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
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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
Has been a good experience. Bruce is very thorough and makes sure we understand things. He isn't pushy and wants to help.
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
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
Jeff Blocker helped me gain clarity to…
Jeff Blocker helped me gain clarity to reach a decision on these annuity products that can be quite complex. In the past I’ve always been skeptical and confused by them but with his in-depth knowledge, unbiased guidance and unrestricted carrier options available through Annuity Gator we put together a great flexible “laddered” annuity package that will give me and my family a secure guaranteed income for life. The guaranteed rates of return he was able to provide exceeded my existing annuity product which we converted, and I added in more annuities to give me the guaranteed-for-life long term income I was looking for.
Jeff is very patient and knowledgeable; he was able to answer every detailed question I had. I feel very comfortable and confident in recommending him.
John C Framingham MA
Bruce was extremely helpful and …
Bruce was extremely helpful and explained annuities very well on how they worked. I felt like I was having a crash course in Annuities 101 :) and I understood all he was saying. I felt no pressure in buying anything and he took his time in talking with me and my husband and answered all our questions. He gets 5 stars from us!
Options for 401k funds
I was looking for some where to put some of my retirement funds that would not be subject to the stock market swings. I reached out to Annuity Gator for advice and options. I was very fortunate to have Toney listen to my concerns and take time to discuss some options for some of my 401k funds. He took the time to meet with me and help me find a good fit. I am very pleased with Annuity Gator and Toney for all they did for me. I will continue to use them for funding options.
I needed to change my Annuity so I…
I needed to change my Annuity so I called Joshua
and once again he came to my rescue. He switched me to a "FIXED DEFFERED ANNUITY" and now I will receive a monthly income for life, that means that no mater how long I live, from this day forward I will get a monthly check. Now I am all set. Thanks again Josh!!
Barbara Halperin was very thorough and…
Barbara Halperin was very thorough and deliberate in finding just the right annuity for me. She stayed in touch me on a regular basis over a 6-month period until I was totally confident with my decision. I now have a guaranteed income for life that also keeps pace with inflation with no loss in value. Let the good times roll !!. PS. During the whole process, Barbara made me feel like a valued friend, and not just a run of the mill client.
Excellent experience and outcome
Working with Tom Scheurer was really excellent. He listened to my objectives, answered my questions, embraced my need to understand the deep details, and ultimately helped deliver a great annuity solution.
Tom was fantastic
Tom was fantastic. He was well informed, responsive and helpful. I would highly recommend him to anyone interested in annuities.
So pleased I purchased 2 annuities
I was paired with an awesome financial advisor, Joshua Schlinsky. I was looking for 2 annuities, 1 to satisfy an estate trust obligation and another to replace one of my non-performing ones. In my first 2-3 virtual meetings with Mr. Schlinsky I was surprised that there was no "selling", but only questions about my goals, objectives, and needs. Only after what I felt to be very careful consideration of both of these needs by Mr. Schlinsky did he offer specific annuity solutions. The annuity for the trust worked out perfect, funding a monthly income for life to one of the trustees, and the one for my personal situation nailed it, exactly what I needed to get out of a non-performing annuity and recoup a rather significant loss. Once I decided to go with these annuities, Mr. Schlinsky's office was most helpful in assisting with the application process, as well as follow up to make sure all was as expected. This was a very pleasant, no pressure experience, in my opinion not typical of this industry, but greatly welcomed.
Jacob Hall is awesome
Jacob Hall is awesome. I highly recommend his services! Jacob really cares about us and what our retirement goals are. He spent hours with us, educating us and helping us pick our annuity. We feel confident that we have made the right decision on the Annuity we chose and Jacob of course. I’ve honestly never seen better service from anyone than Jacob has given us. Thank you.
As i was new to this Jacob was very…
As i was new to this Jacob was very helpful in helping me decide which annuity was right for me. He answered all my questions and met all my needs, this was a very pleasant experience.
