Need help? Call: (888) 440-2468 (or) email: [email protected]
If you’re looking for a predictable way to grow your retirement income while safely growing your money regardless of market conditions, then we may be able to help you.
Now more than ever before, people who are retired or approaching retirement are considering annuities to secure their financial future.
And you can too…
… but only if you have access to all top annuities available and little-known “safe money” strategies that less than 1% of advisors know about.
If you’re ready to learn the simple truth about financially preparing for retirement today, make sure you review this page in its entirety…
You may have heard that the bigger the pile of money, the better your retirement will be, but that’s not necessarily true.
You see, your assets can be lost, stolen, defrauded, sued, decimated in a market crash, or wiped out by long-term care.
Sadly, many financial salespeople are still pushing the same old traditional financial advice they’ve been promoting for years, which may be downright dangerous for those approaching retirement.
A successful retirement should focus primarily on generating income, protecting your retirement savings, and securely growing your money. Often, clients reach out to us to generate a retirement income they can count on rest of their lives – and, if applicable, their spouses’ lives.
The retirement rules have changed — what previously worked in the past doesn’t work for the average investor anymore because the “old rules” of retirement no longer apply.
But here’s the good news!
There’s a straightforward way to get predictable and guaranteed income for life and get a reasonable rate of return – while protecting your money from market downturns.
There are certain annuities that may give you the potential to earn interest — when the market goes up while retaining all your gains if the market goes down.
When the market falls, your principal is protected, which means your account’s principal balance is protected from a market downturn. Because of this unique feature of certain annuities, you’ll never have to make up for past losses.
At Annuity Gator, our area of expertise is helping clients research, review, and purchase the best annuities right from the comfort of their own home. We also have exclusive access to certain annuities inaccessible to most financial advisors.
We aren’t like many other financial advisors known as “generalists.” A generalist financial advisor typically offers traditional financial planning services and may not have the expertise to help clients who are retired or approaching retirement.
We are retirement planning specialists and focus specifically on developing “safe money” strategies to ensure that our clients NEVER run out of money during retirement while helping protect their nest egg.
Our entire process of helping people financially prepare for retirement is based on math and science.
The financial industry has gotten too expensive, too complicated, and too out of touch with actually helping people reach their goals.
During your Annuity Evaluation, we will show you how to reach your goals, protect your assets, and do so in the lowest risk, lowest cost manner possible.
There is no cost or obligation to buy anything.
It will likely be the most valuable 30 minutes that you invest in your financial future this year.
What’s next?
Click here to book a complimentary 1:1 Annuity Evaluation Call with our team today.
Chat soon!
The Annuity Gator Team
We will gather some basic information from you to understand your retirement and financial goals and determine if we will be reviewing annuities for income or protected growth (or a combination of both).
We’ll use our proprietary software to calculate exactly what each insurance company will offer you based on your financial goals.
We’ll use our computer models to compare side-by-side the best annuities that are available in your state, based on numerous factors such as your age, marital status, and the dollar amount.
Once you have identified the annuity you would like to purchase, we will guide you through the process to ensure it’s a smooth and enjoyable experience.
Annuity Gator is a nationally recognized website that educates consumers about annuities and retirement planning.
Launched in 2012, as the original annuity “investigator”, Annuity Gator publishes annuity reviews, and 180,000 Baby Boomers each year access free retirement tips and trusted annuity advice.
Through Annuity Gator, consumers get connected with our advisors to research, compare, and purchase the best annuities.
Annuity Gator advisors help consumers review their financial goals and calculate precisely how much they need to comfortably retire.
Our vetted and trained Licensed Annuity Investigators provide consumers with honest annuity guidance and personalized annuity recommendations.
Licensed professionals from our team have helped thousands of families across the nation protect their income and wealth.
Ready to get started?
– The Original Annuity “Investigator”
The Annuity Gator Team
P.S. First, ask yourself, what does your ideal retirement look like to you?
