Testimonials

YOU TALKING ABOUT ME?

Following are word for word quotes my existing clients submitted in answer to a questionnaire we sent out. For privacy reasons, we can’t provide names, but trust me, I couldn’t have made these up!

“He knew where he was going and what he was doing.”

“Extremely focused and knowledgeable of the products he offers. He was very open-minded and took time to answer many questions.”

“He is very friendly and persistent but not pushy. We love Stan!”

“He laid all the options out and let me pick what was best for me.”

“Straight and clear explanations.”

“Before we started talking about products, he took the time to learn about us, our goals, and our financial picture, then presented what he thought was a good fit for us.”

“On target.”

“The best available.”

“Did a perfect job.”

“I trust the man. His honesty and integrity comes through in everything he does.”

“Stan follows through in what he says. He is precise in meeting his commitments.”

“He does it all.”

“I regard Stan not only as a financial advisor but also as a friend. He is responsive to all my questions.”

“Stan is like a member of the family.”

“He’s a great person to work with and someone I am proud to call a friend.”

“Personable and knowledgeable of his product.”

“He has an excellent way of presenting and following up.”

“I trust him to lead me in the right direction.”

“I especially like that Stan is always available, 24/7. He returns e-mails and telephone calls immediately.”

“Stan has definitely reversed our negative impression of annuities.”