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    Littlejohn Financial

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

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    Services - Littlejohn Financial

    Estate planning

    Inheritance planning

    Investment management

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    1 month ago

    I just want to say thank you to Matt. He took the time and answered all of our questions.

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    Ask the Community - Littlejohn Financial

    Hooper Wealth Management Group

    Hooper Wealth Management Group

    (1 review)

    I had a very disappointing experience working with Joel Hooper regarding our company 401(k). We…read morerelied on him for financial guidance and guidance for our plan administration support, but were told that our CPA firm was serving as the Third Party Administrator, which ultimately led to major confusion and what appears to have been a significant breakdown in communication between parties. Nearly two years later, our retirement funds remain frozen due to documentation issues surrounding the 401(k), which has been extremely frustrating and financially disruptive. Throughout this process, I felt the guidance provided was inadequate and lacked the level of oversight and proactive communication I expected from an advisor. Additionally, the timing of the liquidation and transfer of our funds occurred during a particularly poor trading day, which added to my frustration with the process and left me questioning whether enough consideration was given to execution timing. Overall, my experience was marked by poor communication, inadequate guidance, and a lack of professionalism during an already stressful situation. I would encourage others to ask detailed questions about responsibilities, documentation, and communication expectations upfront.

    From the owner: Call today to develop a plan that meets your needs…read more At Hooper Wealth Management I Joel Hooper am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. *Managed Asset plans*Tax-advantaged investing*Estate planning*Long-term care*Retirement planningMy approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Please contact me with any questions you have about your financial situation. I look forward to your call.

    Littlejohn Financial - financialadvising - Updated September 2026

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