Want a guy who uses the phrase “Nobody… Want a guy who uses the phrase “Nobody wants to work anymore” but goes on vacation half of the year? This is your guy!

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

Jeremy Mellberg is clearly losing it… Jeremy Mellberg is clearly losing it mentally. I contacted him a week ago asking for a transfer to my account, but he kept sending me weird messages that didn't make sense... So now I have to wait another week for what should have been a simple transfer.

My representative was terrific My representative was terrific. He had a great get-to-know-you personality and went over and above the call of duty to find information of particular pertinence to my situation. However, it did take 2 hours to get down to "brass tacks" and consequently I was still at a loss as to exactly what the best route for me was, after the first meeting.

Addressed my needs and concerns. The representative was very informative and helpful. All I could ask for at this stage of the process.