Reid B.'s Review of 525 Advisors

July 10, 2018

Our treatment was professional all the way through. Brian laid out multiple options but promptly zeroed in on a best choice for our situation. His answers to our questions gave us confidence, and were consistent with other research we had done. Then our application was processed in a timely manner. Replies to emails and phone calls were prompt, and the overall process seemed very efficient. We are satisfied that we went with a true expert and chose the right product.

More Testimonials for 525 Advisors

Bruce B.

Brian and Madalyn are real professionals and they know their business. Their advice and recommendations were sound and they custom made an option that met

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Reid B.

Our treatment was professional all the way through. Brian laid out multiple options but promptly zeroed in on a best choice for our situation. His

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Don L.

This was one of the more difficult personal finance decisions we have had to make: our financial advisor urged us to leave the money invested

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