Our Testimonials

I’m very likely to refer your agency and Matt Mariano to a friend or relative but no one comes to mind at this time. Certainly, that will happen in the near future. I have a great deal of faith in Matt, as he presents himself as very knowledgeable, informative, and reliable–all this with a smile always. I’m happy to know him.

I would like to thank Matt for being so gracious with my mom. She is suffering from memory issues and you have been very helpful in getting all her finances in order. Thanks for everything!

Over the years I have had numerous representatives come to my home to assist me in setting up and reviewing my last will and living trust. Unfortunately, I have never been completely satisfied with their services and demeanor. They left me having more questions than were answered. However, my recent interactions with Ann Renaldi changed all that. For the first time, I felt completely at ease. Intimidated and not embarrassed to ask questions, I had me understand and make informed decisions. Ann took the time to explain everything in detail with patience and kindness. I am extremely satisfied with her service and can recommend her without hesitation.

Brad has been wonderful to work with and has gone out of his way to help secure the best supplemental health care plan at the most reasonable cost. He is friendly and professional–also very responsive.

Very helpful.

Everyone was very friendly. I enjoyed meeting everyone. Thank you for all your help.

Phyllis was exceptional! Her suggestions were well explained and she followed up shortly.

Both Christian and Phyllis carefully explained what their program had to offer including ways that could benefit financially. They were both warm and friendly and were not pushy.

Both reps Chase Mercon and Derek Dimmick were extremely helpful with their information and assistance from the initial meeting to the final settlement of the plan. My wife and I are very much at ease about going into retirement now. We also are recommending these guys to our aging friends. Derek went beyond what was expected of his duties and helped my wife with her social security questions for as least 45 mins while we navigated the site with his help. Both men are a credit to the company.