“The Social Security seminar was very helpful!”,
“We are very disappointed… that we did not meet Sean back in 1998 when I first retired! Our account would be worth so much more money than it is worth today. Overall we are very satisfied with the experience we had with York Independents!”
I would recommend Sean Clark of York Independents for anyone that needs advice on investing there money in a secure account. The wife and I had two meetings with him and he is very open and very honest about advice of your money.
We were featured in an article from “The Star” newspaper in September of 2013. To read the article, please click here.
We at Penn State York’s Osher Lifelong Learning Institute (OLLI) want to thank you for your presentation on “Maximizing Your Social Security”. I have read the evaluation forms and heard comments from those attending. To generalize, the members felt that you were an excellent teacher with good knowledge about the topic which should interest us all. Updates with IRS changes in SS were asked for and several mentioned that handouts would be helpful. As you can see, the wish was for another course. We are currently working on courses for winter/spring of 2015–far ahead but necessary. Will you please consider an update–possibly 2 sessions so there is more time for questions?
Curriculum committee co-chair, OLLI (Penn State York)
We received the insurance money… and it was more than expected!! We paid off one loan & put a substantial chunk on the other! In the summer, we will be ready to talk about investments!
Thank you very much!
Hey Sean, we just wanted to send you a quick email to tell you how impressed we are with what you’ve done for us!
We had no idea that we could refinance our mortgage at such a low interest rate and your loan is saving us hundreds of dollars per month!
Also, the fact that you were able to double our life insurance coverage while bringing the cost down is excellent… we feel that depositing those monthly savings into the College Plan for Jacob was a wise move, and we’re excited to be able to provide over $50,000 for him when college time comes.
Travelers Insurance has great with our auto & home insurance, and the fact that we were able to triple our coverage and drop the cost by $403 per year still has Jeff and I amazed.
Thanks so much for rolling over Jeff’s 401(k) and my IRA from the bank… having the investments compound over the next 20 years will be awesome, and having the accounts provide the guaranteed return really puts our mind at ease… now we know we’ll be able to retire when and how we want to!
Truth be told, we still have a hard time believing that you did all of this for us for free, but we are so thankful we set that initial appointment with you when you called. Thank goodness Becky and Mike referred us to you! We’ve thanked them several times also, and we’re buying them supper on Saturday.
Again, thanks for investing your time in our family to help us get ahead, and we feel truly blessed for this experience. We look forward to keeping in touch with you… please see what you can do to help the friends we referred to you, and we’d love to hear about their success stories also.
Additionally, feel free to share this letter with anyone you’d like, because to more families you can help, the better!
Crystal and Jeff (and Jacob)
I haven’t spoke with you in ages. First off, let me say “Thank You”!!! Everyone Is talking about losing money last year and I just had to tell them that I made money and it was all thanks to you!
One guy asked if he could have your information. I couldn’t find your number, but he wanted me to contact you so he can set up an appointment with you. If you could give me a call when you have a few minutes, I can give you all his information.
Talk to you soon!
Sean helped us out recently with our retirement plans. Maybe he could help you out also. Consider making an appointment with him when he calls.
Steve and Jill
Hey guys: make sure you set a time with Sean when he calls. Randy and I had a really positive experience.