Financial Advising in Plymouth, MA

“We met Keith through our Estate attorney. At that time we were with Morgan Stanley. It took Keith over a year to convince us to move our retirement portfolio to SHP. With MS, we were a small fish in a very big pond. Moving to SHP, we were a little bigger fish in a smaller pond. End result, much more personal attention and focus on managing our assets to achieve our retirement goals. Couldn’t be happier having made the transition. Would highly recommend and have introduced new clients to SHP.”

“My husband and I had such an amazing experience working with Todd and his office to get our taxes done this year! In the past we had always prepared our taxes ourselves using TurboTax but the last few years we have had nothing but trouble when tax season came around. It had become such a huge source of stress and anxiety for us both that this year we decided to just bite the bullet and pay an expert and we are so glad we did. We brought in our paperwork and sat across the desk explaining the intricacies of our situation which to us at that point was overwhelmingly complicated and confusing. Todd just listened, looked through everything, and said that our situation wasn't complicated at all and a few questions and keystrokes later he had us sign a couple things and then he handed us a folder with our completed return. Something that would have taken us hours of turmoil was done in the blink of an eye and he said that if we got any more letters from the IRS to just call him and that he could help us with it. One hour at Sadler Financial and all of our stress about taxes melted away because Todd and his team are extremely knowledgeable, endlessly patient and incredibly kind. After such a great experience I set up an appointment to bring my mother in to get her tax situations sorted and again one hour with Todd and all our tax stress was gone. He answered our million questions about the special needs trust we have set up for her and spent an hour of his time with us but ultimately determined that we didn't need to file anything for my mom nor the trust after all which was such an incredible relief. The cost of these interactions was super reasonable and 1000% worth the benefit of hiring a professional! We are so grateful to have been referred to Sadler Financial by my husband's aunt because we had such an awesome experience there that we are absolutely customers for life. Thank you to Todd and everyone at Sadler Financial for taking something that had become so stressful and making it such a pleasant and peaceful experience! (I also took a small stack of business cards so I can refer everyone I know!!) :)”