About SF Financial Services
Reviews for SF Financial Services
Write a reviewHours
Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 2PM
Saturday: ClosedSunday: Closed
SF Financial Services is a trusted resource for retirement planning and financial management. Clients consistently praise Barbara and her team, including Sarah, for their thoroughness and support. Many have found Barbara's approach to be open, honest, and professional, setting her apart from other financial advisors. The team is dedicated to ensuring clients feel comfortable and secure as they prepare for retirement, answering all questions and providing valuable guidance. Clients appreciate the personalized care they receive, often describing the relationship as familial, marked by warm interactions. The organization of financial matters, including helpful resources like binders for estate planning, contributes to their clients' confidence in navigating their financial futures. Overall, SF Financial Services is highly recommended for anyone seeking assistance with financial planning and retirement readiness.
Barbara is extremely helpful with retirement planning and retirement distributions. Easy to understand and very thorough. My wife and I would recommend her to anyone needing financial planning in order to Retire Financially Fit.
The SF Financial Team is top tier! Barbara and Sarah take amazing care of their clients. My questions are always answered thoroughly and I leave each meeting feeling more empowered about my financial future. This team can absolutely be trusted to meet your needs. I usually don’t leave with a handshake, but a hug. They truly treat you like family!!
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!
Barabara and Sarah will be very helpful to anyone who gives them the chance, and trust me, you will be very glad you did.