Helpful advice delivered with professionalism.

My wife and I have been working with Lance Riddle the past few months. He has been very responsive and professional. When we had questions and needed help he was quick to reply We felt very comfortable with his suggestions and recommendations. We ended up purchasing 5 different annuities while working with him.

I have been following Annuity Gator now for several years so by the time I was ready to discuss annuity’s with a broker I felt very comfortable understanding the different types of annuities available in the marketplace. What I really liked was the broker that was introduced to me through AG. As he evaluated my current financial scenario he actually realized I did not need an annuity. I decided to get a small one just as protection in the future of some of my retirement funds. The whole process has been very professional. Thanks AG!

Barbara Halperin made my experience great with Annuity Gator! She is knowledgeable, understanding, patient and a true fiduciary. Which is very rare in the current investing climate. Twice Barbara lead me to great annuities with my best intentions at heart. I am very grateful as the proud owner of (2) annuities and my retirement is monstrously more secure than previously! I owe Barbara a tremendous gratitude and I now consider her a dear friend. Thank you again Barbara!

Great customer service. My adviser Eric Welty is very knowledgable and patient and he explains and answer all my questions.

I love Steve of Annuity Gator, at first I was hesitant but he was patient and so informative…and due to his thorough work I found out I was eligible for a pension from my previous employer!!! He has helped me out a lot with understanding my retirement options. And thanks to his help I feel confident about my future retirement.

I would like to thank Scott Stooksbury for his excellent service in helping me open an annuity account through the Annuity Gator website. He is thorough, thoughtful and patient. I highly recommend him.

I learned a lot about Annuity. Very informative. Thanks

I was in a position where I needed to move money from an old 401k into something more secure. Mark and his team provided me with all the information I needed to make an informed choice about the annuity I chose. The process and communication was very easy.

GOOD INFORMATION

I have had the pleasure of working with Barbara Halperin on finding the best annuity for my needs and retirement goals. She made me feel comfortable and confident almost immediately. Her professionalism, extensive experience, and ability to not only give me multiple options to fit my situation but also explain it all in a way that I can understand is really unmatched and truly appreciated!

Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.

Very helpful full of information

So far so good.

Brett Toomey is an AWESOME financial agent~~ I’ve purchased my indexed pre-tax dollars annuity thru him and he was patient, pleasant, informative, knowledgeable, thorough, efficient and reassuring! Now I’m getting ready to purchase my after-tax dollars indexed annuity thru Brett and looking forward to the experience … AND the peace of mind that comes with knowing I’ve been given excellent advice that assures me a steady yet available income in my elder years due to Brett Toomey & Annuity Gator!!

Knowledgeable on the subject . Help customer find the right product for her/his conditions . Willing to compare and find the best to fit the customer’s needs. Always prepared for online meeting with remote customers .

Very informative, Marco was very educated in showing us what annuities would fit our retirement, he a super nice man. We will be having another meeting to discuss which one we should go with.

Great service, help, and content in your webinars……very helpful!

Terrific explanation of annuities! Very helpful

Scott was very knowledgeable and explain annuities where I could understand. It was very pleasant and helpful on the phone and I would recommend him.

Terry was very helpful explaining the options I have and how each one works in general and also specific to my situation. I will review his information and go over it with my wife. Just not sure if this is the time for me to commit yet since I do have other income sources currently filling any potential gap, but I can see where a FIA would be perfect for me if one or more of these sources were interrupted and a gap materialized.

The following is an evaluation of my experience with Jason Seibert of Annuity Gator Involving the acquisition of an annuity. My assessment of the services provided by Mr. Seibert is that they were exceptional in all aspects. He was extremely knowledgeable and absolutely professional. Additionally, it was obvious from our initial conversation that his genuine motivation was the provision of appropriate options tailored to the specifics of my rather complicated circumstance. Most impressively, Mr. Seibert did not focus on selling me. He spent the vast majority of our time listening . After careful evaluation he provided several choices tailored specifically to satisfy my requirements. In closing I can say that with Mr. Seibert s assistance I am absolutely confident that I made the right choices.

Awesome company. Great experience.

John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.

William is a trustworthy guy, taking a lot of time explaining to me the ins and outs of the product we chose. He sifted through several annuities to arrive at the perfect fit. I never felt pushed or “sold”, and the transaction was smooth and quick.

Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!

