Customer ReviewsforSafe Wealth Management LLC

We first met **** at a seminar on safe strategies for long term income from savings for those considering retirement. My wife and I were both a bit skeptical, but by the time we left that evening, I knew I would meeting with **** and his team again. We met a very nice couple at the seminar that were existing clients of *****' and they were close to our age and were already retired and were genuinely excited at how secure they felt with the strategy and safety of the products **** had them invest in and they were so knowledgeable about so many nuances in the whole post retirement living changes we were equally educated by them as well as by ****. We met with **** about two weeks later. Then returned about a week after that to sign our final papers and I can honestly say, I think we are both sleeping better knowing the upcoming election cannot affect our investment as it is guaranteed. We are so impressed with the service and welcome atmosphere of ***** office and staff. We highly recommend the entire team

Thank you for sharing your experience! Its great to hear how the seminar, as well as the conversations with our existing clients, helped put your mind at ease. Were thrilled that you now feel confident in your retirement strategy and appreciate your kind words about our team and service. Its our goal to ensure you feel secure and well-informed, and were glad that peace of mind is already making a difference.We feel blessed to have you both as clients and look forward to continuing this journey with you!

Im every much impressed with **** and what they offer. We have been to many seminars and his was the only one that made sense and give us a reasonable return on our investment I would highly recommend them to anyone wanting to invest

Thank you so much for your kind words and recommendation! Were thrilled to hear that our seminar resonated with you and that you're pleased with the results of your financial plan. At Safe Wealth Management, we strive to provide clear, sensible strategies that help our clients feel confident in their financial futures. Your satisfaction is our top priority, and we're grateful for the opportunity to help you on your financial journey.

All my interactions with Safe Wealth Management have been transparent and without any strong arm or difficult discussions. **** and his staff have always been professional. The best form of review is repeat business, which I am in the process of completing.

Thank you for taking the time to share your experience with Safe Wealth Management! Were delighted to hear that youve found our approach transparent and professional. Providing a comfortable and open environment for our clients is a core value for us, and its wonderful to know that weve met your expectations. Your continued trust and repeat business mean the world to us.

I have attended several "Prepare for Retirement" type seminars and dinners over the last few years. Finally, I attended one which made sense to me and at which felt comfortable. After some research, I met with **** from Safe Wealth Management. He now helps me manage a large part of my retirement. The returns for the first year have been well above what I expected. Thank you to everyone at Safe Wealth Management for the excellent, professional, and friendly customer service.

Thank you so much for sharing your experience and for choosing Safe Wealth Management to help guide you through your retirement planning. Were thrilled that our seminar resonated with you and that youve had a positive experience working with us. Its wonderful to hear that your first-year results have exceeded your expectations! Our team takes great pride in providing professional and friendly service, and your kind words reaffirm that commitment. We look forward to continuing to support you in your retirement journey.

We receive numerous offers inviting us to financial seminars, and always pass. However, Safe Wealth Management had some key wording that **** us in: no sales pitch. We loved the restaurant offered, so decided to go. The presentation was interesting, clear, concise, and the advisor was merely providing information relating to investment opportunities for people who are older and no longer want to play the stock market game. We have been discussing options for our investments for awhile, and this seemed to fit our profile and our needs. We decided we would meet the advisor. He was absolutely no hard sell, and was clear about what he was offering. He was extremely hypercautious with ensuring our decision was understood. To ensure we understood he threw out test questions!! LOL! To say that we were confident we were entrusting our investments with the right person is an understatement. He is very down-to-earth, bright, and very sensible. He has made contact with us several times since our decision to go with his recommended investment strategy, and he is an absolute pleasure to work with.

Thank you for such a detailed and thoughtful review! Were so glad our invitation caught your attention and that you enjoyed the seminar. Its important to us that our presentations are clear and informative, without any sales pressure, so its great to hear that you felt comfortable with the information provided. We also appreciate your kind words about our approach to ensuring a thorough understanding before moving forwardthat's a priority for us. Were thrilled to know that you're confident in your decision and have had a positive experience working with us. It's a pleasure to support you, and we're here anytime you need further assistance or have questions. Thank you again for your trust and for choosing Safe Wealth Management!

Very professional and detailed. He wants to help with your finances, not just sell a product.

Thank you for your kind words! We take pride in focusing on whats best for our clients financial well-being, rather than simply offering products. Its great to hear that you found our approach professional and helpful. If you ever need further assistance or have questions, please dont hesitate to reach out. We're here to help!

Having attended several retirement planning presentations during the past few years, it was refreshing to attend the one given by **** of Safe Wealth Management. This presentation reaffirmed our belief as to the type of investors that we are and what type of investments best meet our needs. **** provided enough detail about the products that he recommends to his clients that we scheduled a meeting with him to review our current accounts and see what additional product he might recommend. At this meeting, **** asked what he could do for us. We expressed our interest in the annuity he described at the presentation. He reviewed our current investments and asked about our goals. He made suggestions regarding both our current investments and our goals. After thoroughly reviewing our financial concerns and information, he made a recommendation for a specific annuity and described, in understandable detail, the features of this annuity. We decided to proceed with his recommended investment.We feel valued as clients and appreciate *************************** in answering our questions and providing additional information when asked. He follows up immediately when we contact him. We are very pleased that we made the decision to work with Safe Wealth Management.

Thank you so much for your detailed review and for sharing your experience! We're delighted to hear that our presentation helped reaffirm your financial goals and provided clarity on the options that best meet your needs. Its wonderful to know that you felt valued throughout the process and that the recommendations were clear and tailored to your specific goals. At Safe Wealth Management, we believe in providing thorough, client-focused service, and we're grateful for your trust in us. We're always here to answer any questions or provide further assistance. Thank you again for choosing to work with us!

**** from Safe Wealth made us feel very confident with our investment decisions. He explained things very thoroughly, which made them digestible and relatable while building our trust along the way. My husband and I have had an excellent experience with **** and his team. Safe Wealth Mgmt is a class act! Tell your friends!

Thank you for your wonderful review! Were thrilled to hear that you and your husband felt confident in your financial decisions and found our explanations thorough and relatable. Building trust with our clients is essential, and its fantastic to know that you had an excellent experience with our team. We appreciate your kind words and your willingness to recommend us to your friends. If you ever have any questions or need further assistance, please dont hesitate to reach out. Thank you for choosing Safe Wealth Management!

Great product . Great service. I only wish I had more money to give him!!!!

Thank you so much for your kind words! We're thrilled to hear that youre satisfied with our services and products. Your enthusiasm means a lot to us! Remember, were here to help you with any financial goals, no matter the size.

My husband and I decided to reach out through ******************* Safe Wealth Management seminar because it seems we continue to lose money elsewhere. **** walked us through how easy it is and safe to grow our money through an annuity and no fees paid by us. I didn't feel belittled at all since we do not have a lot of money to invest, as we have felt with other investment firms.

Thank you for sharing your experience with us! Were glad to hear that our seminar provided the information and support you were looking for. Its important to us that all clients feel valued and respected, regardless of their financial situation. We're thrilled that you found the annuity options clear and beneficial, and were here to help you grow your financial future safely. Thank you for choosing Safe Wealth Management!