Silver Bridge Retirement

Apr 2023

Mona Montano identified IRA money that wasn't really working for me. She recommended -- and secured for me -- an annuity product with built-in guarantees that will also provide increased benefits if home health/nursing home care are in my future. Mona's service is first rate!

Apr 2023

Mona Montano was so helpful when I was trying to figure out if I could retire and be ok financially. She was very knowledgeable and caring about my personal needs. I trusted her and after much thought, I ended up using her services to move my IRA'S to annuities. I had always been leery of them but she explained them clearly and eliminated my concerns. I am so pleased that I did because my other investments took such a hit in the market lately and these held their value.