Kate Carter

Sandy Young has impressed me with her knowledge, her ability to listen to and understand my individual situation, the time she spent with me, and her follow-through. She did whatever it took for me to understand completely the changes I was making to my financial plan and investments, and to help me create the package that made the most sense for me and my family. The compilation of graphics and materials in a notebook where everything is in one place is lovely and accessible. On top of that, Sandy is friendly and personable and made me feel quite at ease. I am glad I have placed my trust and business with SY Financial Group.