What clients are saying about Syverson Strege*


*Disclaimer: These testimonials are a result of emails to our planners or answers to a Customer Satisfaction Survey question, “What makes you continue to choose Syverson Strege as your Financial and/or Investment Advisor?” This question was part of a larger survey some clients submitted from January 2021 – July 2021. Clients did not receive any compensation for completing the survey. These testimonials may not be representative of the typical client experience. 


“We have always felt so listened to and our concerns are always answered, and we just could not be happier with everyone at Syverson Strege! It has been the very best experience and we have been several places, but we have found our answer! We LOVE SS!”

  C.B. & L.B., Iowa
Current Client of Syverson Strege


“I must say that since starting to work with David more than 25 years ago, I have not spent one day worrying about my personal finances. I trust that a very competent and ethical team has everything well in hand. What got me started was a recommendation from someone, but what has kept me with you guys, is not only the professional competence, but the fact our principles are so closely aligned.  As you can imagine, that is a hugely reassuring and wanted you to know how much I appreciate all of you.”

  S.B., Iowa
Current Client of Syverson Strege


“In the 30+ years that we have been clients of Johnne and David, their company has continued to evolve and refine to provide the quality of advice and services that give us high levels of confidence and security of our investments.”

  S.B. & G.B., South Carolina
Current Client of Syverson Strege


"Job well done for many years. It’s like working with good friends." 

  G.A. & M.A., Iowa
Current Client of Syverson Strege


“Our team is sensitive to our needs and keeps us informed of the financial changes which would be difficult for us to track on our own. They are able to explain some rather difficult financial topics in terms we can understand. We have full confidence in our team.”

  P.B. & V.B., Iowa
Current Client of Syverson Strege


“I trust that they will be proactive in managing my investments to achieve my long-term security. They continually monitor my financial situation and get input from me to keep one step ahead of potential changes."

T.H., Iowa
Current Client of Syverson Strege


"We like having the entire financial plan for our retirement in one place. We know if something happens to us, our son can go to Syverson Strege and receive the needed help to sort through our final wishes."

  J.V. & D.V, Iowa
Current Client of Syverson Strege


“This is a professional staff and they always aim to please the client. They are also a fun and friendly group whose thoroughness is much appreciated!!”

  M.W. & T.W., Iowa
Current Client of Syverson Strege


“Professional, reassuring and knowledgeable! Plus, they get to know you as a person!”

  M.E. & M.E., Iowa
Current Client of Syverson Strege


“We continue to choose Syverson Strege for the opportunity to have a personal relationship with an advisor who has come to know us. We especially like a fee-only advisor recommending investment funds or strategies.”

  A.M. & B.M, Iowa
Current Client of Syverson Strege


“Confidence in their knowledge and experience.”

  B.D. & V.D., Arkansas
Current Client of Syverson Strege


“I have had a long association with them and have been very pleased with the results.”

  G.S., Florida
Current Client of Syverson Strege


“David and Tim are “the pros from Dover”! Susan and I have been with them for many years and we have confidence in their financial advice!”

  G.R. & S.R., Iowa
Current Client of Syverson Strege


“We accomplished important retirement planning activities under their counsel and guidance during 2020, including set up and rollover of IRA's for both Jill and I (each rollover presented unique challenges) and the establishment (and initial funding) of a donor advised fund with AEF. We selected, with Wayne's assistance, an attorney to help us with our retirement legal affairs. We had valuable investment and account review sessions. And we had ongoing interaction with both Wayne and Jerin.”

  D.M. & J.M., Wisconsin
Current Client of Syverson Strege


“Competent advice. I feel very comfortable and confident with Ben and Dave. I don’t hesitate to ask for more information or a repeated explanation. I’ve come a long way with them and feel good about the future together.”

  S.B., Iowa 


“All of the above. They are very nice people to work with.”

  M.R. & S.R., Iowa
Current Client of Syverson Strege


“We feel that our finances are being handled by competent people and helping us meet our goals.”

  A.B. & V.B., Iowa
Current Client of Syverson Strege


“Your knowledge has helped us a lot. I appreciate Matt and Jerin's responsiveness on issues/questions throughout the year. We also appreciate the advice being planned later this year for adult children of clients."

  D.B. & L.S., Iowa
Current Client of Syverson Strege


“I feel confident that I am getting the advice I need to achieve my goals and it has been a long process this last year. Lots of challenges but they have all been taken care of.”

  K.P. & D.P., Iowa
Current Client of Syverson Strege


“Responsiveness to our questions about our financial situation.”

  J.S. & S.S., Iowa
Current Client of Syverson Strege


“You are doing a great job for us.”

  J.K. & K.M., Iowa
Current Client of Syverson Strege


“They are very thorough, knowledgeable and are meeting the financial goals we have decided upon. They're very attentive to detail and we have a great deal of confidence in their service to us.”

