When talking about your future, talk to someone you can trust. Read what our clients have to say about SharpStone Financial:
“Chad does a great job of always answering all of our questions. We appreciate his guidance and experience!”
Johnathon & Brenda F.
Client since 2018
“For almost two decades Chad has assisted this wary investor in making major decisions on investing a large amount
of what is my retirement. He has always been respectful of my risk tolerance and has offered different Annuity
products of which I would not be aware of on my own. He has never pushed a product onto me. His
recommendations have given me the security of a very healthy lifetime income stream while allowing much of my
savings to remain totally accessible to me.”
Carol A.
Client since 2007
“I had an excellent experience working with Chad. Chad is knowledgeable and took the time to understand my goals
before offering advice. Everything was explained in a way that was easy to understand, and I feel confident in the
decisions we make together. I always recommend Chad’s services to anyone looking for financial advice.”
Connie K.
Client since 2009
“We’ve been working with Chadley for over 10 years, and in that time we’ve moved all our 401k accounts and other
funds into annuities and life insurance with his guidance. He consistently finds options that fit our conservative
approach, and he keeps an active eye on everything even after the initial setup. His recommendations to make
adjustments over the years have paid off in very real, rewarding ways. On top of all that, he’s simply enjoyable to
work with — the process has been both financially beneficial and genuinely fun.”
Mark & Tammy S.
Clients since 2015
“Chad is always willing to work around my schedule. He was a big help in transferring my retirement accounts to
annuities with the right features. He was persistent in working through the questions the insurance company raised
about making needed changes in my wife's insurance policy.”
Jeffrey H.
Client since 2012
“Chad Crull has been our Life Insurance and Annuity agent, and friend, for 20 some years. He was a client of mine
when we meet, and that became a friendship, and then a person we firmly trust with some of our financial needs. He
has always been straight forward and understanding of our goals and how we want to live our lives. Chad has made
it easy to make some decisions by always giving us the full picture and discussing our options. He has never been a
sales person, always a friend that we trust. He gives us the information, and the rest is up to us, and at ages 61 and
58 we appreciate this approach.”
Gregg & Cris H.
Clients since 2002
"Chad takes the time to explain products thoroughly so you understand. He's able to answer any questions you have
& knows which product will be best to meet the client's need."
Trisha A.
Client since 2014
“My husband did so much research on different retirement programs. He talked to many different financial planners.
Once he talked to Chadley that was it. He explained things so we could understand, and made us feel confident in
our decision to have Chadley as our Man.He has done reviews with us every year to make sure there isn't
anything we should change. He gives awesome advice. A very patient man. Thanks for all you have
done for us.”
Dawn & Keith R.
Clients since 2013
“Chad, just want to let you know how much we appreciate all you do for us. When we call, you come out
and get us on the right track. Thank you so much!”
James & Patricia K.
Clients since 2016
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