The conversation was very relaxed and … The conversation was very relaxed and informative. I never felt a "high sales pressure" to "buy today". I look forward to my future meeting with John & Jim that is scheduled for next week.

Jeremy Mellberg is clearly losing it… Jeremy Mellberg is clearly losing it mentally. I contacted him a week ago asking for a transfer to my account, but he kept sending me weird messages that didn't make sense... So now I have to wait another week for what should have been a simple transfer.

Shawn Santa Shawn walked us through each step to make sure that we were going to be safe and secure. He was so nice and made us feel comfortable.

Marc Smith Marc Smith is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions he often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Marc also honed in on my intent to be sure of his comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with him and believe I can in fact trust that he will protect with us in this important part of our financial retirement planning

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