Annuity Gator Avis 537

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.

I found Bruce Colwell on the internet. The name Annuity Gator seemed kind of hokey, but the other annuity offers I was getting from the big well-knowns were not meeting my goals in an income annuity. Bruce found us the best rate and the best rated Insurance company. It matched our requirements perfectly.
What did I like about Bruce?
He is honest and communicative every step of the way. It's exactly like having an inside friend in the Annuity business!!! We liked him so much that we bought a another deferred annuity from him and he is now our agent for medicare too meticulously paring the details of these advantage plans so that we saved $1728 a year plus we got better coverage and no co-pays. We are lucky that we found him!!!

My husband and I have been meeting with Bruce for the past few months. Bruce has helped us with 3 different investments. Bruce has been very informative in answering all our question. We belive that Bruce has lead us on the correct path for our future needs.

The process of understanding how an annuity works is not straightforward. The agent explained it and provide a clear understanding of the annuity process and the various option available is worth the fee. Very please with the outcome.

Terri was very patient with me and explained things where It was easy for me to move forward. Thank you

Matt R and Katie B are patient and knowledgeable. Very trustworthy! Gained much insight and now have monthly income FOR LIFE!! I'm a happy camper💯🌞

Matt and Katie spent as much time as needed and guided me through the entire enrollment process including picking the best options for my financial situation.

David our agent is excellent! He's been patient, thorough and understanding. He and I went thru lengthy discussions and reviews of different plans. Ultimately, I was comfortable in my decision made. Thank you, David!

I am working with the Annuity Gator for about a year, mostly with Jeff Woodard, considering different annuity options and every time I receive not only a strong professional response, but a timeless support to observe multiple options and find the one that matches my interests in a better way. Besides, he is a kind of persons who pretty soon build trustful relationships due to his professionalism and open mind.