Sierra Financial Services
(left to right) Gene Ingersoll, Christian O'Connor, Donna Egly, Jim Pfeil
As an independent financial advisory office with a diverse skill set, we provide comprehensive investment, insurance, and tax expertise to our clients. Our advisors create value by understanding each client's unique goals and providing transparent, unbiased solutions that build the framework to achieve their short and long-term goals.
Sierra Financial Services is built on a proven history of trust, integrity, and respect. With your goals in mind, we collaborate as a team to leave no stone unturned when solving your complete “financial puzzle” taking into consideration important milestones and life events. This goal-based approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your financial picture
- Monitor your plan to ensure it meets your changing needs
We offer world-class client service and commit to keeping our clients informed and educated with frequent opportunities for touchpoints throughout the year.
Contact us today to set up a no-obligation initial review and see if we are a fit to build a lasting relationship and work together on achieving your goals.
Newsletters
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.