Testimonials
TESTIMONIALS
Jackie B.
Fort Myers Fl.
Good morning,
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Here is my testimonial. Have a great day. Thank you for all your help.
I met Tony about 7 years ago through my daughter who was going to a seminar that he was conducting. I was very impressed regarding his knowledge of the products.
Tony explained everything in a way that you understood all of the policies. Tony displayed confidence in all the products and answered all the questions that were asked during the presentation.
I set up an appointment with Tony to look for some products that I could move my funds into something that would serve my needs. Tony researched the products that would best serve my needs. We then scheduled another appointment and set up some plans to start moving forward.
Tony explained the steps needed and was always available to answer all my questions. We scheduled another appointment to review the plans and got everything finalized.
As new products came into the market, Tony contacted me and we then scheduled another appointment to review these products. These new plans were better for me than the other plans.
Tony sent me the necessary information so we could transfer to these other plans. We then scheduled another appointment to finalize the transfer.
I really enjoy working with Tony and recommended him to my friends and family who are looking for investment and additional medical insurance plans.
Thank you Tony!
Fort Myers Fl.
Chicago IL.
Aracely C.
Chicago IL.
Nefertari, Tony, Sandra, and the entire team were wonderful to work with! I had term life insurance, and they helped me transition to a much better IUL insurance Plan.
I also had a 401K plan that Tony helped me roll over into a more secure and beneficial IRA. They were professional and kept me well informed, educated, and comfortable throughout the entire process.
They answered all my questions with confidence and kindness. I feel so much better and secure about the future and am super grateful to their brilliant team!
Thank you, Tony!!!
Lesley T.
Chicago IL.
There are people on who are put on this who can say something that will no doubt inspire others and then there are people who can say something inspire you in such a way that it forces you to take action. That person is Tony Martínez.
I’m grateful to have met him, he has helped me change my life in spite of the devastating circumstances. We had the best conversation about how to best move forward after the death of my husband and put my life in a better position financially.
He is a compassionate educator but most of all he has become a part of the family. He isn’t one to just do the business and move on, Tony always does periodic check-ins to make sure the family is doing well and adjusting to life without our loved one.
Tony comes highly recommend to anyone who wants to get their finances in order to change their lives.
Thank you Tony for all that you’ve done for me and my family and Keep up the good work!!
Mrs Lesley.