Annuity Gator Avis 537

TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Katie made the experience very pleasant and stress free. She went the extra mile to make sure all my interactions were successful. Any obstacles we encountered, Katie handled it professionally. I did... Voir plus

Noté 5 sur 5 étoiles

Mr. Brett Daniiel is an awesome individual. Highly intelligent with the facts presented to me, very personable, easy to talk to and we share things in common. A great asset to your company. I would sa... Voir plus

Noté 5 sur 5 étoiles

Has been a good experience. Bruce is very thorough and makes sure we understand things. He isn't pushy and wants to help.

Noté 5 sur 5 étoiles

Jacob E. Hall of Annuity Gator pace wealth advisors, is so meticulous and has such passion for the work he does. Also caring and kind in his approach . So easy to speak with. plenty of explana... Voir plus

À propos de l'entreprise

  1. Conseil en investissement

Écrit par l'entreprise

We believe the way people buy annuities should be radically improved for all Americans. Researching and buying an annuity should be simple, transparent, and enjoyable. Annuity Gator’s mission is to make that happen.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

537 avis

5 étoiles
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Noté 5 sur 5 étoiles

I appreciate not only the wealth of…

I appreciate not only the wealth of information that Annuity Gator provides but the honesty and transparency that comes with it. They treat you like family and advise you on the best investment opportunity as such.

2 avril 2025
Noté 5 sur 5 étoiles

Bruce Colwell and Annuity Gator - A Great Experience

Before retiring, I spent the last 20 years of my career in financial services. So, I had enough knowledge to be skeptical of annuity products, in general, but I needed to find an alternative to the market's volatility for the next 10+ years. I also wanted to generate income along with market value appreciation.
Bruce Colwell has extensive product knowledge and is a good listener. He has integrity and is patient and a good educator. I felt he had my best interest at heart throughout the process.
I had an Non-Spousal Inherited IRA and an investment account that I wanted to move out of brokerage accounts. There were only a few companies that would accept funds from the Inherited IRA account. Bruce presented the options and explained which ones he recommended and why. I felt comfortable with the decisions he helped me make in the two annuities I selected. He also had great attention to detail and follow-up throughout the process. I would highly recommend working with him.

24 février 2025
Avis spontané
Noté 1 sur 5 étoiles

No show on Original appt- Unprofessional

Had an appointment set up with an ELI from Annuity gator to discuss annuities. I was on the zoom call and also tried to attempt connection via phone call for phone number provided.

Zoom called timed me out. They never got on the phone line. I am going to stick to buying annuities from people I know.

25 mars 2025
Avis spontané
Logo de Annuity Gator

Réponse de Annuity Gator

Hi Michael,

We’re genuinely sorry for missing the call. That’s not how we do things, and we completely understand your frustration.

We missed the mark, and we’re truly sorry for the inconvenience that caused.

It looks like Eli was able to reach you afterward to offer his apology, but we know that first impressions matter. If you’re ever open to reconnecting in the future, we’d appreciate the opportunity to continue the conversation.

Wishing you all the best with your retirement planning.

Noté 5 sur 5 étoiles

Great experience with Annuity Gator!!

Jeff Blocker was great to work with. I had never considered purchasing an annuity before. I tried looking online for information and ran across Jeff. He was very patient, sent me information thru the mail for me to go over. It’s been a very good experience for me!!

31 janvier 2025
Noté 5 sur 5 étoiles

Mark Newman and AnnuityGator did a very…

Mark Newman and AnnuityGator did a very good job of educating us about the many different annuity products that were available to us, and which ones best met our needs for our retirement funds. The final result was a successful matching of our needs and a truly terrific annuity product that will be a safe and rewarding investment in our future.

Along the way, the timely communications, feedback and updates provided by AnnuityGator were the keys to our success in deciding on the best annuity policy for us.

13 février 2025
Noté 5 sur 5 étoiles

Mr. Matthew Rowenczak

Mr. Rowenczak was very patient with my lack of knowledge regarding annuities. He encouraged me to learn on my own and to ask questions. I really appreciated this as I became more informed about my own finances. I feel more in control of my retirement plans and less worried. I will always appreciate his kindness and respect.

29 janvier 2025
Noté 5 sur 5 étoiles

Transferring money was made simple

Ryan was very helpful with helping me transfer funds from my old 401(k) account to my annuity account. He literally helped fill out the paperwork needed for the transfer from my old account and expedited the process by using overnight delivery. Additionally, he was very knowledgeable and patient with this process. Thank you Ryan, I would definitely recommend a family member, friend, or colleague to use Annuity Gator.

10 février 2025
Noté 5 sur 5 étoiles

I highly recommend Rick

Rick opened my eyes as to how my retirement money could work harder for me. The strategy he developed for me, coupled with our other investments, will ensure my wife and I enjoy retirement without worrying a steady income. Thank you, Rick!

10 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend Rick

Buying your first annuity can be confusing especially with some sources shouting the potential pitfalls. Rick was very open, straight forward and honest in describing the pros and cons of annuities. He was patient and made sure all of my questions were answered. My experience with Rick was always positive and I highly recommend him for your annuity needs.

6 février 2025
Noté 5 sur 5 étoiles

Thanks to Craig, finally Peace of Mind re retirement income

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.

11 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

I forget how I got in touch with Rick…

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.

4 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Annuity Transfer

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.

3 février 2025
Noté 5 sur 5 étoiles

John Lipka gives great service!

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!

24 janvier 2025
Noté 5 sur 5 étoiles

Bruce Colwell-Annuity Gator-Integrity and Expertise!

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!

3 février 2025
Noté 5 sur 5 étoiles

Our experience with Robb Rothrock made it easy to select him as our trusted adviser and lock in the annuities and strategy that he tailored for us that considered our entire portfolio and goals.

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.

31 janvier 2025
Noté 5 sur 5 étoiles

Rick was great to work with.

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!!!

3 février 2024
Avis spontané

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