Think about it; your reasons are the best reasons.
Then imagine what your life would look like if you achieved your dream retirement lifestyle. What would life feel like to you?
Then ask yourself why this is important.
Some people would want to spend time on the golf course, while others would want to travel to visit friends and family. Maybe you would go out to nice dinners, enjoying the freedom that retirement has to offer WITHOUT any financial burdens or stress.
You have the peace of mind to spend your money freely and confidently, regardless of market conditions. And the best part?
You can sleep well at night knowing that you have predictable, guaranteed income coming into your bank account on the first of every month like clockwork, month after month, never stopping, and never running out for your entire life.
At this point, you have two options:
Option 1: Do nothing. Leave this page and continue to rely on outdated traditional retirement advice from financial salespeople who may not have your best interests in mind.
Option 2: Take a chance. Book a call with our team. See if we are a good fit to help you.
* Note: This is *NOT* a high-pressure sales call. We are looking to educate you on which annuity fits your ideal lifestyle based on your age and several other factors. However, you are under no obligation to work with us – and you will not be pressured to buy anything.
So this call is 100% risk-free.
You either don’t work with us, and we go our separate ways… or you do work with us, and we help you find the best annuity so you can achieve the retirement of your dreams.
Either way, you win.
That being said:
Could now be the time to “check in” to secure your financial future? Imagine being stress-free, having peace of mind, and being able to spend your hard-earned money confidently and live as you wish, living your retirement to the fullest.
Click here to book your risk-free, no obligation, call with our team today.
Once we receive your request, you will be able to schedule a time with one of our Licensed Annuity Investigators to conduct your private one-on-one retirement planning Annuity Evaluation phone call.
And let’s see if we can help you build your dream retirement.
Chat soon ✌🏼
All content is for educational purposes only. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale.
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Copyright 2024 by AnnuityGator.com
Phone: (888) 440-2468 Address: 7850 N Silverbell #114-194 Tucson, AZ 85743-8219
Highly recommend
David Driggers of Annuity Gator was very thorough. Great communication and promptly responded to emails and phone calls. He was available every step of the way. Would definitely recommend.
Awesome and very informative!
Awesome and very informative!
Outstanding
Outstanding Knowledgeable No hard sales Comprehensive Personable
Cal Menzies was the best
Cal Menzies was the best! Clear, concise, and very communicative. Sold good product that will help me in retirement.
I had a fantastic phone discussion with
I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.
Russ was great
Russ was great. Very knowledgeable and nice guy!
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.
Great service
Great service! Thank you
I have had the pleasure of working with
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!
Great service.
Barry was very helpful and responsive.
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
Very helpful in Explaining my annuity
Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey
Bad information from Annuity Gator…
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.
I was very happy with my experience
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.
very friendly and honest
very friendly honest and gave great advice on what was the best option to take in a bear market
Very responsive company and people
Very responsive company and people. Happy to be part of their team and journey.
Robert Baltzell was a great help
Robert Baltzell was a great help explaining the type of annuity I had been sold by another agency. He went above and beyond my expectations when contacting Annuity Gator.
Very helpful full of information
Very helpful full of information
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.
Barbara Halperin is excellent
Barbara Halperin is excellent! She handled everything in a timely manner and explained everything in detail to us. It was a great experience doing all of this on the computer face to face. I referred Barb to my daughter and will recommend her to other friends and family.
David provided/explained the details
David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.
Our advisor Jim Van Meter
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.
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.
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
Most excellent information….Love
Most excellent information….Love Annuity Gator…. “Paige” is a great teacher!
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 .
Honest friendly advice
Very knowledgeable. Good professional advice.
Hello Annuity Gator
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
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.
Satisfied Customer Listened well and put me in touch with
Listened well and put me in touch with a great advisor who was able to meet my needs.
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 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.
Jeff was a great guy to get information
Jeff was a great guy to get information regarding annuities. He did research for our fafamily
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.
