Read what our clients are saying about us!

For years I watched my savings with two other financial advisers stay the same with very little increase. They never contacted me with any new advice or wanted to meet to discuss a new approach. It seemed I had disappeared in their file. Then I met Teresa Cassidy, from that day forward things have changed for me. Our investments have made money, and she stays on top of our investments. She and her staff are very helpful and have made a great change in my investments. I would advise any one to ask for a meeting with Teresa to discuss their future investments'.

Brenda F.

Thank you for the incredible job you do in helping us with our RX insurance needs. You and your staff were always pleasant, helpful and very professional (even at the last minute rush). You are amazing and we thank you being here for us.

Stan and Linda G.

Just wanted to say thank you for being there to help us. Trying to navigate through the Medicare maze is not for the faint at heart! Once again thank you for all you do.

Anne H.

Several months before my husband turned 65, I started researching supplemental insurances and drug plans. I spent weeks, in the evenings, searching the websites. Since I work, I was calling insurance companies on my lunch hour to have them send me information. It was very overwhelming looking at all the different plans and options out there that was affordable and would meet his needs. Then I heard about this person that came to the local drug store that would research this for you. I called the drug store, got her name and number and immediately called her. She set up an appointment and actually came to our house to visit with both of us. We signed up with a plan that evening. Each year, she sends a letter with a date and time to meet with her and go over your plans during open enrollment. I would highly recommend Teresa and her team to anyone needing help with their insurance needs. I have a copy of her card at my office that I give to anyone asking about an insurance plan for them.

Ann S.