Gudorf Financial Group, LLC - Dayton, Ohio

John B.

My wife and I have been diligently saving for retirement for decades, but we've been doing so with no clear guidance or strategic financial direction. With a goal to retire in the coming years, we contacted Gudorf Financial Group for a wholistic assessment of our retirement savings and investment strategy.

After an initial meeting to discuss our retirement goals, Danny and Allison expertly reviewed our financial portfolio and developed a comprehensive financial assessment. During the second meeting, they clearly and concisely presented our financial strengths, weaknesses, and made recommendations for improvement and growth. They provided an overview of their services with absolutely no pressure to commit to being a long-term client. We highly recommend Gudorf Financial Group for all your financial service needs.

Christine S.

I can’t say enough about
Gudorf Financial, specifically Allison and Danny. They have helped us understand where we are on our retirement journey. They provided us with a comprehensive review of our financials and scenarios for different ages of retirement. We have also had very good returns on the funds we have invested with them. I am confident that when the times comes, their system of guardrails will enable us to retire with confidence. They are always responsive and available for questions. I have already recommended them to friends and will continue to do so.

jeffrey W.

We went with Gudorf Financial Group approx 3 years ago, and we've been happy with their service ever since. We meet formally twice a year for a comprehensive review, and they are receptive to our comments or questions anytime. They are knowlegeable and experienced, and it gives us peace of mind knowing our portfolio is in good hands.

Laura G.

Anyone who is considering financial advice on how to manage retirement should see Danny Gudorf and Allison Szkody. They listened to my dreams and plans for retirement, and have developed a comprehensive plan that caters to my way of life and needs. I love that as part of the Gudorf group, I also like the convenience of the Law Group and Tax group. I have tremendous piece of mind and a relaxing retirement working with the Gudorf Financial and Law Group! Highly recommended!

Lisa R.

Simply put, we chose Gudorf Financial Group because of their expertise in both retirement planning AND execution. Having successfully saved and invested to build our retirement assets and now approaching full retirement and eligibility for both Social Security and IRA withdrawals, we needed professional guidance to navigate the transition of our mindset and our behavior from 'save & grow' to ‘withdraw & protect.’

After months of due diligence, including meetings with several other investment advisors, we came to realize that of all the experts we considered, only Gudorf Financial and its affiliated entities offered a one-stop-shop for the comprehensive advice and full suite of services we wanted. Gudorf’s financial planners, Danny & Allison, have been thorough and professional in our in-person meetings and email correspondence. They have a clear understanding of our current goals and future needs, and with the support of their entire team, will manage the assets we worked so hard to build while also taking into account Social Security, taxes, Medicare and other insurance needs, as well as our inheritance and philanthropic goals. Gudorf Financial is much more than just a financial planning / wealth management firm – they are our trusted partner in ensuring that ALL the retirement-related decisions we're making are aligned and well-informed.

Chris and Lisa Rismiller

Maureen B.

Gudorf Financial Group is a top notch organization. We first learned of them when they handled my sister in laws estate. They were wonderful, and responsive. Fast forward a few years and we entrusted them with our Estate Planning. The team is so knowledgeable and tailor made a plan that totally works for us. My only regret is that we didn’t go to Gudorf Financial sooner.

Leon A.

Gudorf Financial Group is a well-organized and responsive operation. My wife and I rely on the group for planning investments, income taxes, and withdrawals from our IRAs. Gudorf Financial Group works closely with Gudorf Law Firm that has set up our wills and estate planning. We are 100% satisfied and appreciate their top-notch services.

Karen M.

I have worked with Danny Gudorf and Gudorf Financial for several years now. Danny is very knowledgeable and current on financial issues and stratgies. He has always been very professional and supportive of my needs. He takes the time to listen and fully understand my needs, concerns and wishes. He is able to educate me in a manner appropriate to my level of knowledge and understanding without any bias or predetermined agenda. He clearly and concisely outlines my options explaining any consequences or requirements. His guidance is excellent and appreciated.