SFG Stahlschmidt Financial Group

I can’t say enough good things about my new financial planner, Ora Citron, who works with Stahlschmidt. I recently moved my retirement funds from a large brokerage firm to various companies recommended by and managed by her. The diversified investments she recommended to me are doing great already, compared to my significant other’s accounts, which are still with my previous broker. But what I love is the information. Each time there’s a news item about anything financial related, I get a letter of explanation/​analysis from Ora. She e-​mails me with the most recent performance if it’s anything out of the ordinary, positive or negative. Before I transferred my funds, we met for approximately 10 hours over the space of several months so that I could get educated about her recommendations — and we’re not talking about a lot of money here, either. The personalized service is SO refreshing after dealing with a faceless company all these years. And it’s reasonable! I paid a one-​time fee and I get counseling for LIFE. Highly recommended. Check them out — and I recommend Ora specifically — if you’re looking for a trusted planner.