Annuity Gator Arvostelua 545

At 75, single, and still working part-time, my long-standing worries are over about providing for myself in the lifestyle I’m accustomed to. In meeting with Craig Misuradze, he explained how by combining miscellaneous IRA’s and broker accounts into an annuity, I am now provided a generous monthly payment in addition to my social security. Working with other brokers for many years and riding the ups and downs of the markets, and with no long-term financial plan, I am most excited and relieved. This annuity income will last for the rest of my life while having my principal protected. Craig’s kindness, patience, and availability, particularly with my numerous questions, made it easy to agree to the annuity and his plan for my future. I am most grateful for the elimination of so many of my worries about supporting myself into the future and appreciate Craig’s expertise and the continued relationship.

I forget how I got in touch with Rick Kelly, but I am very glad I did. Rick is very knowledgeable and made the purchase of annuities easy. I had been working with another person, but once I had more information, everything went to Rick to help me manage my investments. Highly recommend Rick and his group.

I switched over from an existing annuity to a better performing one that suits my needs and leaves a legacy for my daughter, through Annuity Gator. Mr. Eli Mitcham was a true professional that took the time to answer my questions,
and keep me apprised of every step of the process. I wish I had invested through him and Annuity Gator years ago, it's a much better performing financial vehicle that he put me into. I'm guaranteed peace of mind knowing that my money is working the best for me. I've been a long time Gator football fan and now an Anniuty Gator fan! I wouldn't hesitate on recommending him and Annuity Gator for your long time financial needs.

I can't speak to the company...only to my experience with John Lipka. He spent a lot of time reviewing options, explaining why he proposed the annuities he chose, and then going over the annuity documents and requirements. I never felt rushed or that my questions were amateurish, although I'm sure most were! He answered all my questions fully and I left understanding what I just signed up for and we had a plan going forward. Thank you, John!

Bruce Colwell with Annuity Gator is truly an expert in Annuities! I began researching annuities online and came across Annuity Gator. The first thing that caught my eye was the extensive number of companies they represent. In the late 90’s, I purchased three annuities and overt time became very disappointed with their performance. I recall my agent presenting very few product options and I came to understand that that is the norm. Not Annuity Gator! Over the years, I participated in company 401K plans and later worked with an advisor at Edward Jones but after retiring, I started questioning whether having my portfolio completely in stocks was the best option for me. My advisor was not open to discussing diversification of my funds so I began researching other options on my own. That is when I came across Annuity Gator online. I scheduled a call with Bruce Colwell. I’m sure he sensed my anxiety and lack of trust on our first call but in our hour long conversation, Bruce listened to my concerns and answered every question I had. I was so impressed with his product knowledge that I scheduled another call with him the following week and for another hour he presented different options based on our previous conversion. This went on for weeks due to my uncertainty about what exactly I was looking for. Bruce even agreed to speak to my 42 year old son to explain the two products I decided on. On my next call with Bruce, I told him I wanted to make a change on one product after I discussed it with my son. Bruce is by far the most knowledgeable, trustworthy, patient and understanding sales agent I have ever met. He truly cares about people and will spend as much time as needed to make sure his clients get what works best for their individual situation and needs. I could not be happier that I found an agent with the amount of knowledge and integrity that Bruce possesses. Highly recommend!

Our experience with Robb Rothrock at Annuity Gator has been exceptional. We solicited advice and options from five annuity brokers and investment advisers. Robb's consummate professionalism, demonstrated expertise, and attention to our financial status and retirement goals made our decision to select Robb and options he provided easy. Among the advice and options we received, Robb provided the best income alternatives and strategy for ensuring that we can plan for a secured retirement through our living years. Robb provided detailed, tailored analysis that applied our current investment portfolio, estimated expenses, inflation, and forecasted fixed income and growth in flat and favorable market conditions. He adjusted his schedule to meet our availability. During our meetings, he provided thoughtful advice and walked us through alternatives, thoroughly describing risks and rewards that come with various investment options and annuity providers. We are excited about our future retirement years and Robb has earned our trust in going forward with him and Annuity Gator as our expert adviser.

Rick was great to work with. We were new to the annuity world and he showed us all the different options and companies. He helped us make a decision which was best for us and wasn’t pushy at all. We feel fortunate that we found Annuity Gator and Rick.
Would highly recommend!!!

