As a retired business owner who did not have an employer’s pension plan, I was very concerned about my future income. I turned to my trusted accountant who recommended Sarah Wyse. Sarah came up with a "hassle free" plan that gives me guaranteed income for life, protects me from market fluctuations and protects my heirs as well. In short, she gave me peace of mind. Priceless!!
Retiree
Sarah has done a great job for us both at our company (in organizing our benefits program) and with my personal financial planning. She is thorough, meticulous, very responsive and enjoyable to work with.
President, Corefour Inc
Sarah has been facilitating our company group insurance needs for the past 8 years. She has helped structure our benefits in keeping with what is important to us, our budget as well as sustainability of the plan on a long term basis. She has consistently made sure that we have the best possible deal while tailoring to our specific needs. I would have no hesitation in recommending her to anybody.
President, A-Tec Signs
I just wanted to take a moment and thank you for all your attention while helping our company learn about benefits. You certainly made us feel comfortable while explaining how things worked. At all times I felt you were well versed in the advice you were giving us to get set-up. I am very happy with the service we have received from yourself and your company. I wish you only the best and thanks again for taking such good care of us. At any time I have a recommendation to give, it will be your name I use.
Pioneer System Inc.
Sarah and her team provide excellent customer service and I would highly recommend her for both investment and insurance needs. She is patient, understanding, knowledgeable and trustworthy. She listened to our needs and gave sound advice based on what our expectations are. A wonderful professional who is always a pleasure to deal with.
