With all of the choices in today’s marketplace for financial advice we are proud to work closely with each of our clients. Here is what a handful have to say:
Essential Financial have been my financial advisors for several years and have been indispensable in providing financial information and guidance that I understand. Vince and Sandi are always accessible and very approachable, taking the time to explain things in depth to ensure my comfort level. They continue to integrate my financial portfolio with appropriate advice and guidance that enables me to feel secure about my financial future. Vince and Sandi are excellent at the service they provide and I not only consider them exceptional financial advisors, but after many years, my friends as well. DS
Honest, fast, friendly service specifically tailored to your own personal needs. Vince and his team really have your best interest in mind to make your future secure.” Cpl. DM, Cst. SM
Not being particularly knowledgeable in the nuances of the financial world, my wife and I reached out to Essential Financial in order to get a better understanding of where we were financially as a family, both for today and for our future. Vince (and Sandi) met with us at our convenience and helped steer us in a financially secure direction which has given us both peace of mind. They are always available to answer our questions and explain the outcomes in a manner that is easy to understand. We would recommend Essential Financial to anyone. Sgt. DF
Sandi and Vince of Essential Financial were recommended to me by a co-worker and have been handling my finances since July 2013.
Vince possesses excellent market knowledge, has boundless enthusiasm for his profession and is simply a super guy. In setting up my portfolio, he presented several options to me but never steered me in any particular direction. How I wanted to invest my money was always left up to me, without any pressure from Vince. The gain on my investments in the last 2 years has exceeded my expectations. Vince also made sure that I had all my bases covered – investments, insurance, and estate planning.
Sandi has superior efficiency in making sure all the necessary documentation to support my portfolio is in order and up to date. She is very quick to respond to any questions I may have and is always a pleasure to deal with.
Together, I believe that Vince and Sandi make an excellent team and I highly recommend their services as financial advisors. I am very glad to have Essential Financial working with me.” SGM