Jeff was a great guy to get information regarding annuities. He did research for our fafamily

Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.

It was my motto in college. And coincidentally I can still confidently use it in describing my interaction with Annuiy Gator’s Barbara Halperin! I found her to be an amazing advisor encompassing many superlatives. Super knowledgeable. Highly professional. No high pressure tactics. Concerned and individualized attention.In comparison to other financial meetings and dealings, my interaction with Barbara is right up there at the top of the list. I’m deeply grateful for being able to call on such a valuable resource.

Informational!!

I had Sean Sparkman as my annuity representative from Annuity Gator for several years. I would recommend him to any prospective clients for his excellent services. I am a very cautious person and would not make an annuity purchase decision without fully understanding. Sean was so patience to explain and gave me time to read, understand and ask questions and he had never been push ! Even after I purchased annuity from him for several years, we ve still kept communicating and exchange ideas. Whenever I wrote him emails he would reply instantly and answered all my enquirers ASAP, I must rate him as the top annuity representative!

Barbara Halperin made my experience great with Annuity Gator! She is knowledgeable, understanding, patient and a true fiduciary. Which is very rare in the current investing climate. Twice Barbara lead me to great annuities with my best intentions at heart. I am very grateful as the proud owner of (2) annuities and my retirement is monstrously more secure than previously! I owe Barbara a tremendous gratitude and I now consider her a dear friend. Thank you again Barbara!

Hello Annuity Gator, I again would like to express my praise of agent Sean Sparkman in my dealings with him to secure my income stream annuity,he followed through 100% on what he initially told me about working hard and leaving no stone unturned to help me meet my goals. I had read into annuities online and in writings but didn’t realize how limited my understanding was, he showed me an avenue i didn’t know existed strategized ,knocked on every door and negotiated. two thumbs up ! Kyster Porter

Terry Ciotti was available as scheduled and forthright with his recommendations. He fielded questions effectively and gave me assurances in the products offered.

Kenneth Anderson offered excellent service. He’s very professional and very informative.

Sean Sparkman has not been pushy. He has been ridiculously patient with my lack of knowledge. He frequently sends educational articles.

Excellent support and service. I would highly recommend to anyone that needs an annuity.

Great follow up.

I had contacted Annuity Gator to get a rating on an annuity product that I heard about from another financial company. Terry was completely familiar with that product along with another product to consider from the same underwriter. Terry spent as much time with me as I needed to completely understand each product, and I felt that he listened to my goals and concerns. Terry explained how Annuity Gator would provide assistance to me for multiple years over the term of my annuity, which made me feel like I was entering into a relationship with the company. Terry made me feel like a person instead of a prospect.

After contacting you, I was put in touch with Wendy Pyne who did an excellent job of helping us find the right annuity for us.

Seemed very impersonal and intrusive

I cannot say enough good things about Terry. I was heavily invested in index annuities and Terry helped me roll everything over to fixed annunitys. It was perfect timing, seeing what is going in the stock market. His knowledge of annunitys put my mind at ease as we chose what to invest in going forward. Security was my number one concern so he helped us achieve that goal. I look forward to working with him again.

After reading over the documents of my annuity, I felt as though I had made a horrible mistake. My mind was very uneasy and troubled questioning if I had made the right decision. After talking with a representative from Annuity Gator, the representative reassured me that even though the annuity that I invested in may not be the overall best annuity that it was a good annuity that will not allow me to lose any investments. The representative also went into detail and explained to me the pros and cons of my annuity. I received a thorough understanding which left me at ease with a clear mind. I would like to thank Annuity Gator for their honesty, professionalism, and great expertise.

A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!

I had a less than good results with a major insurance company with my retirement funds. It wasn t all their fault due to the bond market going south. But it still cost me a lot of money. I reached out to Annuity Gator to see what they had to offer. I am as skeptical because of what I had heard about annuities in general. Barry Young took me by the hand and never tried to close the deal: He was steady and reassuring from day one. I would suggest to anyone to give Them the opportunity to explain how todays annuities actually work.

I’ve been working with James Ault. He has been GREAT! Answers all my questions. Follows up as needed. Timely, knowledgeable, and friendly. I look forward to continuing to work with him.

Excellent inf with no sales pressures .

Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!

Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.

Russ was great. Very knowledgeable and nice guy!

Thank you for all the important info at this time of my life.

I was listened to rather than lectured to.!

Mike explained very detailed and thank you

I was unfortunate to have had a very unqualified & dishonest financial advisor for my IRA investments including my Annuity. I was recommended by Fidelity to contact Annuity Gator for advice. I am fortunate to have been connected with Merrit Strunk as my advisor to advise about my inappropriate Annuity. He has shared his knowledge, expertise, & sincere caring attitude & attention to my situation. I am very grateful for his professional advice. Thank you!

