4 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Shoshana H
5 stars07/17/2024
We met Jennifer through our school district as she was hosting a luncheon for our staff. Jennifer was warm, gracious as she shared her passion and knowledge regarding retirement packages. A week before, I had a very bad experience with another financial retirement company as they had NOT invested my monies as promised and for nearly two years, and I lost a lot of monies that I had hoped one day, would be my retirement. Jennifer had encouraged us to meet and let her go over her retirement plans she had to offer. That was 5 years ago, and even though Jennifer has moved elsewhere, we communicate often, either by phone or virtual. Jennifer has ensured us our retirement portfolios are growing and as we are looking forward to retiring, I am very happy Jennifer, as she has made looking forward to retiring without the worries. Thank you, Jennifer!Review from William I
5 stars06/02/2024
Nathan Burks is a class act! He is absolutely the best investment advisor we have had the pleasure of knowing. He brings a fresh perspective and is very knowledgeable. Do yourself a favor and go see him!!Review from Claudine W
5 stars04/10/2024
Jennifer is professional, non-judgemental, kind and so helpful! I am very limited in my investing knowledge and she explained several types of investments to me and was patient while I did some research which allowed me to feel comfortable with my decisions. Thank you, Jennifer, for your help and patience!Review from Angela M
5 stars12/12/2023
I had the opportunity to work with Nathan ***** several years ago when he was supporting life insurance with employees of Pojoaque Valley Schools in Pojoaque, NM. I was so impressed with his knowledge base and how transparent he was in my transitioning to a life insurance plan with the company he was supporting. He made me feel comfortable and empowered with a major decision to switch over to his company. I will forever be grateful to Nathan’s expertise and kindness in making my decision to select a life insurance policy with that company. Angela M******* - Pojoaque, NM
Customer Review Rating
Average of 4 Customer Reviews
Contact Information
Want a quote from this business?
Get a QuoteCustomer Reviews are not used in the calculation of BBB Rating
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.