Rated 4.9 | Based on 412 Trustpilot reviews
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Understanding your annuity
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.
Jeff is excellent to work with and to plan with
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.
jeff woodard a very dedicated person with annuity gator
it was a tough road to hoe but jeff woodard was on top of it every day. Always responded to emails and phone calls
Advisor was very seasoned informational
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
Very informative
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
Very honest and upfront
Very honest and upfront
Best annuity adviser
Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.
Very professional and very informative
Very professional and very informative
Keeping It Simple
My advisor explained the Annuity I was interested in simple terms. He was patient. I felt I was being educated.Have not made a decision yet after 4 conversations..but that’s ok..this is important to really understand before I lay my money down.
Had my 401k invested in stocks but felt
Had my 401k invested in stocks but felt very uncomfortable with it and wanted to make a change. Found annuitugator onllime and called them. Was asked about my expectations and what I wanted from an annuity. At end of conversation the rep I was working with was going to do some research into what would fit my needs and agreed to another meeting the next week. At the next meeting there were several different plans to look at and the rep went through each one and explained the benefits of each one he had selected. At the end I selected with his guidance which one was the best fit and which one I liked. There was no pressure to select one or reject all of them. I made a choice and we proceeded with the paper work to apply. I have never regretted my decision and was given assistance all the way through to the end
Rep was thorough, but concise
Representative called me on time, was clear, concise, thorough, and listened to me. Also offered to follow up, and DID.
the information was very informative.
the information was very informative.
Very good service and very informative.
Very good service and very informative.
Jeff was very knowledgeable and helpful
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.
Very informative
Terri has a great deal of info on annuities to help with your decision to buy which type of annuity.Like he tells you he doesn’t guess, he takes hard information and drafts a plan for you.
I’m so thankful I met Jason Siebert
Due to the current economic climate, my IRA had lost more than $100,000. I needed to stop the bleed. I was interested in Annuities because i heard you never lose money. I started to research different companies and that is when i Met Jason Siebert with Annuity Gator. I explained i was new to the world of annuities. Instead of being pushy like another annuity salesman i ran into, Jason took his time over the course of six weeks to educate me. What a treasure. I entrusted my entire retirement savings to Jason and he was able to replace the amount I had lost in the market. Thank you Jason for the ease of mind.
I cannot say enough good things about
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.
Ryan McNeil was truly a sincere and
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.
It was a pleasure working with
It was a pleasure working with Mr.Driggers. He gave me annuity options to consider and never pressured me to buy. He kept me well informed through all through the application process and transferring money. He was always available to talk or text. Although he is located in a different state than me, he was easy to work with. I can vouch that Annuity Gator is not a scam, but the easiest to work from the several financial advisors I had also talked to.
Helpful and Easy to Understand
Scott was very helpful in clarifying how the Allianz 360, ABC and the F&G Power Accumulator 7 might work or not for my particular situation. He speaks in a language that is understandable to lay people such as myself.
I could not have ask for a better. Outstanding Service
I could not have ask for a better experience. I was looking for retirement income. My rep, Joshua Schlinsky, took all the time we needed to explain everything in detail and executed the process flawlessly. I could not be happier.
All my questions were answered and I
All my questions were answered and I shopped siffernt annuities for a while.
Isaac Tetley has been very helpful and
Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.
Marcus is the best.
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.
I had a less than good results with a
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.
Tony help me transfer my 401k to
Tony help me transfer my 401k to annuity. Very much recommended
Pleasant and super efficient .
David was extremely helpful from start to finish. He explained and gave me time to think and ask questions . No rushing . Extremely personable. Did all the work for me . Keep me abreast of where we were in the process. I am very happy Mr David Smart was able to consolidate and set up an annuity that will meet my needs. I would definitely refer to Annuity Gator .
We couldn’t be more pleased!
Annuity Gator connected us with a real find, Sean Mason from Fresno Financial advisors. Sean is extremely knowledgeable, thoughtful and trustworthy, the exact type of professional we search for when it comes to consultants, from doctors to finance. Since we made contact with Sean via Annuity Gator a couple of months ago, we have established a wonderful working relationship with Sean and his great staff and completed several major transactions. We couldn’t be more pleased. Thank you, Annuity Gator.
Merritt Strunk provided awesome help
Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.
The advisor you put me in touch with
The advisor you put me in touch with (Barb Halperin) was very knowledgeable and helpful. She answered all of my questions and offered me three attractive options. Unfortunately, due to restrictions on my existing 403(b) plan that prevent me from moving money out of it while I am still actively working, I am unable to take advantage of the annuity options she offered until I actually retire or leave my job. I definitely plan to reconnect with her when that happens.
The best information on annuities out
The best information on annuities out there
Knowledgeable on the subject
Knowledgeable on the subject . Help customer find the right product for her/his conditions . Willing to compare and find the best to fit the customer’s needs. Always prepared for online meeting with remote customers .
The honeymoon phase was excellent
The honeymoon phase was excellent. I will review more as time go on. Sean Mason is an amazing advisor. He speaks in terms the layman can understand. He is not pushy and takes his time explaining and answering any questions you may have. He did not try to sell me on anything and let me soak in the information given and time to research on my own. He said he was there if I needed anything or had questions to give him a call. Give him a call and just talk to him about your concerns, I have a feeling you will be glad you did.
Very helpful n honest
Very helpful n honest
Scott was very knowledgeable and
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.
Great service,very friendly and knows
Great service,very friendly and knows what he is talking about
Highly recommend Sean Sparkman
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.
Bill Decker was very helpful
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.
Terry is a wealth of knowledge and an
Terry is a wealth of knowledge and an asset to the annuity and insurance industry!
