A complete list of active advisors currently associated with SR Financial Services, Inc.

Warmer can help you find a great advisor at SR Financial Services, Inc. or one who fits your needs even better.

SR Financial Services works with individual clients and provides investment management, financial planning, tax return preparation and income tax consulting, along with insurance analyses and estate-planning guidance. About 90% of the firm’s business is investment management, and it manages roughly $82 million in discretionary client assets while providing quarterly performance reports. The firm establishes short- and long-term goals and risk tolerance through a face-to-face questionnaire and builds individualized portfolios that primarily use mutual funds but may include individual equities, corporate, municipal and government bonds, and certificates of deposit. Research sources include Morningstar and ValueLine along with fund prospectuses and company filings; although the firm has discretionary authority, it typically informs clients before trades, reviews managed accounts monthly, and revisits objectives and risks on an ongoing basis. A distinctive aspect of the firm is the integration of tax services with advisory work: the firm’s principal is a practicing CPA who continues to prepare client tax returns and provide tax consulting alongside investment and planning services, a combination that is uncommon among peers. The firm also recommends a specific custodian (generally Charles Schwab) but reports receiving no compensation from brokerages, and it generally does not aggregate trades, reflecting a practice-focused approach to execution and client communication.

To learn more about the advisors currently working at SR Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.