Reviews

Review Details

• Review fromLoretta D

  Date: 11/05/2024

  5 stars
  I have worked with Frank Del Palazzo and Associates for years. I had a sum to invest which, to me, was considerable. Frank came to my house and suggested a number of options, fully explaining the pros and cons of each. At a later review his daughter, ******** suggested it was time to move my investments to another plan. She had suggestions for ways forward and was very clear about the pros and cons of each option. I appreciate her ability to make something which can be confusing crystal clear.

• Review fromTim E

  Date: 10/23/2024

  5 stars
  Highly recommend! They have a great plan for my retirement and my funds are very safe!

• Review fromMark K

  Date: 10/05/2024

  5 stars
  I heard ******* on the radio one Sunday on safe money talk and was very impressed. So I called and left a message and she called me back the next day . She took the time to come to our home and present her business strategy for my retirement. Needless to say I was hooked , I’ve never met such a smart young lady about retirement finances. What a blessing she has been to us and the business she runs . I would and have recommended her services to many people, sincerely mark k

• Review fromLuci Z

  Date: 08/19/2023

  5 stars
  This agency has saved our retirement. Our original money manager was making very poor decisions with our savings, but Frank Del Palazzo came to our rescue many years ago. He visited ** often to learn our needs and hopes. He offered us safe, effective, profitable plans during clear and factual presentations which we understood easily. He reviewed our plans annually offering continuing advice. These plans have produced income for us in our retirement that we never hoped to imagine. Each income tax season, we are thankful for Frank as we review how much we actually were able to withdraw from these plans and live a very comfortable and full life in retirement. We are just as thankful that his daughter continues in his footsteps and keeps an eagle eye on our savings.

• Review fromMary M

  Date: 12/26/2022

  5 stars
  Our family loves Frank Del Palazzo & Associates and Frank’s daughter, ******* ********. We have had the privilege of working with ******* over the last few years. She first began working with my mother-in-law after my father-in-law passed away. He managed all the family’s finances and it was an overwhelming task to figure out which investments were current, closed, and working for the benefit of my mother in law. ******* drove a considerable distance to meet with our family and help ease the confusion that was before us. She was a true life saver and blessing.
  So impressed with her dedication, we called on ******* again when we needed financial advice for both myself and my husband’s retirement future. ******* explained the best options for both of us. She explained the different plans available to us in a way that 2 non-investment-savvy-people could understand. We finally felt like we had been given advice that would help us go forward with a more secure future. Thank you ******* for everything you have done for our family. Forever grateful.