Advisor and Friend
My trust in Mark Newman became evident quickly. After the trust I was enamored with Marks ability to answer all my questions and respond quickly. We became close and discussed many things from sports, weather and life in general. I now have a new friend in my life and I am very grateful for Him and what he has done for me.
Rick is very knowledgeable
Rick is very knowledgeable, competent, and thorough in his work. He is the real "GO TO" guy. Rick gets it done and done right.
I contacted annuity gator from seeing…
I contacted annuity gator from seeing their add on face book I have lost money with 2 different investment guys watching my retirement dwindle for the past ten years i was retiring and my current guy would not listen to what i wanted (a guarantee income) and received contact from ARTIE GLENN an annuity investigator. Showed Artie my retirements that I had not a lot but still 6 figures Artie introduced me to his wife having me communicate all the preparation and other communications TERRI HAUN they both shared what Artie worked up for an annuity getting my wife and I the deal of a life time. He recommended Equitrust an annuity company that is rated in the top 5 company's in the United States the company my previous broker that finally offered a different annuity that i had been asking for the past 6 months finding out the annuity company wasn't even in the top 20 WOW they gave my wife and I info on them to check their credentials and legit once reviewing Terri and Arties options I didn't tell them I need to get think about it but I jumped on the band wagon right then what a smooth transaction and guaranteed income!!! Did not know there were such a thing what great news we will be traveling more without the worry of will we have enough my worries disappeared (the stock market) Artie and Terri is the best move I made it is like I have a pension what a great feeling knowing that my wife and family are taken care of if my day comes and if Iam around a few more years what a great life we have made for ourselves with a little bit of saving Thank You Annuity Gator and a big thanks to ARTIE GLENN and TERRI HAUN no pressure just the FACTS you folks are the best!!!
They did the heavy lifting.
As this was “new” to me, I appreciated the research done, based on my expressed needs, to find the best products from which I could choose. The follow through with the paperwork (and there was a lot) until the process was complete made it an easy process. And working with Katie B. was an absolute pleasure.
I had done my research about annuities…
I had done my research about annuities to a point I thought I knew what I needed to know. Jason Siebert spent three appointments with me (about an hour each) to explain every little detail about annuities and make sure ALL my questions were answered. We discussed all the kinds of annuities. He made sure I completely understood everything. That was his main objective. There was no pressure to buy or complete a transaction at all. In fact, I was ready to buy immediately at the first appointment, but that was never discussed.
If you are interested in annuities at all you absolutely must speak with Jason at Annuity Gator. If you purchase an annuity without speaking with Jason you are doing yourself a disservice. It costs absolutely nothing. Jason and Annuity Gator will be my only source for annuities!!!
I knew nothing about Annuities
I knew nothing about Annuities. Marcus was patient with me. I felt comfortable with him. He explained very well all my prepare questions and what was available for me. He spend a lot of time with me and answers my phone calls, right away. He's a good one
Jason has been exceptional
Jason has been exceptional. A prior bad experience with a financial planner caused me to start searching for a new guy. Had been with the other guy for ten years and felt like he had forgotten me but still billed me every quarter. Saw zero gains in one of my accounts. Interviewed six different planners before I landed on the Annuity Gator site. No regrets. No issues. Shocked many local planners because I went with someone from the Internet.
Jason was great to work with
Jason was great to work with. Very knowledgeable and answered all of my questions. Would highly recommend him!
Superb educator and agent
My agent, Marcus Brutoco, went above and beyond the norm when presenting the different annuity products for me to choose from. I have had many presentations from other companies before working with Annuity Gator. Marcus took the time to educate me on all of the different options I could choose within each product and how they would affect the ability to lose or gain money. I am truly shocked by how other companies present their product and try to get you to buy it before you leave the zoom meeting or phone call. Marcus did not pressure me and gave me time to review my options. He even made a video recap of our first meeting to highlight things to show me the details of the top products that would be most beneficial for my life circumstances. He sent me the link to the video; I watched it and compared it to my notes to make sure I truly understood all of the terminology and what each option meant. Kudos to Marcus and to Annuity Gator for having such a great rep.
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