Client Reviews

What Clients Are Saying About Us

Great experience with Derek. Very professional and set expectations all through the discovery process. Thanks for making this simple and impactful.

Osaze Omoruyi Avatar Osaze Omoruyi

Biagio DiGirolamo was very professional and took the time to explain the details very thoroughly. I was pleased and I feel comfortable with my choosing plan.

Lala H Avatar Lala H

Derek has been great to discuss retirement plans and insurance with. I always come away from our meetings feeling like I've learned something.

Brad H Avatar Brad H

I am very satisfied with the service provided by Chris V. He was knowledgeable and the process was quick and seamless. I strongly recommend him for your life insurance needs.

RDV Avatar RDV

Derek Hachey was very responsive to our needs. He answered our questions, provided multiple options and helped us get through the process easily and efficiently. I would recommend his services to others.

Dave&Jocelyn Hernandez Avatar Dave&Jocelyn Hernandez

Derek is very knowledgeable and extremely reliable with our investments. We trust his opinions on where to allocate them to get the best return.

Kelly Payne Avatar Kelly Payne

My wife and I had the pleasure of dealing with Chris Vandersterre. The process was fast, easy and Chris was very detailed and thorough with all the information. Would highly recommend.

Liam de Romer Brisland Avatar Liam de Romer Brisland

Great to deal with!

Pete TheSaint Avatar Pete TheSaint

Derek has been great to discuss retirement plans and insurance with. I always come away from our meetings feeling like I've learned something.

Brad H Avatar Brad H

Great experience with Derek. Very professional and set expectations all through the discovery process. Thanks for making this simple and impactful.

Osaze Omoruyi Avatar Osaze Omoruyi

Very nice and professional. Gives you lot off information about the specific product according to your need .

Vidur Mahendru Avatar Vidur Mahendru

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