Reviews for Silver Oak Leaf Financial Services
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From Silver Oak Leaf Financial Services
Hours
Monday: 10:30AM - 4:30PM
Tuesday: 10:30AM - 4:30PM
Wednesday: 10:30AM - 4:30PM
Thursday: 10:30AM - 4:30PM
Friday: 10:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Silver Oak Leaf Financial Services
48 Whiteoaks Cir, Bluffton
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Ty is trustworthy and extremely knowledgeable. He is always available to answer questions and provide guidance. Thanks to him, I can rest easy knowing I am on the right path to achieving my retirement goals!
We chose Silver Oak Leaf Financial Services because of the level of knowledge and attention to detail that Ty has shown us throughout this process. He is straightforward, trustworthy, friendly, and always willing to take a phone call or text if you have questions or want his input. He reviewed all our finances and created an easy-to-read booklet outlining each financial area, including taxes and insurance, provided suggested changes, and was able to identify areas we could improve and where we could be saving more money. He guided us through making these changes so that we are meeting our retirement goals and then some! Honestly, there isn't anyone else we would trust more to manage our portfolio.