Client Testimonials

Testimonials

We have had a long relationship with SFS starting with Larry with our pension/401K through our work and Bert with our retirement planning. They have helped us through the process of diversifying our accounts, being proactive with market trends, weathering the fluctuations and most importantly being successful in our early retirement.

Bert was using a model of probability for success (software program?), as opposed to a stack of paper reports. It was a good visual for us to review periodically as he helped us navigate through this process and proposed options. SFS helps you be successful through their financial planning expertise - from start to finish and even with LTC planning.

Jeanice and Greg Blood

Client of: Bert McClintock, CFP®, AIF®, AIFA® Vice President of Retirement Services Strategic Financial Solutions

The statement was provided on 11/20/2023 by Jeanice and Greg Blood, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. #24255740

“Successful retirement stories start with a plan and start early. It's not just an investment plan but a comprehensive plan that considers clients finances. I would not be where I am today without Larry and his team. His guidance, knowledge and above all TRUST have been instrumental in me and my husband's security of our finances. Without his team we would not have reached our goals for retirement success. Waiting to work with this firm only puts your wealth at risk.”

Barbie Leete

Client of Larry Witzel, AIF®, CFP®, CLU® President, Strategic Financial Solutions

The statement was provided on 11/18/2023 by Barbara L. who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. #24228975

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

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Form CRS: Client Relationship Summary

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