“I recently used roadside assistance with a rental vehicle while we were out of state. While the repair was done in a satisfactory manner, I never received a receipt from the company that performed the service. After a few weeks had passed, I contacted the phone number on my insurance card for roadside assistance asking when I would be reimbursed. I was told I needed a receipt from the company that did the repair. This turned out to be quite an ordeal and after a handful of futile phone calls, I reached out to Carla's office and explained the situation to Brenda. Thanks to her, the matter was resolved in a very efficient manner. Next time, I will reach out to her ASAP and save myself from the aggravation.”
“WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.”
“Thank you So Much Zac for helping me!
It’s rare to find someone that values their customers the way he does. His patience, knowledge, and commitment to providing excellent service made the entire experience stress-free and enjoyable. I highly recommend this business to anyone looking for exceptional customer care. Thank you for making me feel like a valued customer!”
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
“I've recently switched my car insurance to state farm using Nick Wians insurance agency and the experience was great. Good customer service and they pay attention to customer needs.”
“Working with John, he won my business, and made me feel informed, and good about working with Michael‘s Branch. He went above and beyond, and I look forward to bringing him more business in the future. It’s been a great experience so far.”