4 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from PARTHA D.
5 stars02/04/2024
He was very patient, very understanding of our financial situation and extremely knowledgeable about investment strategies.he took his time educating us on the strategies and different policies available for us. I would definitely recommend him for any financial advices.
Fanter Financial Agency Response
02/08/2024
I am patient as an active listener to the needs and wants of my clients.Thank you for your patience and questions as we charted a journey for your financial success.Symetra Life Accumulator Universal Life Policies provide permanent life protection with access to cash values in the future for tax free loans for example, kids' college education, pay off the mortgage or retirement income. ********************** did a successful 401k transfer and matched the contribution by 10% Bonus immediately. Also, ****** has recently referred family members for financial programs. Thank you for the trust and confidence you have in the Fanter Financial Agency.Review from Phil
5 stars02/02/2024
I bought a life insurance policy for my wife. II'm a permanent whole life policy. It provides income security for me and cash needs to pay for final expenses. The cost is affordable, and the company is Mutual of Omaha. **** Fanter is an excellent professional agent. He provides a great product and personal and detailed service. He really cares about my life insurance needs. He has become a trusted friend I can count on. I would recommend him to anyone.Fanter Financial Agency Response
02/03/2024
Thank you for allowing me to serve you, I appreciate the confidence you have shown in me and i will strive to provide you the very best life insurance agent service now and in the future.Review from Maurice B
5 stars12/21/2023
**** has been our financial advisor for over 40 years. During that time he has assisted us with a number of products and services. The most important item was the setting up of a ************************ policy, one for both my wife and me. In 2006 an event occurred that caused the *** policy for my wife to become active and I will say that without this policy we would have been ruined financially. **** has been a constant watch dog over the products that we have and annually he takes the time to go over and review our current financial status. I cannot say enough about his care and the services that he provides. He is an expert in his field, and I would highly recommend him to anyone. MBFanter Financial Agency Response
01/23/2024
I am grateful for the opportunity to serve ************ , MD and wife ******************* since the 1980's. They were some of my very first clients and I've gotten to know them as wonderful friends. God works in mysterious ways, and I think it more than a coincidence or insurance sale that they went through with the long- term coverage program. The Company is Allianz Life and they paid out close to a million tax-free dollars in claims for *****'s continued home health care services covered in the policy. Meanwhile, the policy waives monthly premiums for same coverage while on current claim for ***** for spouse ************. The ***** also have their long-term ,lifetime guaranteed income retirement through me with Allianz, ****** and ************* and permanent life insurances through Symetra and another carrier..I plan on continuing my annual program reviews indefinitely.Review from LORRAINE L
5 stars09/28/2023
Mr.********************** has been working with my husband and I for a short time but in that time he has been honest, trustworthy and knowledgeable. We were in need of life insurance to provide security for my husband who is disabled. Mr. ********************** took great strides in getting us the best value for our money and in answering all our concerns and getting us over any bumps in the road. I will defintely be coming to him for any other programs to help insure more of our financial future.Fanter Financial Agency Response
09/29/2023
THANK YOU TO PROVIDE YOU WITH SYMETRA LIFE INSURANCE COMPANY, SWIFT TERM $500,000 LIFE POLICY AND SYMETRA LIFE $100,000 LIFETIME INDEXED UNIVERSAL LIFE POLICY FOR ESTATE PROTECTION AND FAMILIY INCOME NEEDS. LOWEST COST AVAILABLE ON MARKET, GLAD TO PROVIDE INDEPENDENT AGENT FINANCIAL COUNSELING AND SAFE TOP PRODUCTS TO VALUED CLIENTS!
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