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Reviews for Silver Bridge Retirement
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Silver Bridge Retirement
9620 Northeast Tanasbourne Dr Suite 300, Hillsboro
Directions Call Suggest an Edit9620 Northeast Tanasbourne Dr Suite 300, Hillsboro
Directions Call Suggest an Edit
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!
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.