Please be careful as documents were signed and a copy was not provided as strictly stated in the Fidelity & Guarantee Life contractRequested copy of document and only pages that were signed were providedReview of Fidelity & Guarantee Life website clearly states there is no guarantee interest for the life of the annuityThey give you the first year guaranteed interest level and then it is re-evaluated yearly with a guaranteed minimum interest level of 1%This was not clearly identified by Charisse M [redacted] She said I had a Rider which guaranteed the 7% interest for life of annuity but failed to provide the Rider when I requested a copy of the documentsBeware
I really loved working with Saturn wealthIt's a very young group and you could tell they enjoy helping people retireMy previous advisor was in his sixties and seem tired every time I calledWhen I call Saturn wealth Kayla answers the phone and you can feel her exuberance and she knows exactly who amThe nice thing is since I am retiring soon I know this group will be around for some time rather than retiring in the next to years right in the thick of my retirement
I have referred three friends to work with Saturn wealthIf that doesn't tell you how much I appreciate what they did for me nothing willThey're very well-versed in what it takes to help someone with their financial well-beingScott kept in contact during the entire process which I really appreciatedIf you're looking for a local business that isn't a huge brokerage company that has thousands of people working for and thousands of clients where you will get lost in the shuffle it this is the placeIt's very much like a boutique financial wealth company
I work in the medical field and I am not very knowledgeable when it comes to all the financial strategies available out there Saturn Wealth was great about breaking the things down what they suggested in terms that I could easily understand I feel like I'm in a much better place going forward thanks to Saturn Wealth During the process Scott called me every Friday to let me know where we were in the processI can't say enough good things abou this buisness And
Please be careful as documents were signed and a copy was not provided as strictly stated in the Fidelity & Guarantee Life contractRequested copy of document and only pages that were signed were providedReview of Fidelity & Guarantee Life website clearly states there is no guarantee interest for the life of the annuityThey give you the first year guaranteed interest level and then it is re-evaluated yearly with a guaranteed minimum interest level of 1%This was not clearly identified by Charisse M***She said I had a Rider which guaranteed the 7% interest for life of annuity but failed to provide the Rider when I requested a copy of the documentsBeware
We weren't sure how to retire even though we had plenty of money savedCharisse was able to help us plan for our retirement so that we would be more than comfortable in the coming yearsHer team was so helpful and provided great communication throughout the processCouldn't be happier with their service
Great company! Had a great experience rolling over my 401K with themThey even the conference call with *** to make sure that everything was moved over properlyI would have totally messed it up had I done it on my own
I really loved working with Saturn wealthIt's a very young group and you could tell they enjoy helping people retireMy previous advisor was in his sixties and seem tired every time I calledWhen I call Saturn wealth Kayla answers the phone and you can feel her exuberance and she knows exactly who amThe nice thing is since I am retiring soon I know this group will be around for some time rather than retiring in the next to years right in the thick of my retirement
Please be careful as documents were signed and a copy was not provided as strictly stated in the Fidelity & Guarantee Life contractRequested copy of document and only pages that were signed were providedReview of Fidelity & Guarantee Life website clearly states there is no guarantee interest for the life of the annuityThey give you the first year guaranteed interest level and then it is re-evaluated yearly with a guaranteed minimum interest level of 1%This was not clearly identified by Charisse M [redacted] She said I had a Rider which guaranteed the 7% interest for life of annuity but failed to provide the Rider when I requested a copy of the documentsBeware
I really loved working with Saturn wealthIt's a very young group and you could tell they enjoy helping people retireMy previous advisor was in his sixties and seem tired every time I calledWhen I call Saturn wealth Kayla answers the phone and you can feel her exuberance and she knows exactly who amThe nice thing is since I am retiring soon I know this group will be around for some time rather than retiring in the next to years right in the thick of my retirement
I have referred three friends to work with Saturn wealthIf that doesn't tell you how much I appreciate what they did for me nothing willThey're very well-versed in what it takes to help someone with their financial well-beingScott kept in contact during the entire process which I really appreciatedIf you're looking for a local business that isn't a huge brokerage company that has thousands of people working for and thousands of clients where you will get lost in the shuffle it this is the placeIt's very much like a boutique financial wealth company
I work in the medical field and I am not very knowledgeable when it comes to all the financial strategies available out there Saturn Wealth was great about breaking the things down what they suggested in terms that I could easily understand I feel like I'm in a much better place going forward thanks to Saturn Wealth During the process Scott called me every Friday to let me know where we were in the processI can't say enough good things abou this buisness And
Loved working with themHas a very personal touch that I didn't like with other financial wealth companies I have worked with
Please be careful as documents were signed and a copy was not provided as strictly stated in the Fidelity & Guarantee Life contractRequested copy of document and only pages that were signed were providedReview of Fidelity & Guarantee Life website clearly states there is no guarantee interest for the life of the annuityThey give you the first year guaranteed interest level and then it is re-evaluated yearly with a guaranteed minimum interest level of 1%This was not clearly identified by Charisse M***She said I had a Rider which guaranteed the 7% interest for life of annuity but failed to provide the Rider when I requested a copy of the documentsBeware
I had a great experience with this companyThey take care of everything and explain what they are doing very clearly in terms I could understand
We weren't sure how to retire even though we had plenty of money savedCharisse was able to help us plan for our retirement so that we would be more than comfortable in the coming yearsHer team was so helpful and provided great communication throughout the processCouldn't be happier with their service
Great company! Had a great experience rolling over my 401K with themThey even the conference call with *** to make sure that everything was moved over properlyI would have totally messed it up had I done it on my own
I really loved working with Saturn wealthIt's a very young group and you could tell they enjoy helping people retireMy previous advisor was in his sixties and seem tired every time I calledWhen I call Saturn wealth Kayla answers the phone and you can feel her exuberance and she knows exactly who amThe nice thing is since I am retiring soon I know this group will be around for some time rather than retiring in the next to years right in the thick of my retirement
Great company