Rated 4.9 | Based on 412 Trustpilot reviews
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Patiently stayed with me while I
Patiently stayed with me while I checked out several different products and was always available to answer any questions I had. Had added peace of mind for my final yeas of retirement and for my wife’s as well.
Great guy!!I really liked the person i was working
I really liked the person i was working with. He was knowledgeable, friendly and responsive.
Exceptional Advisor
Terry Ciotti was excellent in helping me understand how annuities work and explaining the policy terminology. He has a great demeanor and concern for his client. He is a highly valued employee for annuity gator and should be referred for new clients at any level.
Jay at Annuity Gator was very helpful
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.
Feeling confident
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.
Helpful & Not Overbearing
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.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
I have the understanding that the
I have the understanding that the appointment with your representative was for 30 minutes, not three and a half hours. Yes that’s correct, that appointment lasted nearly three and a half hours.
Immediate response from an extremely
Immediate response from an extremely knowledgeable and professional financial consultant.
So far so good.
So far so good.
Great service,very friendly and knows
Great service,very friendly and knows what he is talking about
Very knowledgeable advisor
Very knowledgeable advisor. Opened me to new products that I am able to review.
The best information on annuities out
The best information on annuities out there
Purchase of Annuaity
Thus far, all is going very well and all questions have been answered.
Thanks Joshua
It has been a pleasure working with Joshua. He was patient and thoughtful. he help me to understand all the type of annuities and help me pick the one that fit closest to what I wanted to accomplish. He was always on time for all of the zoom appointments that were set up. All the prelims are done and I am just waiting for my papers to be delivered. Thanks Joshua
Paige is wonderful!!!
Paige is wonderful. She explains everything no matter how long it takes. She is very knowledgeable about annuities and other financial areas. We are so glad we found her.
All my questions were answered and I
All my questions were answered and I shopped siffernt annuities for a while.
Terry was very helpful explaining the
Terry was very helpful explaining the options I have and how each one works in general and also specific to my situation. I will review his information and go over it with my wife. Just not sure if this is the time for me to commit yet since I do have other income sources currently filling any potential gap, but I can see where a FIA would be perfect for me if one or more of these sources were interrupted and a gap materialized.
Lisa’s new annuity
I have just replaced an old annuity with a new, better one. I could not have made it through this process had it not been for my advisor, William Seeley. He guided me every step of the way, by asking what I wanted/needed the annuity to do, explaining things I didn’t understand, answering my questions and most of all, staying in contact. He worked very hard on my behalf and got me the annuity that I needed to further my retirement goals. I will definitely recommend his services to my family and friends.
Great service
It is pleasure to work with Larry. It seems he knowledgeable and professional. He give multiple options and clear explanation about Output value you may expect
Very knowledgeable on products
Very knowledgeable on products available.
I had an absolutely marvelous
I had an absolutely marvelous experience with annuity gator as presented to me by Barbara Halperin. This was a no pressure no high intensity sales pitch rather it was an honest and frank discussion of financial goals and the best way to achieve them. Barbara was very knowledgeable, understanding, and complete in her explanations and recommendations. There were not any hint of annoying callbacks rather only professional communication and timely phone calls. I have recommended Barbara and annuity gator to several family members and friends as a result of my experience. There were no stones left unturned and questions were answered, I m sure multiple times, with a five star rating to this company and especially to Barbara Halperin. Thanks again Barbara and annuity gator
The advice that I received from Joshua
The advice that I received from Joshua Schlinsky was much appreciated. Rather than pushing advice which would result in an annuity sale for him, he counseled me to stick with the annuity product that I was already in. He also provided me with a book that he has written that contains some great overall investment advice.
Jason Siebert is the man period!
Jason Siebert is the man who you need when you consider retirement period! I m sure because I ve done my homework A year ago, when it became obvious to me that I would have to retire prematurely, I started my journey in search of retirement education and a financial advisor. I read many articles, I attended many retirement workshops, many webinars; I was meeting and conversing with many financial advisors local, throughout the country, in person, over the phone, virtually… My torment ended a couple months ago when I came across Jason Siebert with Annuity Gator. After he understood my financial needs, Jason revealed to me, using parallel comparisons, of what many brokers were offering, was without a doubt, not the best solution for my retirement goals. In just 2-3 virtual sessions with Jason, I learned more from him about annuities, retirement products, and my retirement options than I learned from others in a year. So, now I have the financial advisor. Thank you, Jason!
Excellent information
Excellent information, explained well and no pressure.
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.
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.
Joshua is very knowledgeable and not
Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.
The difference to me is having Ron
The difference to me is having Ron Allison at Annuity Gator by my side all the way through the entire process. I only hope this won’t be the last time I talk with this very kind, knowledgeable advisor. He is an asset to Annuity Gator and made me feel very comfortable even when I know I drove him crazy with all my multiple questions. He stood by me and understood my nervousness. I assure you I would not hesitate to call him again for another transfer. Thank you, Ron. L.Reynolds
Great products
Great products
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.
I am a retired engineer and not that
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.
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.
How do I increase my funds?
