The financial advisor was very easy to talk to and he was very knowledgeable. We will be talking again next week and I feel confident that I will be putting my money in an annuity where it will grow a... Ver más
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Consulta las opiniones de los clientes
I was impressed with my initial Retire Wizard contact. I had an appointment with Brian (the licensed agent) and it was very good. I received everything I needed to know. I will likely proceed once I... Ver más
They listened to me help me understand annuities and what I need to do to get to where I want be when the time comes... my advice write down question and ask them they can help!
Easy to talk to people
4,7
Excelente
29 opiniones
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Interesting proposal and well presented on QLAC
Interesting proposal and well presented on a QLAC annuity to help reduce the impact of RMDs to overall income. This was the initial presentation with follow-up next week
9 de junio de 2026
Opinión espontánea
Seemed upfront
Seemed upfront , transparent
& willing to work with me .
If I do go with him as client I would need to verify him.
Trust but verify ! You understand I hope
8 de junio de 2026
Opinión espontánea
My advisor was extremely knowledgeable…
My advisor was extremely knowledgeable and we share a lot of the same outdoor activities,we are close to the same age, but most importantly he seemed to be very focused on making sure he points me in the right direction.
28 de mayo de 2026
Opinión espontánea
Representative I consulted with was…
Representative I consulted with was very informative and answered the questions I had during the interview. Was friendly and not pushy.
26 de mayo de 2026
Opinión espontánea
My advisors were all great listeners
My advisors were all great listeners, had tremendous knowledge and were surprisingly helpful at assessing my current annuity. I am looking forward to their recommendations and proposals.
27 de mayo de 2026
Opinión espontánea
My agent Paul Harvey
My agent, Mr. P.Harvey, shared facts and knowledge in a clear step-by-step process; not too fast or overwhelming. As the conversation progressed, he offered other options in a casual manner, and answered other questions I thought of. At the end, Mr. Harvey had spent a considerable amount of time talking to me and sharing information about investment annuities so that I now have several options to consider.
22 de mayo de 2026
Opinión espontánea
Respuesta de Retirewizard
Thank you so much for your review Nancy! Glad to hear you had a great experience with your advisor.
Sean was very knowledgeable & explained…
Sean was very knowledgeable & explained the plans thoroughly. We have another call to discuss specific plans in 3 weeks.
22 de mayo de 2026
Opinión espontánea
Respuesta de Retirewizard
Thank you so much for your review Anita! Glad to hear you had a great experience with your advisor.
These guys are awesome
These guys are awesome, the best in the business
6 de mayo de 2026
Opinión espontánea
Respuesta de Retirewizard
Thank you so much for your review Johnathan!
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