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Testimonials

Confidence in others’ honesty is no light testimony of one’s own integrity.

Michel de Montaigne

"...attentive and responsive"

Trusted Visions was instrumental in my transition.  They helped me consider many elements of the process that I had not thought of previously on my own.  Most importantly, they were attentive and responsive.  Changing firms is stressful and Trusted Visions ensured I knew they were working for me to get me all answers I needed for a successful transition.  

P.M.  –  2021

"...exceedingly high level of service and professionalism"

I have worked directly with Jeremy for over 2 years. He has the unique ability to maintain an exceedingly high level of service and professionalism while getting things done efficiently and effectively. In my findings his knowledge, experience, and follow-through have differentiated him from his peer group. I would be confident in recommending him to anybody in search of a dedicated professional from start to finish.

Z.M.  –  2020

"...the Most Passionate and Dedicated Individual"

I currently manage a $15 million OSJ with 47 financial advisors and numberous staff members.  I have been in the financial services industry for 30+ years and have worked with Jeremy Belfiore for nearly 10 years.  Jeremy was assigned as the recruiter with my previous firm to assist our OSJ in recruiting and our relationship manager

I have worked with many recruiters and professionals throughout my career and would hands down have to say that Jeremy is one of the most diligent and professional individuals that I have worded with.  His drive, motivation, professionalism, and overall ability to think outside the box are many of the unique characteristics I would use to describe him.  His responsiveness to his clients is above any I have seen in the industry or any industry for that matter.  Jeremy has a way of challenging me to gain even greater results in my recruiting efforts and does a great job of acting as a coach, consultant, and friend.  He truly cares about his clients and does not look at any client as just a client, but as a trusted friend.  I have not experienced any time where he did not follow through with his commitment or deliver on what he promised would be accomplished.  Jeremy’s strong understanding of the recruiting landscape, the OSJ model, and industry as a whole is well above most of his peers or other executives within the industry.

I would strongly suggest he and his expertise in any situation or task within the financial services industry.  Jeremy is one of the most passionate and decicated professionals I have had the privilege of working with throughout my career and have become a very close personal friend.

A. C. – 2020

"Delivered on every promise..."

Jeremy was a key success factor in the smooth merger of another firm into mine. He tenaciously crafted an attractive package for the acquired firm, guided us through a complex transition, and was our unwavering advocate as he saw the transition through to full completion.

The highest compliment I can pay Jeremy is that he delivered on every promise and went above and beyond with every commitment.  I recommend his services with zero reservations!

J. T. – 2019

"...Commitment to Honesty is Refreshing"

I have had the opportunity to know Jeremy Belfiore since 2017 when I was searching for a new broker/dealer for my OSJ of approximately 30 advisors. As we all know changing firms is no small task and as typical in our industry most recruiters and firms tell you what you want to hear, but in most cases not the full story. For most “recruits” you simply want to deal with honesty…tell us the good about your firm but also tell us where they may fall short!

 

While I won’t speak of other recruiters, I will highly speak about Jeremy. His commitment to honesty is refreshing and building a personal relationship with you stands out most in my mind…so much to the point where you feel he is not only just a recruiter but more than that a friend you can trust. Making such a huge change, especially for an OSJ has so many moving parts. You need to navigate learning a new system, need to learn who to call for assistance, etc. and for my group and I having Jeremy take the lead on this was paramount to our successful transition.

D. C. – 2019

"My Life Changing Event"

My experience with Jeremy Belfiore has been absolutely wonderful.  I had worked with Jeremy four years prior when I moved my business to another Broker Dealer.  It was at that time a very positive, trusting relationship developed between us.  Recently I had been thinking of retirement.  Out of the blue I received a text from Jeremy saying give him a call.  He had seen me on a social media website.   Less than 24 hours prior, I had been praying for help, and yes God does move mountains!  He sent Jeremy back into my life so he could help me.

After I called Jeremy and told him I had no idea how to sell by business, and had no idea what the value of my business would be.  After a long conversation I was happy to hear that retirement was no longer just a dream.  Jeremy said he knew someone who would be very interested, and within 2 hours I was on the phone with a very interested prospect to buy my business.

Today, just a short time after that conversation, I am very pleased to say I am retired as of December 31, 2019.  This is 100% because of Jeremy Belfiore.  I have been so fortunate to have someone like Jeremy who is honest, truthful and who wants the very best outcome for his clients.  Today, it is extremely difficult to find someone you can totally trust, and who has the honesty it takes to have a wonderful working relationship.  Needless to say, I totally recommend Jeremy Belfiore for your future needs.

Thank you, Jeremy for making such a life changing event in my life become a happy reality.

D. L. – 2019