Testimonials for Sommers Financial Management

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Sommers Financial Management
144 S. 14th Street
St. Helens, OR 97051
Phone: (503) 397-1545 Fax: (253) 541-2754 Email: info@sommersfinancial.com Web: http://www.sommersfinancial.com
Category: Services->Financial

Testimonials (Endorse Sommers Financial Management )

"The number one criteria for me when looking for a financial manager is trust, and I trust Adam with my retirement money. Adam graduated valedictorian from St. Helens High School and is actively involved in the community. He's local, honest, hardworking, and my retirement portfolio is up. What more can you ask for from a financial manager?" -- Gary Liao, Scappoose

"We chose Sommers Financial Management because they value their customer's opinion, and they provided us answers to OUR questions. They did not try to force the "industry standard" on us just to make a sale. We strongly recommend Sommers Financial Management to anyone that is looking to safely invest their money." -- Dave & Tracie McDaniel

"I just wanted to thank you for taking the time to talk to me a few weeks ago and sending the financial planning tool paperwork. It has been a great asset to making a map of where we've been and giving us better direction on where we want to go! I also bought the book, The Truth About Money, two days ago and it is the "financial bible" I was looking for...straight forward information and a bit of humor to soften the blow about how our family has not been seeing the bigger picture clearly enough. (And extremely easy and enjoyable -gasp! to read, by the way.) Because of this book and the other worksheets you emailed me, my husband and I have made a commitment to changing our spending habits and have set reasonable goals to achieve them. It can be very scary to realize one has been operating in the blind for a long time. I do plan to return and work with you to make a retirement plan that will work for us, I just realized we need to pay off the two outstanding debts that are draining us before any savings can occur. I have never had a financial planner before, but I do know curbing unnecessary spending is key to getting back on track. I also know having a clear plan is vital to achieving our goals - money for retirement! Thanks again, I am extremely grateful for your help, it has made a world of difference for our family and my mental well-being." -- Satisfied caller