Customer ReviewsforPreserve Financial Services, LLC

I have been a client for about 2 years already and they are a great company. ***** and company has been attentive and has met my expectations. They do not pressure you in any way. Great communications. I do recommend them highly as it has been nice working with him. He makes sure that I do well on my investment. Great team!

We have reached a one year anniversary with Preserve Financial and have felt all our needs have been met during that timeframe with emails/texts and phone calls when needed. Thank you, Randy, Wendy and TEAM........Our extended family! Dan and Mary **

***** was extremely professional and knowledgeable about Annuities and investments. I was very comfortable with him, and felt no pressure to make any ***** decision. He made sure that I understand and answered all my questions. Thanks for all your help in making sure that I was comfortable with my decision.

My wife and I invested in a couple of annuities through Preserve Financial. We enjoyed working with *****, *****, *****, and **** from the first night at the financial presentation dinner until our policy review. The communication has been reliable and consistent throughout the entire process. We look forward to working with them again in the future for additional investments.

I signed my contract on 2/28/2023. Things started off fine however after I signed up, communication STOPPED! In my start up package was a welcome letter.it states:First bullet, that you will receive Weekly Updates, never once did Preserve Financial initiate communication. I received one text from ********************* regarding my application status and I called the office to requst that.The next bullet states Great Customer Service, every time I called for an update I was told ***** will contact you and he didn't with the exception of the above mentioned text. The next bullet states A Stress Free Process, I have been nothing but stressed. As of today 4/9/2023, I have requested that my application be recinded and returned to me. If you choose to do business with this organization.... Good Luck. I have never been treated so poorly in my life!

I have been a client for about 6 months. I have met *****, *****, ************ and found them all to be extremely professional. ***** explains everything in detail so it is clear and easily understood. My wife and I have the highest praise for them and only wish we had met him years ago.

This is the best financial institution that I have ever worked with in my 70 years on this earth and that is telling it like it is! Like others on here have stated the whole team (*****, ************** are very friendly, down-to-earth, professional people who aren't out to take every dime you have, unlike some other financial planners or agents of financial companies that I have met. They are honest and take the time to make sure you are well-informed before making your decision with absolutely no hard core selling or pressure to buy anything. I am so glad that our paths have crossed, just wish it could have been 50 years ago! Not only am I a fan of this business and it's people, but the products that they sell are top notch from top world-wide companies. I have fired several so called money managers or financial planners over the years who were only in the game to make themselves money (not you). I have absolute faith that I have found the company that will be my money team for the rest of my life. You owe it to yourself to talk to these folks and listen to what they have to offer - you won't be sorry.

Preserve Financial is an honorable, trusted company. Randys customer service is unparalleled. He explains things thoroughly, and makes sure the decisions made are the best for your personal situation.

We have been to 3 seminars and joined at the 2nd one. ***** and ***** are very nice people and down to earth. Very open to questions. There is absolutely no pressure to join. ***** seems to be very knowledgeable about the field. I would encourage people to just go out and listen, then decide what is best for you. I plan on bringing my friends that I think would benefit from this program.

Fantastic! Randy and the rest of this company are incredible. Great customer service. Everyone is treated like they are the most important person in the world. I cannot say enough about this group. They have saved me more money than I could ever imagine.