Resources
SHP Testimonials
With more than 20 years in business, SHP Financial has garnered many fans in our clients, both long and short-term. Our top-notch 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.
Our Clients' Experiences
All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.
Matt is knowledgeable, easy to reach if we have questions. We give Matt and his team an A++.
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.
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.
Matt Peck has made us feel like family. The office staff is always friendly and efficient.
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.
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.
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.
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.
Very happy with their service. Always respond quickly if we have a question or need assistance.
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.
I have been very happy with investment guidance and overall performance. My advisor (Keith) helped me understand risk level changes needed for my situation.
If you do not have the time or really do not know how to manage your money, partner with SHP to do it for you. I really trust them to look out for us
In the five years we've been working with SHP and Derek (and attorney Keith McManus, who introduced us to SHP), they have become not just trusted advisors, but friends and traveling companions on the road to financial security and retirement. They are all about the client's best interest, and have the broadest, most holistic view of planning than any other financial advisors we have ever dealt with. We could not be happier with SHP and Derek, and view them as some of our most trusted advisors.
SHP will work in your best interest. They have the expertise to guide you along your financial journey.
Derek and his staff have always been very informative, very helpful and extremely courteous. We thoroughly enjoy our visits to the office.
My experience has been good. Joe A. explained different paths that I could take and then I decided on one that was best for me.
Always available, dependable and reliable for discussions and decisions that are needed for the best short term and long term financial answers for myself and my family
If you want a professional, well informed, communicative financial planning team, I highly recommend SHP.
Overall, continue to be impressed with the customer centric interaction and have been pleased with the guidance and ultimate results to date. We really enjoy working with Joe Anderson....Personable, "down to earth, knowledgeable and highly responsive. From our initial meeting, we felt as if we had been clients for years. I've recommended (2) friends to check out SHP and meet with Joe. (1) is now a client and he is meeting with the 2nd friend.
I have been more than satisfied with my dealings with SHP Financial. They have kept me abreast of all changes that might happen and have always been very pleasant and understanding.
Regardless of where you are in making a financial plan, SHP will help you sort things out, then make and implement a plan.
Keith has been compassionate and patient and I know he wants the best for my family. After my husband passed away they took care of many issues that came up. I don't believe it was in the "job description".
After putting my info on your website I received a call from Tasha, she was great letting me have another week before schedule a Zoom meeting with Derek. We had 2 meeting with Derek and Laura, there was no need for another meeting. Derek and Laura have been great with emailing when I have had questions...investment team did a great job setting up a portfolio
My retirement plan seems to be well focused on what will give me the best daily life and also plan for the long term.
SHP always goes above and beyond our expectations. We are very happy to be SHP's clients
Meet with them. Listen to them, see how they listen to you. See how they treat you for the size of the funds you are willing to entrust with them. See if they can provide you value for the fees they charge. See if you trust them. If you can work with them, then they are for you.
Everytime I go to their office they go above and beyond to make me feel welcomed and important.
You are always made to feel that you are their #1 client and their primary concern.
Fantastic , honest , always available , pleasant staff and extremely caring
Excellent, always available with honest answers. We sleep better having you as our advisors.
Extremely good. Everyone is very friendly and very professional. Derek does a great job explaining options and developing a path toward long term security. He, as well as everyone else communicates very well. Derek has a wonderful, calming approach, which is appreciated as we head on to retirement, somewhat of an unknown after working for so many years.
Each time that we meet with Mark, it is a well thought out presentation. Clearly he does his homework.
Very happy with Keith and SHP team for the continued help with all the different aspects of our life. We are both recently retired and Keith has put our minds at ease
All the partners are extremely well versed in finance. They give great options to invest in based upon our risk tolerance. They listen ! Keith went above and beyond by planning out our retirement 2 years earlier than we thought possible.
We feel confident about the future. Whereas before we were not quite sure about our overall plan. Derek has explained different strategies to us and has put a plan in place which gives us peace of mind. We are very happy with Derek and the SHP family.
Overall the relationship has been excellent. In spite of the tremendous growth of SHP, Matt Peck has continued to be engaged with us personally, is interested in our family affairs, and has been attentive and responsive to our needs providing guidance as needed.
Very professional organization and always a pleasure to meet with all of the founders. Answers all our questions and has offered sound advice. It is really a peace of mind working with SHP and I know they have our best interests covered. The staff are always helpful, courteous, and responsive.
Keith and his team are always available quickly in responding to questions.
Very satisfied. Our advisor is helpful, makes excellent suggestions; the staff is great and responsive.
Great experience starting with attending a dinner and then getting to work with Joe Anderson
Very pleased with SHP Financial. Feel more at ease about my finances. Always very quick to address my concerns or questions .
Always concerned about my needs. Willing to find the answers to my questions. When they say i will call you back, they do.
Go with SHP...professional attitudes and investment expertise which has been remarkable.
Excellent. So much more at ease in retirement than I would have been. I feel very good about the investments made. Joe Anderson could not be more helpful and understanding of our needs.
SHP listens to specific goals, concerns and provides realistic solutions and expectations
We feel like every time we interact with them they go above and beyond. They are so well prepared and always respond to emails in a timely manner with a well thought out response.
Mark was very positive and reassuring that we would be able to meet our needs for many years to come. He shared worst case, best case and most likely scenarios to help boost our confidence in our decision to retire.
Excellent! Everyone is knowledgeable, professional, and great to work with.
I can't say enough how SHP has changed the way my wife and I view retirement. We have the upmost confidence in Mark Kenney's plan. He has a knack for explaining complex financial issues in simple ways - never talking down to us and making sure we understand everything. We used to dread going to our previous financial planners; now we love meeting with Mark and his team - he's fun too! We also enjoy the communication from SHP. From podcasts to newsletters, we always learn new things making us even more confident and grateful to be SHP clients.
SHP is a five star company. I recommend them for all your financial needs.
Contrary to what has become an all too commonly encountered environment of diminished customer service, SHP Financial offers a refreshing return to what matters- a company offering peace of mind, upbeat and helpful staff, and consummate professionalism.
Five Star!
SHP Financial is, in my eyes, has been crucial to our retirement. Keith Ellis is compassionate, knowledgeable, and honest. I would advise anyone reading this to seek SHP out for your financial guidance.
Marci Lucier is a pleasure to work with. She is knowledge about the market trends and gives great advice. I trust them with my money and to make the right designs for me.
SHP has been nothing less than outstanding as well as all of there employees. Happy birthday To Kieth from Kevin and Nanci’s 🎂
From the first time we walked into the office at SHP we knew this was the place we wanted to be. The attention to the client, the professionalism that we saw and the comfortable feeling we had, made signing on a done deal. After visiting others, there was no other choice!
Great service and attention to detail.
Very happy with the SHP team. They truly care about me and my investments
We met Keith through our Estate attorney. At that time we were with Morgan Stanley. It took Keith over a year to convince us to move our retirement portfolio to SHP. With MS, we were a small fish in a very big pond. Moving to SHP, we were a little bigger fish in a smaller pond. End result, much more personal attention and focus on managing our assets to achieve our retirement goals. Couldn’t be happier having made the transition. Would highly recommend and have introduced new clients to SHP.
SHP has provided me great advice and peace of mind with my retirement plan and goals. My advisor, Patrick Randall, is knowledgeable and patient and takes great care in explaining all my options in how I can move forward in creating the retirement I’ve dreamed about. The entire SHP team is fantastic, personable and they appreciate and provide great care to their clients. I’m living my dream and have SHP to thank for it!!