Totally disappointed I was referred here by a coworker. I had a feeling that my investment would be secure and worth the risk. A couple months down the line and I realized that my investment was not accruing any interest. My inquiries with the broker did not lead to any meaningful response that would get me back my money. I do not recommend.

Jim Clifford and Jennifer Cushman of Norhpoint Financial Services Brewer Maine made sence to us My wife and I had numerous meetings with Jim Clifford and Jennifer Cushman regarding the purchase of annuitires with funds from our IRA accounts. We were satisfied with their explanation of minimizing the risk in exchange for a lesser return on our investments. We await our first anniversary statements in October to see the results of our first year with our new advisors. Daniel & Carol Ryan, Glenburn, Maine

Very knowledgable Very knowledgable; I lost contact with them, so I am not sure about their ability to follow up.

What would make a investor more at ease? The overall process of the transfer over to the annuity was a simple and understanding process, but as far as me as an investor knowing where/what my money is invested in is hard to find and understand. It would make it simpler if there was a spreadsheet that could be looked at showing each stock and what percentage was invested in each stock and showing what each stock had gained and lost. A report like what is given by an employer for their employee's 401k plan.

Addressed my needs and concerns. The representative was very informative and helpful. All I could ask for at this stage of the process.