Bill Condon, CEP, CFA, CPA and his associate provided me with income annuity quotes, and a free consultation to review my retirement income strategy.
When I was looking into purchasing a deferred Income annuity from MassMutual, MassMutual representative referred me to Bill's firm, Commonwealth Financial Group. Bill understood my needs accurately with just a single correspondence and provided me with detailed quotes with very competitive price. I also made inquiries to two other firms. So I truly appreciated his professionalism and thoroughness in his response. Even though I was just working with him with a small transaction, he offered me an opportunity to review my overall retirement income strategy without any commitment or fee. His interaction was always non-intrusive and he never asked me about quotes I received from other firms even though I disclosed that I was comparing prices. He was never forceful when he presented me with options and gave me wise advice, which I did follow. I ended up not buying the annuity product through his firm, but it was due to my own personal circumstance, and no fault or lacking on his part. If I have a chance to work with him in the future I would welcome the opportunity, and I recommend his service wholeheartedly to anyone who is looking for a financial advisor. Albeit brief, it was a real pleasure working with him.