Client Testimonials

"It's an incredible relief to have finally found a financial group who treats each one of their clients as a person, rather than a number and who is honestly interested in their clients feeling safe, comfortable and confident in their financial decisions of all sizes. Phil, his daughter Karen, Bonita and Debbie all work beautifully and happily together to make it seem effortless. Even though they were recommended to me by a co-worker, I had 'shopped' for a good while and I can't say enough about them. There was no commitment required. To me, that was a sign if their own commitment to honesty and integrity." - Lorie Fullerton

"Aurora and I have been fortunate to have Phil Sawyer as a financial advisor and a friend for approximately 15 years. Phil has guided us in all our financial matters as we worked our way to retirement, which we both now enjoy. Aurora and I are able to live a comfortable retired life (Aurora at 55 and I at 60), particularly from a financial point of view, due in large part to efforts made by Phil on our behalf, helping us to identify attainable and realistic goals, and to make necessary adjustments along the way to achieve them. As we work our way through retired life, Phil continues to provide financial advise and guidance, which we greatly value. Both Aurora and I do not hesitate to recommend Phil Sawyer as a trusted, reliable and professional financial advisor." - James and Aurora Johnson

"Sawyer and Associates helps me manage my assets. Phil, Karen, his daughter, and the staff find a friendly gentle balance between teaching and leading. I trust my account holdings with them. Knowing that their knowledge and dedication to me is strong allows me to be confident in my future." - Sheldon Lowe

"Jim and I have been clients of Sawyer & Associates for over ten years and we could not recommend any firm that would treat you and your money as well as this company. Prior to having Phil represent us, were very unhappy with our investments. Phil took over our account and we trust him and his fellow employees fully as we now feel like we are part of his family. He is constantly in touch with us and has groomed our portfolio to match our lifestyle. We are living our dream as retired people (home for summer, Florida for winter) only because Phil took such good care of us during our working years. If you are looking to live your own dream, we suggest you contact Sawyer and Associates." - James and Sue Marietti

"Integrity is what Phil Sawyer & Associates are all about. Phil Sawyer & Associates is our Financial Advisor for over 10 years and our continued loyalty is due to his office professionalism and customer service. The moral soundness of his investment decisions and quality of his professionally trained staff is what we have experienced. We would recommend Sawyer & Associates to handle all your financial needs including such topics as retirement and estate planning and many other financial services that we have used over the years. We are very confident with the Phil Sawyer knowledge and expertise." - Gerry and Natalie