Archive for March 2022

“My husband and I came to Singer Wealth Managment to discuss how we were managing our finances during our retirement. We wanted to know our options and what might be available for our future financial planning. We were and continue to be, very impressed with the personalized professional service and advice given to us and…

“Keith has a first class operation. First and foremost, Keith was very knowledgable with placing the proper plans together for me based on MY current and future needs and goals. Second, I appreciate the time he spend furthering his education with not only a law degree but as a certified financial planner. He is up…

“Customer service is outstanding. Always available.” — Robert P. This testimonial was given by a current SWA Client. No compensation was provided.

“I appreciate the fact that with Singer I have access to investment vehicles other have not suggested. Also explanations are always straight forward and complete.” — David B. Bren B. This testimonial was given by a current SWA Client. No compensation was provided.

“I feel that at Singer Wealth I receive exceptional advice, and opportunities to different investments that I would not receive with other advisers.” — William M. This testimonial was given by a current SWA Client. No compensation was provided.

“I’ve always managed my own investments and it was a difficult decision to hand over this responsibility. However I believe I made the right decision. I haven’t found any flaws in the investment allocation strategy. Many of the investments would not have been available to me as a private investor. The advisors are friendly, knowledgeable…