Scott was very knowledgeable and explain annuities where I could understand. It was very pleasant and helpful on the phone and I would recommend him.

James Ault, AnnuityGator Analyst, is a very honest and intelligent person who is very knowledgeable about investments, especially annuities. He is also very patient and takes the time to fully understand his customer and their goals. He also does an excellent job of explaining how the various annuities work and suggesting the best options for his customers.

Very informative, this company teaches people and breaks down the confusion regarding annuities. They help you to find the RIGHT annuity for you and your goals. I highly recommend this company! Louise F

Brett Toomey is an AWESOME financial agent~~ I’ve purchased my indexed pre-tax dollars annuity thru him and he was patient, pleasant, informative, knowledgeable, thorough, efficient and reassuring! Now I’m getting ready to purchase my after-tax dollars indexed annuity thru Brett and looking forward to the experience … AND the peace of mind that comes with knowing I’ve been given excellent advice that assures me a steady yet available income in my elder years due to Brett Toomey & Annuity Gator!!

I very much enjoyed working with Jeff Woodard. He is simple with the investment examples and keeps it real. There is no pressure to invest. Zoom calls are enjoyable and educational with plenty of information. I highly recommend learning, studying the investment strategies, and work with Jeff if you have questions.

Was considering different annuities and thought this site might provide some clarification. Talked with Terry Ciotti who got back to me in a timely manner with some options. He listened carefully about what I wanted as an end result & provided appropriate guidance. Appreciated not having a product forced on me.

Great customer service. My adviser Eric Welty is very knowledgable and patient and he explains and answer all my questions.

I love Steve of Annuity Gator, at first I was hesitant but he was patient and so informative…and due to his thorough work I found out I was eligible for a pension from my previous employer!!! He has helped me out a lot with understanding my retirement options. And thanks to his help I feel confident about my future retirement.

While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.

Listened well and put me in touch with a great advisor who was able to meet my needs.

I was working with Marcus. He is great at listening to your particular situation, since all potential clients requirements are not the same. He was informative, not pushy, educational, not aggressive. Just the type of representative in which I want to do business. Work with Marcus, you will be happy you did.

Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.

Terry Ciotti with Annuity Gators was the best advisor I could have ever asked for. His honesty, professionalism, and guidance through the whole process was A+++. He didn’t rush me in any way. He answered all my questions, and I felt great about my decisions. He is my go to with Annuity Gators with any future endeavors. A very big Thank You!!

Good service! Answered all my questions. Very easy to work with.

Dealing with Jeff Musgrove was rewarding and informative! Approaching retirement I had ALOT of questions pertaining to TSP ,Annuities and other options, he was considerate and responsive to working around my schedule. I still have him on call for his expertise as needed

the information was very informative.

Jeff was knowledgeable, helpful and above all, a good listener. He took the time to understand what I am/was trying to accomplish and after our initial discussion, he came back to me with a plan that provided the solution I was looking for.

Bill Decker was very informative and helped me and my wife understand all of our options. With all of the uncertainty in the investing world right now he explained our options in a way that will help us in making the right decisions going forward. I highly recommend Bill for anyone that would want an advisor that they can trust and is great at explaining financial matters in an easy to understand way.

Steve Prce is the best “financial person” I have ever met. He puts forth much effort and is patient w/ a novice like me. Great to work with him.

Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn

Tony help me transfer my 401k to annuity. Very much recommended

Russ called at exactly 1:00PM as was arranged. He was a very pleasant person to talk to

Sean is a wonderful young man who is a straight shooter. He is honest and clear, able to take the time to explain all that we needed. He teaches about different types of financial plans, and he actually follows up, by calls, emails and texts! Thank you!!

From what I can see, your representative is very knowledgeable and that is what a fiancial planner is required to be!

I was provided very useful information about different choices available for me to meet my financial goal. Thank you very much.

I had been looking for an annuity to invest in, but didn t have a clue where to go and who to contact. The representative assign to me was very instrumental in presenting and explaining the process and earnings potential. He also described the different options I had with the one program I purchased. I was pleased with his customer service and allowed me to ask a million questions and have some time to think about this before I made my decision. I am putting away a large amount of money for my future economic welfare and I believe I chose a good company to do it with. I m giving them 5 Stars and am optimistic to see my earnings potential after this first year.

I was in a position where I needed to move money from an old 401k into something more secure. Mark and his team provided me with all the information I needed to make an informed choice about the annuity I chose. The process and communication was very easy.

