Paulette C and Joseph H  (Retired GE)

We opened our account 15 years ago and have never lost a single penny when the market dropped. We are now taking an income from our accounts and have been receiving raises while taking the income. The returns from these accounts have resulted in us living very comfortably in retirement. We enjoy hearing from Sevenwood on every account anniversary to review our results and make decisions for the next year.

Mary M., CPA

I have been Sevenwood’s CPA for 20 years. I have enthusiastically watched the business grow over the years, all accomplished by their hard work and commitment to providing quality service to their clients. My experience with Sevenwood is that they have been very knowledgeable and ethical. I also have many clients that work with Sevenwood who are very happy with the advice they have been given and their accounts are doing extremely well.

Natalie G (Retired GE)

Sevenwood is organized, professional, and they really know their business. They helped me and my husband organize our finances and guided us in a direction to financial success. I have 3 accounts, the first one opened 11 years ago. I am beyond delighted with the advice Sevenwood has offered, the growth of my accounts, and have complete confidence in their capabilities and recommend them to everyone I know.

Joseph D, CT Dept of Insurance

I was referred to Sevenwood by Julie and Raphael C. I retired in 2009 and discussed moving an investment that was in the market because I no longer wanted to subject my assets to loss. Fast forward, and with Sevenwood’s recommendation, that investment is yielding strong returns while remaining accessible. As far as interaction with Sevenwood, their advice has been invaluable. Their enthusiasm, communication skills and professional demeanor is unparalleled and they have my highest recommendation.

Julie and Raphael C.

I met Debbie when I renewed her CT state insurance producer license. My husband and I have been working with Sevenwood Financial for 20 years and I highly recommend them and their services. They are the ultimate professional that truly cares about their clients. They are one of the most knowledgeable, detail oriented and trustworthy people that myself and my husband have ever known. We have opened several accounts over the years and the performance of those accounts is affording us a very comfortable retirement. We don’t ever have to worry about our money. We are enjoying significant growth and also the raises we are getting while taking the income.