19 Customer Reviews
Review from Sandra S
5 stars04/02/2024
******** is a pleasure to work with!He has the knowledge and interest to help his clients make important financial decisions.There are a lot of companies and agents out there.I chose to put my hard-earned money here because:******** provides reliable advice;His customer service is fantastic;I believe he wants what is best for his clients.Review from Esther A
5 stars03/27/2024
I had the privilege of working with Tom B , Senior Advisor with the Annuity Association and found him to be knowledgeable and as experienced advisor. In working with Tom B I found him to be very professional, thorough in his presentation and follow up. He documented our conversations and followed up with email and attachments. He provided scenarios for our particular situation that we had not considered previously. Due to other circumstances, we decided to go in a different direction, but would recommend Tom to anyone, as he truly takes his time to inform and educate the consumer. Esther and Jose AReview from Dan B
5 stars03/25/2024
Tom B., Senior Advisor, with Annuity Association, is one of the best Financial Advisors I have ever worked with. Tom has a remarkable knowledge of Investments from Wallstreet to your hometown Mainstreet. He is backed by even deeper think tanks and resources in their Home Office, Branch Offices and or Back Offices under contract. Tom is extremely patient and humble of his vast financial experience, he will work tirelessly to find the best Annuity product for you. I look forward to continuing my Annuity investments with Tom B. as well continuing to recommending Tom and Annuity Association to friends and family. I hope Tom B. is with us and Annuity Association for a long time into the future. *** * ****** ** ********
Annuity Association Agency, LLC Response
03/27/2024
*** & ******,
We are pleased to hear of your recent experience with our Senior Annuity Advisor, *****************. *** is a true professional that puts his clients best interests first in everything that he does. He truly delivers A Better Annuity Buying Experience. Thank you for your trust in *** and our firm with this important financial decision.
- *****************************
CEO @ Annuity Association
Review from Chris O
5 stars03/19/2024
************** of Annuity Association Agency demonstrated excellent customer service skills.My purchase of three annuities under time pressures required responsiveness and follow-up on his part. He came through!I would purchase through him again.***********************Annuity Association Agency, LLC Response
03/21/2024
Thanks for your feedback. I see you worked with *****************, our Senior Annuity Advisor. *** is a true professional and subject matter expert in annuities. We appreciate you trusting him and us in your annuity buying decision.
- ********
CEO
Annuity AssociationReview from Erwin B
5 stars03/19/2024
Very processional and informative in all aspects of financial investments. They made sure that I feel comfortable before making final decision on my investment venture. They walked me through the process and made and guided me to make informed decision. I highly recommend them when in comes to smart investment opportunity. Job-Well-Done!Annuity Association Agency, LLC Response
03/21/2024
Thanks for your feedback. I see work with *****************, our Senior Annuity Advisor. *** is a true professional and subject matter expert in annuities. We appreciate you trusting us in your annuity buying decision.
- ********
CEO
Annuity Association
Review from Russell V
5 stars02/26/2024
Annuity Association has a profesional and responsive advisor, ************ **** spent many hours over several months educating us on the different type of annunities, he even mapped out a plan showing how our situtation could be put together. With his help and patience we were able to put a plan into place that is benificial to us.**** always provided the latest best paying annunities as they changed over the time period he worked with us. We look foerward to working with **** in the future.The long duration we work with **** was due to difference of opinions between my Wife and I on the best way to move forward. We did finally figure it out and pleased with our decisions.Annuity Association Agency, LLC Response
02/27/2024
Thanks for the feedback, ****. We are honored to have you and your wife as part of the Annuity Association Family. We are thankful to hear that **** delivered an exceptional experience to help you make an informed decision on the best path forward with confidence. Thanks for your business.
*****************************
CEO
Review from Jon V
5 stars02/08/2024
I thoroughly enjoyed working with *************** was looking for a deferred income annuity to turn on income at a later date, and **** provided information on different product types and carriers and honored my request to only look at fixed and fixed index annuities. Being able to compare between carriers--and to prioritize those with strong A ratings--was a big help in making the decision that was right for me. **** also has a great style in terms of explaining options with no pressure. I would highly recommend him to anyone looking at creating a pension-like stream of income for retirement.Review from Sue F
5 stars12/09/2023
Matt S is easy to work with and does an excellent job of explaining the various annuities. Would recommend him to anyone thinking of purchasing an annuityReview from Anna S
5 stars12/06/2023
I spoke with Matt S. regarding an annuity that I had purchased last year and he spent quite a bit of time with me going over my options regarding staying with that one versus switching to another with different features. He helped me immensely to clear up the questions I had plus offered to take a look at my contract to make sure he was giving me the proper information later on. I thoroughly enjoyed working with him and highly recommend his services to anyone looking to buy an annuity. I truly felt that he cared about my welfare.Review from Ramon T
5 stars11/14/2023
Annuity Association is very profesional and responsive finantial advisory service company. Their service goes beyond finantial advice, they also providing guidance to make the best decision, help find the best annuity prividers and stay with you along the process, not limited to the purchase of the annuity but also frequent reviews of the product performance as well as keeping custumer up to speed with new strategies within the annuity spectrum. Mr. Jeremiah Konger is an excellent proffesional to deal with.Annuity Association Agency, LLC Response
11/15/2023
*****, thank you for your trust and confidence in helping you with such an important financial decision. We are honored to have you and ****** as clients.
Customer Review Rating
Average of 19 Customer Reviews
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