Michele M.
8/21/2021
I am so glad I found Joseph Financial Partners! I have been with them now for 6 years, moving from USAA. Its not that I disliked being at USAA, but I love the small family feel of this firm. I...
Joseph Financial Partners
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123 W San Antonio St
Fredericksburg, TX 78624
Joseph Financial Partners was founded in 1994 by Sharon Joseph with the goal of assisting our clients in every aspect of their financial lives. After previously working 10 years in the financial industry for others, she joined LPL Financial to become her own independent financial advisor and principal of the firm. In 2002, her husband, Jim McAfee joined the firm as a Registered Representative after 30 years in the medical field to make Joseph Financial Partners a truly local Mom & Pop shop for investing. In 2009, Sharon's son, Jody Donovan, moved home and joined the firm after 5 years with Wells Fargo Investments in Houston as a Financial Advisor.
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Reviews
3.55 reviewsCatherine T.
4/16/2024
They are annoying me with constant messages and seemingly no easy way to stop them. I use a nationally recognized broker and would never consider a small local firm with limited resources.
Arah L.
8/10/2021
I have worked with Joseph Financial Partners for several years now. The true test was when my father passed away. Turns out working with them was probably the best decision I ever made, such a...
Janie A.
9/17/2021
I feel great about the job you are doing. you have been guiding me to realize my financial goals since 2006!!!
Brenda M.
3/9/2013
Incompetent is the kindest thing I can say. If you want your money to be mismanaged, go to these people. Because of an "oversight" on their part, my IRA sat in a money market account where it...
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