Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.

Nancy Sievert

Ruth & Patrick

Sandy & Vicki


 With Sifnakis Group every goal has been met.  Our financial plan has achieved everything possible.  The working relationship with Mike and the team is one of trust and confidence that has built a common understanding of our needs and goals. 

Deborah C | Client since 2016


 I've been with Mike for over 10 years. The thing I have appreciated the most is the continuity over time because prior to Mike taking the role, I would seem to get a new person every three or four years. Mike stayed in there for a long, long time so he seems to be in it for the long haul. You can't put a price on the value of that. 

Greg M


 Mike Sifnakis is detail-orientated, listens to clients' goals, and makes appropriate suggestions to reach those goals.  He is approachable and makes a sincere effort to explain complex issues in language that the average person can comprehend.  

Dale W | Client since 2005


 The thing I value most about Mike Sifnakis is the advice, I think because he deals with so many situations - I have been really able to turn to him when I encounter a thing in business that is tough to navigate - he has great advice  

Jeff S


 The thing I value the most about Sifnakis Group is trust. To feel like the handling of our investments are in good hands, and monitored by professionals with our best interests in mind.   We’ve been able to retire, which is something my husband thought he’d never be able to do, as he does not have a company pension.   We’ve never had other advisors that we felt cared about our investments the same way Mike has. 

Gladys & Dan M