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About
We're pulled in any number of directions as we progress through different phases of life. Mortgages, student loans, retirement accounts, etc. can leave us feeling overwhelmed and confused as to what comes next or how to properly prioritize. This is why a plan is so very important. Just as important as the plan is the need to set measurable goals. No two goals are alike, no two plans should be either.
Life changes. Your strategies should as well. Whether you are just beginning your journey or looking to transition into the next stage of your financial life, I am here to listen and to guide you every step of the way to ensure you worry less and live more.
Customers rated this pro highly for responsiveness, work quality, and professionalism.
Exceptional 5.0
12 reviews
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Kristin H.
Mar 16, 2022
Justin did a great job with my financialplan. He is always quick to respond and gets me answers to my questions. The plan was free and he broke it down into human terms that I could understand.
Justin L. Pierce -Financial Advisor's reply
Great feedback, Kristin. I've always felt like a plan is something everyone deserves. It's much easier to get to where you want to go when you know from where you're starting.
Teonna B.
Mar 16, 2022
Justin helped us out when we were interested in getting life insurance after we bought our first home. He was great to work with and answered all our questions we had about the process as we worked through it. He also identified that were in need of homeowners insurance and referred us to a great agent that saved us so much for great coverage. I definitely recommend Justin to anyway interested in his products.
Justin L. Pierce -Financial Advisor's reply
Hi, Teonna! Life insurance is a major part of the foundation of a solid financial plan. Glad to have had the opportunity to assist you both in securing a solution that made sense for your family.
Sharon E.
Mar 18, 2022
I have been working with Justin for a few years now...He has always had our best interest in mind. He has saved us thousands of $'s by helping with my husbands 401K...If you want someone to look out for your immediate needs and your future needs...Justin is the man...Highly recommend!!
Justin L. Pierce -Financial Advisor's reply
Thanks so much, Sharon! It has been a pleasure working alongside you both to help you through the varying stages of life. I look forward to continuing to foster our relationship.
Daniel S.
Mar 16, 2022
Justin was prompt in responding, addressing, and taking care of my issues. He is a business class professional and I would highly recommend using him.
Justin L. Pierce -Financial Advisor's reply
I'm grateful for the chance to work with you, Danny! You've been a model client and great friend.
Debra F.
Mar 16, 2022
Justin always replies to any questions I have quickly and he takes the time to explain my options to me and clears up any questions. Works with me to monitor my accounts and make any changes that would be beneficial to me. Always polite and professional.
Justin L. Pierce -Financial Advisor's reply
I always strive to maintain communication throughout and on a regular basis. Thank you for the praise, Deb!
Credentials
License
License type: Investment Adviser Representative
License state: PA
License verified on 4/10/2026
Background Check
Justin Lee Pierce
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
There are a variety of ways by which I am compensated. Each situation is different and I am always transparent as to the most appropriate way to charge the client before any sort of balance is made due.
What is your typical process for working with a new customer?
Typically, we would connect to discuss your goals and any items to which you wish me to pay special attention. This is where we get to know one another a bit and I collect any necessary information as it could pertain to your plan. Upon completing this session, a follow-up meeting is scheduled.
During the second meeting, we dive a little deeper and review your custom-built strategy together. I answer any questions you have and we cover the next steps.
What education and/or training do you have that relates to your work?
