Business

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Tricia Russell
Specialist Name
  Matt Davis
How did you hear about us?
  Retirement Workshop
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
  • Life Insurance
What other products or services are you interested in?
 

  • Annuity
Comments/Feedback:
  Matt was prompt and courteous. He explained the shorter version of benefits as I told him I wasn't of age to retire but wanted to make sure I was on the right path. I will be reaching out to Matt again with any questions.

New submission from Contact Us

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New submission from Contact Us

Name
  Article Market Falcone
Email
  miguel.falcone@gmail.com
Primary Contact Number
  (408) 470-4183
 

  • I will accept text messages
Zip Code
  95113
Map It
Select Your Free Services
  Survivor Benefits
Select The Free Services You Are Interested In:
 

  • Federal Retirement Analysis
  • Federal Benefits Analysis
  • Retirement Income Planning
  • Retirement Packet Completion
  • Disability Retirement
  • Federal Retirement Workshop
Message
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New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Scott Cordell
Specialist Name
  Matt Davis
How did you hear about us?
  Referral
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
  • Dental
  • Vision
  • Accident/Disability
  • Life Insurance
What other products or services are you interested in?
 

  • Vision
Comments/Feedback:
  Matt had all the answers and was well versed in all areas… He made every effort to be helpful…

New submission from Federal Benefits Specialist Survey

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New submission from Federal Benefits Specialist Survey

Name
  Francis Kowal
Specialist Name
  Matt Davis
How did you hear about us?
  Retirement Workshop
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
What other products or services are you interested in?
 

  • Retirement Plans
Comments/Feedback:
  I would like to be able to have the PDF form fillable copy of the file Matt went over with me, I have his printout .. But I would like to be able to perform my own switch of some numbers on that form. Matt does not know how to send that form.