Reviews

This profile includes reviews for Annuity Straight Talk LLC's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Annuity Straight Talk LLC

  121 Wisconsin Ave Whitefish, MT 59937-2304

  
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  Annuity Straight Talk LLC

  PO Box 5343 Whitefish, MT 59937-5343

  

Review Details

• Review fromMark W

  Date: 11/22/2024

  1 star
  I recently purchased an annuity from ***** ******** and had a very unsatisfactory experience. No one should have to go through what I ******. ******** sent me a mailing label that had the wrong address, so my check ended up being rejected by American *** and returned via *********** My annuity remained unfunded as *** informed me it could take up to ten days to get my check back. ****** excuse was, the check made it there...but just to the wrong *************, ***** sent me a label with the correct address. I sent another check to American ***, and after all the delays, they confirmed my annuity was funded. But when I called American *** to confirm everything, I discovered ***** had placed me in the wrong annuity. This time ***** blamed American *** for having too many annuities with similar names. I could go on, but I think Ive made my point. Suffice it to say, if youre looking to buy an annuity from an adult, I do not recommend Mr. *********

• Review fromJeremy E

  Date: 10/17/2023

  5 stars
  I've worked with Annuity Straight Talk for 7+ years and have only great things to say about the owner *****. In a world where most "advisors" are just doing what they've always done, ***** has continued to expand his expertise and never be comfortable with what used to work.I have intimate knowledge of his process for recommending annuity products, and I can tell you that he turns away far more people than he sells annuities to. He looks at every client like a family member, and someone that he'll know for life. If he can't recommend something that you will be happy with in 30 years, he won't sell you anything.***** does all of his business over the Internet with people who are scattered across the country. Heck, I'm all the way in ***** too. But we all trust him because he's not in it for the quick buck. He's in it for us.

• Review fromCayce W

  Date: 10/17/2023

  5 stars
  I had the pleasure of working with ***** from Annuity Straight Talk, and I must say that my experience was nothing short of excellent. ******* professionalism and expertise were truly impressive. From the moment we started discussing annuities, it was clear that he had a deep understanding of the subject matter.One of the things that stood out the most was ******* ability to explain everything clearly. Annuities can be a complex and intimidating topic, but ***** has a remarkable talent for breaking down the intricacies in a way that's easy to understand. He patiently answered all of my questions and ensured that I felt confident and well-informed throughout the process.The level of trust and confidence I have in ******* guidance is unparalleled. He took the time to assess my individual financial situation and goals, providing me with tailored recommendations that made sense for my needs. I never once felt pressured or rushed into making a decision. It was clear that ******* primary concern was helping me make the best choice for my financial future.Thanks to ******* assistance, I am now confident in my decision to invest in an annuity. I have peace of mind knowing that I made an informed choice, and I'm excited about the financial security it will provide for me in the years to come.I wholeheartedly recommend ***** from Annuity Straight Talk to anyone seeking professional and trustworthy guidance in the realm of annuities. His dedication to his clients and his ability to explain complex concepts in a clear and understandable manner set him apart. If you're looking for a reliable and knowledgeable expert in the field, ***** is the person to turn to. I am extremely satisfied with my experience and am confident you will be too.

• Review fromJorge F

  Date: 07/24/2023

  5 stars
  ***** has a series of 'annuities' clarification podcasts and newsletters, which are extremely good material for education.... it shows he really knows the products...I think I like to do business with someone that knows the products... and not someone that is being pushed to sell me a specific product....I would be upset at a financial advisor that doesn't give me all the options there are in the market.... not the case with ***** !

• Review fromDolores M

  Date: 07/17/2023

  1 star

  Dolores M

  Date: 07/17/2023

  The worse. Stay as far away from *************************** as you can get. He is volatile and hot tempered and I will be lodging my complaint with the Better Business Bureau. I would have given zero stars but the system made me put something in the star field.
  

  Annuity Straight Talk LLC

  Date: 07/22/2023

  This is certainly a two-way street and has as much to do with *******' attitude toward me as well.  Communication is difficult with her and I take the blame for her not receiving emails or phone calls.  I've given her an incredible amount of free advice and sold her one small annuity that has no fees and she never lost money.  I'll do my best to continue offering service on the contract until her term is up.  This is water under the bridge for me and won't change the fact that I plan to give her the best service possible.  My response is further recorded in a podcast on my website with the link below...

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