Jabriel James, Bankers Life Agent

Joey _{on Google}

Sep 19th, 2022

I found Both Steve Gosetti and Robert Sottile were true professionals and were exactly who I needed to guide me through financial planning and much more. As managing money can be very complicating and stressful for someone like me, I felt very much at ease and comfortable with them. They were persistent in keeping in touch with me and even came to my house to discuss a plan. Robert and Steves main focus was making the best decision for my financial goals that best suited me and made sure I was happy in the end. I would highly recommend them to anyone looking for expert advice and guidance.

Terri DeBartolo _{on Google}

Jul 2nd, 2022

Kyle is an excellent person, very thorough and helpful with all questions asked. I would refer Kyle to anyone!

Sarah Harvey _{on Google}

Jun 14th, 2022

Kyle Brisson and Auggie were both incredible! They were extremely knowledgeable, professional and generous with their time! They didnt rush us or pressure us into making a decision. They presented the facts, answered all of our questions, and allowed us to process the information and finally make a decision. Top notch expertise and customer service, I highly recommend working with them!

Carla Botelho _{on Google}

May 23rd, 2022

Melanie Oliveira is absolutely knowledgeable and she is wonderful. She helped my parents out with Medicare. I am extremely grateful for her help.

Lisha Marie _{on Google}

May 15th, 2022

Michael was amazing to work with. I was exploring options regarding investing in my sons future. He was very knowledgeable and provided me with a few options that would work best for us. His rapport with customers must be something he is complimented on because I felt very comfortable and appreciated his energy.