Scipio Financial - Financial Advisor: Terry Scipio

"Scipio Financial has been working with me in terms of my financial planning for several years now. Terry has been a consistent and reliable advisor for me as I have changed careers, started a family, and moved across the country. I thoroughly would recommend Scipio Financial services due to his financial expertise, his flexibility, communication style and professionalism. They took the time to understand my financial goals and aspirations, and helped me develop a plan tailored to my needs. What I enjoy most about Terry Scipio is his ability to explain complex financial concepts in a way that is easy to understand. He is always patient and answers any financial questions I have throughout the calendar year. Overall, I am very satisfied with the services thus far and appreciate the thoughtfulness Terry’s firm has as it relates to my planning on behalf of my family."

"Terry Scipio’s knowledge in regards to financial matters is excellent. He has strategized ways my family and I can protect our assets and build financial legacy that will lasts generations. Terry is very easy to work with. I have never felt pressured as his client but rather he presents detailed information to assist me as his client in making the best choice for my family. He has proven to be an asset in helping me plan for my family’s financial future and he has also provided resources to me to assist my business. Terry values building and maintaining a healthy relationship with his clients. His approach is rare in this market."

"⭐⭐⭐⭐⭐ I cannot recommend Terry highly enough as a financial advisor. Not only is he exceptionally knowledgeable in his field, but he also goes above and beyond in his genuine care for his clients. Working with Terry feels like collaborating with a trusted friend. He consistently ensures that his clients are both well-informed and empowered in their financial decisions. Truly, what more could one ask for? If you're in need of a financial advisor, look no further than Terry. He's a true professional in every sense."

"Terry Scipio, of Scipio Financial, has been my financial planner for the past ten years and during this time I have found Terry to be consistently reliable, prompt, and processional. Terry has a deep and extensive knowledge of financial markets, investment strategies, and retirement planning. Communication has always been a strong point of Terry's, as he is always responsive to any questions that my wife and I have or contacting us to suggest changes or updates to our investment strategy based on the financial landscape, taking time to explain things in a clear and concise manner. Terry has always been committed to understanding my personal financial goals and circumstances, considering life changes such as when I got married and when my wife and I had our first child a year ago. Overall, I am extremely satisfied with the services Terry provides and I feel confident in his ability to manage my financial and retirement planning effectively. His knowledge and personalized approach have made him a partner in my family’s financial journey. I would recommend Terry Scipio and Scipio Financial to anyone in need of knowledgeable, professional, and reliable financial planning and retirement planning services."

"Terry's attention to detail is exceptional. He goes the extra mile to provide me with all the necessary resources and tools for my financial planning as I entered into a new career phase. What sets him apart is his ability to educated young professionals on ways to save while also enjoying the fruits of our labor. He’s always available and responsive to any question or concern I may have. I always feel confident knowing that Terry is just a phone call away. His professionalism is evident in every interaction, and it reflects his genuine care for each of his clients. I truly appreciate having Terry as my financial planner."