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Name
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Terry Cummings
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Specialist Name
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Bobby Groves
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How did you hear about us?
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Co-Worker
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Co-Worker Name
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Charlene Balz
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Was your benefit specialist prompt and courteous of your time?
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Yes
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Were all your questions answered?
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Yes
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Did your benefits specialist help you understand or update your benefits?
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Yes
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Would you refer your benefits specialist to a colleague?
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Yes
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What financial or insurance products were discussed during your appointment?
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What other products or services are you interested in?
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- Retirement Plans
- Roth IRAs
- Retirement Paperwork Completion
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Comments/Feedback:
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Bobby was great! After my bubble was initially burst, he immediately helped me to rebuild my future. So I now have a retirement day planned!! I would highly recommend Bobby to anyone looking at retirement! In fact I invited him to come speak at my office!
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