and incorporates our levels of risk aversion while maximizing results and tax efficiency. Along the way Josh has identified gaps in our comprehensive portfolio, which he has helped us implement. In addition, we appreciate his objectivity and positivity, and thoroughly enjoy our ongoing discussions. - Debra H., Retired Controller
My wife and I started with ArisGarde's founding partner, Josh Friedlander, around ten (10) years ago, and we haven't been disappointed. Let me explain, Josh and I were friends who trained together at a local gym in Syosset NY. Typically finances and friendship don't mix very well, and something eventually suffers. Not in this case. ………….. "Trust" is a key factor in deciding where to invest retirement dollars. When my wife and I first started talking with Josh about opening an account, we felt comfortable and trusted that our savings would be handled with utmost personal care, and we weren't disappointed. Josh meticulously walked us through investment options, with a keen eye towards what our "longer term" financial goals were. Since starting with Josh (ArisGarde), I've retired, and we now count on our investment dollars to keep us living comfortably here on Long Island. We have no hesitation in recommending ArisGarde for helping you to meet your investment goals. - Paul B., Retired Procurement Manager
Working with ArisGarde in making financial plans for retirement was informative, effortless and very thorough. - Dunyo A., Business Owner, Construction
When I reached out to ArisGarde, I was looking for guidance to better manage my savings and plan for the future. I wanted to diversify my investments but didn't want to be pressured to make any decisions too quickly. With ArisGarde I feel that I have found a very personal approach to my needs. Not only am I growing my various investments, I also have defenses to protect them. I have really enjoyed working with Josh and look forward to continuing this relationship! - Dr. Emily B., OB/GYN Surgeon
great to work with. always available for any question you might have. - Paul M., Business Owner, Jewelry Wholesaler & Supplier
My family and I have been working with Joshua for many years. He is a true professional in every sense of the word. He consistently goes over and beyond what I would expect from a financial advisor, and he cares so much about his clients and their well being. I feel very fortunate to have Joshua as my advisor and friend. - Marc S., Certified Public Accountant (CPA)
Arisgarde makes me feel that my personal financial goals are of utmost importance to them. I feel comfortable and at ease knowing they're my financial advisors. - Dr. Alexander M., Podiatrist
I have been with Josh & Arisgard for more than 12 years now & I am a very satisfied, happy client. Josh & His associates are always in touch with me & available to discuss whatever I need explained or done to my accounts. I would highly recommend using Josh & ArisGarde to get your fiancés in order & working to make money for you. Josh is a very caring, knowledgeable, smart, competent financial adviser to work with & will get your fiancés making extra money & growing for you! - Virginia M.
Josh is great. He had set me up very early for disability and life insurance packages. I am glad that I did it with him early on . Highly recommended - Dr. Hafiz H., Interventional Cardiologist
I approached ArisGarde because I needed help managing my finances more effectively as I transitioned into retirement. They took the time to understand my goals and created a tailored plan that gave me confidence in my financial future. My favorite part about working with ArisGarde is their attention to detail and personalized service—I'm not just another client. For anyone considering becoming a client, I'd say that ArisGarde is a great choice if you're looking for a knowledgeable, trustworthy team that truly cares about your financial well-being. - Gail P.
I am very pleased with the work of ArisGarde. Josh's team has been kind and effective in communication, knowledgeable and effective in management of my assets, and responsive and dedicated to client service. I so appreciate all the team does to help me! - Tracey C.
I am most impressed by their ability to think outside the box and come up with new ideas. Availability and easy accessibility have been present throughout my experience. - Dr. David Z., Orthopaedic Surgeon
As a physician, we aren't taught how to prepare for the future and are usually behind our age-matched peers in this regard. Josh has been so kind and thorough and has made me feel comfortable that I'm in good hands with my financial future. My husband and I feel in control instead of worried. The staff is easy to approach and accommodating when my schedule is crazy. Thank you!! - Dr. Kristin S., OB/GYN
I was brought to Josh Friedlander by my former financial advisor. Josh had worked with him previously. From the first time I spoke with Josh I felt comfortable. He has always sought my input to clarify my needs and when he brings me a proposal his presentation has always been thorough. My questions are answered with care and clarity. He is always patient when I ask for more information or to explain something another way. The decisions he has led me to have increased the value of my portfolio. I trust Josh and believe that he holds my best interests as paramount. - John H.
I have had the privilege of working with Joshua Friedlander at ArisGarde for many years. Josh's advice and deep knowledge of finance and investments has been invaluable to me. He closely monitors my investments, contacts me frequently to review my investment portfolio and make changes as necessary, and explains investment options thoroughly and in language that is easy to understand. Any recommendation he has ever made has proved to be beneficial to me. He is courteous, kind, and cares deeply about my financial well-being. As I prepare to enter into retirement, I am confident that Josh's continued financial advice and guidance will help make the coming years worry-free. - Catherine Y., Private Equity Investor Relations
I am thrilled to share my experience with Joshua at ArisGarde. From our first meeting, it was clear that Joshua is not only highly knowledgeable but also genuinely cares about his clients. His personable approach made me feel comfortable discussing my financial goals, and he took the time to tailor strategies that suit my needs perfectly. The professionalism and expertise of ArisGarde have been invaluable in helping me navigate my financial journey. I wholeheartedly recommend Joshua and his team to anyone looking for trusted financial guidance. - Chris W., Business Owner, HVAC Construction
Been with the team at ArisGarde for many years. Easy to work with- non-intrusive- and professional. Much appreciate everyone's help. Thanks! - Dr. Neil P., Dentist
It is a joy to work with ArisGarde! They are caring and concerned about your unique situation. They offer knowledgeable advice that is pertinent to the client's needs. They do an excellent job of keeping their clients informed, as well as offering thoughtful choices. ArisGarde is just wonderful! - Deric T.
Incredibly helpful as we navigated finding the right life insurance plans for our family. We really appreciated the guidance and support during this process (a first for us!). - Alyssa R.
My husband and I are newlyweds trying to figure out which direction to go in with our finances and how to invest for our future. Josh has led and guided us towards creating manageable financial goals that don't seem so daunting. Thank you Josh for helping us along our financial journey! - Nicole F.
We are more than happy to recommend ArisGarde to friends and family looking for help with their investments, to plan for their future.
They listen to your needs and comfort levels and work with you to find a satisfactory solution.
They treat you like a valued friend, not just a number.
We feel ArisGarde is there for us and available to answer any and all questions, in a timely manner! A pleasure to work with. - Rhea C.
I have been working with Josh for years since I was in training. He helped me seamlessly get disability and life insurance and helped me with every step of the way. Personable, professional, and helpful always. I've referred several colleagues because of the quality of work Josh provides. - Dr. Alexander B., Vitreoretinal Surgeon, Retinal Specialist
These testimonials were given by current clients
No compensation was provided for these testimonials
There are no conflicts of interest on the part of the person giving the testimonial
Featured testimonials do not represent the experience of all clients and are no guarantee as to clients' future financial or investment success.