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November 2023 by jacob youssef
I moved my assets to SG Wealth Management 3 years ago and have had great returns. The SG team has proven how to navigate equities through challenging economic conditions and are always responsive and helpful with questions I have. With different portfolio options for different risk tolerances I would recommend them to others!
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November 2023 by Helen Watkins
Bob has been such a tremendous help with his knowledge and understanding and guidance. He took charge in helping us consolidate our policies , ie: annuities, life insurance, IRA, stocks and bonds etc. Helping us with good decision making with low risk and high yield investments has been a God sent. Trustworthy. Keeps us in the loop and up-to date with decisions. Erin had been very helpful and young Bob was keen insight and is thorough in his review of past and present transactions to benefit us re: taxes purposes. So so very thankful for SG Wealth Management and their guidance and strength in investing. Best economic decisions. Helen and Aaron Watkins
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November 2023 by Robin Klimek
We moved our assets here several years ago. It was the best move we ever made. Our assets have consistently grown even during tough market times. This is definitely a company that cares about their clients. We are taken care of on a personal level always. Whenever we have any questions they are answered promptly. One thing that stands out is that our options are laid out for us in a very detailed manner.which helps us make the best decisions for our family and future. I 100% recommend SG Wealth Management!!
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November 2023 by Eileen Casey
Gives great financial advise. Annuities always have a high rate.
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November 2023 by Philip Varughese
We do business with SG wealth last 6yrs and had an excellent response and service from them.
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December 2021 by NJ Deals
I will not trust the owner with another dime. Do not preach to me about how to treat people. Your business is wealth management and it ends there.
