By Collette Creedon on November 14, 2025 Verified by Google

Greg Reyes has taken the time to understand my financial goals for the long term and tailor my investments to fit those goals all while maximizing tax strategies. He patiently explains every section of my portfolio and even helps with funds that were not initially with SHP! What a BENEFIT! His plan of action includes long term market projections and he carefully reviews my comfort level with each suggestion. I highly recommend SHP to anyone that is concerned about having them steer your financial portfolio, please know that you will be in good hands!

By Jim O'Connor on October 2, 2025 Verified by Google

Excellent team. Does a great job managing my accounts so I don't have to. I have total trust in this organization.

By James Pezzone on September 24, 2025 Verified by Google

We highly recommend SHP Financial and could not be happier with the performance and management of our IRA Rollover. Our dedicated SHP Financial Advisor, Mike Gurthrie, has exceeded our expectations with his expertise, personalized approach, and commitment to our financial goals. His proactive communication and strategic guidance have given us confidence in our investment decisions. We are truly grateful for the exceptional service and results we’ve experienced with SHP Financial.

By Laura Tucker on May 29, 2025 Verified by Google

SHP is staffed by knowledgeable, compassionate, friendly experts who have been invaluable to our retirement planning! In these times of market volatility it's reassuring to know we have an entire team looking out for us! 10 out of 10 would recommend

By Tara Gearhart on May 19, 2025 Verified by Google

Such a thoughtful, professional, and fun team! Their retirement planning strategies are made to align with your goals. Highly recommend for high net worth planning for retirement/estate planning.