From what I can see, your representative is very knowledgeable and that is what a fiancial planner is required to be!

We worked with Cal Menzies at Annuity Gator. Cal was a pleasure to deal with and very informative and patient with all of our questions! We plan to continue to call on Cal for any future annuity needs. Highly recommended.

Robert Baltzell was a great help explaining the type of annuity I had been sold by another agency. He went above and beyond my expectations when contacting Annuity Gator.

Steve Prce is the best “financial person” I have ever met. He puts forth much effort and is patient w/ a novice like me. Great to work with him.

Scott was very knowledgeable. It was a good first call.

Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.

Mr. James Ault was my consultant and he was very concerned that the information he gave me was relevant to my situation. He explained everything carefully and answered all my questions. He sent me all the information I asked for and showed me exactly what each item was.

We are still in the informational phase. Third meeting is going go be more definitive. I am very positive I will be going with all recommendations.

The person I am in contact with is on target for everything. He keeps me informed, answers any of my questions fluently. He doesn’t treat me like any questions are foolish or not necessary. He helps me with communication if needed on the computer. His name is Michael.

Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs

Listened well and put me in touch with a great advisor who was able to meet my needs.

I got in touch with Terry at Annuity Gator, was very pleased with his knowledge of annuity I’ve had one for years with another company. Needed someone’s honest opinion about rolling it over into another . Terry took his time and went over it with me. He told me to keep what I had, not to change a thing. How many sale people would tell you that, most are out for a % for what they sell.If you need help with an annuity, please get in touch with Terry, he’s honest and trustworthy.

Paige is wonderful. She explains everything no matter how long it takes. She is very knowledgeable about annuities and other financial areas. We are so glad we found her.

Very educational. Took the time to really learn about our needs and answer questions. Built trust and rapport. James L. Robinson

Annuity Gator connected us with a real find, Sean Mason from Fresno Financial advisors. Sean is extremely knowledgeable, thoughtful and trustworthy, the exact type of professional we search for when it comes to consultants, from doctors to finance. Since we made contact with Sean via Annuity Gator a couple of months ago, we have established a wonderful working relationship with Sean and his great staff and completed several major transactions. We couldn’t be more pleased. Thank you, Annuity Gator.

I was looking into consolidating several IRA’s in hopes of lessening the time and effort needed to manage them. I wanted to check into annuities to see if they were right for me and the people at Annuity Gator spent a lot of time and sent me material to help me understand annuities. I believe they presented several products that were quite attractive but at this time I decided to continue my course of action. I will use the information they gave me so that in the future I can confidently choose an annuity from them that fits my needs.

Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.

Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn

Lot of great advice.

Scott Plamondon has been a dream to work with. He explains everything in super easy terms. I am not very savvy when it comes to insurance, retirement plans, stock market, etc but realized at age 60 that I needed to hone my skills because no one else is going to do that for me. Scott has shown me step by step how to protect my little nest egg from rising taxes and make sure I have a tax free stream of income in my retirement.

Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.

It s fair to say that annuities can be complex products. For the average consumer, myself included, understanding their structure is not easy or intuitive. This is where a good advisor can make a difference and Barbara Halperin is an exceptional advisor. Barbara is able to deconstruct these products in a manner that allows them to be understood in terms that are meaningful and relatable. She was clear, concise and patient while we worked through the selection process. Her expansive knowledge and thorough understanding of the Annity Gator products enabled me to make informed decisions on the options that were best suited for my retirement goals.

Investigating and attempting to understand different annuity products is very challenging. So it requires a person who can help and has great expertise and is willing to go the distance, in conveying information in an articulate and patient way. And Matthew Taub is that guy for the Job ! He truly enjoys helping people. He has been so industrious, enthusiastic and conscientious in educating me on the annuity products that are tailored to my individual needs. It is so important to find the Right fiduciary willing to point you in the correct direction ! Great Experience ! Thanks Matthew . . . You are one in a Million !

We met Joshua Schlinsky through annuity gator while we were working through some annuity options. Joshua educated us on some annuity options that were a good fit for our specific needs. He made the process comfortable for us as we worked towards the option that was the right fit for our situation. We are very happy with the annuity option that Joshua helped us choose. Joshua made this a positive experience for us.

Of the past fifty-three years in working with brokers and sales reps, Matt was the most patience and thorough in helping me invest my little nest egg. No pressure and he listens to my concerns. Highly recommend!

