Lloyd G.'s Review of 525 Advisors

June 29, 2018

Long term care has always been a concern for us. We wanted the peace of mind but couldn’t get past the cost or the limited care options. Brian didn’t ever try to sell us anything. He gave us an education on traditional LTC and then explained how asset based LTC would better suit our needs. I’m a conservative penny pincer but could easily see how my money was always working for us and available if we wanted it or our needs changed. We’re so happy we took the time to hear him out and decided to purchase a policy. No buyer remorse and we sleep better knowing our future is taken care of should we need it. And, Brian has followed up to make sure we’re still satisfied. Brian and Madalyn have been great to work with.

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

Read Full Testimonial »

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

Read Full Testimonial »
Scroll to Top
Powered by Top Rated Local®