I just wanted to let you know that I am sending a “financial advisor” your way. His name is Sean Clark and he is wonderful. He has helped JD and I plan for the future in ways that I could never imagine. He has helped set up a college fund for Nolan, helped us with our life insurances policies, retirement plans and even helped us to set up wills. The best part about it is that there is no charge. All he asks is that you give him a few names of some of your friends so that he can help them also. I know, I know, sounds too good to be true. But, trust me when I say that I would never send a man I didn’t feel I could trust your way. If you don’t want or think you need his help, that’s ok. But all I ask is that you take 1 hour out of time to at least listen to what he has to say. Believe me, when he walked in our door I had no intentions on giving him any satisfaction, but it turned out he could help us after all. He can help with any financial situation, insurance, investing, retirement, wills, almost anything. So whatever your case may be, please just listen to what he has to say and then make your decision. Thanks and I hope he can help you as much as he did to us.
Amanda and JD
It is not typical for us to make an endorsement for services that we have encountered, however, we feel compelled to make an exception in this case.
We have recently met with Harold Breneman, an advisor from your company, York Independents, Inc. Harold shared an incredible opportunity for us to grow our retirement assets while never experiencing a down time in growth. The timing for us was perfect and we had no chance of losing.
There is no doubt that our economy challenges middle income families like ours. We have watched our retirement monies in jeopardy even through our best effort to keep it safe and secure. The market continues to be unpredictable and unemployment fears continue to face our country.
Today, more than ever, we need to trust those who guide our financial future. Your firm, York Independents, took the time necessary to educate both of us about the options available, making our decision of investment much easier. We had the belief that your level of knowledge and competence was far beyond our financial level, but it was all free.
We wanted a level of certainty without giving up the opportunity for growth and Harold was able to show us how to do just that.
Sean, we want you to know that we are very happy with Harold and the services your company provides.
Please feel free to pass our endorsement on so that others may have the same wonderful opportunity that we have had with York Independents.
Briand and Nancy M, Dover, PA
Just a quick note to let you know that I am VERY happy with the investment account you set up for me!
Making the transition from my previous brokerage account into the PrimElite account was such a smart decision, and I really thank my nephew connected us last year.
Despite the marketing going up and down this year, my income remained steady, and I just got a notice from MetLife Investors that my guaranteed monthly income will be increasing starting June 2010.
Thanks so much for introducing me to this awesome investment solution!