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September 2023 by L J
When the time comes to use this sort of need..I will certainly use them! Heard all good feedback! Honest & trustworthy & professional
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November 2020 by lindsay sarkissian
I had a wonderful experience and support with Safe Money Retirement Strategies. I met with Skip Kelley and he was very helpful and knowledgeable(and funny). He took the time to answer all of my questions and explain thoroughly my options for a future financial/ retirement plan that suited myself and my family. The office and staff is a beautiful and friendly/family environment as they provide exceptional service and definitely go above and beyond for their clients. So happy I was referred to them for my peace of mind financial future!
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November 2020 by Paul Smith
I was a late starter planning for my retirement. I had a couple of IRA's through the bank that yielded very little in interest. I attended Skip's dinner &, although I thought I was probably a hopeless case and would need to work until I was on my deathbed, I decided to get some advice & scheduled an appointment. I knew nothing about investing. Skip assured me that I was NOT hopeless and set up a strategy with me. Shortly after, the market took a big dip and I wrote Skip in a panic, accusing him of giving me bad advice and making me lose from my already inadequate savings. Skip was professional, reassuring and calmed me down. Since then, I've been more and more comfortable that I am going to be able to retire and be OK. Even with the huge losses the market has experienced since the pandemic started, I know I'm in good hands. Skip and his staff are always respectful, pleasant and responsive. Lisa is fantastic. These are people you can trust!!!
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November 2020 by Tony Leocha
Safe Money Retirement Strategies has been a Godsend! In this time of uncertain financial situations, and watching my savings and investments falling, my money in Safe Money is going up as promised. Knowing that I have a program of savings, and insurance for my family in case the unexpected happens is so comforting...even more so on this Mother's Day!!! Skip and his team are outstanding, knowledgeable, friendly, thorough, and extremely pleasant to deal with. They are true to their word, available 24/7, and the results show that the product is as advertised! Thanks Skip and team!
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November 2020 by Phyllis Leocha
I have worked in the television industry for a major Network in Boston for over 40 years, and having been exposed to many situations. I know a good one when I see it! My husband and I are both involved in two separate policies with Skip Kelley and his team! Having recently retired after grinding it out for so long, it is so comforting knowing that I'll have guaranteed residual income, and my hubby will be covered when I go to that Happy Place!!! :) Skip's team has been courteous, knowledgeable, responsive to my every question, no matter how silly, and the dinners have been fun, and the cookies at his office are delish! Seriously, I couldn't be happier than I am with the product, security, and friendliness I have experienced at Safe Money Retirement Strategies. Thanks to all! Happy Retirement!!! Oh ya!!!!! :)))
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November 2020 by deb piotrowski
After 19 years with the same financial person we came to see Skip on advice from a family member. We were pleasantly surprised and have been working with him and the great staff for a few months now. So happy we made the switch to Safe Money Retirement Strategies.
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November 2020 by Thomas Friedrich
Skip has always been a straight-shooter with me. My wife and I attended one of his talks on a particular kind of investment, but when it got down to it, he showed me another avenue that would work better for us in our situation. Skip has assembled a great team and is always adding more services. Love doing business with them!
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November 2018 by caity dawson
After going to a complimentary dinner seminar hosted by Safe Money Retirement Strategies I scheduled a follow up appointment. The day of the scheduled appointment I ended up having to cancel because something came up at work. I tried to call and was unable to get in contact with anyone. Much later that night I received a call from the owner asking what happened, I explained the situation and he asked me what I wanted to do. At the dinner he said that they don’t usually deal with people as young as myself, so I informed him that upon further thought I decided it was best that I contact him in a few years and go from there but appreciated his time at the dinner and I would keep his contact information. He then decided to tell me that “he hopes that I value other people’s time more than his” and what I did was “pretty crappy,” if I wasn’t gonna show up then I shouldn’t have made an appointment if I wasn’t going to show up. Finally he ended the call with “grow up kid,” (I’m 25 years old mind you), and “have a great evening” and then hung up on me. I don’t believe I deserve this treatment all because I was unable to make the appointment and gave me no time to speak my peace about the issue. He was disrespectful and unprofessional and I will not be considering his company in the future for financial investment and would advise others to do the same since he clearly doesn’t have any regard for others.