Jason made everything make sense and way easier to understand.

I received excellent service from Mark Shelby.

I was very happy with my experience with annuity gator, Mark the representative I worked with was patient and just let me work through the process and answered every question, and was always available via a phone call or email to answer any questions that I had, I might add that he was prompt with his responses, even after my purchase he still continues to respond in the same manner. Great job Mark I continue to be impressed.

Years ago, I selected an A++ provider in order to minimize risk. Recently, I discovered that states provide small investors with another form of insurance against company failure. That opened my eyes to the need to research options. Ryan was excellent in his patient exploration of my circumstances – including needs, goals and risk tolerance. Recognizing that his crystal ball is no better than mine, he presented a variety of good options, answered all questions patiently and thoroughly, without pushing. The Zoom format is wonderful – for good discussion and for handy review tapes. I hope to be able to write a more authoritative review in five years. Meanwhile, I can sleep well at night knowing I ve explored a much wider range of options and will enjoy improved financial performance.

Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.

Rick Sparkman was a wonderful advisor. He thoroughly considered my goal -guaranteed income -and provided a number of different options that allowed me to understand the different sort of benefits that would accrue from the different classes of offerings (cd like return, guaranteed payout for life after deferral, payout with variability indexed). I was able to clarify what my real goals are and what I was willing to sacrifice (access to the sum deposited, inheritance) in order to achieve a guaranteed high payout for life for both my wife and me. Annuities are complicated and are inherently costly but they can achieve specific goals if you understand them. Some part of everyone’s portfolio needs to be immune to market fluctuation and an annuity can be part of that strategy. I was given an excellent education with weeks of meetings and I came to a conclusion that fits my needs. Even if you do not think annuities are for you (and I was one of those) speaking with Rick helped me understand their appropriate postioning within my plans.

Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings

Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!

Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum

The best information on annuities out there

I have had the pleasure of working with Barbara Halperin on finding the best annuity for my needs and retirement goals. She made me feel comfortable and confident almost immediately. Her professionalism, extensive experience, and ability to not only give me multiple options to fit my situation but also explain it all in a way that I can understand is really unmatched and truly appreciated!

Scott P was was excellent. Knowledgable and supportive, thank you!

Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.

Ryan was so honest and clear in explaining everything. He knows what he is doing and guided me to where I want and need to be. He was GREAT. I felt like he was a long time friend helping me out. I am going to recommend him to my friends and family. He was so patient and understood my poor knowledge about the terms language in this world. He made it so easy to understand this retirement world.

Ryan McNeil was truly a sincere and professional gentleman. He did not pressure me into making any decisions and explained all the different types of annuities that are available with great precision and patience. I am very thankful for the education that he provided to me with all the options that I have to choose from. I am looking forward to continue to work with him.

i had a very good experience working with Rick Sparkman… I was rather gun shy about attempting to search out another annuity, since my first encounter with annuities was with a financial advisor who knew little about the products and had very limited offerings.. Rick opened the gates to the many types of annuities that Annuity Gator has available.. Although, I thought the evaluation of these annuities difficult.. he made it seamless.. explaining to me which one best serves my needs.. I would recommend Rick to anyone interested in using annuities as another investment tool.

Very helpful always answer my call.

Jeff Woodard was methodical and precise in explaining annuities and how they work. Furthermore, he was diligent in suggesting which annuity would best fit my particular situation. Jeff used education over sales pressure to allow me to make an informed decision. I consider myself fortunate to have contacted Annuity Gator!

Annuity Gator Team is very precise in assisting you with your needs. They take time out and answer all of your question without feeling that you are being pressured. Thanks

Having NO experience with my finances as far as retirement goes, I went to a seminar with a different firm, and, found things that weren’t making me happy with them. The MAJOR problem was not being able to see where and HOW my money was working in Lamen terms. Very difficult to understand and also that there were fees in almost everything I wanted to do and another was all the paper work that needed to get done to obtain my own money. I investigated many other firms and decided that I would like to try Annuity Gator. Right out of the gate , they set me up with a local advisor that called me, went over things and made an appointment to come out to my house and, To make a long story short, Set me up with a plan that I understood, could see on my computer and actually understand what he was talking about. It took a couple of weeks to get things set up, but he traveled 45 min. to and from my place and even got on the phone with me and the banks that I wanted to move funds to and det up a steady monthly withdrawal that I was comfortable with. It’s only a start but at least I feel confident in this company that I won’t have to work anymore. I’m not rich nor will I be but I’ve always been a conservative and feel good at this move. Thank You, Jeff Blocker for being the professional you are. I look forward to a continues business connection with you.