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Finance Advising reviews in Holt

  • A
    Clear Strategy
    T.J. showed up on time in the morning, which is important to us.  I would like to also point out, more specifically, he came TO US!  We loved that personal touch and going out of his way to service his clients.  Everyone else we have worked with in the past has made us come into their office.  Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker.  We loved it.  Service like when doctors used to make house calls.  This is not done enough nowadays.
    He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand.  We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
    They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
    Clear Strategy was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
    - Doris P.
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Financial Advisors in Holt

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