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Business Profile

Retirement Planning Services

Wade Benefit Services, Inc

Reviews

Customer Review Ratings

5/5 stars

Average of 9 Customer Reviews

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Review Details

  • Review fromDAVID K

    Date: 04/24/2025

    5 stars

    DAVID K

    Date: 04/24/2025

    ******** was extremely helpful and guided me through the process. She was a true professional and was a delight to work with. Thank you!

    Wade Benefit Services, Inc

    Date: 04/28/2025

    Thank you so much for your review. Being able to help our clients get the service they need is what we love doing.
  • Review fromLeon N

    Date: 04/09/2025

    5 stars

    Leon N

    Date: 04/09/2025

    My Agent was Very ************ what she was talking about & found everything I needed. For ******** She is a Top Notch Agent. Thank you.

    Wade Benefit Services, Inc

    Date: 04/14/2025

    Thank you, for the wonderful review. Striving to give our clients the best experience possible is important to us. As your agent and advocate we are here.
  • Review fromMartin W.

    Date: 11/20/2024

    5 stars

    Martin W.

    Date: 11/20/2024

    **** financial services are top notch and have exceeded my expectations. You get personalized care that doesn't make you feel like a number.

    Wade Benefit Services, Inc

    Date: 11/21/2024

    Thank you for your review. We aim to provide quality service to our clients. Without you all there would be no us. We appreciate your business.
  • Review fromPhyllis J

    Date: 09/28/2024

    5 stars

    Phyllis J

    Date: 09/28/2024

    Wade Benefit Services has been very helpful with my ******** sign up and choices I was lost and they made it very easy to sign up and explain everything to me in helping me make an informed decision. Thanks so much for your time and effort

    Wade Benefit Services, Inc

    Date: 09/30/2024

    Thanks so much ******* for your review. Truly appreciate being able to service you as a client.
  • Review fromEdward H.

    Date: 09/25/2024

    5 stars

    Edward H.

    Date: 09/25/2024

    I totally enjoy talking to ******** ****. Shes very knowledgeable on everything with ******** and she always returns. My phone calls on time and she is always a pleasure to talk to. She always takes time for me. Nothing is ever rushed.

    Wade Benefit Services, Inc

    Date: 09/27/2024

    Thank you ****** so much for reviewing us. We strive to provide our clients with excellent service. Thank you for being a valued client.
  • Review fromYashica

    Date: 09/23/2024

    5 stars

    Yashica

    Date: 09/23/2024

    Ms **** was very helpful with me choosing more life insurance and very attentive and made sure I could afford it.

    Wade Benefit Services, Inc

    Date: 09/24/2024

    Thank you ******* for the review and for allowing us to service your insurance needs. We appreciate your business and you as a client.
  • Review fromTheresa H

    Date: 05/20/2024

    5 stars

    Theresa H

    Date: 05/20/2024

    My name is *************************** who is a long time client of ***************************** who is my financial advisor as well as my health and insurance agent with **** Benefits Services .************ has help assist me with my retirement 403b plan, put my ********** in place, set up my life insurance by showing me ways to grow my money and help guide me in choosing the best health plan for this economy. The plan we decided to go with that met my needs is called ********************* The incentives are great. I was able to get "OTC (Over the ********* **** Card ( for food and other household use such as paying utility bills)which saved me a lot of extra money in my pocket. I enjoy getting rides to and from my doctor and other medical appointment visits, dental and vision care, ************ has been an awesome , kind, patient and caring person, good listener who does everything possible to help please her clients.

    Wade Benefit Services, Inc

    Date: 05/20/2024

    Thank you so much for trusting us with your retirement planning needs. I am glad we were able to focus on providing you the different services you were looking for based on your specific needs. We are always happy when our clients are happy. Thanks for this wonderful review.
  • Review fromLoretta P.

    Date: 05/09/2024

    5 stars

    Loretta P.

    Date: 05/09/2024

    ***************************** is phenomenal! I'm so happy that she was referred to me by a dear friend. ************ helped me rollover my pensions/investment into 2 great Annuity companies. She explained how they worked, was very patient with some repeated questions, very reassuring and knowledgeable of how the annuities work with each company. I felt very comfortable in putting my total trust in her expertise! She has shown me how diligent she is on staying on top of ******** things done in a very timely manner! She is very professional and very nice! I'm so happy she is my Financial Advisor!

    Wade Benefit Services, Inc

    Date: 05/13/2024

    We appreciate your business and your trust in our ability to provide you sound retirement advice. We look forward to being of service to you for years to come. Thank you for your wonderful review.
  • Review fromTom Crivellone

    Date: 05/07/2024

    5 stars

    Tom Crivellone

    Date: 05/07/2024

    ******** was very helpful in all my insurance questions and needs I will recommend ******** for insurance needs thank you

    Wade Benefit Services, Inc

    Date: 05/08/2024

    Thank you, ******, for this wonderful review and trusting us to serve you. We appreciate you as our client.

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