  B.S. & J.S., Iowa 
Current Client of Syverson Strege


“Just knowing I can depend on the team to manage our assets is a great feeling. It gives me one major thing that I don't have to be concerned with.”

  D.R. & N.R., North Carolina
Current Client of Syverson Strege


“This is a professional staff and they always aim to please the client. They are also a fun and friendly group whose thoroughness is much appreciated!! Is a pleasure to work with Jason and Jerin. Will be glad when Covid is over, as we missed that always pleasant ‘Hi and how are you’ from Debbie Richards.”

  M.W. & T.W., Iowa
Current Client of Syverson Strege


“Expertise and responsiveness.”

  K.Y. & K.W., New Mexico
Current Client of Syverson Strege


“Everything has been as expected. They have a plan, communicate it, implement it, then discuss the results. The guys were very helpful when I had issues refinancing our mortgage. They always respond quickly to the questions we might have.”

  S.N. & S.N., Iowa
Current Client of Syverson Strege


“Confidence in and trust of them. They are controlling a very large part of our assets.”

  D.M. & J.M., Iowa
Current Client of Syverson Strege


“They are ethical and competent at managing my portfolios. When concerns arise, they are responsive to my concerns.”

  D.P., Missouri
Current Client of Syverson Strege


“Long-term relationship and trusted advice.”

  C.D. & S.D., Iowa
Current Client of Syverson Strege


“Continual excellent support for our financial needs. Nice growth of our investment while managing risk. Jason, Ben and Lance have done a nice job on following up on action items that we have discovered or discussed. They have made funds readily available for us for some special purchase needs that have arisen.”

  B.D. & S.D., Iowa
Current Client of Syverson Strege


“Satisfied with the service.”

  R.B. & S.B., Iowa
Current Client of Syverson Strege


“Because they work for us and doing a very good job of it.”

  J.H. & P.H., Iowa
Current Client of Syverson Strege


“Syverson Strege provides excellent financial & investment advice.” 

  L.E., Iowa
Current Client of Syverson Strege


"We are very confident with Jason and Jerin. Jason does a great job of explaining items and also answering our questions. Jerin does a great job of helping us through the action items.”

T.B. & M.B., Iowa
Current Client of Syverson Strege


"Accessibility to expert advice.” 

M.R. & C.R., Iowa
Current Client of Syverson Strege


“Confidence in their expertise. We've never had a reason to question what they are doing.”
D.L. and L.L., Iowa
Current Client of Syverson Strege


“I feel very comfortable with you.”

  L.P., Iowa
Current Client of Syverson Strege


“My husband and I started with Johnne Syverson and always felt respected and found his advice was very helpful for our financial future. The advisors we have had since the early years have been very professional and caring.”

  J.C., Iowa
Current Client of Syverson Strege


“The effort it would require to meet with other financial planning companies/advisors in order to move my monies elsewhere is not something I'm willing to invest in right now.”

  G.B., Iowa
Current Client of Syverson Strege


“Reliable Knowledgeable Informative.”

  C.R. & J.R., Iowa
Current Client of Syverson Strege


“Their ability to communicate with us at our level. And the information provided is pertinent.”

  J.J. & D.J., Iowa 
Current Client of Syverson Strege


“The way we are treated by the entire firm from Debbie to Matt and Ben and the entire team is extraordinary. Always professional and always friendly. We feel you have our best interest at heart and you have helped us to map a plan for our life goals. Matt has been with us from the start, we are blessed to have someone with such expertise in financial matters and someone we trust to guide us forward. Ben follows through on everything and is very knowledgeable as well. They are a great team. We enjoy the educational opportunities afforded by the firm as well. Ever since we initially met Johnne Syverson in our home near Fremont we have been impressed by the services and friendship afforded us by Syverson Strege. Thank you everyone!”

  S.W. & P.W, Nebraska
Current Client of Syverson Strege


“We trust their recommendations and have no desire to change.” 

  G.M. Iowa
Current Client of Syverson Strege


“We feel they have our best interests in mind. The fee structure is very appropriate for the growth and care they are providing.”

  K.M., Iowa
Current Client of Syverson Strege


“They are the best I've ever used.” 

  F.B., Iowa
Current Client of Syverson Strege


“They understand my goals and keep the appropriate level of risk in mind. They adapt to changes we make for our goals.”

  M.P., Iowa
Current Client of Syverson Strege


“You look at more than just investments. You also look at our wills, insurance coverages and etc. This sets you apart from what most people think Financial Planners do.”

  R.F., Iowa
Current Client of Syverson Strege


"Past performance and confidence in advisor.”

