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.

July 2021

THE BEST THING

The best thing that ever happened to me.

Carol Chaisson (Client Since 2015)

Great Comfort

I have found SHP to be patient with many questions and very responsive to our concerns as we moved into retirement.  It has been a pleasure and great comfort dealing with them.

Gary Haigh (Client Since 2017)

Number 1 rated company all around…

Absolutely respect and admire my advisors courtesy, professionalism, and all around relationship. He is just tops in my book. SHP  appears to me to be  a number 1 rated company all around. I appreciate their work ethic, their dedication to their clients, and their ability to calmly address all situations. Example, coronovirus pandemic. Hats off guys for a job well done in overcoming obstacles. Also feel confident this was not a hit or miss thing;  just seems to be the way they are wired. Finding out what needs to be done and then proceeding with the best way to accomplish it.

Mary D, in Ohio (Client Since 2020)

Top-notch and LISTENS!

SHP is doing a wonderful job with our account.  Our advisor is top-notch and LISTENS.

Cecil S. (Client Since 2015)

At ease in retirement…

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.

Bob Vello (Client Since 2017)

THE SHP FINANCIAL
RETIREMENT ROAD MAP® PROCESS

SITE MAP

HOME | ABOUT | SERVICES | BUSINESS OWNERS | EMPOWERING WOMAN IN RETIREMENT | WORKSHOPS | BOOKS | GUIDES | BLOG | RETIREMENT ROAD MAP® PODCAST | TV | ARTICLES |


DISCLOSURES

WARRANTIES & DISCLAIMERS | WEBSITE PRIVACY POLICY | SHP PRIVACY POLICY | TERMS | ADV | CLIENT RELATIONSHIP SUMMARY


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.

SCHEDULE YOUR VISIT OR PHONE CALL NOW!