I’ve been working with James Ault
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
Excellent – Jerry was professional, friendly & very helpful!
Jason was super patient and took the
Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!
Assistance opening an annuity
I would like to thank Scott Stooksbury for his excellent service in helping me open an annuity account through the Annuity Gator website. He is thorough, thoughtful and patient. I highly recommend him.
Great Experience
I and my wife are both going to be fully retired. Not managing money very well for 64 years of age I need someone that could educated my going into a presentation mode where I don t want to be fully in the stock market in the later years of life. I am so great full that Marco Pallares contacted me to put a plan even be a year away from taking action he took his time explaining the opportunity that we can use. Thanks Marco!!!
individualized service
Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.
Adam Grubius did a good job of
Adam Grubius did a good job of explaining how various annuities could help me lock in some of the market gains in my rollover IRA. Thanks, Ed Walton
Skeptical though interested
Initially I was very skeptical concerning FIAs, how they worked and fit into my retirement plans. I had no idea what to expect, thought it was all fancy sales hype. I reached out to a few financial planners with various programs but not sold on the proposals. I did my homework, contacted Annuity Gator for their take on the subject which connected me with Joshua. After a few meetings, reading through his book things started to make sense. Joshua was straight forward answering any, all questions about the products available to me with great patience. We continued to meet for almost a year before coming up with a solution that fit my goals, decided to include my pension, 403B funds into two products to supplement Social Security at retirement. Joshua was on top of all the products available, ratings and felt my best interests were met. Joshua ran down all the numbers, options and went with guaranteed payments for life, a legacy option. Both FIAs together provided the shortfall I was looking for which included beneficiaries. Joshua was great to work with, would highly recommend his services.
Barry is a great representative for
Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.
Sean Sparkman, a true professional advisor
Sean Sparkman started with an education illustration on different types of annuity products. This overview gave me the confidence of choosing the best product for myself. Sean’s professional knowledge and listening skill were what I needed.
Josh was excellent
Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.
I was not sure and set uneasy to be Great advice, gave me a piece of mind.
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.
James Ault is Excellent
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 knowledgeable and solid advice
Very knowledgeable and solid advice. Great to work with. Very helpful.
The Best Annuity Advisor
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.
Joshua is very knowledgeable and not
Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.
Terry Ciotti with Annuity Gators A++++ guidance
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!!
Dealing with Jeff Musgrove was
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
Selecting an Annuity that suits your needs
While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.
Hi Casey
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
James was quite thorough and
James was quite thorough and professional in presentation.
Easy to understand
Easy to understand
Great info and helpful
Great info and helpful
Explaining my Annuity
A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!
Casey Madden takes the time to explain
Casey Madden takes the time to explain annuities and what investment options may be best for your needs.
My advisor – Joshua
Worked with Joshua Schlinsky back in Q3 2022, and we did our annual review this year. I found him patient, a good listener and most important, giving me a sense of an advisor who projected a fiduciary perspective towards my situation with knowledge of products towards a modeled solution. AnnuityGator is fortunate to have him as an asset to help folks on some financial planning.
Excellent Service from Donna.
Donna was there with me every step of the way. She was very thorough about all the products and services available. She made me feel like I made good choices and know she will always be there for information and support.
Annuity review
Explained very well.
Joe who help me was very knowledgeable.
Joe who help me was very knowledgeable. He was able to answer all my questions. I didn’t make a purchase but when I am ready your company will be one of the first one I seek out.
Very informative
Very informative, Marco was very educated in showing us what annuities would fit our retirement, he a super nice man. We will be having another meeting to discuss which one we should go with.
Felt as though he had my best interests in mind.
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.
Financial advisors, investment counselors, et al. and the problem of listening
Mr. Driggers’s strongest positive trait was his desire to please the client. He seemed very motivated to do that. He also seemed knowledgeable about the topic and the products available so he could offer good choices of products. Overall, I thought he did a very good job. I might attempt one constructive general comment that goes beyond Mr. Driggers. Personally, in my 74 years of life, I have never encountered an investment advisor, financial counselor, insurance salesperson et al. who listened to the client – except for one. They all talk a lot, often very amiably, but never really listened to me. This one individual who did listen sold insurance, and he was indeed unique. When he meant with us, the first thing he said was something like, “How are you doing? Tell me about yourself and your family. What are you thinking about? What are your needs and concerns? Why are you thinking about buying this product? And then he would listen and listen, taking a few notes, asking follow-up questions that, in retrospect were quite relevant to the business at hand. We ended up buying a large insurance policy from him, and remaining loyal to him until he retired. He apparently was quite successful as we received notices of the rewards and promotions he received. I am not a financial advisor. I don’t know much about it. But as a client, it makes sense to me that listening, asking appropriate questions, and trying to understand the clients needs, concerns, biases, feelings, and so on would be very important. Mr. Driggers did a fine job. If these comments are communicated to him, I hope he will not be offended but take them as an attempt at constructive ideas from a satisfied client.
Paige Peterson is a very helpful
Paige Peterson is a very helpful Financial Advisor.
Joshua: Annuity Gator
Joshua helped me understand annuity products, how they can offer a safe and secure income stream for years to come. I’d received some advisement from other financial planners, didn’t like their approach, seemed more interested in sales than guidance to protect my retirement funds. We met several times, did my research and finely came to the best options for me, meet the goals we set during our initial meeting. His guidance, patience were most valued during the process, explained everything in terms i could understand. As i move forward into retirement i feel more secure that i’ll be able gain a good income stream while preserving my investment, providing a legacy for my family.
Excellent information provided by
Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!
Brett Toomey is an AWESOME financial
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!!