Every year we gather feedback and reviews from the clients we have assisted in their retirement needs. Overall comments have resulted in 90% of our customers recommending our services.
“Jeff Groves was very knowledgeable. He presented the material in a clear, understandable presentation. He answered all my questions and went out of his way to ensure I understood all my options.”
“Elvin helped me realize what I need to do to have an enjoyable retirement. I will not be rich, but by following his advice should be able to live comfortably during my retirement years. I now know what to do: working few more years, saving more, getting expensive things done now (example: knee surgery, etc.), just get everything in order during my working years. AND I am especially happy about the ROTH I will now have due to him & through my payroll deductions!!! VERY HAPPY with the results from my meeting with Elvin Bowler!!”
“Bobby was very informative concerning all areas I had questions about. I’ve already referred him to 3 colleagues. He was super nice and patient explaining and re-explaining when I did not understand.”
“Ben was very helpful in explaining the different options for Social Security and answering my health insurance coverage questions. He was easy to talk to and very knowledgeable. He listened, (which is a gift in itself!) and recommended some interesting options that fit in our retirement goals. Super helpful!”
“Curtis was very informative concerning all areas I had questions about. I’ve already referred him to 3 colleagues. He was super nice and patient explaining and re-explaining when I did not understand.”