By Peter Rowden on August 26, 2025 Verified by Google

SHP has been amazing from our kickoff meeting in 2018 to present. The financial foundation that was established then has kept my retirement on track with options (Numerous Portfolios, LTC insurance, social security, efficient tax planning, ROTH IRAs, annuities etc....) that were flexibly implemented to meet my family's future needs.
It is a tremendous credit to the SHP Team that they deliver what the larger investment firms do not.
SHP's client service is 5 Stars and their planning infrastructure is on the cutting edge of all the current financial challenges, so no opportunities are missed or overlooked.
My family and myself are so grateful for their supportive and superior financial services since 2018.

By Jen Kuzmick on August 7, 2025 Verified by Google

I am closing in on my 10 year anniversary as a SHP client. I cannot say enough good things about the individualized planning and care the team takes with me. My portfolio has markedly improved since I took my business to SHP. It also doesn’t hurt that they are a group of quality people you’d want to be around generally in addition to professionally. Thanks Matt and team!

By Nina Torr on May 15, 2025 Verified by Facebook

If you're looking for a trusted team to help you plan for retirement, SHP Financial is a fantastic choice. They’re knowledgeable, personable, and truly focused on what’s best for their clients. I’ve had a great experience working with them and highly recommend SHP if you want confidence and clarity in your financial future.

By Barbara Swanton on March 26, 2025 Verified by Google

We expected to receive professional financial support from SHP to begin our retirement, but we have received so much more. Kyle and the team have helped us make connections with lawyers to create wills and trusts, accountants for our taxes, and investment companies to increase our portfolio. They do all of this in a friendly environment where we always feel welcome and we can ask any questions, no matter how small.

By Marco polo Wilder on March 17, 2025 Verified by Google

We all had a great time. Everyone enjoyed the movie, the snacks and bar drinks. Nice that Mathew Peck came by. One of our movie goers was interested in maybe joining with SHP. Thanks for hosting!