Client Testimonials
"Scott Fisher is our advisor at John Graham & Associates. He is one of the most personable, knowledgeable and patient people we have had the pleasure to work with. He answers all questions and presents information in a respectful and professional way that we understand. We completely trust that our investment and future are in very good hands. We highly recommend Scott's services to everyone. 5 stars!"
Michael & Julie S.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have used Josh for my financial advisor for several years. Always very pleased with the job he has done and his knowledge. Both he and Amanda are very helpful whenever needed. Highly recommend!"
Rose M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik does a wonderful job of guiding us in the best ways of controlling our money. He listens to our questions and answers them in his professional wisdom."
Michael M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh always takes the time to talk with us and answer all of our questions. He makes us feel really comfortable with the whole investing process. We would recommend him any day."
Roy S.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We are very pleased working with Josh. He is very good about getting back with us when we have any concerns or questions."
Les D.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik is great to work with. He takes the time to learn about our profession and how to best set up our investments to maximize our dollars and set up retirement. He is genuine!"
Leah B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I am very pleased with the way John Graham & Associates have treated me through the years that I've been with them. I feel Eric keeps me well informed of my account and is very professional in every aspect of this job."
David N.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Excellent service. Amanda Rector always polite and responsive to my questions. Moved my accounts from Busey Wealth Management due to my faith in Josh Millers financial knowledge."
David W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"The reasons for my confidence in Josh Miller are numerous. He has been handling my financial investments with honesty and sincerity. If I have any questions he doesn't hesitate to help me understand. I totally put my faith and trust in Josh Miller. Amanda Rector, also, is a great help to me with her friendliness and reminders on my appointments."
Mary W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Both Josh and Amanda Rector have done a great job for both my wife and myself. We are long-term customers that highly recommend this outstanding investment team."
Rod & Stacy W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I was so impressed with how John Graham & Associates handled our company 401k plan, that I moved all of my personal investments with them. Nik took the time needed to understand my investment goals & needs. He explains things for my understanding & stays on top of my retirement goals with my investments. I often reccomend them to others for their investment needs."
Kimberlie B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Eric took over my account after Alan Gordon. I was skeptical at first but he has slowly but surely won over my confidence by taking very good care of my account. He is interested in my needs & offers ways to achieve my goals. He's done a great job! I would totally reccomend him to anyone."
Christina Y.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"During our meeting, Josh did an excellent job explaining my investments, and providing the rationale for making a few changes. He is very knowledgeable, yet able to talk in laymen's terms. All praise & no complaints."
John M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik is very professional & friendly. He is very knowledgeable and guides us in our financial decisions. We feel very welcome and we know that we can trust in our decisions."
Mike & Jean M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh has always gone above and beyond to keep us informed of new investments and changes needed to be made to our accounts. Couldn't ask for a better advisor."
Ben F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh is kind and patient with me, an old lady! Who does not understand all this investment stuff! A good Christian man."
Linda G.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We have been working with Mike Graham for over 25 years. Mike listened to our goals, answered all our questions, made great recommendations, and always informed us of why he made them. He definitely met our expectations and now continuously helps us in early retirement. We have always been comfortable working with him as he cares about our needs personally and professionally."
Dale & Jackie P.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh Miller is: Trustworthy, Knowledgable, professional, Honest and Ethical."
Anita F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Working with Nik Adams is a pleasure. He understands my wants and needs and honors both. He handles my investments well. I have no worries."
Evonne C.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We have been with Josh Miller since 2004. Over all these years, his expertise and attention to our needs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of his care of our financial needs. We have been truly blessed by this wonderful Christian man."
Kathleen F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Eric truly takes the time to understand my needs and future goals. When I meet with him it is like I am meeting a friend."
Lynn H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh has earned our trust. He's honest, informing, evaluating, explaining why certain changes make sense as our needs & priorities change. Amanda is always available, patiently assisting with IRA withdrawals, answering questions, helping set up online communications, moving money from investments to bank accounts as needed, etc. Josh & Amanda visit us at our home! We've never had to drive to them!"
Linda P.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Josh is always very professional and I trust his comments/advise as to my investments. Very kind and courteous."
Lois B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Scott and the whole team at John Graham & Associates makes investing in my future easy and enjoyable! I'll be a customer for life."
