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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

knowledgeable, honest, followed through, never left you waiting for a response or answer to questions, They are good communicators and set up meetings with you. They represent many companies and choos... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

I reached out to several different companies, and I soon realized other companies did not offer. Any type of selection only would push their products. I was very impressed with the annuity Experts, I... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

In a universe of 100 billion+ galaxies it would be hard to imagine finding a better Annuity advisor than Jason Stolz at The Annuity Expert. His professionalism, knowledge and patience put him light... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.

La empresa ha respondido

Información sobre la empresa

  1. Compañía de seguros
  2. Bróker financiero
  3. Agencia de seguros médicos
  4. Corredor de seguros
  5. Aseguradora (seguros de vida)
  6. Proveedor de planes de jubilación

Escrito por la empresa

Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs. Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey. Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality. Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.


Información de contacto

4,6

Excelente

TrustScore: 4.5 sobre 5

24 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

Así usa esta empresa Trustpilot

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Valorada con 5 estrellas sobre 5

Great Experience

The process for getting my annuity set up was very smooth, and easy. The communication was fast, any questions answered immediately, and any concerns were addressed and taken care of. I received my completed annuity paperwork in the mail within 14 days. and my on-line completed application 48 hours after completion.

5 de septiembre de 2023
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Respuesta de The Annuity Expert

This is what we strive for. Glad to hear this was a smooth process for you!

Valorada con 5 estrellas sobre 5

My Great Experience with "The Annuity Expert"

My conversations with Annuity Expert specialist Jason Stolz were informative and helpful over several weeks and weekends. Jason was extremely professional during many phone calls and supplied me answers to my many questions. He provided several Annuity illustrations that met my requirements. The Annuity Expert is an remarkable company!
I Highly Recommend!

28 de abril de 2023
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Respuesta de The Annuity Expert

We love to see our experts addressing your concerns, answering your questions, and providing quotes!

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