Caring, steady advisor.

Jason, is an exceptional professional to work with. He has fortitude and follow through. He listens and gets the job done. My situation was very difficult with an insurance company that was marginal at best who represented my deceased father's annuity. Jason worked with me to get the best results and he always respected my position in the awkward situation. I was impressed that he had shopped the best rates for my annuity and his leadership is second to none.Your in good hands with him always.

Rick was extremely personable and took the time to learn about not only our financial needs but to get to know us as people. I would highly recommend him.

Tom Scheurer always responds quickly and is always willing to explain things to me, again and again!

I want to share my gratitude to Rick Kelly from Annuity Gator for his exceptional guidance in helping me set up my annuity. From the start, Rick demonstrated an impressive depth of knowledge, taking the time to thoroughly explain how annuities work, the various types available, and their unique benefits. He even provided real-life examples to make the concepts clear and relatable.

Rick’s ability to assess my specific retirement goals and recommend an annuity tailored to my needs was truly remarkable. His professionalism, patience, and expertise made what could have been an overwhelming process feel seamless and straightforward. I left every conversation feeling confident and well-informed.

Thanks to Rick, I’m confident in my financial plan and excited about the security my annuity will provide for my retirement. I highly recommend Rick to anyone looking for a trustworthy and knowledgeable annuity advisor. I’m so pleased with his service that I plan to return and invest more funds in the future.

Annuity Gator's advisor Bruce Colwell
is exceptional. He is hardworking, diligent, tenacious. He would always do his absolute best to be available, or failing that always return calls or messages.
He went out of his way to find the most appropriate annuity product to meet my financial needs and secure my business. He summarized lengthy sale documents to highlight costs and benefits; he guided me through the application process, simplifying and coordinating all paperwork submissions when rolling over funds.
He remained positive and steadfast at all times when dealing with application bureaucracy and cumbersome paperwork. And was always clearly an advocate for his client / 'investor'.

My Agent was really knowledgeable and explained everything really well, I didn't know much about Annuity when I first started but he really educated me on alot of stuff, can't say thank u enough

Doing business with Bruce Colwell has been a wonderful experience. He is incredibly thorough, competent and knowledgeable. He walked us through the annuity maze and clarified all the details in a manner which made us feel confident we had selected the correct product for our needs. I would highly recommend Bruce to others for their annuity/ financial needs.

Annuity gator gave me useful information and then put me in touch with a professional advisor Rick Kelly who was able to explain to me the advantages of an annuity.
He talked me through all the difficult to understand language of an annuity contract and led me to the types of annuities that I was looking for.

Well maintained communication throughout the process. Good exchange of information during meeting sessions. A good experience overall.

Very satisfied. Really helpful through the whole process. Answered all my questions. Walked me through the provided information. No High pressure sales. Very informative.Highly recommend Cal.

I worked with big firm financial advisors recommended by an acquaintance in the financial sector. The feeling they left me with was that they'd say anything to get their hands on my retirement funds to trade and earn commissions. Just another amount in a big machine, without any real interest in my situation or goals.
So I called Annuity Gator for a second opinion. My intention was not to work with them yet.
However, the minute I started talking things over with Mr. Robb Rothrock, I knew I found someone I could trust with my retirement. Robb asked questions about my specific goals, risk tolerance, and minimum needs and hoped for best best-case scenario. Then he proceeded to answer all my questions and concerns with a realistic outlook on market performance.
Once he had a good idea about the specifics of my situation, he went off and prepared a comprehensive list of options for us to go over in a second call. He included details about each company such as rating, performance during down markets, and how to protect myself from those. We even started talking about options in addition to annuities and through it all, Robb handled my retirement fund decisions as a partner, but more importantly, he handled it with an eye on the fact that it is the financial stability of a person, not just another account.
I don't have adequate words to express what a relief it was to be working with someone so competent about all the details of his sector, willing to go the extra mile to get answers that are beyond his immediate area of expertise, and who I know that I can trust his advice to be with my interest first in mind.
Robb is someone who acts and works as an embodiment of his fiduciary responsibility.
My deepest gratitude.

Rebekah Hart was the licensed annuity investigator that I worked with and she was great. She communicated in a timely fashion and was professional. She helped me lock in a good annuity on the last day of a promotional period. I would definitely recommend her to others.