Proactive communication
Proactive communication and full transparency are what makes us different. A genuine passion for helping those that we serve is what enables us to make a difference.
Our Story · Why
Why choose Scharf Group?
99% of Scharf Group’s clients come to us by way of referral.
Our mission
A long-term, trusting relationship.
Our mission is to partner with our clients to help them develop, implement and monitor financial strategies to improve their net worth. This gives them confidence in their financial future and makes a difference in their lives and the lives of their families.
One of our primary goals is to develop a long-term, trusting relationship with you.
What makes us different
Four reasons clients stay, and refer.
A team approach
Our team approach allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support.
Education first
“We educate clients about the entire planning process, not just about products and services.” Client education is a crucial factor in our effectiveness.
Independent since 1995
Moving away from the traditional brokerage houses lets us structure everything first and foremost around best serving our clients.
“The media too often misleads people into thinking that individuals can and should handle their own finances, but this is not always the case. There are many people who simply don’t have the time or resources to do it themselves. This is where we come in.”
Glenn Scharf
The question we always come back to
How can we make a difference in your life?
It's the first thing we ask, and a question we keep asking throughout our relationship.
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