I started looking on line for a better interest rate than my bank. This was my first experience on line. It turned out beautiful. Sean was very knowledgeable and helpful. He knew his math and listened to what my needs were. He always gave several potions to choose from. Each was explained in great detail. The one I chose gave me an extended death benefit and an option if I became serious ill. I didn’t feel totally bound and not able to get my money. I was a little concerned since he didn’t have an office in my state or hometown. I have been with him for a year and am totally comfortable with my ability to talk to him when needed. This was money that was not needed in the near future yet I still could access it for a serious emergency. The entire plan seems to look out for all my worries. Sean spends the time with you! I am so lucky to have found this annuity. I did my due diligence an found this insurance company met my requirements. Sincerely, Rosemary J. Waldron
Mike was absolutely terrific
Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.
Advisor was very seasoned informational
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
Brett Toomey is THE BEST AGENT EVER
Brett Toomey is the most informed, experienced financial advisor I’ve ever encountered! The online video by AG’s CEO drew me in as it’s info seemed straightforward, knowledgeable and sensible. But Brett Toomey captured my business (one Trad IRA based deferred/indexed annuity … about which I knew NOTHING until Brett explained it patiently til I DID understand it) and soon another annuity, deferred, non-IRA cash based. Because I trust Brett completely. He’s smart, likeable, has a sense of humor and seems to respect me even though I’m NOT a financial wiz!! I absolutely and completely recommend AnnuityGator, and Brett Toomey in particular. Connie B “)
Outstanding service.
Barry explained everything! He had patience and took his time to make sure we didn’t feel rushed or obligated at all.
informative interview
informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.
Great experience – would highly recommend!
We worked with Mark Newman. From our first phone call to the final decision on investment Mark was the utmost professional. He was extremely helpful, knowledgeable, and courteous throughout the process. Mark listened to everything we had to say, provided us with options, and answered all of our questions. We felt comfortable and confident in our decision and would recommend Mark to anyone looking to invest in annuities.
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.
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.
Great service
Marcus was very patient and clear when he explained how annuities work. I appreciated his honesty about the various choices open to me and I trusted his advice.
William is a trustworthy guy
William is a trustworthy guy, taking a lot of time explaining to me the ins and outs of the product we chose. He sifted through several annuities to arrive at the perfect fit. I never felt pushed or “sold”, and the transaction was smooth and quick.
Marcus was very helpful in explaining
Marcus was very helpful in explaining all the pros and cons of various annuities and helped me choose the best one for me.
Rectified $40,000 mistake
Terry Ciotti was amazingly helpful and saved me from making a $40,000 mistake. He helped make direct contact with the annuity provider and guided me through the process of rectifying my mistake. I cannot recommend Terry and Annuity Gator more highly.
Mark Shelby has been very thorough!
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
Annuity Gator is awesome!
Scott Plamondon has been a dream to work with. He explains everything in super easy terms. I am not very savvy when it comes to insurance, retirement plans, stock market, etc but realized at age 60 that I needed to hone my skills because no one else is going to do that for me. Scott has shown me step by step how to protect my little nest egg from rising taxes and make sure I have a tax free stream of income in my retirement.
Great resource and helpful and knowledgable agent
Annuity Gator was very educational for me, and ultimately I bought an annuity through Greg Ferguson I’m very happy with (and just before the market crashed!)
Annuity Gator Review
Annuity Gator never did make contact with me to set up a review of my financial plan?
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
Barbara and Terry were excellent and
Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum
I was in a position where I needed to move old 401k
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.
Annuity Gator helped me when I needed it!
Tony Sebra was able to explain the details of the annuity plan with me in a way that made it clear to me how it would benefit me. He ran my ‘what if’ scenarios and showed me the potential results. It helped me to make this important life decision.
Wade Menzies is wonderful
Wade Menzies is wonderful. He explains everything thoroughly and is not pushy. He is a joy to work with him
Eric and Terry were very educational
Eric and Terry were very educational, patient and thorough in there explanation of what our existing annuity works and offered a solution that made sense.
Very professional and very little
Very professional and very little pressure.
Very educational
Very educational. Took the time to really learn about our needs and answer questions. Built trust and rapport. James L. Robinson
Merrit Strunk was great
Merrit Strunk was great. He took a lot of time explaining different products. He was very knowledgeable in annuities. Was not pushy at all. Very good experience
Overall Service Review
Great service, help, and content in your webinars……very helpful!
Annuity Gator Rep. Barbara Halperin Superstar!
Ms. Barbara Halperin was personable, uncommonly professional, impressively knowledgeable, and an excellent communicator. It was my distinct pleasure connecting with her.
Great
Great, he was very good .
Great effort had been put with client
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.
Brian Connor was a pleasure to work
Brian Connor was a pleasure to work with.
Annuity questions!
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
Annuity Program Success
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.
John Montoya gave us very valuable
John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.
Helpful and thorough
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.
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
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.
Very informative and helpful.
Very informative and helpful.
I dealt with Cal Menzies who walked me
I dealt with Cal Menzies who walked me through the maze of annuities. He was very knowledgeable, clear, patient and above all I felt he is an honest man worthy of my trust.
I received excellent service from Mark
I received excellent service from Mark Shelby.
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.
Annuity performance analysis augmented by IRA alternatives
Appreciated the in-depth review we received and especially the detailed data analysis and summary of our path forward thru retirement.