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Boyer and Sappenfield Investment Advisors
United States
Registrace 4. 03. 2020
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Boyer and Sappenfield Investment Advisors are not affiliated
Cambridge Investment Research, Inc.. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
FINRA (www.finra.org) SIPC (www.sipc.org)
Cambridge Investment Research, Inc.. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
FINRA (www.finra.org) SIPC (www.sipc.org)
No Chatbots
Your money is one of your most important assets. Planning for your financial future does require hard calculations, but it also requires a real human connection. We believe that is something you just can not get with a chatbot. Our clients should always expect to be treated like a person, by a person.
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Human Interaction
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Money is tied to so many human issues that require a human touch. For the past 40 years and into the future, we are committed to giving you the genuine support you need to get through the moments a chatbot isn't equipped for.
What We Do
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"The hardest part about what we do is you can't explain it until after you've done it." From the very beginning, Boyer and Sappenfield has been devoted to helping our clients understand the importance of financial planning.
Success Story
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When it comes to finances, you need to trust that your most valuable asset is in goods hands. When picking the right person to help shape your plan, the proof is in our success stories.
Referral
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When someone appreciates our work enough to refer someone else, there is nothing else quite like it. We are beyond proud to have served our community for the last 40 years, and we look forward to shaping the best future for our clients.
Rough Patch
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Like with so many other parts of life, the market has its ups and downs. When we hit those rough patches, there is never a better time to turn to someone you can trust to help make the best decisions possible. It is never too late to start planning ahead.
Right Thing
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"If you do the right things, the right things will happen." It is not always easy to be honest, but we know that as clients it is what you deserve. We believe in giving our clients service that they can always rely on.
Reach Goals
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Financial planning is all about preparing now to give yourself the best future possible. Part of that means getting to know you, and what that "best future" looks like.
Nonlinear Business
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As investment advisors, we do our best to make the best decisions with your money. Even when things beyond our control pop up, that does not mean we are not prepared. Making the smartest choices with your money means expecting the unexpected, which is how we have managed to protect our clients for more than 40 years.
Mentor and Protect
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Boyer and Sappenfield has been family-owned for more than 40 years. We believe in treating our advisors with the same level of trust and support that we extend to our clients.
End Goal
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As Boyer and Sappenfield rounds out 40 years of serving clients, we are reaffirming our promise that the next generation will carry on that legacy, and that our clients will always be our number one priority.
Legacy
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Our goal has always been to serve our community. Our clients are so much more than their money. Wherever we can help, we will continue to do so for many years to come.
Industry Future
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The most important thing about being an educated professional is knowing that you are never done learning. Our industry is like the rest of the world: always changing. We are constantly keeping up with the advancements in our field so we can continue to provide the best service for our clients.
For Everyone
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Financial planning is not just for wealthy individuals; it is for everyone. That is one of the foundations of our firm for the last 40 years.
First Clients
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The relationship between a financial advisor and their client requires an incredible amount of trust, and that's not something that financial advisors take lightly. For more than 40 years, we have proven that our clients can rely on our advisors to carve a path for their financial future.
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