My husband and I out reached out to Sandy to help us make an intelligent decision on all our options available to us when we are no longer working. Sandy is the right person to ask. She is personable and knowledgeable. She helped me make my decision to retire. We would highly recommend her to our friends.
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.
SY Financial Group provided me a peace of mind I never found with other financial planners. I was able to invest in a product that protected my principle from the volatility of the stock market, while making arrangements for retirement income. SY Financial Group also has expertise in maximizing your Social Security benefits. I would recommend everyone make time to talk to Sandy Young at SY Financial Group about their future.
We found Sandy to be extremely available, understanding, and informative. She also answered all our financial questions with great detail for us to easily understand. We really appreciate all of her help in the past two years and we highly recommend Sandy’s services in a heartbeat to friends.
We first met Sandy and her company at a Social Security workshop. We were impressed with her presentation. We set a meeting for her to look at our 401K interests since we were not all happy where we were and to see just what she could offer. We could not be more pleased with her and her recommendations. She is a delight to talk to and work with. If we had questions throughout the process, she would answer in plain talk that was easy to understand. She was even able to help my sister who lives in the United Kingdom with her affairs. We would highly recommend her to anyone who is interested in their investments.