“I have been a client of Vold Financial Group and Shelly Vold for almost ten years. She has handled the insurance and living benefit needs for myself, my husband and my son. She has also taken care of my financial planning/investments and the investment needs for my retired mother. Throughout all of these various transactions and the ongoing relationships that developed Shelly and her admin staff have been patient, helpful, informative and easy to deal with. Shelly listens to the needs/wants of her clients and works with them to meet the needs and develop a plan to deal with the wants. Above all, she has been a consummate professional and delivered sound advice that has resulted in a solid financial and risk management plan for my family.
It is also important to note the amazing service, support and the “going above and beyond” attitude I experienced when my mother passed away. The excellent plan that Shelly developed and the way it was structured made this aspect of my mother’s estate one of the easiest to deal with at an emotionally stressful time. Her efforts resulted in payouts of insurance and investments to the beneficiaries in less than two weeks.
I have and will continue to refer people to Vold Financial Group if I feel they could benefit from her skills and expertise.”
Jennifer E