Adrian J.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik is knowledgeable, helpful, and accessible. Nik provides responsible advice and responds quickly to questions & concerns."
Timothy L.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have been with Graham & Associates for over 25 years. My investments are personalized for my current status as well as for my future. My returns continue to be excellent and I have faith they will continue to grow over the years to come."
Meghan M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Today's financial world can be complicated and challenging... certainly not my strength; even after all these years, it can all be scary. Starting with John when he first established JGA, our family has continued to trust this firm with our nest egg. Now, with Mike and an excellent motivated staff of professionals and planners, we continue to enjoy growth with security and enjoy quiet peace of mind, so important in today's hectic world. I would (and I have several times) strongly recommend John Graham & Associates."
Ric M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I made the educated decision to trust Mike Graham and JGA a couple years ago. I chose to give Mike full control of my portfolio and that choice has paid huge dividends! His communication over the years has been very educational. I highly recommend Mike and the team at JGA to anyone who is looking diversify their financial future!"
Jason S.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We have been working with John Graham and Associates for almost 25 years. They have been of great help to our family as we navigated paying for college for our children and for retirement. We have the utmost respect for their team and their investment choices and look forward to working with JG&A for many years to come."
Alan F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have always been very pleased with Josh his handling of my portfolio. I trust him to do what he believes will benefit me the most and I appreciate the convenience of him traveling to my home. I also enjoy working with Amanda and I know she can help me with any questions if Josh is not available. A great team!"
Patricia C.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Scott is easy to work with. He explains things well and takes time to make sure we understand it."
Richard W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I greatly appreciate Nik's patience and thorough explanations when going over my accounts. I have confidence in his work and trust the decisions he makes to better my finances."
Rachel B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I've had the privilege of working with Mike Graham as my financial advisor since 2001, and over the years, his guidance has been invaluable. Mike has not only helped me prepare for my retirement but has also supported me through some difficult times in my personal life. When I expressed my desire to use my financial resources to make a positive impact on society, Mike helped me establish scholarship trusts that serve as a lasting legacy while still ensuring my family is provided for. This has given me immense peace of mind.
“Mike's expertise and dedication have consistently made me feel confident in my financial decisions. His advice is always thoughtful, and I trust him completely to keep a careful eye on my assets. I highly recommend Mike Graham to anyone seeking a financial advisor who genuinely cares about their clients' wellbeing and long-term success."
Deborah H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I am very grateful to have a financial advisor like Mike Graham. He is an outstanding listener whenever I approach him with questions. I feel a sense of security that eases any stress related to managing my portfolio. The support staff always act in a professional manner. Keep up the good work!"
Ken K.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Scott does a great job explaining things, always looking out for our best interest. Very satisfied with results from John Graham & Assoc."
Jeffrey N.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik was my advisor/helper. Looked over my financials - answered my questions - gave good responses & advice. I came away encouraged & positive! Thank you Nik... you're the BEST!"
Anita R.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Mike explains things in terms I can understand!"
Laure A.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Being a new client our experience with Eric and the transition from previous plan has been very satisfactory. He has provided immediate reply to our questions and very helpful."
Donald D.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Thoughtful, considerate place, with a focus on individual needs; freely answers questions."
Matthew K.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My father and I have had accounts with John Graham for many years. Upon the retirement of our long-time advisor, I began working with Nik Adams and have been happy with the transition. Nik has been easy to work with and has provided good advice. Everyone at John Graham has always been very helpful and responsive, regardless of the size of the account."
Mary F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We have been with John Graham & Associates since June of 1999. We first met Mike Graham at the time I retired from CILCO. We wanted to consolidate our investments and change our representation. We interviewed Mike and decided his outlook for us was the best way for us to proceed. Over the years we have watched the ups and downs of the market. John Graham & Associates has helped us keep our funds safe and grow. We appreciate their philosophy of keeping us informed. Thank you, Mike Graham for your insight and being a friend all this time."
Dave & Cathy F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Now that I've relocated, I need to move my investments where there can be face to face interaction regarding the investment plans. I am quite pleased with how things have turned out over these many years due to your steady hand on the tiller. I can still remember our first meeting at the ballpark and the handshake that started it all. I am guessing that would have been around 1996 or so. Turns out that was one of the best decisions of my life. Thank you."
