Testimonials

Our Firm

“Singer Olfert Financial Group is a totally different experience. The insight and practical advice that I received was invaluable in helping me set my goals for the future, and I appreciate the time that was spent educating me on the different investment options, rather than simply being told which investments I should make.” – D.H.

Chris Singer, CFP® – Certified Financial Planner®:

“It is with great pleasure and pride that I write a testimonial for Chris Singer CFP. I met Chris several years ago when I was searching for a new financial planner. Chris was impressive from the ‘get go.’ He was young, personable, professional and most of all qualified, efficient and very knowledgeable. Trust was immediate – he takes the time to explain ‘financial planning’ in simple laymen terms. Being single, middle aged with 2 adult children and quickly heading towards retirement, I needed someone I could truly trust to assist me in making sound financial decisions for retirement and for my children. Chris is results orientated and has met all my expectations and then some. He is profoundly honest and sincere. I needed to be fiscally accountable and Chris as a mentor and consultant has achieved that! He is there whenever I need him, meets with me regularly throughout the year to review where I am financially and where I am going. I take his advice very seriously as I am confident he has only ‘my best interests’ in mind. He unselfishly will meet when it is convenient for me, not him, even in the evenings after work in my home or his office. He extends his financial skills and knowledge to my children and partner of which we are all most grateful! A sincere thank you Chris – because of you, I sleep at night and so does my elderly father of 87, who used to worry so much on how I was managing my money and preparing for retirement. I have no worries of how my children will financially be on my departure. Dan and I look forward to our continued planning for our future with you as our Advisor and Mentor. P.S. Your Administrative Assistant is awesome too!” – NO, RN, BN

Vince Olfert, MBA, CFP® – Certified Financial Planner®:

“I have worked with Vince and his team for over 4 years. They have been great to work with. They have provided personal service, Vince always responds in kind. They are quick to respond to my requests. They are easy to reach when I need them. Joelle always keep me up to date as there are changes being made to my own situation.” – G.M

“Thank you for all your of your support and financial guidance. For years, we avoided financial planners due to a distrust of working with an individual we had no previous relationship with. You were able to bridge that trust by investing your time to get to know us prior to making the decision to work with you. You have continued to be reliable and trustworthy, putting us at ease with each tough financial decision. We greatly appreciate the time and effort you have invested to maintain a close relationship, both personally and professionally. We have always worked on balancing our finances and planning for our family’s future; however, we would not have been able to achieve this without your clear guidance. You are extremely approachable, honest and organized. You always take the time to investigate and assess each situation independently, providing us with sound financial advice. We value your opinion and your guidance has given us the opportunity to achieve the lifestyle we now enjoy. We look forward to continuing to work with you on setting and achieving our future goals.” – J.M.B.

“I have worked with Vince Olfert of Singer Olfert Financial Group for the past 3 years. As a holder of the Chartered Financial Analyst designation and an employee of an institutional asset management firm, I was very particular when it came time to choose someone to manage my own family’s money. Singer Olfert’s financial acumen, coupled with the resources to which they have access, allow them to stay on top of current business and economic trends which is important to me given the ever-changing investment landscape. They are highly personable and honest people who at all times do what is best for their clients. As such, I highly recommend Singer Olfert as a financial firm.” – C.M., MBA, CFA

Bob Greenhalgh, BComm, CFP® – Certified Financial Planner®:

“I have enjoyed working with Bob over the past three years. As a securities lawyer and business owner, I expect information regarding my accounts to be provided with a high degree of detail and I also have high expectations for integrity and results. Bob employs a transparent approach in managing my accounts, not only explaining what we are doing, but why we are doing it. Bob approaches each situation with care and considers all of the options before making a recommendation. The service that I have received from Bob and the Singer Olfert team has been both efficient and professional. Bob is reliable and honest and I know that he is acting in my best interest.” – R.M.S.