Bob Greenhalgh, of Singer Olfert, has been there for us. Dependable, reliable, honest, and straight forward with advice we appreciate and rely on when we make our financial decisions. We have been through many changes in our lives over years and have needed guidance through difficult times, such a loss of family members or change of jobs. He took the time to listen our needs and wishes and supported us through each process. It made a difference having Singer Olfert there and has built our trust. We have also appreciated their prompt and organized manner in which they run with flexibility in style of communication and meeting times. We are in good hands moving towards retirement. Thank you, Bob, and your team!
“Singer Olfert Financial Group is a totally different experience. The insight and practical advice that I received was invaluable in helping me set my goals for the future, and I appreciate the time that was spent educating me on the different investment options, rather than simply being told which investments I should make.”
“I have worked with Vince Olfert at Singer Olfert Financial Group for the past 3 years. As a holder of the Chartered Financial Analyst designation and an employee of an institutional asset management firm, I was very particular when it came time to choose someone to manage my own family’s money. Singer Olfert’s financial acumen, coupled with the resources to which they have access, allow them to stay on top of current business and economic trends which is important to me given the ever-changing investment landscape. They are highly personable and honest people who at all times do what is best for their clients. As such, I highly recommend Singer Olfert as a financial firm.”
“I have enjoyed working with Bob Greenhalgh over the past three years. As a securities lawyer and business owner, I expect information regarding my accounts to be provided with a high degree of detail and I also have high expectations for integrity and results. Bob employs a transparent approach in managing my accounts, not only explaining what we are doing, but why we are doing it. Bob approaches each situation with care and considers all of the options before making a recommendation. The service that I have received from Bob and the Singer Olfert team has been both efficient and professional. Bob is reliable and honest and I know that he is acting in my best interest.”