Bill C.'s Review of 525 Advisors

April 28, 2018

Brian and Madalyn did an excellent job of helping me navigate the somewhat confusing world of insurance and boiled the whole issue down to a very manageable decision-making process. They’re thoughtful, compassionate and patient. I always felt like they put my needs and parameters at the top of the list. In addition to all that they’ve been personable and fun. Who knew buying insurance could be this easy and enjoyable!

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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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