I was getting ripped off. Performance was weak
They reviewed all my assets and helped me realize I could have done better in an index fund. Currently getting charged up the nose as well. For 1/6th of what I'm paying now I can hire them as a "coach" and potentially better my results. These guys are VERY responsive and listen!
Peace of mind for my future!
After I went through a divorce I had assets that needed to be invested for my future as I am unable to work. My main concern was would my settlement provide the income I needed. Russell and Allison were able to come up with a plan suitable for my situation. I am looking forward to living comfortably for the rest of my life thanks to this firm.
Great customer service!
We needed a loan unexpectedly a couple years ago and contacted Springleaf (still American General at the time). Everyone was very friendly, they made the process very simple and we had our funds within the next business day. I highly recommend them if ever in a crunch! Robin, the manager, is an awesome lady to work with.
Service beyond expectations
3 things you should know: 1. When buying a new home, I called around to several agencies, and Tom Bubel's agency responded within a day. Frank Kellert gave me a deal that was probably half of what the Good Faith Estimates had projected for home insurance. Later, Tom Bubel did a detailed walkthrough on all the discounts I could get based on the details of my home, as well as other insurance policies I had with Allstate. I ended up at a much better rate than I had ever expected. 2. When I closed on my home (I had been renting before and using Allstate for renter's insurance), I received a reminder call from Frank Kellert at the same agency to confirm that I wanted to cancel my renter's...
Best Money guy
I get great service from this guy. He tells me everything. I like that his fees are low and he can move my money and protect it without it costing me anything. I never worry about the market because he has protected my portfolio in the ups and downs. He's great. I would advise you to talk to him.