This company has made 3 appointments… This company has made 3 appointments with me and haven't called or sent any messages that they were unable to assist me. They are not very reliable.

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

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.

Not very happy I would like to know how I invested over $400,000 and you couldn't make one penny for my account.

Very conscientious Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.