Helping Canadian families & incorporated professionals
build, preserve & transfer wealth

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Colby Treliving 
 
July 28, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I was referred to Jeff by a friend, and he’s been fantastic to work with. He helped me put the right critical illness, disability, and life insurance policies in place to protect both me and my family. He explained everything very clearly. He used plain language, took the time to answer all of my questions, and made sure I understood my options without ever making me feel pressured. I highly recommend Jeff to anyone looking for honest, knowledgeable advice and comprehensive financial planning.

Owner's reply
Thank you, Colby! I appreciate you sharing your experience. I look forward to being a resource for you and your family for many years. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sang M. Choi 
 
June 26, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Jeff has been managing our insurance and financial needs since 2019, and he has always been there whenever we had questions or needed help. No matter the situation, he never hesitates to provide honest advice and outstanding support. Among all the professionals I've met, very few have shown the same level of responsibility, integrity, and genuine care for their clients as Jeff. He truly puts his clients' best interests first and goes above and beyond to make sure they are well taken care of. If you're looking for someone you can trust with your financial planning and insurance needs, I wholeheartedly recommend Jeff. You won't find a better advisor.

Owner's reply
Wow - thank you, Sam! I appreciate you sharing your experience. I have enjoyed working with you two as well and look forward to assisting the household for years to come. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ben Scheidegger 
 
April 8, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a great experience placing a life insurance and disability policy with Jeff.  Jeff communicated things clearly and responded to questions promptly and fully. Jeff was able to get me a great deal and I never felt he was being "pushy".  I would refer my friends and family to Jeff with confidence.

Owner's reply
It was great working with you on this, Ben. Thanks for taking the time to share. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Aaron Fenske 
 
April 5, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Working with Jeff on our financial review and retirement planning was a very positive experience from start to finish. He was extremely clear and upfront with his fees and services and gave us the opportunity to review the objectives of his work before he started. I would highly recommend Jeff to anyone looking for someone to help with retirement planning or to look over their current financials.

Owner's reply
Thank you for sharing that, Aaron. It has been a pleasure working with the two of you and I look forward to being a trusted resource for many years. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ida Noyes 
 
January 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I had no knowledge of the financial world or investments. After researching many advisors, First Oak Financial stood out to me. I’m so glad I trusted my instincts and reached out to Jeff Graham. He genuinely cares about his clients and has their best interests at heart. Jeff is not only knowledgeable but also understanding, kind, and empathetic. He provided me with all the options available, enabling me to make an informed decision with confidence and clarity. I wholeheartedly recommend Jeff to anyone seeking a financial advisor who truly understands, cares deeply, and listens with empathy, while guiding you toward confident and informed decisions. Thank you Jeff!

Owner's reply
Ida - thank you so much for your kind, thoughtful, and insightful review. It has been a great experience working with you. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ramin Azar 
 
December 30, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Jeff is professional, honest and very intelligent, his generous contributions are unparalleled and I am truly grateful to have worked with him.

Owner's reply
Thank you, Ramin. Your thoughtful review is greatly appreciated. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Renee Auer 
 
September 24, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Thank you Jeff for your efforts. It was a pleasure working with you and getting a detailed plan for the future. I truly appreciate the time you took to make a plan just for me. You were worth the money.

Owner's reply
That is very nice of you, Renee. Thank you for sharing - I greatly enjoyed working with you as well. JG
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 kat firoozi 
 
July 25, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Jeff was extremely helpful and so kind. I understood and learned more from him in 30 minutes than I have from banking advisors etc. Highly recommend!!

Owner's reply
Thank you for sharing, Kat! Much appreciated. JG
  
 
  
 
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 37 reviews