Ryan McNeil was truly a sincere and professional gentleman. He did not pressure me into making any decisions and explained all the different types of annuities that are available with great precision and patience. I am very thankful for the education that he provided to me with all the options that I have to choose from. I am looking forward to continue to work with him.

Thus far, all is going very well and all questions have been answered.

Ryan McNeill is an Excellent advisor! He very patiently and clearly guided me through annuities helping me understand annuity terminology and policies. He is very professional as well as friendly, patient and positive. He is a pleasure and a real asset to Annuity Gator!

Terri has a great deal of info on annuities to help with your decision to buy which type of annuity.Like he tells you he doesn’t guess, he takes hard information and drafts a plan for you.

Mike explained very detailed and thank you

Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.

David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.

Before I contacted Joseph, I knew nothing about annuities & was very sceptical of this product. After speaking with him & reading his book, “Wealth Compounded”, I feel much more at easy concerning fixed & indexed annuities.

Choosing a financial adviser is one of the most important decisions you can make for yourself; it is why I would recommend Scott Stooksbury to anyone who needs financial advice and want to buy financial product tailored to your needs. He is a good listener, takes the time to get to know you, and answered your questions. He provides a comprehensive current market analyses with detailed list of Carriers and their products. Scott is trustworthy and honest. He is always prompt to respond over email and phone calls. Every meeting with him has been productive and pleasant. His professionalism and empathy make him a top financial advisor. I am glad we have chosen to work with Scott Stooksbury.

Doug Bentle was very informative and helpful in educating me on different annuities and proposed few products for me to consider investing for retirement.

Easy to understand, plenty of common sense examples and no pressure tactics

I cannot say enough good things about Terry. I was heavily invested in index annuities and Terry helped me roll everything over to fixed annunitys. It was perfect timing, seeing what is going in the stock market. His knowledge of annunitys put my mind at ease as we chose what to invest in going forward. Security was my number one concern so he helped us achieve that goal. I look forward to working with him again.

David Driggers, An agent with Annuity Gator has demonstrated through his performance to be very knowledgeable of the many aspects surrounding Annuities; He carefully determines ones’ goals, researches the most beneficial polices that meet those goals, honestly communicates the positive and negative features to consider, patiently explains and answers all questions and generally works fiduciarily in the interest of his client. One can definitely feel confident in his representation.

Our advisor, Jim Van Meter, is awesome. No high pressure sales. Just common sense advise. He does his homework and gets back to you on a timely manner.

Outstanding service and knowledge base by professional staff. Extremely helpful in delivering quality assistance.

I m absolutely pleased to work with Cal Menzies, and had him as my Annuity Advisor. He was truly focused on my needs, he did an excellent follow up to make sure all was done properly and on time. He worked hard to find the best product for me and get my benefits when I needed it. He was very professional, showing that he cares about every aspect of her job and his clients. Thank you Cal for all your attention. It was a pleasure working with you. I sincerely thank you for the time we have worked together. We continue in contact! I would highly recommend Cal Menzies to anyone who is looking for Annuity investments.

Great effort had been put with client. Very satisfy with the service provided by Phillip. Honest answer , no pushing to do business which Mach my personality. Thank you Philip.

Ryan was extremely helpful and I learned a lot about annuities from our conversations.

Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.

I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.

I worked with Barbara Halperin. She is a very experience advisor on annuities/insurance products and provided me with best options to reach my goals. All options were presented to me in a very comprehensive and professional manner. I never felt rushed to make decision. I would definitely recommend annuity gator and particular Barbara.

i was originally impressed by AG’s CEO, who’s experience level, background and thorough introductory video got me interested enough to call for an appoint. I’m beyond happy that Brett Toomey, also massively experienced, smart, considerate as well as very humanly approachable with a great sense of humor, was assigned to my inquiry. Brett has been beyond patient, listened to my description of my situation, spent time researching best case scenarios for me, then explaining them to me carefully. Within a few telecons, I was able to invested in a great product, an indexed deferred qualified rollover annuity I’d never heard of before. I’m beyond impressed w/Brett AND Annuity Gator!

Eric and Terry were very educational, patient and thorough in there explanation of what our existing annuity works and offered a solution that made sense.

I really like Sylvia. My situation is complicated and feel confident that she will see me through all my options