A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. By taking the time to understand what is important to you and your family, we strive to create a plan that aligns all aspects of your life.
A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning.At Sandvold Financial Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.
A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning.At Sandvold Financial Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.
Services
IN A WORLD THAT FAVORS IMMEDIACY, we find it important to take a longer-term approach to analyze the way the world is changing. As we have seen many times over our firm's history, true change can take time, however it can present powerful opportunities. Our approach is to find the true underlying reasons as to why society is going through change and analyze the investment opportunities that these changes bring.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
The first step of the planning process is for us to introduce ourselves to you! We want to make sure we are a good fit for each other so we start by telling you about our firm, discuss what brought you to see us in the first place, and how we think about the market. We will go over your objectives and priorities so that we can begin to strategize with you how to achieve your goals.
We are an independent group, which means we are not bound to specific products or investments. We are able to shop the marketplace to ensure that your assets are managed to best fit your lifestyle and objectives. Our research team is dedicated to understanding market trends and economic shifts so that we can best position your assets.
One of the biggest concerns retirees have is whether or not their assets will last them through their retirement years. We provide an in-depth and comprehensive analysis of your assets so you can get an idea of what your future may look like. We also use this tool to strategize income distributions, asset allocation, risk considerations, and large future expenses.
Reviews (7)
Paul Bach
Oct 01, 2021
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We switched over from Ameriprise in 2015 and have not looked back. Terry and his group of professionals are just that. Very attentive to our family's financial present and future needs. Terry is a pleasure to work with, David Cooper (one of Sandvold' s associates) calls me occasionally when they have a suggestion or opportunity to move some funds whether buying or to purchase. They listen to my concerns and I appreciate they way they handle our funds.
King Elder
Jan 23, 2021
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KYam
Jan 03, 2020
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I have had a few financial advisors but settled on this group 10 years ago. You could not pay me to switch to anyone else. This group, specifically Blake Sandvold, is absolutely outstanding. We do monthly calls and semi-annual in person meetings to go over the status of my portfolio and the broad market. What I love most, outside of the personal attention to my finances, is that I do not feel like a number, but rather a valued customer. Blake also explains his logic in making investment choices so I feel informed and educated as to why we are making certain choices. I have already recommended Blake
Monica Chacos
Nov 11, 2018
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Jane Johnson
Aug 14, 2017
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I am not pleased at all with the customer service and investment performance of Sandvold. First, you won't ever get phone calls. If you leave a voice mail with anyone, you won't get a call back for 2 or more days. You will be told they are waiting for phone calls from other people if you are lucky enough to talk to one of them. You won't get phone calls to move your investments if a fund isn't doing well. If you complain, Terry, the owner, may call you and make all kinds of excuses but then the phone tag game will continue (apparently he is always in meetings even if you return his call 2 minutes
Sandra Amyotte
Aug 08, 2013
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Excellent service! Been with Terry for many years. Very honest and helpful in my assisting me with my financial decisions. I am very pleased with the service I have received. Wonderful staff as well. :)
Thank you Terry for giving me the peace of mind knowing that I can trust you with my financial care!
Thank you Terry for giving me the peace of mind knowing that I can trust you with my financial care!
D. Huggett
Aug 06, 2013
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They appear give honest and researched advice on stocks. They are better than most to call to review your account, at least once a year. The advice is more proactive than reactive. They do give you a lot more attention if you are new and haven't yet signed up for additional services such as life insurance. American Express did the same thing only a little more sales pressure. Don't get fooled by their concern for your well being. I believe it is insincere and has more to do about making money off of you. Always be careful as you never know who is going to take all your money. Best advice is to
