The Annuity Expert

1050 Crown Pointe Pkwy Suite 500, 30338, Atlanta, United States
http://annuityexpertadvice.com
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4.95
Based on 20 Reviews

5

95.00%

4

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About The Annuity Expert

Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs. Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey. Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality. Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.

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cmw
GB

Agent is knowledgeable and available -

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Gail DuBois
GB

Excellent Service- I am recently… Excellent Service- I am recently retired, and had a 401K... The 2 financial advisers friends had offered did not return my phone calls, so I started searching on Google. I came across The Annuity Expert website, and noticed there is a chat feature. I was so lucky to make contact with Jason Stolz. He was amazing- he offered an annuity that would pay lifetime benefits- which is what I was looking for. He was always available for questions, he advised every step along the way. The entire process took less than 1 month. I can't say enough good things about this company and Jason. He is the absolute best. I owe him many many thanks for all his help.

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Sharon
GB

Great communication and nice to work… Great communication and nice to work with!

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tjc
GB

Excellent Customer Service Working with Jason Stolz has been a pleasure. I was impressed by his knowledge,communication skills and excellent follow-up. A pleasure to deal with. I would not hesitate recommending Jason to anyone who values excellent customer service!

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John
GB

knowledgeable reliable company knowledgeable, honest, followed through, never left you waiting for a response or answer to questions, They are good communicators and set up meetings with you. They represent many companies and choose the ones best suited for your situation. Annuity experts will not abandon you after signing you up. They will work with you each year to advise and choose next move. Don't hesitate to speak to them. They made transferring my wife's 401K to an annuity 401K easy.

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