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June 2025 by Calvin Fix
I CANNOT recommend the Scheeler group enough! There are plenty of choices for people to handle these very sensitive areas like retirement planning, investments and life savings.... this group continues to wow me year after year after year.
Most advisers are happy to get your business and then you never hear from them again. Rick & his team are not only committed to me as a client, I can tell the entire team is committed to continuing to evolve & grow as their clients do for the long-term future.
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May 2025 by Roma Patel
Working with Scheeler Financial Group has been an exceptional experience. Their commitment to investing time, energy, and resources into supporting both their customers and vendors speaks volumes about the integrity and quality of their business model. I highly recommend partnering with this outstanding team!
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May 2025 by Brien Gearin
The level of service and care I receive from the team at Scheeler is unmatched. Their penchant for proactivity and communication is exactly what I wanted in a financial advisor and they bring that in spades. No more wondering what's going on with my money and they actively stay on top of what changes in my life and scenario so that they can lead me in the right direction at all times. They enable me to feel confident that my money is working for me!
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May 2025 by CaSandra Hall
We left a big-name firm because we wanted our investments to reflect our values—and found that and more at SFG. The personal attention, transparency, and holistic service have exceeded our expectations. From meetings that include our attorney and accountant to clear follow-ups, this team doesn’t just advise—they walk and partner with you.
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April 2025 by Antonio Amaral
ScheelerFinancial is great combination of professional service and performance with a family touch !
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April 2025 by Ron Schroeder
The Scheeler Financial group consists of friendly, knowledgeable people, ready to serve and meet your financial needs. They are easy to work with and can customize their offerings to meet your individual needs.
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April 2025 by Don Caiarelli
Great follow through, accessible, good team, knowledgeable and credible.
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April 2025 by Nandkumar Khemchandani
We have been with Scheeler Financial Group for over five years, and very impressed with their professionalism, responsiveness, and integrity. From day one, we felt a strong alignment with their values and appreciate the genuine relationships built with Rick and the team. The breadth of their services, proactive approach, and consistent pursuit of new strategies show a deep commitment to client success. We have always felt supported and thankful to them for guidance in discussing and working toward our financial goals.
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April 2025 by Olden Warren
Rick Scheeler has been my financial advisor since the early 2000s, and I couldn’t ask for a better partner. He’s one of the finest people I know—personally and professionally. From day one, he’s brought integrity, compassion, and a deep sense of care to our financial conversations.
Rick helped me through a painful divorce, guiding me with clarity and empathy. His support extended far beyond finances—he truly cared. I was equally moved by his strength when he faced a tragic loss in his own family. Watching him turn pain into purpose only deepened my respect.
When Rick started his own firm, I didn't hesitate to follow. I later brought my new wife’s assets under his care as well. I trust Rick completely, and I’m proud to call him both my advisor and my friend.
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October 2020 by mark odonnell
I have worked with Rick for about 15 years and found him to be exceptional. His drive to improve himself and the potential outcomes for his clients is rare.
