Courtney Boatright

Very patient and went over items so we would understand

Courtney has been very good to work with. She is very professional and friendly and puts her customers at ease while navigating thru the work. She has been able to answer any question and is always very accessible. Pleasure to work with.

Absolutely the best

Thank you for keeping me on track with my financial goals.

I love Courtney so much. 💗 She has helped me feel comfortable while helping my dad plan for his retirement. She is easy to talk to and explains things so we understand them.

Courtney has brought new light to our family, she has explained everything in detail and in words we can understand too. She is very understanding, kind and reliable.

Answered all questions and helped us navigate what we really want our plan to be.

Mrs. Boatright is very professional, competent, courteous and super knowledgeable. I'm recommending to many of my family and friends who are in similar circumstances as me, and need no-nonsense, straight-to-the-point advice without a lot of extra confusing information that they don't need.

Courtney is very professional and knowledgeable. She is willing to answer questions and spend time with her clients discussing options with them.

Courtney has been our agent for a couple years now. She is always well informed on issues we may bring to her attention, and if she's not sure what we're needing she is always quick to find out . Friendly, courteous, never makes us feel inadequate about our questions . She continues to give great advice when needed. We are fortunate to have her on our side

If you want to know what southern hospitality is, Courtney is the definition!! Great knowledge, helps you understand the crossing your T’s and dotting your I’s, and actually cares about you!! I highly recommend her!!

Courtney has been a blessing to our family. She has helped my parents with so many things. She made sure their income was appropriate. She has helped them set up care in their later years, and she has helped them plan for the legacy of me and my children. We love her!!!

She is very knowledgeable and easy to talk to.

Courtney is very knowledgeable and is always willing to help me.

Courtney is very attentive to our needs and is very knowledgeable of the options available for us. She takes the time to explain everything to us so we can make the correct decisions. We are very pleased with her services and would not hesitate to recommend her to anyone.

Great!

She’s the best! Courtney is personable as well as professional. I feel so fortunate my husband had talked to her before his death. She has been such a big help with things I knew nothing about. She is so easy to talk to.

Courtney was very informative and knowledgeable on the types of ins. I was needing.
I am so grateful with her assistance in my choices
and it’s good to know she is just a phone call away if/when I have questions.
She is a genuine caring person
Thank You Courtney!