James B.
Former Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"We are extremely satisfied with John Graham & Associates and particularly with Nik Adams, our advisor. Nik consistantly offers professional and knowledgeable guidance with all of our investment needs. He cares about our concerns and answers all questions in a down to earth manner. We are very comfortable with Nik and confident that our investments are being managed well by this company."
Dennis & Teresa W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My family has been investing with John Graham & Assoc. for many years. We continue to trust John and Michael for sound financial advice. Michael has helped us get all of our insurances, investments, wills, mortgage and other necessary paper work involved with life put together and secure. We trust John Graham & Assoc. to have our best interest at heart."
Rosie S.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik has worked with me for about 8 years. He is always available to answer questions and give advice. I would recommend Nik to anyone needing financial advice. Been very pleased with my financial growth under Nik."
Ronda M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"First meeting with Eric. I was very pleased with my review. It was very complete and informative. Thank you."
Nancy R.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I came to John Graham & Assoc. twelve years ago. I had many questions about my financial future and guidance on my 401(k). Michael Graham was a patient and knowledgeable advisor. I've been able to live the life I planned, and know, if I ever hit a bump in the road, JGA is just a phone call away. They reach out to me regularly to see if I have questions, concerns, or need anything. I've always believed I matter to them."
Carolyn B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Many words come to mind when I think of putting my money, my future, my family's future, and all of our financial future ability with someone, some group. Some of those words would be... Blessed, trusted, humble, truth, clear, godly, selfless, thorough, thoughtful, core-centric, passionate, professional, smaller feel, mighty presence, genuine, partner, family-like."
Josh M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Working with Scott and the John Graham team has been fantastic. We have been working with them for over 5 years and they are always helpful, and go the extra mile in making us feel comfortable with our investment strategy."
Kevin F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Mr. Benes was extremely helpful and quite knowledgeable regarding our financial situation and needs. We are extremely happy and intend to keep our financial portfolio with Eric and John Graham. Thank you so much."
Debra Y.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I would highly recommend Nik Adams and John Graham & Associates! Nik has provided my husband and I advice and reassurance through the pandemic and the market ups and downs. I know Nik to be honest and trustworthy. Both Nik and John Graham have our best interests at heart. Thank you for helping us save for retirement!"
Amy B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My time working with John Graham & Associates has been nothing but the best! They bring incredible insight and support through every step of the process. The newfound confidence in my financial future can be directly attributed to their work. It brings great calmness working with advisors that are willing to lend a ear and answer any question I have."
Nicholas W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I trust John Graham and Associates with our company's IRA administration implicitly. Mike Graham and Nik Adams anticipate our every need and deliver outstanding service. They handle my personal accounts, too. They deliver outstanding results with friendly, professional financial planning."
Dave L.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik has offered a tremendous amount of help and knowledge when dealing with money matters. He stays up on all the trends going on in the money market! He is very personable, enthusiastic, and a very caring person!"
Richard K.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Our company ventured into the 401K offering world about 10 years ago with the guidance of Nathan White and Midwestern Securities. We can't say enough about the impact of having a local presence and the personal nature by which Nathan and his team handle our account. This group is responsive, patient, knowledgeable and empathetic to employees that know very little about investing and to business owners that really needed their hands held."
David H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I remember meeting Nathan over 20 years ago setting up my 403(b) with work, college funds for our 2 kids, and becoming financial advisor to my husband and me. Throughout the next 20 years, Nathan has continued to help guide our family in many different avenues. He now works with both of our children and their spouses, and both of our parents. I appreciate and value his knowledge, guidance and efforts as we continue working together moving forward and into our next chapter of life."
Beth A.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have worked with Mike Graham for 20+ years. I completely trust him with my investments. He has done very well for me over the years. He is very personable and friendly and takes a personal interest in me. He is always available for any questions. I have learned over the years the earlier you start investing, the better. I would highly recommend him!"
Janet B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
Important Additional Testimonial Information
- These testimonials may not be representative of the experience of other customers.
- These testimonials are no guarantee of future performance or success.
- No compensation has been paid for the testimonials that appear here.