Bart: a conscientious and kind agent Bart is a very conscientious and kind person looking out for my best interest. He listens carefully and comes up with some solutions, such as how to set aside $40,000 for my granddaughter's college education in 5 years. He also combined several of my Roth accounts into one to make it easier at my death. I appreciate his acuity and sensitivity to my needs.

David The experience with David was excellent

Thanks He was on time and was nice and considerate. He explained the papers so I could understand. He answered what questions I had.

Great company Great company! Everyone throughout this process has been extremely helpful and very kind. I never felt pressured into buying anything. Highly recommend!

The meeting was cordial The meeting was cordial, productive and informative.