Business

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Philip Franklin
Specialist Name
  Randy Jones
How did you hear about us?
  Co-Worker
Co-Worker Name
  Mike Clement
Was your benefit specialist prompt and courteous of your time?
  Yes
Were all your questions answered?
  Yes
Did your benefits specialist help you understand or update your benefits?
  Yes
Would you refer your benefits specialist to a colleague?
  Yes
What financial or insurance products were discussed during your appointment?
 

  • Retirement Plans
  • Annuity
What other products or services are you interested in?
 

  • Retirement Paperwork Completion
Comments/Feedback:
  First of all I haven’t had a conversation with anyone, until I talked to Randy that informed us of the options that are available to us. Secondly he is very polite and considerate. We feel he has explained the best plan to continue to grow our hard earned money the way that nobody else has.
Thank you very much!

New submission from FREE Benefit Review & Retirement Analysis

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New submission from FREE Benefit Review & Retirement Analysis

Name
  Donna Roy
Primary Contact Number
  (916) 214-1396
Email
  BDRJROY@AOL.COM
Zip code
  95820
United States
Map It
I am interested in a …
 

  • Free Retirement Analysis
Questions
  I'd like to sign up for any federal retirement workshops if you have them. I'm a disabled Postal letter carrier. I worked from 1986-2000, then went on 60/40 disability. I turn 62 next April. I need all the information I can get.

Thanks, Donna Roy

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Maritza Santiago
Specialist Name
  Bobby Groves
How did you hear about us?
  Co-Worker
Was your benefit specialist prompt and courteous of your time?
  Yes
Were all your questions answered?
  Yes
Did your benefits specialist help you understand or update your benefits?
  Yes
Would you refer your benefits specialist to a colleague?
  Yes
What financial or insurance products were discussed during your appointment?
 

  • Retirement Plans
  • Annuity
  • Roth IRAs
  • Life Insurance
What other products or services are you interested in?
 

  • Retirement Plans
  • Annuity
  • Retirement Paperwork Completion
Comments/Feedback:
  He was great and truly helped me for everything.

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Don Douglas
Specialist Name
  Jeff Groves
Was your benefit specialist prompt and courteous of your time?
  Yes
Were all your questions answered?
  Yes
Did your benefits specialist help you understand or update your benefits?
  Yes
Would you refer your benefits specialist to a colleague?
  Yes
What financial or insurance products were discussed during your appointment?
 

  • Retirement Plans
  • Roth IRAs
  • Life Insurance
What other products or services are you interested in?
 

  • Retirement Plans
  • Roth IRAs
  • Life Insurance
Comments/Feedback:
  Working with Jeff has been great. I didn’t realize that he would be able to help me with almost everything to do with my retirement. He is working with me through the process and answers my questions and calls for back.

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Carol Enright
Specialist Name
  Curtis Horton
How did you hear about us?
  Referral
Referral Name
  Donna Marshall
Was your benefit specialist prompt and courteous of your time?
  Yes
Were all your questions answered?
  Yes
Did your benefits specialist help you understand or update your benefits?
  Yes
Would you refer your benefits specialist to a colleague?
  Yes
What financial or insurance products were discussed during your appointment?
 

  • Retirement Plans
  • Annuity
  • Life Insurance
Comments/Feedback:
  Curtis Horton was absolutely wonderful, He helped me so much understand the whole process of the retirement paperwork. The paperwork was very overwhelming to me. Curtis knew his stuff. Thank God for Curtis, I couldn't have done it without him. I am reaching out to him again in January 2023 for advice with TSP.