Jerry Means did an excellent job explaining annuities

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

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

Sean is very knowledgeable on all the annuity products and explained every thing clearly which is easy to understand. He is very patient and is willing to take time answering any questions. He is trustworthy to be your advisor.

the information was very informative.

Annuity Gator was extremely knowledgeable about my annuity question. Took the time to explain what the typical characteristics of my annuity were. Then they looked into the specifics of it and provided the information I needed to make a decision going forward. I was impressed with what a good experience my call to Annuity Gator was. I recommend them highly.

Tim Walker was great to work with! He met with me several times to thoroughly understand my retirement goals and risks I was willing to take. Then he came with back with a few options for me. He took the time to review them in detail and answered all of my questions. Then once I decided what I wanted he got me set-up. Overall it was a great experience working with Tim!

All my questions were answered and I shopped siffernt annuities for a while.

Excellent explanation in detail the pros and cons of investing in annuities.

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

Sean took the time to explain everything to me. I felt like he would make the same decisions for himself. I spoke with several, investment consultants and I have had better results from Sean than my previous financial manager.

Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.

When I started to plan for my retirement, one of the concerns is to make sure I didn’t run out of money. I needed a steady and reliable source of income. I knew an annuity would be the answer but there were so many options and choices that it was overwhelming. I had spoken with a few other advisors but they were all a little vague when answering my questions. Not so with Joshua Schlinksy. He took the time to answer all my answers accurately and thoroughly. Unlike the other advisors I spoke with, Joshua seemed genuinely interested in making sure I would be comfortable in retirement. If you are approaching or into retirement and need financial guidance, I would recommend giving Joshua a call.

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

I needed an independent review and explanation of an annuity product I was in the process of purchasing. After Chris took my personal situation into account and gave me a clearer understanding of how the annuity would affect my personal situation. I now have a better understanding and more knowledge to give me the confidence in making the best decision for me. Chris Knight answered all my questions and addressed my concerns with no sales pitch or pressure. What a refreshing experience. I recommend anyone who is not sure or does not fully understands annuities, Annuity Gator can give some piece of mind in making some life changing decisions.

After talking to the gentleman about My up comming retirement I figured the information I was told would not work more than a few years at best.

Darryl J. Stein was fantastic he went through several scenarios, to ensure we got the best product. We were looking to get extra income from the money we had in other accounts. The product he found for us beat other financial advisors literally by thousands of dollars, we were very pleased with Darryl from Annuity Gator and would recommend him to all our family and friends.

I want to express my heart felt gratitude for the assistance and guidance that our Annuity Advisor , Neil Dekter, provided my wife and I when converting our IRA in to our current Annuity. My wife and I had experienced a most un-fortunate event related to a portion of our retirement investments and, the company that held our investments made transferring funds challenging. Neil’s Courtesy, Professionalism and Patience helped not only to execute the transfer smoothly but, helped my wife and I keep our sanity through a trying time! Through Neil’s efforts, I rest easy knowing that my wife and I will receive a steady monthly lifetime income. I am sure there are many Annuity Advisors who are experts in the industry and, Neil is not only an expert in Annuities, he is an expert in people and truly cares for his clients! My wife and I feel deeply blessed to have met Neil and had the opportunity to work with him!

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.

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

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.

William Seeley was excellent in keeping up with the progress of my annuity. We will use him again in the future!

Great information very well presented!

Very friendly and informative

Cal was on time with every conference and addressed each question with an understandable answer. He came up with an annuity of which I had no prior knowledge.

Terrific honest insight and counsel into often complex annuities.

The salesperson was outstanding. Jeff Blocker helped educate me and was very personable. He helped me to select the best option for me.

Brian Connor was a pleasure to work with.

Hands on and very thorough from A to Z. They were able to answer all questions that came up. The whole process was painless smooth.

Jason Solomon is very informed and professional, he helped me through the entire application process with great expertise. His level of communication was great. I will highly recommend him to my friends. Thank you so much Jason.

Hi, it was nice to talk business with Casey, he was able to explain about annuities and was clear about the various options that we have as we prepare for our future as retired folks. We hope that we can work with Casey going forward and develop a nice balanced plan. Thank you

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

Paige Peterson is a very helpful Financial Advisor.

Very good service and very informative.

Lots of great information and very helpful in reviewing my current portfolio and provide options.

Sean Sparkman was Totally helpful in every step of the way, helping me to get set up with the right annuities and any time I have questions or concerns, he has been Right on Top of things to make me feel Totally at ease. Keep up the Good work, Sean!

Excellent summary and interactions to date.

Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.

Ryan was extremely helpful and I learned a lot about annuities from our conversations.

I m absolutely pleased to work with Cal Menzies, and had him as my Annuity Advisor. He was truly focused on my needs, he did an excellent follow up to make sure all was done properly and on time. He worked hard to find the best product for me and get my benefits when I needed it. He was very professional, showing that he cares about every aspect of her job and his clients. Thank you Cal for all your attention. It was a pleasure working with you. I sincerely thank you for the time we have worked together. We continue in contact! I would highly recommend Cal Menzies to anyone who is looking for Annuity investments.

