Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
Schaefer Financial Advisors testimonial
THEIR STORY
Putting clients first

“Many of our clients we’ve had since the early 90s. We’ve walked them through all aspects of life, from having young children to put through college, to those kids getting married, to contemplating retirement. It is about longevity, staying with a client and working through all aspects of life. We do a kind of lifestyle advising.”

- Becky Aardal, CFP® Schaefer Financial Management

Why Advyzon?
FAVORITE FEATURES
  • CRM
  • Notes
  • Reporting
  • Workflows
ADVYZON ADVANTAGE
  • Data conversion
  • Fully Integrated
  • Customizable features
  • Support from Advyzon team
Read more about Schaefer Financial Management’s growth story Here