When asked how would you describe your financial advisor:

When asked how would you describe your financial advisor:

“Bryan did a fantastic job providing an effective strategy that addresses all aspects of our financial goals, including restructuring toward solid investments that a mindful of tax requirements and future estate planning issues.” – LT

“Bryan is dedicated to his role as a fiduciary. He is knowledgeable, forthcoming, and most importantly listens to our concerns – which isn’t always easy since one of us likes aggressive growth while the other leans toward a conservative approach.” – Bob M.

“Awesome, very knowledgeable, and always on the ball with any changes that might be needed to my accounts. The SFG staff is always responsive and ensures any requests/needs are met.” – Nilps

“The team are all professionals and very knowledgeable.” – Nilps.

“I would describe my financial advisor as caring, very knowledgeable in his line of work, and is willing to listen to his client.” -Linda H

“Bryan is approachable, kind, and smart. He demonstrates genuine interest in me and my concerns/needs. – Lizzy Gary

“Very helpful and useful for our peace of mind.” – Ria Marpaung

“Knowledgeable in various strategies to protect and maintain income” -Bill C.

“Very friendly, knowledgeable, and willing to work with us.” – PDP

“Honest, frank, with good visibility to status and plans.” – Harry H.

“Very thorough, very knowledgeable” – Terry

“Bryan is a great guy. He cares for his clients as well as providing them with excellent service.” – Adria Q.

“Knowledgeable, professional. Pushes me in the right direction but also respects my decisions.” – Terry C.