Financial planningKnowledgeable staffProfessionalismPersonalized serviceClear communicationTrustworthy adviceFriendly atmosphereDedicated serviceInvestment strategiesResponsive team
About this business
Sonmore Financial Customer Feedback Summary
Sonmore Financial is our trusted advisor. Matt, Joe, & the Sonmore team are just fantastic. They genuinely care about us and always have the heart of a teacher. We recommend them to family and friends without hesitation. Our family is blessed to have them as a partner as we plan our financial future. -Mark T.
We have been clients of Sonmore Financial nearly 9 years. Matt and his staff have always been amazing, responsive, and detailed. I found Matt through the Dave Ramsey website, knowing that he was vetted and had the heart of a teacher – that has proved to be absolutely correct. I highly recommend Sonmore for your financial needs. -Anonymous
Matt Benson and his team at Sonmore Financial have brought us much relief over the years. They guided us through all the ups and downs that life has thrown our way. Matt always seems to have the right answer in regards to our financial futures. We are very grateful and lucky to have him in our corner! -Chad J.
Matt and his Sonmore Financial Team members have been taking care of our financial planning needs for about 5 years, including the last 2 since we’ve retired. Working with them has been a fantastic experience. Their professionalism, friendliness, and communication skills are off the charts. Matt has great expertise in financial planning coupled with sound investment, tax & Medicare strategies. We routinely and enthusiastically recommend their services to friends & family!!! -Y.B.
We’ve been working with Matt since before he started Sonmore Financial, and our experience has been nothing short of exceptional. I cannot say enough about how wonderful he is. Matt truly has the heart of a teacher—every time we discuss a financial plan or investment, I learn so much. He educates us so we feel comfortable with our decisions. Every step of the way, Matt has always been patient.
Frequently asked questions
7 questions
What do Sonmore Financial clients say about the work?
Clients frequently praise Matt and his team for their professionalism, responsiveness, and expertise in financial planning, investment strategies, and tax efficiency. Reviewers highlight the team's genuine care and the educational approach they take in guiding clients through financial decisions.
Does Sonmore Financial offer assistance with Medicare planning?
Yes, they provide Medicare Enrollment Assistance, Coverage Options Consultation, and Annual Review of Medicare Plans. Clients appreciate their thorough support in navigating Medicare options.
What are the hours of operation for Sonmore Financial?
Their hours are Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get help with tax strategies at Sonmore Financial?
Yes, they offer Tax Preparation Services, Tax Planning Consultation, and Tax Efficiency Strategies. Clients have noted the team's detailed approach to tax-related matters.
How does Sonmore Financial support clients with investment management?
They provide Portfolio Management, Risk Assessment, and Diversification Strategy services. Reviewers appreciate the team's expertise in managing investments and their ongoing support.
What kind of financial planning services does Sonmore Financial provide?
Sonmore Financial offers Personal Financial Planning, Retirement Planning, and Investment Strategy Consultation. Their team is recognized for their educational approach and thorough guidance in financial planning.