I am a retired engineer and not that familiar with annuities. I originally chose Annuity Gator from the ethernet. I was a bit concerned that I chose wisely, as I wanted to find a representative that had my best interests as a priority. I couldn’t be more pleased with my choice. From the onset, Annuity Gator under the direction of Page Peterson has done everything possible to educate me and raise my level of confidence. As a direct result, I have contracted with Annuity Gator for what I believe is the best Annuity for my specific needs. A 5 star experience.

I ve worked with Terry for almost three years now and consider that s he s done an admirable job. He s answered all my questions and preempted many many more. My wife and I feel quite secure in the fact that the money we ve invested via Terry s recommendations will pay dividends in our retirement. More importantly, we can think about enjoying these next few years prior to retirement than wonder we ve set aside enough for a comfortable retirement. I can wholeheartedly recommend Terry if you re serious about your financial future and want to work with an honest straightforward individual who s interested in your financial success rather than maximizing his own profits.

Investigating and attempting to understand different annuity products is very challenging. So it requires a person who can help and has great expertise and is willing to go the distance, in conveying information in an articulate and patient way. And Matthew Taub is that guy for the Job ! He truly enjoys helping people. He has been so industrious, enthusiastic and conscientious in educating me on the annuity products that are tailored to my individual needs. It is so important to find the Right fiduciary willing to point you in the correct direction ! Great Experience ! Thanks Matthew . . . You are one in a Million !

Very knowledgeable. Good professional advice.

The following is an evaluation of my experience with Jason Seibert of Annuity Gator Involving the acquisition of an annuity. My assessment of the services provided by Mr. Seibert is that they were exceptional in all aspects. He was extremely knowledgeable and absolutely professional. Additionally, it was obvious from our initial conversation that his genuine motivation was the provision of appropriate options tailored to the specifics of my rather complicated circumstance. Most impressively, Mr. Seibert did not focus on selling me. He spent the vast majority of our time listening . After careful evaluation he provided several choices tailored specifically to satisfy my requirements. In closing I can say that with Mr. Seibert s assistance I am absolutely confident that I made the right choices.

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

I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.

Rocky was be informative and very patient with my questions. He answered to my understanding and help me comprehend how annuities work. He called to check on me several times to follow-up if I had any questions. He’s been great throughout the whole process. I would recommend Rocky to anyone that was getting close to retirement and wanted to check out an annuity.

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!

Beginning late January ’24 to the present, our writing agent has provided extremely courteous and timely responses, not only to our initial request for an appointment but to every subsequent, product-related question that we asked. Ultimately, he recommended an annuity product that met our objectives and then some! He delivered an organized, easy to understand presentation that was supported with an equally understandable illustration. Our customer experience has been consistently positive since the end of January through today’s meeting to review the contract.

Cal Menzies was the best! Clear, concise, and very communicative. Sold good product that will help me in retirement.

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!

We are still in the informational phase. Third meeting is going go be more definitive. I am very positive I will be going with all recommendations.

Jay at Annuity Gator was very helpful. There is so much noise regarding annuities that I wanted to do a “gut check” with an independent advisor regarding a couple of different indexed annuities. He was very responsive and easy to speak with. I highly recommend.

I has questions concerning Annuities Jeff Woodhy answered my questions so I could make an informed decision about my Annuity.

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.

Great effort had been put with client. Very satisfy with the service provided by Phillip. Honest answer , no pushing to do business which Mach my personality. Thank you Philip.

Ryan is very knowledgeable of the many options/strategies for buying annuities. He does a great job of explaining the details so that you can feel comfortable with the products.

Excellent service. Appreciated the seminar by Terry. Have received excellent service, responsiveness, knowledgeable and very personable advisor, Barbara Halperin. She is great. Have already recommended her to others. Thank you, Barbara!

I feel I have a better of understanding of annuities with the help of Annuity Gator. I was hesitant to try an annuity because of things I had heard in the past. Now I think annuities have evolved for the better given the advice of financial advisors who help you focus on how the right annuity can help you achieve your goals in retirement. All of my questions were answered promptly. And I know the importance of reading and understanding all of the fine print in the contract.

John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.

Helpful advice given, good information

Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.

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!

It was very educational.

Jason Siebert was excellent. Never rushed me, answered all my questions (many, more than once), responded promptly to emails… He is confident and has a superb knowledge of annuities.

Larry has been very informative

Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.

Excellent service, answered all my questions without being pushy

Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.

Our advisor, Jim Van Meter, is awesome. No high pressure sales. Just common sense advise. He does his homework and gets back to you on a timely manner.

Lot of great advice.

Approximately a 15 months ago I met Joshua Schlinsky through a visual phone meeting. I was skeptical, I wasn’t a fan of discussing my needs and financial matters over the Zoom Meeting. I prefer face to face. After about 5 zoom meetings, I found Joshua to be very knowledgeable about the many constantly changing Annuities and their crediting options from different Insurance Companies. Joshua gained my Trust and I found him very easy to work with. Not a pushy salesman. He educated me with the newest options in the ever-changing market. Along with his professional advise, He and I made good solid choices. I am thankful for Joshua and his staff for being a Professional, Educated and Passionate firm representing me.

Toney listened to what my goals were and then did the research to find products to meet those goals. Plan came together perfectly.

Mark Shelby has been very thorough, and provided tax and other information that clearly we were not anticipating on our own. He has been a tireless and informed information provider for our unique circumstances! Thanks for all your assistance!! Henry and Lisa Austin