Client Testimonials

Our Clients Say it Best

With the guidance of Brett Shunkwiler as our financial advisor, we were able to retire earlier than we originally anticipated!

Randy Boeck & Linda Snyder

             

You guys do a great job for us!

I am pleased with the responses to all of my various questions at various times!

Ann Thompson Reicks

             

I have opted to allow Shunkwiler Financial to be in the driver’s seat for my financial needs

Leanne Casebeer

             

Shunkwiler Financial has always had my best interest in every financial decision that is made. They are very good at explaining the different options and what would be the best decision for me to make in order to get the best benefit for my future. I trust the staff completely!

Janelle Frederick

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I really have no clue about the financial market. Brett and his group are very professional and helpful with any needs. They have all made retirement what it should be.

Scott Haney

             

Very very comfortable with this company. All good can’t think of anything negative.

Tom Poeper

              

I trust Shunkwiler Financial!

They are knowledgeable, helpful, friendly and very easy to work with.

Kathi Schipper

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Brett takes great care of us. We are very happy with him. The staff does a great job also.

Sue Semke

              

My first encounter with Brett was in a retiree presentation he did and I made an appointment from that seminar. He is enthusiastic and very cognizant of the needs of clients nearing or in retirement. He looks for investment geared to your risk tolerance & wealth preservation. He has contacted me regarding market changes in my portfolio and suggested before alternatives, which I appreciate. He is knowledgeable on tax events and strategies to save you on taxes too.

Marla Hein Stone

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I am extremely happy with Brett Shunkwiler and his whole staff. Their knowledge, kindness and care they provide in my financial needs and concerns. Very professional, yet I feel they meet (me, at least) at my level for understanding and comprehension!

Will most happily recomment, although I live in Arizona!

Thank you all!

Tracie Wrisk

             

Shunkwiler Financial staff are attentive and professional. I am comfortable and confident with the services and support I receive from them.

Barb Grell

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Very kind and helpful staff.

Dianne O’Malley

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Thank you for taking care of us and our finances.

We have every faith and confidence in you to help us keep on track for our financial future.

Doreen Kuenzi

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I feel confident investing my money through Shunkwiler Financial. Everyone is helpful, attentive, and professional.

Keep up the great work!

Elicia Behrens

             

I have been very pleased with the services I have received from Shunkwiler Financial, I feel they are on my team.

Janelle Fredrick

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Brett is amazing.

Julie Henslee

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Brett and his team are always helpful and there for you.

Lisa Fatino

             

This is the Best Financial Service Company in the State. The people are great! From the people that answer the phone to the ones that invest. All very informative and know what needs to be done for the customer. The Best!

Everyone needs to try their service!

Tom Pieper

Tom is a client of Shunkwiler Financial and no compensation has been provided to her in exchange for her testimonial. Testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.

Always appreciate the knowledge and kindness Brett and his staff provide. I will never understand what I have but I am so thankful you all are willing to take me by the hand and remind me every year! hat time is coming again, Look forward to understanding it once again (for a minute) Thank you all so much!

Traci Wrisk

             

I do have an additional comment or two - I appreciate the videos Brett puts together. His humor is awesome and given the current challenges with the markets and forces, for which we cannot control, the humor helps.

I also appreciate Eric’s human touch in which his conversations are personalized.

Lori Maxfield

             

Great communication, approachable staff, fun group to do business with. We see like-minded investors at functions. Emails, videos and phone calls are timely.

Tough times in the market now, but we are very confident in how you are handling our money in these times.

Greg Reicks

             

Thank you for the great dineers, encouragement and useful informatioon.

Norm Schuller

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Everyone at Shunkwiler Financial is always friendly and helpful.

I continue to trust that they are making the best decisions for my financial needs.

Susan Hajek

              

Between the unpredictability and my lack of knowledge of what the markets will bring, I have put a lot of my faith in this financial institution. I continually hope that I am being steered in the best direction possible for my accounts.

Brett and all the office personnel are always very helpful and friendly!

Gene Hajek

             

Keep up the good work.

Bob Dykeman

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