Client Testimonials

“Wendy has assisted me with my financial responsibilities for a couple of years now. She has always treated me respectfully and makes me feel comfortable asking questions, no matter how silly I might think they are. She is willing to go out of her way to help with other things, too, outside the scope of the job at hand and happily researches issues she isn’t absolutely familiar with. I feel very comfortable sharing my personal information with her and trust her completely. I am very pleased with everything she has done for me and wouldn’t hesitate asking her for any help I might need. I give her an excellent rating for her conscientiousness and competency.” LM

“When there was a death in my family, Wendy worked with our estate attorney to ensure all necessary requirements were completed quickly and accurately. She gave us the confidence to be able to take care of the “non-financial” issues without having to worry about them. Wendy treated us in a very caring manner and we would highly recommend her!” JS

“Wendy is the most honest, trustworthy person I know. She helped us with information she'd researched and with kindness when my father-in-law couldn't manage his finances any longer. Wendy is a woman of tremendous integrity. I'd recommend her to anyone.” KA

“I have known Wendy since the Fall of 2006 on a professional and personal level – she was the Treasurer for our preschool for three years. Wendy was efficient, courteous and very well qualified as our school Treasurer. She had much knowledge in the accounting and banking area and was very dedicated even though the job she held was a volunteer position. Wendy went above and beyond what was expected of her. On a personal level, Wendy is caring, kind, outgoing and holds high morals. She is very approachable and is well liked as a person, mother and friend. Wendy is honest and loyal. I have only the highest regard for Wendy Sheffield.” AP