Behnke Financial, LLC - Oshkosh, Wisconsin

David R.

Investing is a lot like playing a violin. I don’t know how to play the violin! As such, Behnke Financial was incredibly helpful in guiding my wife and I in how to invest, getting enough education into the mechanics to be confident it was going to work, and having somebody willing to be a friendly guide through the process.

Since then, we have made marked returns on investments. We can track how our investments are doing, and both Nick and his team have been fantastic whenever we have had any questions or were considering what move to make next. Nick is both informed AND informative, knowledgeable and passionate, down to earth yet smart, and willing to work with you whether you’re investing a relatively small amount or wishing to invest larger sums of money. It has been an easy and even fun experience, and we trusted Nick enough to handle our money as well as that of our children. Moreover, we do that with confidence. That says a lot. What was once a scary proposition to the point we were stuck in the “paralysis by analysis” way of thinking has become something that has increased our finances and helped me become much more secure in our future.

If you are looking for somebody trustworthy and knowledgeable to manage financial affairs, whether you are savvy or completely new to investing, Nick at Behnke Financial is a great choice with the experience and reputation to back up your decision to invest with him. I have known Nick through networking groups and heard great things about him for years before taking the plunge. I am happy we finally did so. My only regret, frankly, is not investing with Behnke Financial sooner.

Virginia F.

I'm very pleased with the service I received. I highly recommend him to anyone looking for an excellent Financial Advisor. As a client he had an Appreciation Dinner for us. It was excellent food and drink, but the bonus was the speaker's he invited and I learned a lot. I have a better understanding about retirement and investments.

Nikki S.

Nick, Abby, and the rest of the team at SBG are amazing! They do an amazing job of explaining all of my options for retirement. I thought I needed a lot of money to start and they were able to help me work with what I had. I started less than a year ago and I am so glad that I did. They are even helping me set up a college fund for my new baby. They made it simple and easy. Thank you SBG Financial for all of your help!! You guys are the best!

Carrie M.

Nick and staff have been incredibly supportive and extremely helpful helping us understand the in’s and out of this crazy market and always makes the most beneficial moves to make our money safe and continue to do as well as it can. Thanks, Behnke Financial you’re the best around!!!!

Britani W.

Great place! Would highly recommend. I had to switch over my retirement when changing careers. Transition was very smooth, I really didn’t have to do anything but come in! Very knowledgeable, and explained everything thoroughly.

Bill S.

These guys aren't like any other financial advisors I've worked with. They want you to retire stress free and will do everything possible to make that happen. They handle by 401k and LLC and couldn't be happier.

Devon H.

SBG is fantastic to work with! They make it as seamless as possible and are a huge help whenever needed. Can't recommend them enough!

Jennifer K. S.

SBG did a fantastic job explaining my retirement plan and getting me set up. Best decision I made was working with them.