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May 2021 by Mike Schuller
Super nice and knowledgeable. Followed every applicable law including information release only to the policy owners.
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February 2020 by Megan Zeiler
It's a shame I can not give zero stars to this business. Unsure how this company stays in business as it does not follow Maryland laws and regulations. Very poor customer service, rude employees. Does not send amount of trust to beneficiaries yearly as underlined, no read-out of statement of trust pay out to beneficiaries, did not send required tax papers, company also would not release information to beneficiary whose name and social security are attached to said trust. Overall, very disappointing to work with. Please do not put yourself through the trouble of trusting this company with your money. I was not surprised to see complaints and court cases against this company in other states as well. For a company that prides itself on being faith-based, there sure is nothing Christian about them.
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February 2020 by patrick dwyer
This place is not abiding by the law and are very rude and not helpful at all!I have documents with my name and social security number on it and still will not allow me any information. They have not sent any statments they are supposed to by law. Do not invest with them we are currently working with lawyers about this . Do not want to see anyone go through the same problems. Elizabeth Tweed was very rude!
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February 2020 by Dawn tracy
If I could give them a zero I would . They will gladly take your money but god forbid answer questions. Since they have lost a certain employee this place is can not be trusted. It's a shame he passed away.
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February 2020 by Lacee Germroth
Extremely uncooperative, unhelpful, and rude. Would not trust them with your money.
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February 2020 by micah dwyer
Will not provide information on a fund i am a beneficiary on. Would NEVER recommend.
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February 2020 by Lyndsey Peyton
Shady business. Terrible, unprofessional service. Stay clear away from here.
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February 2020 by Heather Gross
I beg of you do not invest your money with them!
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January 2020 by Nodella Jordan
I went for an interview. Mike and Heidi were very nice. A great atmosphere.
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February 2019 by Wayne Holle
Outstanding service and very knowledgeable help
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February 2019 by Richard Armacost Sr
Will help with retirement plans.