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!
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...
Solid finacial advice
When I retired I felt I needed consolidate my IRAs, 401 and equities in an effort to develop a plan and direction to carry my wife and I the rest of the way. Dick and his staff have provided the financial information and advice that I was looking for. In addition, SJA has directed me to and worked with my estate lawyer, accountant and banker to assist and advise as we developed a total finanical plan.
I couldn't be more satisfied
The more I think of it, it feels like my own son is helping me out. There is an honesty and genuinely caring approach that you often only feel from family members looking out for one another. Through good markets and bad, Roy has kept me on course and I truly just live my retirement instead of worrying about it.