Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
I wanted to let everyone know what a great job Glenn and his team did for me late last year. I was working on opening a new business and needed to get life insurance to close on my SBA loan. I spoke with several agents, and told them that I had certain medical issues, but that I would provide whatever information was necessary to get the appropriate policy. Most of the agents I spoke with put in a cursory effort and at the first decline said they could not help. Glenn and his team are different they don’t accept a no. We got several declines but Glenn kept plugging along and after determined effort they were able to get me not just one but several offers from companies. After consulting with Glenn we made the most appropriate choice and closed the policy. I can’t say enough about Glenn and teams effort in working with me. So if another agent tells you know give Glenn and his team a call and they will get you a yes. I was able to close my SBA loan and open my business and thing are going great.
Thanks Glenn I could not have done it without your professionalism, persistence, and just genuine hard work. Well done and know that you can count on me to send business your way in the future.
To Whom it may concern:
Unhappy with my investor at the time, I was recommended to Pivotal Financial, President of Pivotal Financial I called Glenn and he immediately set up an appointment. Glenn went over my portfolio, my current expenses and income. Glenn answered all of my questions and concerns, and I never got the feeling that I was being rushed or any question was to menial. He is quite the professional. As I am on a fixed income, Glenn was able to recommend different options, which resulted in more monthly income for me. Glenn calls time to time to check to see how things are. In addition to being a professional, he appreciates his clients no matter how big or small their portfolio. His assistant, Sandy, is always there also to answer any questions. I have called her several times and she has always responded.
My wife and I have known Glenn for a very long time. What started out as a business relationship has become a great friendship. After our initial few meetings Glenn soon new our insurance and investment needs and my aversion to risk. He has set us up on a great retirement income plan and during the down economy when everyone else was crying gloom and doom, his investment strategies made us money. We have and will continue to recommend Glenn to our family, friends and acquaintances and anyone else who needs great and honest investment advice.
We started a little late in preparing for our retirement. There were so many different options and it was all so confusing; stocks, 401k, annuities, Social Security. How did it all fit together to provide us with the financial security we needed for a comfortable retirement. We needed help negotiating the myriad of options available. A good friend was working with Glenn and recommended that we give Glenn a call. It was a wise decision. We were very impressed with the services offered by Glenn. He listened carefully to our retirement wishes and concerns, responded quickly and knowledgeably to our questions, and then outlined various options to reach our retirement goals. Glenn is friendly, easy to work with, and truly appreciates his clients. We now feel very confident that our retirement will be the best years of our lives.
Glenn Has a unique skill of matching products to the specific needs of his client. He is knowledgeable about Social Security and retirement issues, and has a pleasant personality. I was pleased with the service he provided, and would recommend him to others.
When my wife and I met Glenn we were unsure what to do with are financial future, but when we met Glenn he pointed us in all the right directions. We now have a savings account, life insurance, and retirement set up. My wife and I feel so much more comfortable knowing we have someone to turn to for all our financial needs. Thank you Glenn.