Cassy was professional and
Cassy was professional and knowledgeable.
Good Customer Service
I was contacted by Bill Bieda, who did an excellent job of communicating with me by phone and email. Even though I had already lined up with another advisor, I was just checking the whole annuity idea out. He was helpful and willing to give advice.
I was very pleased to get the insight I
I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.
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
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.
Informational!!
Informational!!
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.
First contact with Annuity Gator
John Montoya shared information that I did not know. He was also clear and concise in his communication with me. I am currently waiting for him to get back to me with advice to accomplish my goals.
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!
I had Sean Sparkman as my annuity
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!
Great sales people mattet
The salesperson was outstanding. Jeff Blocker helped educate me and was very personable. He helped me to select the best option for me.
Josh was excellent
Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.
Jason Siebert was patient and VERY
Jason Siebert was patient and VERY knowledgeable about annuities and how they can help me and my family reach our retirement goals. At one time, I swore I would never use an annuity. And now I have one. I am very happy I do. I still have aggressive investments, but they are very volatile. The product I purchased gives me a great return and eliminates the possibility that I would need to sell stocks in a down market.
Jeff Woodard was methodical and precise
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 helped me find a suitable Annuity for Retirement Income
After contacting Annuity Gator I was contacted by a licensed insurance advisor who offered me a choice of annuities based on my specific retirement income need. I was presented with a list of insurance companies along with their company ratings. I went with an insurance company with an “A” rating that was offering a promotional interest rate during the five year accrual period which allowed for the principle investment to grow significantly prior to the first distribution. The advisor then worked with me to fill out the necessary forms (of which there are many) to submit an application to the insurance company I chose. Keep in mind that this process takes several weeks and multiple telephone calls, but the advisor was there for me every step of the way.
Well researched and helpful information.
Well researched and helpful information.
Great follow up.
Great follow up.
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.
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.
I was looking into consolidating
I was looking into consolidating several IRA’s in hopes of lessening the time and effort needed to manage them. I wanted to check into annuities to see if they were right for me and the people at Annuity Gator spent a lot of time and sent me material to help me understand annuities. I believe they presented several products that were quite attractive but at this time I decided to continue my course of action. I will use the information they gave me so that in the future I can confidently choose an annuity from them that fits my needs.
We enjoyed speaking with you and
We enjoyed speaking with you and learning about your products.
Always get a second opinion
I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.
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.
My experience with Annuity Gator
I had a bad experience with another financial advisor, and as a result, I became very skeptical, and had developed trust issues. After several contacts with Rick Sparkman, I realized that there was something different about him. By this time, I had talked with several financial advisors. I felt very comfortable working with him, he gave me many education sessions. I have no regrets, and will refer him to any one who is interested in an annuity for retirement. Working with Rick was educational and enlightening, and I am looking forward to a wonderful retirement, because I am confident that the product that was chosen for me, was not commission driven. In my opinion Rick is a true Fiduciary.
Excellent service
Excellent service, answered all my questions without being pushy
Helpful advice given
Helpful advice given, good information
Concise information
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.
James was quite thorough and
James was quite thorough and professional in presentation.
They were very professional and
They were very professional and organized. They explained things to me very well and provided me with a great deal of relevant information during the decision process.
The have given prompt attention to my
The have given prompt attention to my questions.
Constructive thoughts -guidance and
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
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
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.
Very helpful n honest
Very helpful n honest
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
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 working with Jason Siebert
I am working with Jason Siebert. He has been incredibly patient in educating me towards products that best fit my financial needs. Very friendly and professional. Feel he really wanted to help me. No pressure. Will certainly use him for any other investment needs I may have.
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.
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 STAR
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!!
Very informative.
Very informative.
Great Service from a Proffessional makes a difference.
