2 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Don G
3 stars07/30/2021
A good place to start for the free dinners! Please get 3 or 4+ free dinners before you make a decision. When you know the next thing that will come out of presenters, you are ready to make an intelligent decision. You financial future is an important decision and there is more then one way to skin the cat! After your research, buy from the person who made the most sense and had an actual plan on how you will be better off! Yes many insurance guys do not get the sale, part of the sales process. More is not a plan.
Senior Guardians Of America Response
08/03/2021
As you can tell by this man's review, we really never connected. He did give me a short list of objectives, including a way to grow money without risk and tax deferral and why he should consider a Revocable Living Trust. Without treading on our attorney job, I shared with him why my wife and I chose a Revocable Living Trust, Powers of Attorney of both Financial and ************ and a Living Will He just never seemed to wrap his head around the concept. I also shared with him two sound investments that might meet his objectives. As they say, you can lead a horse to water but you can't make them drink. I sincerely wish he and his wife the very best and just hope he finds exactly what he is looking for in an advisor.Customer Response
08/03/2021
I already had a plan in place, annuity, stock, estate plan. Trust me was why his plan for me was better then what I had! 2 meetings of 45 mins and expected one to wrap their head around all concepts? Takes years to understand annuity, stock market, estate planning. Had many "advisors " over my ******************************** plan anymore. Trust but verify.Review from Bonnie M
5 stars05/11/2021
I recommend Senior Guardians of America very highly. I've told many family members and friends about the knowledge and suggestions this team has. Ric and Mike are very eager to answer questions and guide you to a secure future. Everyone should attend one of their seminars; I've learned more about my investments than I have with any of my previous financial advisors.Senior Guardians Of America Response
05/11/2021
Thank you very much Ms. M******. Very kind of you to write this nice review. Our number one goal is to always put your best interest first and to exceed your expectations. It is our honor and pleasure to be of service to you.
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