Our Testimonials

We just want to thank Jon Zerbini, Mike Cohen, and Anne Renaldi for helping us through retirement. You saved us from some mistakes we would have made and helped us plan for the future. We feel a lot more confident going into the new stage of life because of your help. You are also a fun and nice bunch of people to be around.

Everyone’s good!

She was very prompt and informative. Very helpful with ideas seems to be on top of everything and not procrastinating as a previous rep. Hopefully, she will continue and I will be impressed!

They were very helpful, informative, kind, friendly, understood everything, and spoke very clearly and not over my head. They were all great. Thank you!

This man has the patience of a saint. Between working around my schedule and dealing with my mother who always has her own agenda he still was able to provide us with information and the process we needed.

Ben found money I didn’t know I had.

We found Richard to be very friendly and polite. Larue and I always enjoy someone with a sense of humor and Richard certainly has that! He also explains things old folks like us can understand. He showed an interest in our lifestyle and also that of our family! From our perspective, he certainly seems to be an asset to your company!

Both Christian and Mike were very thorough and very smart.

Wayne has been a great help. After becoming the executor of my parents’ estate he made recommendations and has given information that has been valuable. He is a super sweet guy and I’m always happy to see him and to talk with him.