Testimonials

I have known Bill for over 20 years and he has always been such a good friend as well as a trusted advisor. I trust his professional opinion always and I have referred 3 friends who also respect him. Thank you Bill….Patty W, Naples, FL, retired flight attendant

Through the day-by-month-by-year turmoil of life we eventually make a great decision; mine was trusting Slepcevich Financial….Joe D, Naples, FL, retired golf pro & business owner

There's a reason two generations of our family trust the Slepcevich Financial group to guide our financial planning.  They listen.  They took the time to understand where we were trying to go and they also helped us understand our individual risk tolerances and then they developed long-term strategies to accomplish our goals.  And when things changed, or when long-held assumptions gave way to new thinking, they were comfortable saying, "We should revisit our strategies in light of new information."  This was particularly important as we began to look at the tax implications for some investment decisions and made portfolio moves now to minimize taxes in retirement while also reducing downside risks as that retirement date gets closer on the horizon…Tim D. & Sue C., Naples, FL, fundraiser & internet marketer

My wife and I have done business with Slepcevich Financial for over a decade.  We can candidly say they know the market sources for investments very well. They listen to the customer very well to identify the customer's goals and then provide information that confirms the stated goals or provide information that the customer can use to modify the goals.  Then they provide suggested strategy plans to make the best investments. There is no hard sell involved at all. The customer controls the investment direction. Follow up sessions are timely. The staff is very polite and informative. We highly recommend Bill Slepcevich and his family….Russ & Chris L, Naples, FL, retired engineer & retired teacher

I joined the Slepcevich Financial Group in 2011.  My spouse had passed away and I needed a financial advisor, Bill and his group were recommended.  Bill, Diane, Will and Kim have always made me feel so welcome. Thanks to Bill’s stewardship with my accounts, my wealth has increased. I highly recommend the Slepcevich Group for any and all financial questions and help. I am very fortunate to be able to call them my friends….Liz H, Bonita Springs, FL, retired business owner

I was new to investing aside from my 401K and some non-retirement accounts I’d started myself years ago. A friend of mine recommended I meet with Bill and Will of the Slepcevich Financial Group, so I did. I was interested in a fresh investment strategy, insurance and also in learning what generational wealth really meant. I’ve been extremely pleased with the performance, helpfulness and friendships I’ve formed with my new investment family. It doesn’t hurt that Bill and I are both veterans and Will is almost as long as me off the tee! I look forward to our continued relationship, knowing I’m financially secure…..and mid-week happy hours to boot. I promise you, you won’t be disappointed….Steve L, Naples, FL, airline pilot

I have known Bill for almost 50 yrs. He was my insurance agent when he still lived in Indiana, and I, of course, stayed with him as he made his move to Naples. If it weren't for Bill and his sound advice and guidance, I really am not sure where I would be today! He not only is my Financial Advisor, but also is one of my most trusted friends in this crazy world of ours!! He and his staff are incredible individuals!! Thank you for always being present with your support and kindness!!....Donni B, Valparaiso, IN, retired business owner

I have known William Slepcevich for over 20 years. There is not a more honest, trustworthy and knowledgeable person in the financial field. I have referred many clients to him and am so confident of his expertise and ethical professionalism. He treats clients with respect and demonstrates a non-threatening environment where thoughts and ideas can flow with excellent communication and understanding of their situation. His credibility and commitment are without question. His clients understand his honesty and his integrity is impeccable…Phyllis R, Naples, FL, business owner

I was desperate for a retirement plan in the later part of my business years. I’ve known Bill Slepcevich for 20 years, working on life insurance plans and such.  He has really come through with a well thought out plan. His knowledge and personal interest in his clients are unsurpassed!....Jo-Ann P, Crown Point, IN, business owner

My husband Jerry and I met Bill Slepcevich at one of his seminars in 2002. Besides discovering that we were fellow Hoosiers, we came to value and trust his advice. The Slepcevich Financial Group treats you like family rather than a business relationship. It's been 20 years now and I'm here to stay....Elaine P, Lowell, IN, retired business owner

The above represent non compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.