  D.M. & P.M., Iowa
Current Client of Syverson Strege


“I trust my client relationship team and I trust the Syverson Strege Company.”

  J.P., Iowa
Current Client of Syverson Strege


“Stay with the known devil.”

  R.F. & T.F., Iowa
Current Client of Syverson Strege


“Satisfaction.”

  J.D., Iowa
Current Client of Syverson Strege


“The people, the quality of their work, always a well-planned annual report addressing our concerns. Upbeat, caring, and getting answers to all our questions. Great Service Always.”

  M.J. & P.J., Iowa
Current Client of Syverson Strege


“Their complete knowledge of what we are trying to accomplish.”

  J.H. & J.H., Iowa
Current Client of Syverson Strege


“No reason to change.”

  B.L., Iowa
Current Client of Syverson Strege


“We feel you have a very good understanding of our needs and desires.” 

  C.O. & K.O., Iowa
Current Client of Syverson Strege


“Although our planning is not as complex as some other clients, we feel that we get the same amazing service and attention for our particular situation.”

  D.S. & J.S., Iowa
Current Client of Syverson Strege


“ALWAYS AVAILABLE WHEN WE NEED THEM.”

  H.B., Iowa
Current Client of Syverson Strege


“I feel comfortable with Tim Roemmich and Tyler Conley as my advisory team.”

  D.H., Iowa
Current Client of Syverson Strege


“Obviously I need help, and I'm getting good service.”

  J.R., Iowa
Current Client of Syverson Strege


“Have been satisfied with their handling of our financial affairs.”

  J.L. & J.L., Iowa
Current Client of Syverson Strege


“My team has been very helpful to me during the past year. I recently moved and with Matt's help I was able to obtain a short-term loan which allowed me to pay for my townhome. When I received the money from the sale of my home, I was able to pay off the loan. With recent events in my life, I have had a lot of questions and Matt is very knowledge and able to recommend solutions to my questions. So I feel confident that as time passes on I will always be able to rely on my team for answers.”

  M.G., Iowa
Current Client of Syverson Strege


“Hal & I have been with John Syverson for almost 30 years. I feel confident the the company has my best interest at heart.”

  N.R., Iowa
Current Client of Syverson Strege


“Long history with firm.”

  B.K., Iowa
Current Client of Syverson Strege


“All of the above qualities and we like the relationship we have - makes us feel very comfortable and one of great trust!”

  M.N., Iowa
Current Client of Syverson Strege


“The confidence I have in the team and the receptivity and resolutions of any inquiries I make.”

  D.H., Iowa
Current Client of Syverson Strege


“I have a high level of confidence in our financial advising team.”

  E.S., North Carolina
Current Client of Syverson Strege


“Confidence and comfort level.”

  S.B., Iowa
Current Client of Syverson Strege


“We’ve had a years’ long relationship with Syverson and Strege and feel they have our financial interests in mind; they have also been very responsive to our requests and questions. Most importantly, we believe in the integrity of the company, our personal advisor employees. They are very knowledgeable and patient.”

  B.K. & S.K., Iowa
Current Client of Syverson Strege


“They continue to view our changes through the year and help ensure the changes were completed in a manner which supports our plan in place and how those changes affect future interests and goals.”

  K.C., Iowa
Current Client of Syverson Strege


“…confidence in expertise, courteous and pleasant people."

  D.L., Iowa
Current Client of Syverson Strege


“I love and trust my financial advisor.”

  J.S., Minnesota
Current Client of Syverson Strege


“They were so professional and proactive that I feel very confident in their abilities to advise us. Please don't let them ever leave.”

  D.S., Arizona
Current Client of Syverson Strege


“Past experience and confidence for the future.”

  D.H., Iowa
Current Client of Syverson Strege


“Developing and building relationships with people over time is valuable. This is why we value our team, Matt and Jennifer. We have worked with Matt for many years now, and trust his knowledge and expertise. We are getting to know Jennifer and really appreciate her insight as well.”

  J.B., Iowa
Current Client of Syverson Strege


“We are to the point in our life where we are close to retirement. They are able to show us how we are going to be able to retire and how we will be able to minimize taxes with our retirement funds.”

  P.F., Iowa
Current Client of Syverson Strege


“Well-honed professionalism, attention to detail, up-to-date information and eagerness to help.”

  B.K., Iowa
Current Client of Syverson Strege


“If it’s not broke, don't fix it.”

  L.M., Iowa
Current Client of Syverson Strege


“Solid, sensible advice, supportive and responsive team.”

  P.B. & V.B., Iowa
Current Client of Syverson Strege


"We like the fact they look at many things, not just investments. They look at our insurance coverage for example. When I talk to friends about financial advisors, they expect those folks to only look at investments."

  R.F., Iowa
Current Client of Syverson Strege









 


 

 


 

 

 

 

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