Client Testimonials - Business Owner

Jeff, age 65, Managing Partner, Certified Public Accounting firm

I was introduced to Schmidt Financial Group approximately 25 years ago. Sandy was referred to me by a tax attorney who taught the continuing education courses for the AICPA society along with being the managing partner of a large mid-size Chicago law firm. He was highly admired and respected. Upon getting to know Sandy and his firm, I was able to appreciate the depth of knowledge and expertise Schmidt Financial/Catalyst was able to bring to me and my clients. I continue to use their services both personally and professionally for my clients.

I look at them as a valued partner.

JK, Managing Partner

More Client Testimonials