Whether young or old, and whatever financial status you find yourself in, every one needs financial
advice.
For the last 16 years or so I consider myself very fortunate to have entrusted my retirement assets to SAI
Financial Services. For all those years Jeff Scheithe and his staff have been more than just financial advisors. They have
become friends whom I trust to handle my assets wisely.
I have also benefitted from their advice in personal family matters.
All these years I have been meeting on a quarterly basis face to face, sometimes accompanied by my
wife, with Jeff and others among his staff. Scheduling for these meetings have never been a problem and during these meetings I never felt rushed
or given the impression my time was up.
As time went on, I also commend Jeff for expanding his staff with these wonderful associates: Michael
Cirelli, Jaclyn Cirelli, Fiona Anderson, Rachel Tobolski and Charles Mowery.
I highly recommend SAI Financial Services to anyone looking for advice in Investment and Asset planning,
Retirement planning and Long Term Care and Insurance among other investment disciplines.
In short, with SAI, you are in good hands with competent, knowledgeable, professional and, above all,
trustworthy people.
Robert De Falkenberg
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
