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“I have used SBIS for my company's payroll and taxes. Phil is incredibly knowledgable and professional. He always seems to know the tax rules around whatever I throw his way. I have referred several clients to him and they have always come back with glowing reviews. I'm glad to have him as part of my financial team of trusted advisors!”
“Edward James was who we were directed too from a friend at work . We met several times, then decided to transfer our 401 K to their care. I have nothing but wonderful things to say. They are easy to understand, the investments make sense to me, the diversity in the package gives us a sense of stability. The office is friendly, very helpful, and offers a class once a month on different subject related to your personnel finances.”
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“I was fortunate to have been referred to Stephanie about 1 year ago through a close friend. We met at her office in Poquoson and had a thorough conversation about my goals, investment experience and expectations. This was very important to me because my previous advisor was just selling me and not listening to me. Stephanie listened to my needs and created a personalized strategy. She made it very clear that the best way to be successful is to communicate with each other. We meet once a year for an annual review, but during the year she will contact me about potential opportunities that could enhance my portfolio. I am so grateful to have met her. I own small business and have finally got to the point that we could set up a retirement plan for our company.”