SimpliFi

Eric is extremely knowledgeable and confident in financial planning for retirement. He listens, evaluates and sets goals. He is always available and is truly concerned for your best interest. Great support staff Alexis and Lauren. Grateful for all their support, thank you! Highly confident to recommend him and his team!
May 14th, 2022

This team is great. They provide a quality service and are responsive to our needs/questions.
Apr 26th, 2022

I started working with Sean Nisil &Eric Sigdestad before I actually retired. when we first started process gave us good advise on how to start the process & for the years we have been using them, as SimpliFi as our financial advisors they have consistantly been able to make our retirement funds grow. they keep us up to date on what they are doing & how it is going, as with all service such as this you do pay a fee for that work & we feel what we pay vs what we get in return had been a good value. and then above & beyond they participate & help their clients donate to Toys for Tots each Christmas, I love they are helping community.
Apr 3rd, 2022

I attended many seminars over a period of several years before I retired and transferred my investments to SimpliFi. I always got straight answers from Eric and he never sugar coated any issue. Always been very accessible and quick to respond when I call. I always understand what is being done with my investments, And he is always respectful of any questions. Of the many firms that I looked into there was never one that could match the integrity of the entire SimpliFi team.
Mar 22nd, 2022

My wife and I are both clients of SimpliFi and we are both extremely pleased with the service we have received. Sean is always available to us. He reaches out to us frequently to see how we are doing and to see if we have any questions. The amount in our accounts has increased substantially. We would highly recommend SimpliFi to others.
Feb 1st, 2022