JOHN
GBFAST EASY PROCESS FOR SALE OF SMA'S FAST EASY PROCESS FOR SALE OF SMA'S. ACH WIRE OF MONEWY AND THE GOLDSTAR RELATIONSHIP MAKE THIS A VERY EASY PROCESS. THE DOCUSIGN SYSTEM USED MAKES IT EASY TO WORK WITH CLIENTS ANYWHERE SINCE THERE IS NO IN PERSON MEETING IS REQUIRED. ALTHOUGH WE DO LIKE TO MEET IN PERSON WITH CLIENTS. ... WILL USE DCF EXCHANGE FOR ALL SMA SALES !!!!! A ++++++++
Dale Ramsperger
GBDCF has the investments in inventory… DCF has the investments in inventory ready for me to place with my clients.... instead of many "wait & see" situations offered by other firms. Additionally, Nathaniel has on several occasions "carved-out" just the right size investment amount to fit one of my client's needs out of a larger case in inventory, or combined parts of several cases to create a combination that fits my clients' needs perfectly!
Paul S
GBThank you for putting your platform… Thank you for putting your platform together. Very nice work, easy for everyone to complete transactions. Almost as easy as writing annuities was 20 years ago --you probably weren't around when the entire annuity application was 1 sheet of paper, front and back. You could send in that one piece of paper with a check and the deal was done!.
Chuck Hoffmann
GBI have worked with DCF a little over 2… I have worked with DCF a little over 2 years and have found Nathaniel and Ross the most knowledgeable owners I've worked with. In addition, their products are exceptional as I have sold them in IRAs, personal retirement, for Grandchildren, for college expenses and replacements for low yielding CD's. I will continue to offer them to all clients that need a guaranteed Fixed Rate from Major Insurance Carriers.
customerDAVID
GBDCF performed far above and beyond my… DCF performed far above and beyond my expectations from beginning through the end closing process and beyond. When there seemed to be an issue with the trustee, DCF stepped in and cleared up all misunderstandings and insured everything was correct. I should note that the misunderstandings were really on my part and, once I was finally clear, I now fully understand and agree. Thank you DCF.