Testimonials
Disclaimer: Client testimonials are provided without compensation.
Tony Financial Services helped my wife and I purchase our retirement home. Being on a fixed budget, our loan officer took that into consideration and help us choose the right loan for our needs. Great customer service!
Jean Schambach
Client since 2016
Retired Small Business Owner
Tony Financial Services has been my family’s trusted partner in developing and executing our financial plans – from getting low-interest loan, to our estate planning, to our investment strategy, to our tax planning, and everything in between. They are a talented team with impeccable ethics, who are great to work with, and have a time-based fee structure that aligns their interests with those of their clients.
Andrew & Nicole Hayek
Clients since 2015
Corporate Executive/Entrepreneur
We have been clients of Tony Financial Services for many years. They help me secured a loan at a very low interest, i was able to start and finish my project.
Mike & Dee Mallie
Clients since 2009
Retired Nonprofit Director & Educator
Tony Financial Services have knowledgeable staff who answered our questions with confidence. They knew what they were doing.
Harry & Deb Vellines
Clients since 2004
Retired Corporate Director
The analysis, options, reminders, cautions, opportunities, and recommendations I have received from Tony Financial Services over the last two decades have enabled me to reinforce my financial security, build both wealth and risk protection, and identify ways to leverage my resources for family and community good. Tony Financial Services gives me all the tools and support necessary to think through my options for the long term.
Sue Wallace
Client since 2007
Corporate Executive
We have been using Tony Financial Services for many years now, both personally and professionally. They have shown integrity, honesty, and complete professionalism when advising us. With their help, we have been able to face retirement knowing we are financially sound. Their advice on business projects has been right on point, and we are confident that the choices we have made together have always been to our benefit.
Peggy & Gary Golnick
Clients since 2008
Business Owners
For many years Tony Financial Services has provided us with outstanding advice. From planning for retirement, to crafting a portfolio that reflects our tolerance for risk, to providing timely updates, the team at Tony Financial Services has given us something very important – peace of mind. We truly appreciate their expertise.
Tom & Letty Nolan
Clients since 2005
Retired Corporate Executive
In the years leading up to retirement, we were worried about our post retirement financial situation. We sought the advice of Tony Financial Services and they provided us wise counsel. We have continued to rely on their advice. They have reduced dramatically the financial stress of our retirement years.
P.J. & Lois Hill
Clients since 2003
Retired Economics Professor
Tony Financial Services does not receive asset management fees or back-end payments so pervasive in financial services today. As a result, we know the advice we receive from them is always with integrity and aligned with our interests. Tony Financial Services considers our total financial picture, not just our investments. Their talented team consistently delivers high value and has become our trusted advisor for all financial matters.
Bill & Colleen
Clients since 2017
Entrepreneur
Tony Financial Services has been invaluable to me in navigating my personal financial and estate planning after the passing of my spouse. I especially appreciate that they are proactive in raising topics for consideration that were not on my radar. The firm has also provided me access to attractive private investment opportunities and has been a great help to me in crafting my charitable giving plans.
Laurie McMahon
Client since 2013
Retired Banking Executive