My wife and I went to Annuity Gator to compare what we already had in our Annuities with other Annuities because we weren’t happy with our pay out. We contacted Darryl Stein with Annuity Gator and I must say that Darryl was the difference maker for us, He wanted for us what we wanted and that basically was to get the most out of the money we had invested. He was proffessional throughout the whole process, got us twice the payout we were going to get with our previous annuity. When we were ready to sign the documents he came to our house and went over everything including setting up the websites with the new company we invested in. To put it simply Darryl was great and we are very happy with our annuity that he set up for us.
GOOD INFORMATION
GOOD INFORMATION
Writing agent/firm Review
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.
great experience
We worked with Cal Menzies at Annuity Gator. Cal was a pleasure to deal with and very informative and patient with all of our questions! We plan to continue to call on Cal for any future annuity needs. Highly recommended.
Excellent
Doug is very well versed and explains things very well.
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.
No pressure and very informative.
No pressure and very informative.
Jeff help me a lot and guide me to
Jeff help me a lot and guide me to choose the right annuity plan based of my current status and for my future retirement income.
Brian Connor was a pleasure to work
Brian Connor was a pleasure to work with.
The person who called me was very
The person who called me was very helpful. He went over and beyond my expectation. He was very professional and kind!
Great resource for professionals in the
Great resource for professionals in the financial services industry. Great sounding board.
Ryan took the time to educate me
Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs
Very professional and very little
Very professional and very little pressure.
Great experience
Great experience. Very knowledgeable and no pressure. Give them 5 stars.
I received much good information to
I received much good information to think about during our conversations.
Why I chose annuity gator with Jason Siebert
I am not a novice purchasing annuities or researching internet companies . I own several MYGAs for different accounts and confidently chose them myself . However, I was pitched a complex fixed index annuity from a specific company by a suave financial advisor. I noticed many red flags throughout this advisor s lengthy presentation and knew I needed another unbiased opinion . I found annuity gator online and liked their business model of only using independent financial agents who represent hundreds of companies and were not captive agents . I was assigned to Jason Seibert . I asked Jason to scrutinize this annuity and tell me the good, the bad and the ugly . Jason willingly and skillfully analyzed the product and confirmed the red flags while judiciously pointing out more . I spent several sessions with Jason exploring annuity products best suited for me . Jason has that rare ability to simplify complex ideas , educate ,and provide structure while not judging a clients level of understanding or their reasons for preferring some products over others . Jason was committed to finding the highest annuity rates from highly rated companies using my criteria . He did not pressure me to make any decision about anything or to purchase if I did not want to . He made clear we could have as many discussions as I wanted which we did even if I chose not to purchase a product . When I finally chose my annuity product , we screen shared completing the application to make the process shorter and easier than if I did it myself. The application was delivered to the annuity company , reviewed, accepted and funded in a reasonable time frame without mistakes or missing data. That alone is huge . I knew immediately that Jason was the right agent for me and I chose the best product for me with his support . It s very difficult to search the internet for reputable companies and even rarer to find an agent with both analytical and interpersonal skills . I recommend Jason Siebert and Annuity Gator to provide safe , manageable and legitimate solutions for income in retirement or any phase of life
Easy to use and informative information
Easy to use and informative information the the website. Helpful consultants.
Michael K
Michael K. I exceptional! We appreciate his insight, advice, counsel, and perceptions!
The Best Decision I ever made.
I had been searching internet for information on annuities and working with two other advisors. When Annuity Gator contacted me, I knew almost immediately I was on to something. He listened to my circumstances, asked a lot of questions and even reviewed the other suggestions I received. He just knew what I needed, explained very thoughtfully and thoroughly. And I do not have a great deal to invest. But Annuity Gator’s Advisor knew just how to help me retire at 65 and provide for my disabled Son. I am so thankful to my Advisor and Annuity Gator! I never thought it was possible. Thoroughly professional and more helpful than anyone!! Great decision!
Best Advice Given Hands Down
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
Very informative and helpful.
Very informative and helpful.
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
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.
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.
The adviser was knowledgeable and
The adviser was knowledgeable and answered my questions thoroughly without attempting to sell anything.