Retirewizard レビュー 

Clear, no-nonsense explanation of options, potential actions. Look forward to specific plans when my current annuity matures in December.

They were very informative they helped me organize my finances and I think I have the information I need to move forward

Easy to talk to people

I found Matt to be extremely knowledgeable and helpful in providing insites and especially useful advice regarding annuities…His manner over the phone was relaxed and courteous…It was a pleasure dealing with him..

They listened to me help me understand annuities and what I need to do to get to where I want be when the time comes... my advice write down question and ask them they can help!

The financial advisor was very easy to talk to and he was very knowledgeable. We will be talking again next week and I feel confident that I will be putting my money in an annuity where it will grow and provide me with monthly income.

It delivered what it advertised. A good discussion from someone not trying to sell you anything..

They seemed professional and sincere. They answered my questions. They helped me to understand what annuity about. Great service!

Great conversation with the appropriate person that understood my needs all around

it was precise, my questions were answered, i was assisted with information i haven't thought of. very approachable people and kind with the way they dealt with me.

Our agent was very informative and helped us to understand the different annuities that were being offered. I look forward to continuing to do business with retirement wizard, and the outstanding staff they have working for them.

I was impressed with my initial Retire Wizard contact. I had an appointment with Brian (the licensed agent) and it was very good. I received everything I needed to know. I will likely proceed once I complete some additional due diligence. Brian fully understands my interest and he was not pushing any particular product. I was skeptical and cautious going into this, however i came out feeling comfortable with this "investment" organization . We have a follow-up meeting scheduled in 3 weeks. Leaving for vacation in a few days.

They are knowledgeable and helpful to get the service you need for retirement.

Answered most of my questions. Was very nice. The zoom was easy to access as well as what she explained. I like the safety of a annuity!

Easy to understand...learned alot in a short period of time...highly recommend them for your retirement questions

Charles Franz asked what my primary concern was and then provided me with 3 options which seemed entirely plausible, so I was very impressed with his ability to quickly adapt to my concerns and then provide several viable options!

Understanding the difference with IRA, CDs, Money Market and other investments. When the best time to draw your money from IRA and Social Security. Understanding Roth conversion.

Great, thoughtful questions about ultimate goals. Recommendations were clear and complete, including prioritized factors regarding growth, preservation, legacy, timing, age. near and long term tax implications, etc.
As a result, Roth conversion, in my case, would have been detrimental to my ultimate goals.

Jason was excellent. He explained things in a visual way I could understand. Explained my options with absolutely no stress or pressure. Was very patient. I look forward to gaining further knowledge in our next call