Spectrum Financial Alliance

Excellent customer service. They take the time to explain how they are managing my 401k and retirement accounts. Would recommend
Mar 24th, 2024

I have been very pleased with Kelly at Spectrum. I had my investment with a large establishment that basically did nothing with my investment for about 7 years. After meeting Kelly's sweet daughter several years ago, she helped me make a connection with Kelly. I have been impressed with his knowledge and professionalism, and he has helped grow my investment and has given me greater confidence in my retirement plans. I appreciate his expertise and the way he and his team listens to my concerns and communicates regularly what is happening to my portfolio. I truly believe he cares and does his best for his clients. Thanks Kelly!!
Mar 17th, 2024

So far, so great! We came to Spectrum Financial Alliance as clients only 8 months ago. But the level of professionalism is unmatched. Every member of the Team just excels at being responsive, knowledgeable and pleasant. Thus far, Kelly has really exceeded my expectations in returns and performance. But his gifts extend into teaching and explaining his train of thought. I was anxious when considering moving our entire "nest egg" to a new firm... They have certainly earned our trust. Highly recommend!
Mar 12th, 2024

We have been with SFA for several years and are highly satisfied. Our expectations have been exceeded and their professionalism, outstanding communication and knowledge of investment management are unparalleled. Kelly Buckley and his staff have our highest respect and we are grateful for the genuine care and interest they have given our investments.
Mar 7th, 2024

I retired about 3 years ago, and chose a company to manage my retirement account, I stayed with them for two years and found I had made a terrible mistake. I called spectrum and discussed my situation, they were very transparent with their philosophies and showed their avg returns over the same period I had been with the other groups. I was impressed though hesitant and turned my account over to them. WOW, what a difference, Kelly Buckley has a ton of experience, trust me thats something I missed on my first company I went with, and is a very important part of investing, this company is top notch, customer service is second to none, they answer all questions and explain so you understand, I could go on and on, Kelly is a very passionate person and studies the market in depth and makes excellent stock picks, I wish I had given them the chance from the start, you will not be disappointed with this investment company they are a true fiduciary company with your best interest in mind.
Mar 4th, 2024