Services Offered
Investment Management
Personalized investment strategies and portfolio analysis to optimize returns and align with your financial goals.
Retirement Planning
Expert guidance on Civil Service, Military retirements, TSP management, and retirement income strategies.
Financial Advisory
Comprehensive financial planning, including risk assessment, estate planning, and wealth management.
Client Education and Workshops
Informative dinner presentations and one-on-one sessions to educate clients on financial options and market trends.
Portfolio Review and Rebalancing
Regular analysis and adjustment of investment portfolios to ensure alignment with changing needs and market conditions.
Reviews
5(5 reviews)
Rating Distribution
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michael odonnell
via Google
3 months ago
Brett and his staff are top notch! He spent a great amount of time helping us find the best investment choices. We would recommend him and his staff absolutely! We are very satisfied with his “ hands on” management style! Cheers and Merry Christmas to you and your adorable family! Regards, Mike ‘n Cindy ODonnell
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Brett Andersenvia Google
3 months ago
We have been working with Brett and Team Shunkwiler for 7 years now. They understand the nuances of Civil Service and Military retirements and associated TSPs. He helped us move our funds into alternative investments away from TSP and it has worked wonderfully. The Team is always available and very responsive. We referred both friends and family to Brett. Truly appreciate the hands on, family approach with all of Brett’s Team. Recently, two of our children have opted to move their investments to Brett’s team.
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Christy Dettyvia Google
3 months ago
Everyone we have encountered has been extremely helpful, knowledgeable and supportive. We have worked with Eric and Jared. Jared is so kind and helpful, he takes all of our calls and helps right away so no need for follow up.
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Jen Leevia Google
6 months ago
Shunkwiler Financial is an awesome team of Advisors. We work with Eric Rickert and he is great at what he does. He gives us good advice and reviews our plans as needed. They threw a nice retirement/70th birthday party at their beautiful office. I highly recommend Shunkwiler Financial for any of your financial needs.
R
Roger Harrevia Google
10 months ago
My wife and I attended a very informative dinner presentation by Sean and then set an appointment to go over our financial portfolio. We agreed to meet again after Brett and Sean had an opportunity to analyze our positions. Both my wife and I were very impressed with the amount of time and effort those two put into a new financial plan to better align with my upcoming retirement. We highly recommend the Shunkwiler firm! Very professional, knowledgeable and friendly!
