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 2022. Clients did not receive any compensation for completing the survey. These testimonials may not be representative of the typical client experience.

"I am always pleased with my team. I always feel very comfortable with them during my annual meeting whether it is by phone or in person. I feel that I can get a hold of them if I have questions, or if I need to get extra funds through the year."

S.F., Arizona
Current Client of Syverson Strege

"They understand our financial situation, our limited knowledge of investments, and our philanthropic desires. They explain things in terms we comprehend and connect us with resources to achieve our goals and guide us through the hoops to complete them."

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

"We feel confident in the professionals we work with. They are knowledgeable, have integrity, and are friendly. We could not imagine working with another firm."

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

"Skills and experience of the team, professionalism, customer service. The team is responsive to my requests and questions. I always feel like I am the most valued client. That’s an incredible testament to your firm."

S.R., Iowa
Current Client of Syverson Strege

"We feel like our team is extremely knowledgeable, professional, and friendly. This group has provided excellent advice and service to us. We feel everyone at Syverson Strege strives to provide us expertise that allows us to meet our retirement goals. We are blessed to have the Syverson Strege team at our side. Thank you to everyone!"

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

"Top flight people who listen, care, and respond."

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

"We just feel very confident in our team’s ability to take care of our finances. We rely on their expertise and we have no worries! Everyone there always makes us feel so welcome and like we are their only clients!"

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

"Service and performance of our portfolio in accordance with our wishes."

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

"We have confidence in the Syverson Strege team. Our financial planner and associate financial planner have helped us navigate the nitty gritty of retirement planning in a professional and respectful manner. They are responsive to our questions, especially significant questions over the past 1-2 years as we finalized details of retirement."

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

"We were recommended by family who has worked with Syverson Strege for years; and we feel like we are always heard and taken care of when it comes to our financial planning."

N.L. & M.L., 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

“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."em>

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

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

G.S., Florida
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

“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

“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

“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

“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

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

J.H. & P.H., 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

“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

“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 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

“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

“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

“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

“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

“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

“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

“…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

“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

"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