SF Financial Testimonials

As a retired teacher, I was living on a tight budget and my economic future was sketchy. My mother passed and left me
a chunk of money and I knew I needed guidance with a financial plan. Barbara and her team have built such a plan for me! They are personable and professional. Their tools enable me to clearly understand the plan. My funds are not vast. This service is not just for the wealthy. My economic future is far more secure. Seeking Barbara’s help is one of smartest things I’ve ever done for myself!

When I was younger I had my first investments in highly volatile funds. When they went down, I panicked and waited a long time for them to come back. I met Barbara at one of her introductory dinners back in 2014. She was telling us about investing in safe funds that didn't make a lot of money, but were not volatile. At my age now, this is what I need and it has proved to be good for me. I would not have know about this unless I had met Barbara and signed up with her to take care of my investments. We have become friends and I look forward to cashing out some of my funds now that I want the money to spend.

As we have gotten closer to retirement, Barbara has been so helpful to me and my husband in getting our financial situation assessed and our investments, etc. organized. We knew that we needed to do that but hardly knew where, or how, to start so that our heirs would be able to handle our estate when the time came for that to happen. The binder with tabs (that she gave us at our second meeting) may sound like a small thing, but it and all else that she's done, has made us feel so much more confident that we're ready for retirement and doing what we can to make things easier for others. We highly recommend Barbara, and her staff, who also are remarkable.

Barbara is wonderful. She always greets you with a smile and is very helpful with your needs. Chase bank told me they could do better with my money but not leaving Barbara.

For over a decade, Barara has provided my wife and I sound financial advice! We seriously appreciate her guidance and recommendations that will enable us to reach financial goals outlined per our portfolios. Based on the highest quality of professionalism and reputation, we would gladly recommend SF Financial to family, friends, and others!! Barbara and her team have our highest confidence and trust!!!

I am retired from both federal and military service. Years ago, I happened to hear Barbara while listening to the radio. Looking back, my biggest regret is procrastinating and not going to SF Financial and putting my future financial health in her hands sooner but, it is never too late for anyone! But what matters most to me personally are the values and integrity Barbara lives by and fosters in her services at SF Financial.

We first met Barbara at a restaurant event, but we immediately knew this was someone that we wanted to work with. Barbara is different in so many ways from all the other financial people we have talked with or even worked with. So open and honest and professional! So much so, we moved several of our other investments to her to manage for us and could not have made a better decision! Barbara and Sarah will be very helpful to anyone who gives them the chance, and trust me, you will be very glad you did.

I have been Barbara's client for over 10 years. She is the most ethical and honest financial advisor I have ever worked with! I highly recommend her! You won't regret it!

Barb has been invaluable to my wife and I when it comes to financial advice. She guided us through the planning necessary to help send our kids to college. She has been instrumental in helping us get ready for retirement with tools at her disposal, by clearly showing us that we needed to eliminate "wasteful" spending (e.g. timeshares and home improvement loans) so we would have the funds necessary for retirement or if the situation arose, for the loss of a spouse and/or the need for home care. We have never felt so comfortable in our financial situation thanks to Barb's valuable advice.

Barb and her staff are so easy to work with and always provide the information that they promise. Anytime we find the need to contact Barb to help us with a solution to a situation that has arisen, she is always willing to assist and the information and/or plan she provides is "spot on". It's an honor and pleasure to call Barb and her staff are friends. Thank you!

My wife and I have been with SF Financial for nearly a decade. In that time Barbara and her staff have done an excellent job determining the best financial plan for us as we transitioned into retirement, while at the same time making it easy for us to understand along the way. They are very knowledgeable and understand the products they provide extremely well. The SF Financial staff have always been thorough, meticulous, patient and very professional with us. Thank You Barbara and SF Financial staff members.

SF Financial is a place where you can place your trust for good advice

I have been with this company for many years and no one ever reached out to help me better understand what it was actually all about until a few years ago and Barbara reached out to clients just like me to help us better understand.

Barbara and Sarah are always available to help me. They keep my investments safe and make sure I get the best return.

When I was nearing retirement, I had a decision to make. I had always directed my own investments and had done fairly well. But entering a non working phase, I had questions. I wanted to set up an income stream. I visited Barbara and couldn’t be happier that I did. She provided just what I wanted. She didn’t always agree 100% with my directions, (I think) but she made them happen with an expertise I did not possess. Now, seven years later when I live 1500 miles away, she and her team still provide me with everything I need. Seeing SF Financial is the best financial decision I ever made!

SF Financial helps me feel more comfortable and secure with my financial future as I have reached...