Highly recommend! Dan is extremely professional, friendly, knowledgeable about finances, investments, and health insurance. He is very low pressure, takes as long as we need to fully understand and make the right decision for our specific situation.
Mar 2021
Dan is always professional and really takes his time explaining and educating. My favorite part about working with Dan is if he does not answer his phone he will return my call sometimes within minutes.. Longest I ever waited for Dan to return my call was 15 min. He is very quick to reply with customer service. Customer service is Outstanding! Best I have worked with.
Highly recommend! Dan is extremely professional, friendly, knowledgeable about finances, investments, and health insurance. He is very low pressure, takes as long as we need to fully understand and make the right decision for our specific situation.
Dan is always professional and really takes his time explaining and educating. My favorite part about working with Dan is if he does not answer his phone he will return my call sometimes within minutes.. Longest I ever waited for Dan to return my call was 15 min. He is very quick to reply with customer service. Customer service is Outstanding! Best I have worked with.