Totally disappointed I was referred here by a coworker. I had a feeling that my investment would be secure and worth the risk. A couple months down the line and I realized that my investment was not accruing any interest. My inquiries with the broker did not lead to any meaningful response that would get me back my money. I do not recommend.

The conversation was very relaxed and … The conversation was very relaxed and informative. I never felt a "high sales pressure" to "buy today". I look forward to my future meeting with John & Jim that is scheduled for next week.

Very conscientious Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.

What would make a investor more at ease? The overall process of the transfer over to the annuity was a simple and understanding process, but as far as me as an investor knowing where/what my money is invested in is hard to find and understand. It would make it simpler if there was a spreadsheet that could be looked at showing each stock and what percentage was invested in each stock and showing what each stock had gained and lost. A report like what is given by an employer for their employee's 401k plan.

Addressed my needs and concerns. The representative was very informative and helpful. All I could ask for at this stage of the process.