Senior Financial Solutions - Effingham, Illinois

Senior Financial Solutions

Senior Financial Solutions, located at 707 W Jefferson Ave, Effingham, IL 62401, United States, is a reputable financial services company that specializes in investment services, health insurance, and life insurance. Established with the goal of helping seniors secure their financial future, Senior Financial Solutions has built a solid reputation for providing top-notch services to its clients.

Specialties and Services:

• Investment Services: The company offers a range of investment services tailored to meet the unique needs of seniors, helping them grow and preserve their wealth.
• Health Insurance Agency: Senior Financial Solutions provides expert guidance on health insurance options, ensuring that clients have the coverage they need.
• Insurance Agency: They offer comprehensive insurance solutions, including life, health, and disability insurance.
• Life Insurance Agency: With a deep understanding of the market, they help clients secure their loved ones' financial future with life insurance.

Accessibility and Convenience: Senior Financial Solutions is committed to providing a comfortable experience for all clients. The office features wheelchair-accessible parking and entrance, making it easy for everyone to access their services.

Customer Reviews and Opinions: With a strong track record of customer satisfaction, Senior Financial Solutions has garnered 16 reviews on Google My Business, averaging a impressive 5/5 rating. Many clients praise the knowledgeable and helpful staff, such as Jared and Travis, who provide transparent advice and go above and beyond to address clients' concerns.

With a focus on personalized care and a deep understanding of the unique financial needs of seniors, Senior Financial Solutions stands out in the competitive financial services industry. Their commitment to accessibility and exceptional customer service has earned them a loyal client base and a well-deserved reputation for excellence.

Contact Information:

• Address: 707 W Jefferson Ave, Effingham, IL 62401, United States
• Phone: 2173429389
• Website: senfinsol.com

👍 Reviews of Senior Financial Solutions

Kathryn W.

5/5

Jared and Travis have been so helpful as we navigate retirement. They are very transparent and have answered all of our questions. Would and have recommended Senior Financial Solutions to many of our friends.

Greg D.

5/5

Jared was very helpful and answered all of our questions. We found him very knowledgeable.

Chris Y.

5/5

Our experience with Senior Financial Solutions has been very good. We came to them not knowing what investment options were best for our situation. Jared took the time to sit with us; asking questions to learn our needs and wants for our future. They made the whole process much less confusing and easier.

JoAnn D.

5/5

Jared and John worked closely with us to make sure we got the best product to help us meet our needs in retirement. They got to know us and our needs before recommending a product.

Rebecca S.

5/5

Going on three years now working with John and Jared, and have found them to be not only knowledgeable financial advisors and partners, but also count them as good friends. Highly recommended!

Steve C.

5/5

After speaking with Jared and John it became very clear to me that I need to make a sizable investment into their program. Safeguarding my hard earned money is very important to me during these uncertain and difficult times. Having the ability to get a return but also safeguard my investment if the market were to turn South.. I highly recommend speaking with both of them about how to get the best return and the safest place to place your hard earned money as well.

Jo F.

5/5

Jared and John @ Senior Financial Solutions are the best at finding a retirement plan that best fits their customer needs. Thank you!

Dave L.

5/5

Fantastic to work with very knowledgeable