Client Testimonials

“I have always been very impressed with Sterling’s knowledge of all financial issues facing the world.  He makes an effort to help me understand everything I want to understand.  I find comfort in his honesty and integrity.  I feel my future is in very good hands. I would recommend Crockett Financial Services for anyone who wants the best financial future possible.” - Kimberli Ure – Herriman, Utah

“I have had excellent service and a very good experience dealing with Mr. Crockett.  As a financial planner Mr. Crockett is dedicated to his clients and we have been able to bond on a financial level allowing me to have faith in his financial judgment.  He is the first financial advisor that I have dealt "...Sterling cares about people."
with who actually listens to me.  He has been able to find investments geared to my financial and life situation, which have allowed me to build up my portfolio and have peace of mind.  During this downturn in our financial markets my investments have held steady and I have not lost on any of them.” - Sandra Arnold – Layton, Utah

“I have been very pleased with the service I have received from Crockett Financial Services.  Everything has been explained in great detail and made easy to understand.  Working with Sterling has made my transition into retirement as simple as it could possibly be.  I would recommend Sterling to anyone.” - Wilford Hadean – Salt Lake City, Utah

“We have been with Sterling Crockett and Crockett Financial Services since 2007.  We have found Sterling to be very professional, hard working and ethical.  Even through economic difficulties he has been available to answer questions and help alleviate our concerns.  We have been happy working with Sterling and would recommend him to our closest friends.” -  Wendell & Karen Tidwell – West Jordan, UT

“It’s comforting to have a financial advisor that I trust to help me make smart financial decisions and invest wisely.” -  Dave Moore – Omaha, NE

“I have been very pleased with the service and care I have received from Sterling Crockett and the associates at Crockett Financial Services. Sterling has been very helpful in creating new and innovative ways for investing my money. He has also been very open and listens to the suggestions and ideas that I have which he then modifies and incorporates into my financial plan. I would recommend Sterling and his company to anyone who is interested in using a financial planner.” - Robert Petersen – Logan, Utah

“Before working with Sterling, my husband and I had a life insurance policy/retirement fund that was not doing well, a 401k from a previous job that we could no longer contribute to, and the desire to become debt free as soon as possible.  Thanks to Sterling’s knowledge and guidance, we now have a simple and achievable plan to become debt free in a few years, and a new life insurance and retirement plan.  I was also able to rollover my 401k into an IRA.” - Terri Searle – Salt Lake City, Utah

"..new and innovative ways for investing my money..." “We have worked with Sterling Crockett Since 2004.  We have always felt a sense of security and confidence with Sterling advising us in our financial planning.  We have complete trust in
Sterling’s honesty and integrity.  He is never too busy to take a phone call and is always available to us.  We have referred several friends to Sterling.  We would not do that if we did not feel he always puts his clients’ interests first.  We think of Sterling as a friend.  He truly cares about us and our well being.  It goes beyond financial matters.  Sterling cares about people.” - Lloyd & Penny Mills – Salt Lake City, Utah

*These testimonials may not be representative of the experience of other clients and are no guarantee of future performances or success.

 

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1828 Fort Union Blvd.   Salt Lake City, UT 84121   Phone: 801-676-1509
Securities offered through Sammons Securities Company, LLC   Member FINRA/SIPC
Fee-based Investment advisory services offered through SPC, a registered investment advisor.