SHP Financial – Testimonials2023-07-12T14:35:54-04:00

SHP TESTIMONIALS
TAKE IT FROM THEM!

We can tell you why you should use SHP, but nothing means more than a referral. See what our clients have to say!

WHAT OUR CLIENTS HAVE TO SAY

With almost 20 years in business, SHP Financial has garnered many fans in our clients, both long and short-term. Our top-notch expertise, trustworthiness and family-like atmosphere make us the go-to for comprehensive and unbiased financial advice in New England. But don’t take our word for it – keep reading to see what our clients have to say about us.

All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.

September 2021

Retire on our terms

Matt took us through a learning curve and showed us we could have a livable income in retirement. Allowed us to retire on our terms. Regular checkups help us stay on track. When needed the service crew has been very efficient.

Anonymous (Client Since 2015)

 

Professional and personable

We find SHP to be very professional and personable . Every interaction has been excellent – things are explained fully and we feel we can ask questions at any point. We feel like SHP is part of an extended family looking out for our best interest.

Steve and Amy Ramondi (Client Since 2017)

 

Made us feel like family

Matt Peck has made us feel like family. The office staff is always friendly and efficient.

Steve and Cindy (Client Since 2014)

 

Sound Improvements

Brian and team are very responsive and obviously knowledgeable in retirement planning.  My previous investment portfolio was analyzed and sound improvements were recommended & implemented.  My wife & I are now confident that our retirement plan will support us in our retirement years.

Neil M. (Client Since 2021)

 

Extremely Responsive

An organized, high integrity company. Derek has been great and extremely responsive. I have referred several people to the business which is the highest compliment.

David C (Client Since 2016)

 

Execute The Plan

From the time my wife and I listened to your radio presentation regarding your retirement philosophy we have been on board with your program.  You helped us establish what our goals were and proceeded to execute the plan to get us there. All of our questions are answered in a timely fashion and with patience. As SHP has grown, you have not lost your sense of personal contact.  We appreciate the time and effort shown to us.

Mike Cambra (Client Since 2015)

Referred to many of our friends

Matt Peck has been very helpful and knowledgeable which put our minds at ease, it was also very helpful having Keith McManus handling our Trust and Estate Documents. We have referred many of our friends to SHP.

Fred & Rita Zagrodny (Client Since 2017)

Complete trust in SHP

SHP (Matthew Peck) has continually exceeded our expectations. While we believe he certainly knows what is best for us financially he creates an atmosphere of partnership which fosters a sense of freedom in all of our encounters. I have complete trust in SHP and Matthew which I never thought possible in this arena.

Dutch Heineck (Client Since 2017)

Always respond quickly

Very happy with their service. Always respond quickly if we have a question or need assistance.

Bob and Donna Wagner (Client Since 2012)

Early Retirement

Since joining SHP and working with Mark Kenney my stress level about my financial future has been reduced. I have been able to accomplish all the tasks I needed to prepare for and executing an early retirement. I know whatever the future holds I will be prepared properly.

David Sousa (Client Since 2019)

A++

Matt is knowledgeable, easy to reach if we have questions. We give Matt and his team an A++.

Carmela Zezze, Prime Lending (Client Since 2019)

July 2021

EXCELLENT

The overall experience has been excellent and the plan our advisor developed for us is working for our lifestyle.

Anonymous (Client Since 2017)

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Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC.  Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Westborough, Marlborough, and Braintree are offices of convenience and only used for client meetings.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
The SHP Retirement Road Map ® is a registered service mark of SHP Financial, LLC. All other trademarks, registered trademarks or service marks belong to their respective holders.

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