Phone: 727-397-5571

You made it possible for my father to live his remaining months in comfort, and with no financial concerns.

Dear Rep:

I wanted to take a moment to personally thank you and Tammy for all that you did for my father in his time of need.

As you will recall, when I came to you for assistance, my father was legally blind, diabetic, and had just had his right leg amputated. His monthly medical bills were staggering and his life savings were being depleted rapidly.

Not only were you instrumental in assisting with his legal affairs, such as his Medicaid application, but did so in a kind and caring way. It was a relief to my family and I that we no longer had to worry about my father’s finances or what the future would bring. You made it possible for my father to live his remaining months in comfort, and with no financial concerns.

In addition, when Dad did pass, Tammy comforted my family and was there to help with the settling of his final affairs.

I am quick to refer your firm to my clients with similar needs.

Thank you again.

Daniel R. - Vice President/Financial Center Leader
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