Danielle George

Danielle is very good at her job. She is prompt in returning calls and seems to know what I need. I recommend Danielle highly.

Danielle George has been a Godsend to my husband and me. Her knowledge of Medicare and the hoops to jump through was so helpful to us. She keeps tabs on our investments and checks up on us occasionally to ensure we are still heading in the right direction.

Danielle is a very good agent. We have been with her for years and she is always available when we need her. She helped with things we weren't even aware we even had. She will be there for whom ever needs her. Thanks Danielle

I had the opportunity to meet with Danielle George and had an immediate connection with her. She was so kind and caring from the onset of our meeting. She has a wealth of knowledge and exudes confidence when answering your questions. She also has great listening skills and answers all the questions you have. I highly recommend Danielle.

Great customer service and explained what we were getting.

We are so grateful to have worked with Danielle George as our financial advisor. She has been incredibly helpful with our 401(k)s and annuities. She explained everything clearly, answered our questions with patience, and made us feel confident about our financial future. We highly recommend her as a knowledgeable and trustworthy financial advisor.

Danielle is terrific, she is more than an advisor, she gas become a friend to me. I know that I can trust her and that she does what is best for me and she is never bothered by my questions.

We’ve been working with Danielle for more than 10 years and love her. She has given us excellent financial advice and made the confusing world of insurance easy for us.

Danielle was very helpful for my husband and myself when we were asking for financial help. My parents recommended her, and I’m recommending her to others!

Danielle is exceptional she took care of both my husband’s and my retirement investments. She is wonderful explains everything in detail. We are very satisfied with the results. Highly recommend her.

Let me tell you a few words about my savior and friend “Danielle”. I was rushed into having to retire and a friend at work referred me to her. Wow what a Gal to work with, actual I just sat there and she did it all from investing to handling my SSI stuff. She came over to our home to handle it all how comforting that was. She’s so pleasant to be around, very personal and if you ever need her one call and WONDER WOMAN is on her way. I give her 5 STARS!!

Danielle helped my husband and I navigate medicare insurance options in 2015 and has been our financial advisor since then as well. We feel very confident in her financial expertise and she has always been readably available to answer our questions and has even completed paperwork for us.

Danielle is awesome. Explains everything well and a joy to work with.

Danielle is great. She really listened to my needs and found what would work the best for those needs. She has a great personality, is eager to answer my questions and calls me back immediately when I've called and left messages.

Thanks to Danielle my husband was able to retire early from his job! She helped organize our finances ( pension, social security, insurance too) and helped us understand them. She guided us thru the retirement process which was confusing initially. She helped us invest our savings, which has grown very well!! We were actually nervous to retire but she patiently worked with us and now we couldn’t be happier!!! She’s amazing!! I couldn’t trust anyone more!!

Longterm great customer service

Danielle was very helpful

Danielle is great. She is experienced and listens to your needs. She presents options that will fit your budget and some if your interested. No Pressure, No Hassle and very pleasant to work with. Totally recommend Danielle and her team. Looking forward to doing additional business with her.

Most helpful with good advice. Thank you, Danielle.