Annuity From Hell In 2014 I responded to JD Mellberg and was contacted by a salesman named Jeff Stupar. He convinced me my current annuity was wrong and he could sell me a better-performing one. He said he was a church pastor and I trusted him. After three years of payouts from the five-year deferred annuity, which he promised would rachet-up in good markets did not go up one penny and I am in tax hell because he mixed $200k in unqualified cash with my 401k.

Lee Rouse Lee was very detailed in his explanations of the different options available to us. This allowed us to make an informed decision. we are thus far very happy with the results

Marc Smith Marc Smith is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions he often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Marc also honed in on my intent to be sure of his comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with him and believe I can in fact trust that he will protect with us in this important part of our financial retirement planning

Not very happy I would like to know how I invested over $400,000 and you couldn't make one penny for my account.

Totally disappointed I was referred here by a coworker. I had a feeling that my investment would be secure and worth the risk. A couple months down the line and I realized that my investment was not accruing any interest. My inquiries with the broker did not lead to any meaningful response that would get me back my money. I do not recommend.