Knowledgeable, Reliable and Trustworthy Approximately a 15 months ago I met Joshua Schlinsky through a visual phone meeting. I was skeptical, I wasn't a fan of discussing my needs and financial matters over the Zoom Meeting. I prefer face to face. After about 5 zoom meetings, I found Joshua to be very knowledgeable about the many constantly changing Annuities and their crediting options from different Insurance Companies. Joshua gained my Trust and I found him very easy to work with. Not a pushy salesman. He educated me with the newest options in the ever-changing market. Along with his professional advise, He and I made good solid choices. I am thankful for Joshua and his staff for being a Professional, Educated and Passionate firm representing me.

Just what I needed to plan for financial security in retirement When I started to plan for my retirement, one of the concerns is to make sure I didn't run out of money. I needed a steady and reliable source of income. I knew an annuity would be the answer but there were so many options and choices that it was overwhelming. I had spoken with a few other advisors but they were all a little vague when answering my questions. Not so with Joshua Schlinksy. He took the time to answer all my answers accurately and thoroughly. Unlike the other advisors I spoke with, Joshua seemed genuinely interested in making sure I would be comfortable in retirement. If you are approaching or into retirement and need financial guidance, I would recommend giving Joshua a call.

I could not have ask for a better. Outstanding Service I could not have ask for a better experience. I was looking for retirement income. My rep, Joshua Schlinsky, took all the time we needed to explain everything in detail and executed the process flawlessly. I could not be happier.

Marcus is the best. I was working with Marcus. He is great at listening to your particular situation, since all potential clients requirements are not the same. He was informative, not pushy, educational, not aggressive. Just the type of representative in which I want to do business. Work with Marcus, you will be happy you did.

Andrew Wallop knows annuities! One on one service with a knowledgeable person who listened to my needs and concerns. I was furnished many options and after several meetings and countless emails, I could weed out what was not the right options. Then Andrew let me know his evaluations on what was still on the table. I never felt rushed nor pressured into anything. I feel my retirement plans are taking shape. I will contact Andrew / Annuity gator when phase two is to be put into motion.