Testimonials

My motivation in choosing a wealth management team was to secure the financial future of the next generation of our family. Equally important was working with a financial manager who delivers solid returns and fosters a sense of trust and transparency. The Savoia Group’s clear communication, approachability, willingness to answer all our questions, and ability to explain their strategies in a way that resonates with us, reassured us of their understanding and involvement in the process. Their continual communication ensures that their approach aligns with our financial goals. The team thoroughly assessed our needs and developed a tailored plan to help us move forward and upward. I would confidently rate the Savoia Group a 10 out of 10 in all these respects.

- A satisfied client

We chose to switch from our previous wealth management advisor since we were looking for someone who would be more personal and open to communication. We were not disappointed when we joined the Savoia Group. From the get-go, Pat and his team were there to cater to our needs, taking the time to understand our family, our challenges, our ambitions, and how we operated. We could tell right away that this was a different group.

We were pleasantly surprised to see that we were on the same wavelength and on the same page as Pat’s team. From having strategic meetings about wealth management to discussing family matters, with respect to wealth management and knowledge transfer to the kids, Pat and his team are there all the way.

We’re so glad we made the switch!

- Anibal J.

Client testimonials

We know we have done our job well when our clients achieve financial confidence, freedom and peace of mind. Hearing how we have helped them reach their goals is the most rewarding part of our work – and we are grateful when they share their feedback with us.

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