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Lisez les avis des autres

Noté 5 sur 5 étoiles

knowledgeable, honest, followed through, never left you waiting for a response or answer to questions, They are good communicators and set up meetings with you. They represent many companies and choos... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

I reached out to several different companies, and I soon realized other companies did not offer. Any type of selection only would push their products. I was very impressed with the annuity Experts, I... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

In a universe of 100 billion+ galaxies it would be hard to imagine finding a better Annuity advisor than Jason Stolz at The Annuity Expert. His professionalism, knowledge and patience put him light... Voir plus

L'entreprise a répondu

Noté 4 sur 5 étoiles

Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.

L'entreprise a répondu

À propos de l'entreprise

  1. Agence d'assurance
  2. Courtier en finances
  3. Mutuelle de santé
  4. Courtier d'assurances
  5. Compagnie d'assurance vie
  6. Fournisseur de pension de retraite

Écrit par l'entreprise

Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs. Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey. Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality. Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.


Coordonnées de contact

4,6

Excellent

TrustScore 4.5 sur 5

24 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

I reached out to several different…

I reached out to several different companies, and I soon realized other companies did not offer. Any type of selection only would push their products. I was very impressed with the annuity Experts, I spent a lot of time researching and learning as much as I could before making the final decision. Every time they reached out, Jason was so helpful and knowledge every question I asked him I very happy with the service I received.

22 avril 2024
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Réponse de The Annuity Expert

Fantastic to hear!

Noté 5 sur 5 étoiles

Excellent Customer Service

Working with Jason Stolz has been a pleasure. I was impressed by his knowledge,communication skills and excellent follow-up. A pleasure to deal with. I would not hesitate recommending Jason to anyone who values excellent customer service!

1 avril 2024
Avis spontané
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Réponse de The Annuity Expert

Glad to hear!

Noté 5 sur 5 étoiles

The Best Annuity Advice on Planet Earth and Beyond ∆

In a universe of 100 billion+ galaxies it would be hard to imagine finding a better Annuity advisor than Jason Stolz at The Annuity Expert. His professionalism, knowledge and patience put him light years beyond the nearest competition.
Save yourself the time and trouble of searching the universe and give Jason a call for the absolute best top rated company annuity choices available. One call that's all!

26 mars 2024
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Réponse de The Annuity Expert

Thank you for the kind words Henry! Glad we were able to help you!

Noté 5 sur 5 étoiles

Great experience! Highly recommend!

Great experience working with these guys! Jarad and Jason got me exactly what I needed with no pressure or push. Very knowledgeable. Easy to get a hold of and answered any questions I had. I highly recommend them and will use them for any future annuity need. Thanks! A+ job guys!

20 mars 2024
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Réponse de The Annuity Expert

Glad to hear! Thanks for the kind words.

Noté 5 sur 5 étoiles

Very smooth process

Very smooth process. Got all the information needed and all questions answered. Very good communication from the start. Very happy with our purchase. Thanks Jason and Jarad.

14 mars 2024
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Réponse de The Annuity Expert

Glad to hear Tom!

Noté 5 sur 5 étoiles

Team of Experts

The team at The Annuity Expert was knowledgeable (thoroughly explained the process); helpful (addressed any questions or concerns); and responsive (replied promptly). Glad I chose them for my insurance needs and would definitely recommend.

9 février 2024
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Réponse de The Annuity Expert

Thank you for the kind words. I'm glad we were able to help with your insurance needs.

Noté 5 sur 5 étoiles

Best annuity understanding - Best annuity products

This was an absolute Excellent Experience. I started studying annuities since last year, as a option for future cash flow.

I went to several dinners that made some very compelling promises. The reality is, we did not really understand annuities until we spent time talking with Jason (Annuity Expert).

Jason took the time to CLEARLY explain how the different annuities work. He was so thorough, patient, very responsive, and NEVER PUSHY. He has a great way of taking the emotion out of the decision making process. He was also very effective in finding the most appropriate annuity with A rated companies. And Jason was an AAA+++

14 février 2024
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Réponse de The Annuity Expert

Glad to hear your experience went well Bob, we are always here to assist you when needed!

Noté 4 sur 5 étoiles

Responded rapidly to email but I tried…

Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.

13 février 2024
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Réponse de The Annuity Expert

My apologies for your experience with not connecting via phone easily. I've provided this feedback to the team.

Noté 5 sur 5 étoiles

knowledgeable reliable company

knowledgeable, honest, followed through, never left you waiting for a response or answer to questions, They are good communicators and set up meetings with you. They represent many companies and choose the ones best suited for your situation. Annuity experts will not abandon you after signing you up. They will work with you each year to advise and choose next move. Don't hesitate to speak to them. They made transferring my wife's 401K to an annuity 401K easy.

29 janvier 2024
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Réponse de The Annuity Expert

Glad to hear your experience was easy and smooth!

Noté 5 sur 5 étoiles

They were amazing

They were amazing. Jarad offered me options I was unaware of which turned out to be the better choice. My favorite part was that there was no pressure on their part to buy. They kept me apprised of the progress on the application and I am very happy with the outcome. Thank you annuityexpertadvice.com

28 décembre 2023
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Réponse de The Annuity Expert

That's fantastic to hear Pati! I'm glad Jarad was able to help you every step of the way.

Noté 5 sur 5 étoiles

The Annuity Expert does a great job

Jason did a great job covering my options, and was always ready and responsive to questions via email, phone or Zoom. Due to a denial of a similar policy 3 yrs ago, I did not believe this new application with a different and large insurance company "would fly". Jason said he would work hard to support getting my LTC application approved, which surprisingly to me was successful. I highly recommend him to review your personal needs and questions about what is and is not possible.

23 octobre 2023
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Réponse de The Annuity Expert

Thanks for the kind words. Happy to hear going the extra mile, got you approved!

Noté 5 sur 5 étoiles

Best

Simply,
They are the best!

9 octobre 2023
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Réponse de The Annuity Expert

Thank you for the kind words!

Noté 5 sur 5 étoiles

Jarad provided excellent option…

Jarad provided excellent option packages designed exactly for my needs, and he was able to answer all of my questions.

26 septembre 2023
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Réponse de The Annuity Expert

I'm very happy to hear Jarad was able to help you every step of the way!

Noté 5 sur 5 étoiles

my salesman was great

my salesman was great, very helpful in steering me through this.

21 septembre 2023
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Réponse de The Annuity Expert

Glad to hear our sales team helped you navigate your problems!

Noté 5 sur 5 étoiles

Excellent Service- I am recently…

Excellent Service- I am recently retired, and had a 401K... The 2 financial advisers friends had offered did not return my phone calls, so I started searching on Google. I came across The Annuity Expert website, and noticed there is a chat feature. I was so lucky to make contact with Jason Stolz. He was amazing- he offered an annuity that would pay lifetime benefits- which is what I was looking for. He was always available for questions, he advised every step along the way. The entire process took less than 1 month. I can't say enough good things about this company and Jason. He is the absolute best. I owe him many many thanks for all his help.

20 septembre 2023
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Réponse de The Annuity Expert

I'm glad to see Jason steered you in the right direction!

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