“If you are looking to solidify your financial planning this firm is the one to talk to. Their wealth management planning is the best I've seen. I highly recommend them.“
“I've worked with Ray and his team for almost 20 years now. It's a sophisticated approach and all team members are terrific. I use Pegasus for my personal retirement plan as well as my business benefit plan.“
“Nice people help you plan for end of life. They sell whole life insurance to meet your family needs in event of your death. Not pushy or overselling. Asked about debts and assets, then gave me great advice without even selling.“
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.“
“I spoke with a man named Clay Baker and I'd hire him immediately. Unfortunately he does not directly work clients. But he referred me to a very nice advisor close to me. Excellent place“