Sid Financial Services
Financial Advisor
At Sid Financial Services, there is no “one-size-fits-all” strategy. I understand that everyone’s resources, needs, and values are unique and different. I listen to the needs of my clients and recommend suitable options to meet their goals. I know that my clients have worked hard for their money so they want to minimize losses during market downturns. I meet with my clients regularly through workshops, client meetings, and newsletters to update them on my investment strategy based on current market conditions. Read more
4 recommendations
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David Ochabski
Best service of its kind I have seen! This business is principled both financially and ethically.
Original recommendation -
George W.
As a newly married couple, my wife and I were looking for a financial advisor to help us navigate the complexities of the money management world - to educate us and help create a plan to reach our goals. We came across Kalvin and found him to be extremely approachable and sincere in our initial consultation meetings. He offered honest and sound advice in response to our many questions, despite the fact that we had not yet committed to using his services. Although its still early, I'm very happy with Kalvin's services thus far and its definitely good to have one less thing to worry about. He's a family man and I think our aligned personal values creates a strong foundation for the future.
Original recommendation -
Vicki M.
I've known Kalvin for several years and know him to be professional, knowledgeable and kind. He's very approachable and explains complex matters in an easy-to-understand way. His caring way makes difficult financial problems easier to discuss and manage.
Original recommendation
I enjoy his wit and appreciate his sincerity. -
Kim H.
Kalvin has been my Financial Advisor for the last 8-years and it's been a very beneficial relationship for me. The last 8-years have been a real roller coaster ride, economically & investment speaking, and I have not lost a dime under Kalvin's knowledgable, professional and attentive management. Last year, I made about $3,000 on a very modest portfolio. I'm kinda pushy and tend to tell my advisor what I want and he rode that out with grace and without telling me where to get off. I've long since learned that he's "the man" and it's best to let him roll and I just go along for the ride....
Original recommendation
Hey, are you really Sid Financial Services?
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.