Stoddard Financial

Kevin has been a true pleasure to work with. He has provided expert guidance without being pushy and patiently explains his reasons for making certain moves in a manner a non-financial person like myself can understand. He has always been available to answer my questions and concerns but I think the most important thing is that I trust him. I feel my financial future is safe in his hands.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I am a client of Stoddard Financial, and have been since 2008. During the market instability of that time, following Kevin’s planning and advice. I invested throughout the market downturn. When it was time to access my investments for retirement, Kevin walked me through multiple options of withdrawal time tables, tax strategies and monetary longevity ( not outliving my investments ). Kevin has also provided access to tax and legal services to protect my estate. I consider Kevin a friend and advisor and in my opinion he would be an asset for anyone looking for financial advice and services.

This statement is a testimonial by a client of the financial professional as of 08/05/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

For over 15 years, I have been a client of Kevin Stoddard. He is Professional and respectful. He listens to what you are looking for in your pursuit of financial security. He makes suggestions which you can or not do. He charts your financial products and talks about how you are doing and again makes suggestions which you can either do or not.
He is a great person to work with and I will continue as his client.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Over the course of our professional relationship(omore than 20 years) Kevin Stoddard has consistently demonstrated exceptional knowledge, integrity, and dedication. He has taken the time to understand our financial goals, explain complex financial concepts in a clear and understandable manor and developed strategies for our individual needs.
Thanks to Kevin’s expertise and careful planning we feel more confident for our financial future.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin has been my grandmother and grandfathers financial planner since 1997. In 1997 my grandfather retired, and together with Kevin they planned their retirement years. When my grandfather passed away in 2021, Kevin guided my grandmother through all the necessary changes that had to be made to their accounts. He was there for her all the way through that transition. He keeps in touch and visits her to discuss important changes that he feels are best for my grandmother and is always available to answer questions she may have.

This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have known Kevin Stoddard for many years dating back to divesture when the Bell system was broken up. He has been Financial advisor and planner for many telephone union workers, including my husband and myself. Kevin is a very reputable financial planner and several friends now use his services. You can’t go wrong with investing with Stoddard Financial.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have worked with Kevin Stoddard of Stoddard Financial for several years now and can’t express how impressed I am. Kevin is incredibly knowledgeable, supportive and responsive. He has done a great job in establishing a clear and achievable retirement strategy.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

My wife and I have been clients of Kevin Stoddard since 2011. We have been very satisfied with his services. We have found him to be very honest and up front about any and all questions and concerns that we have had over the years. In difficult economic times he has always put our minds at ease.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I’ve used the services of Stoddard Financial, LLC since prior to November of 2003 when I left Verizon. Kevin has made himself available any time that I have needed to speak with him. Unfortunately, I have reached out at least once when during a vacation of Kevin’s. He still called me back and took care of my request. His advice and handling of our IRA has provided us a revenue stream that we can rely on.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have had over 20 years of experience with Stoddard Financial. Kevin guided us through the retirement process, setting us up comfortably for our future. Keven has responded quickly to any questions we had and was well informed with my company’s retirement policies, the Social Security and Income Tax ins and outs.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin has been my Financial Advisor for over 30 years. He has helped me navigate through retirement and always provided clear guidance to protect my investments. It’s a comfort to have someone I trust protecting my future. He’s honest, loyal and accessible and always has my personal goals covered.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

If you’re ever in need of a financial advisor, I highly recommend Stoddard Financial.

I first met Kevin when my husband and I attended a seminar for potential Verizon retirees. We were so impressed with his presentation that night that we decided to hire him as our financial advisor. We never regretted our decision. And when my husband became very ill a few years ago, Kevin was there for us and eased my husband’s worry about what would happen after he passed.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin is very knowledgeable and has expertise on many matters. He has been our advisor since around 2005. You will really like how he explains things in layman’s terms, so we fully recommend Kevin.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

My husband and I have been associated with Kevin Stoddard for 20+ years and are very satisfied with his services. Over the years he has helped us make very successful financial decisions. He consistently does reviews of our accounts, is on top of fund performances and makes adjustments as needed.
Very professional, makes himself available and willing to answer any question or concern.

This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin is a very professional individual with exceptional knowledge, high integrity and dedication to his profession. He is easy to talk with and explains the options that are available for investment in understandable terms. He allows the client to make the decision that are best for them. We have been very pleased with his services and highly recommend his company.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin Stoddard helped me with some extreme financial problems. If I had handled the problems on my own I would not have had the positive outcome that Kevin delivered. I trust Kevin’s knowledge and judgment when it comes to my finances. I learn by every retirement suggestion Kevin gives me. Although I feel much more educated about my own finances since meeting Kevin, I would never want to go it alone without his advice.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin is great. He listens intently and suggests financial plans that include taking advantage of tax strategies. He provides documents to support various options and helps us decide what would work best for us. He is very knowledgeable.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have been with Kevin Stoddard since 2007. He has always been easy to talk to and keep us informed about changes. I feel he always had our best interest in mind.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have worked with Kevin for many years years. I find him very knowledgeable and helpful. Answers questions in a clear and concise manner. Would recommend Stoddard Financial to anyone.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Have known Kevin for years …chatted with him about investing…very intelligent and has helped us with our future financial investments….very pleased with his performance…..

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have had Stoddard Financial as our financial guide for a number of years and has done a wonderful job getting us to meet our financial goals for all our projects of the years a wonderful experience.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin is the best, level headed and always has another perspective on viewing many situations we have thrown hi way over the years!

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have known Kevin for over 25 years and have always trusted his judgment and integrity.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin is a professional in every way. He is always available for any concerns you might have, and takes the time to explain things.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Trusted to keep an eye on present financial situations and looking ahead to future taxing and more. Reach out to them.

This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

LPL is a fantastic company, Kevin is smart and kind. Asks you what you expect and gives you ideas on how to accomplish the goals.

This statement is a testimonial by a client of the financial professional as of 07/29/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have use Kevin Stoddard as my financial advisor for over twenty years, and I couldn’t be happier with his service and knowledge to keep my portfolio growing through the markets ups and downs over these years. My wife and I have been completely satisfied.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Stoddard Financial has managed our accounts for many years. We have been pleased with the results since we have used his services. Kevin is attentive to our questions and answers them in a way that’s easy to understand. Great customer oriented attention!

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kevin has managed my investments since 2008 when I retired. I also trusted him to help my Granddaughter with her late father’s estate.
He’s there to answer questions and visits annually with my report. Great man, Great work.

This statement is a testimonial by a client of the financial professional as of 06/10/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.