Fast and Friendly
You don't have to make an appointment. Do everything on-line. They help you in person, on the phone or on-line! The staff is understanding and does not make you feel stupid. They help you and teach you.
Patty Puckett did an excellent review and evaluation of my situation.
Customer service is the best!
Best of Beneficial, Well Managed
Good Folks--Plan On It!
See for yourself. Get a free plan from them and compare with other firms. Yes they get commissions from products but compare with fee only advice. They helped us for years--good folks, I recommend them.
Easily accessible by mail or phone. Questions answered promptly.