While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
4.4
10 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Jason was excellent. He explained things in a visual way I could understand. Explained my options with absolutely no stress or pressure. Was very patient. I look forward to gaining further knowledge in our next call
Interesting proposal and well presented on a QLAC annuity to help reduce the impact of RMDs to overall income. This was the initial presentation with follow-up next week
Seemed upfront , transparent
& willing to work with me .
If I do go with him as client I would need to verify him.
Trust but verify ! You understand I hope
My advisor was extremely knowledgeable and we share a lot of the same outdoor activities,we are close to the same age, but most importantly he seemed to be very focused on making sure he points me in the right direction.
Representative I consulted with was very informative and answered the questions I had during the interview. Was friendly and not pushy.
My advisors were all great listeners, had tremendous knowledge and were surprisingly helpful at assessing my current annuity. I am looking forward to their recommendations and proposals.
My agent, Mr. P.Harvey, shared facts and knowledge in a clear step-by-step process; not too fast or overwhelming. As the conversation progressed, he offered other options in a casual manner, and answered other questions I thought of. At the end, Mr. Harvey had spent a considerable amount of time talking to me and sharing information about investment annuities so that I now have several options to consider.
Reply from Retirewizard
Thank you so much for your review Nancy! Glad to hear you had a great experience with your advisor.
Sean was very knowledgeable & explained the plans thoroughly. We have another call to discuss specific plans in 3 weeks.
Reply from Retirewizard
Thank you so much for your review Anita! Glad to hear you had a great experience with your advisor.
Reply from Retirewizard
Thank you so much for your review Johnathan!
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.
