Financial Planning At Its Finest.
Made Comfortable And Simple.

"My fiancee and I got a policy with Sherri about a year ago almost and the experience was great! She is full of knowledge and answered all of our questions about the product we were getting.

She stays on top of your policy and offers great advice on what we may need to help us in the future. Thank you Sherri!"

"Although we got a late start with Sherri (wish we would have done something 10 years ago), she is helping us out now. A pleasure to deal with and very knowledgeable. If you need financial planning the Sherri Banta Group is where you should go. We were given very savvy advice. Sherri is a very caring woman and lots of fun to be around. Very professional. Thank you Sherri."

"Admittedly, I’m not a “money” gal. Spending it is not a problem! Lol! Making it work for me and securing my future income into retirement is definitely where Sherri’s expertise is and I am so glad she has my back! [...]

If you are looking for someone to help demystify the art of securing your financial future, I can assure you Sherri will take care of you ... and you just might even enjoy the process 😃"

"Not only is Sherri knowledgeable about life insurance, she is a joy to work with. She takes the time to meet individual needs and concerns and truly cares about her clients.

Sherri offers great products and will take the time to thoroughly explain them until you are confident about what fits your personal needs and lifestyle."

"I first want to thank this amazing women. I just turned a new chapter in my life and Sherry made it possible for me to insure my retirement assets but most important she worked extremely hard to get me an insurance policy that literally too good to be true!!! But it is.

I am so impressed with her talent and knowledge of her outstanding job in the insurance world. I will benefit beyond what I had already had. My thankfulness goes out to great people like her. I am one happy happy client. Cheers to retirement and amazing Health."

"Sherri is not only personable but extremely professional. She is very knowledgeable and will find the best plan for you. Sherri’s advise is worth gold!"