My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and…read morebudgeting, and we weren't very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement plan that was set up for us. What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference. On a personal note, we are at a point in our lives where we own a home, considering selling, moving to another country, all while also planning to start a family. This is really stressful and daunting to say the least. But SFA has been there the entire way, answering our questions about what to consider regarding our finances, taxes, and everything else that comes a major life change like this. Highly recommend SFA and can't say enough good things. Thank you!

Mike Schupak repeatedly provides me with sound financial advice, approaching each investment…read moredecision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.

Mr. Juntikka has helped my family a few times before with bankruptcy and it has always been a great…read moreexperience. This time around my financial situation was a bit different. He was very honest and open with me. He even recommended other lawyers he knew who could help me this time around. Mr. Juntikka will always be my first choice.

SCAM, SCAM, SCAM!!!!!!I wish I had done my research before hiring this law firm and trusting them…read morewith my hard-earned money. I paid for my bankruptcy back in April 2025, and it's now November 2025, seven months later absolutely nothing has been filed. Charles did absolute nothing with my case. Month after month, I called and emailed asking for updates, and every time I was told someone would "get back to me." No one ever did.. What makes it worse is how convincing Charles was in the beginning. He comes across as kind, patient, and professional during the consultation just to gain your trust. But once they have your money, that's where the professionalism ends. You won't hear from anyone again, and your case will sit untouched. I finally asked for a refund, and still haven't received it. This has been one of the most frustrating and disappointing experiences I've ever had with a business. They took my money, wasted my time, and gave me nothing in return. Update 11/26/2025 I spoke to Charles on 11/10 and he gave me a fedex tracking number and told me I would receive my refund in two days. Two weeks and no refund. I had to go up to his office today, the day before Thanksgiving and DEMAND my refund. He kept blaming the delay on his "accountant". HE IS SCAMMER !!! DO NOT HIRE HIS OFFICE TO DO ANYTHING FOR YOU. I am also reporting him to the BBB and the AGC.

If you ask me who I'd phone if my life depended on it.. Phil…read more Phil is such an amazing individual. He has helped me time and time through. His work ethic, attitude toward life, and sweet personality make me come back time and time again. I will continue to use Phil as my main person for all insurance needs. Plan with Phil is A++, great book.

Very pleasant !! My agent, Phillip is always prompt and…read morefriendly when I need help. He goes the extra mile to ensure my husband and I receive the best service possible!

It was great working with Rich, he got back to me so fast when I called him and gave me a quote and…read moresealed the deal the same day. I highly recommend him to anyone who needs insurance!

Rich is the best! He is so knowledgeable and professional. He's helped me and family with out home,…read morelife and car insurance. Always on top of the game and very reliable. I refer him to all my friends, family and real estate clients!

I did my term life with Eric, you cannot find a nicer, more professional agent. Thank you so much…read moreEric and all the best in 2014.

Mr.Klarman is very willing to explain in details how the policy works for you and friendly to talk…read moreto. Keep on doing a terrfic job and thank you. Wendy James

What a disappointing experience after having worked with him for years (to manage NY - PA) tax…read morecredit issues. Aside from the fact that, after he filed, I was repeatedly then asked for additional fees form the state, I most recently needed him to address a dispute from 2022 that he says is not an error on my end. When I asked him to address it he brushed it off very unprofessionally. In general, I've found his communication and emails to be sarcastic, unprofessional, and lacking in basic etiquette. He also exaggerates how much he can save you.

Extremely helpful, knowledgeable, and easy to access. But also more importantly, a really…read morelighthearted and fun person to interact with when dealing with legal issues. Thank you Nate!

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

I've been going to Jimmy every tax season and he truly is the best in the business. Typically you…read morefeel like you're being ripped off and don't quite understand what's going on with your taxes but you feel the opposite with him. He takes his time to go over every aspect of your income tax, and explains everything thoroughly. He brings an investigative approach and he truly maximizes my returns every year. I know personally going to an HR Block wouldn't work because they are impersonal. Jimmy treats you like family, and that's why I continuously come back year after year.

Jimmy is the best he's been doing my taxes for many years!Highly recommend him!…read more5 stars !!!!