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Retirement Planning Services

Safe Retirement Services
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 10 Customer Reviews

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Review Details

  • Alexandra D

    Date: 04/15/2025

    Alexandra D

    Date: 04/15/2025

    I met Mr. **** ********************** after attending a film seminar. I find him to be a genuinely honest and caring man, totally devoted to his work with and for the customers' well-being, rather than exclusively focused on his own profits as others with whom i have had experience in the past, who did not hesitate to take advantage of me. Mr. ********************** exhibits not only an honest concern and approach, but also an anticipatory vigilance over the customer's future and success with their investments. I have never made this observation with past advisors or brokers in the banking or insurance business. He makes f/u appointments and has no problem with repeating vital information to someone such as myself, who had no background whatsoever in this field. When he meets with you, he remembers who you are, and what your concerns have been, so he can help mitigate any further financial stresses. I highy recommend Mr. ********************** with great confidence to anyone seeking help or advice in this field. His service is excellent.

    Safe Retirement Services

    Date: 04/17/2025

    Thank you for the recommendation.

  • KATHLEEN D

    Date: 03/26/2025

    KATHLEEN D

    Date: 03/26/2025

    **** Schiavo, at Safe Retirement Services, has been providing us professional financial guidance over the last several years. He helped guide us through our estate planning and our retirement financial investments. Most recently, **** helped provide us with resources in purchasing our downsized home. We were grateful for his genuine caring and support during that stressful situation of buying/selling a home. It's just reassuring to know we made the right decision years ago to come to ****!

    Safe Retirement Services

    Date: 03/28/2025

    Thanks *****

  • Ray and jackie B

    Date: 03/15/2025

    Ray and jackie B

    Date: 03/15/2025

    Attended a seminar and thats where we became acquainted with **** *******.. He has helped us tremendously in our retirement journey. Not only is he a wealth of financial information, he is warm-and personable, traits you just dont find that often anymore.. He is always just a phone call away .Highest of recommendations for Safe retirement Services.

    Safe Retirement Services

    Date: 03/26/2025

    Thanks for your kind words.

  • Eleanor Y

    Date: 03/05/2025

    Eleanor Y

    Date: 03/05/2025

    Several years ago we attended a retirement seminar presented by Joh Schiavo. we were pleased with his presentation and made an appointment to talk with him about our retirement.He was very patient listening to our concerns about getting the right plan for us. He continues to keep in touch with us. If we call him with a question, he takes care of the problem. We really appreciate the attention he has given us through the years. ******* Y

    Safe Retirement Services

    Date: 03/09/2025

    Thanks **************

  • Christine A

    Date: 02/26/2025

    Christine A

    Date: 02/26/2025

    **** Schiavo has been a blessing to our family for fifteen years. Not only has he offered financial guidance over the years but he has also provided emotional support as our family has gone through challenging times. We began our relationship with **** when he guided my parents in estate planning and financial investments. When my father passed away, **** was a reassuring support to my mom and provided financial guidance to her with my fathers investments. My mom was able to live at her home for twelve years after my father passed because **** helped her to manage her money and utilize investments and insurances to cover her costs of medical equipment and in home nursing care so she would never have to go to a retirement home. As a daughter, I was clueless as to what resources were available to help my mom stay home, but **** immediately assisted us with practical advice and guidance as to next steps. Similarly when my mom passed away last year, **** stepped in to help us settle her estate by contacting all investment companies and advising us as to actions we needed to take. **** spent countless hours with my daughter and me not only helping us with financial and estate guidance but also through his empathy and genuine caring about us. He was such a source of comfort because he knew my parents so well and we enjoyed reminiscing about funny stories. I dont know of any other financial advisor who would take the time to add those personal touches. **** also guided me in my own estate planning and financial investments so that my daughter will be taken care of when I pass. **** is a class act who not only possesses financial expertise but also empathy in all his interactions with his clients. My daughter and I consider him part of our family and we are forever grateful for his support.

    Safe Retirement Services

    Date: 02/28/2025

    Thank You ***** for you kind words!

  • Paula M

    Date: 02/04/2025

    Paula M

    Date: 02/04/2025

    It was my lucky day in 2017 when I attended a luncheon regarding retirement and estate planning sponsored by **** ********************** of Affinity Advisors. I took a friend with me who had already done all that with another company. She said everything he said at the seminar was true. I am divorced and have worked most of my adult life, but never had a high paying job. My estate is modest, and I need to hang onto what I have in order to have something to pass onto my son. Mr. ********************** helped me establish a Revocable Trust with my son as the beneficiary. He made sure both of us completely understood what a revocable trust is. Mr. ********************** has always given me sound advice and has always had my best interest at heart. I also invested my Traditional *** and my **** *** with Affinity Advisors. When my last employer went out of business, I transferred my Profit Sharing Account to Affinity Advisors and have been happy with all my investments. I trust Mr. ********************** and Affinity Advisors completely. So much so that I referred my best friend to him.

    Safe Retirement Services

    Date: 02/08/2025

    Thank You for your Response

  • Patricia H

    Date: 01/29/2025

    Patricia H

    Date: 01/29/2025

    **** is professional knowledgeable and really listens and takes to heart what your goals are.I trust him with giving me the financial advice that covers me and my family for the long run. He is a blessing!

    Safe Retirement Services

    Date: 02/13/2025

    Thanks

  • Michael H

    Date: 01/28/2025

    Michael H

    Date: 01/28/2025

    I was looking for a retirement plan and saw the movie that Safe Retirement Services put out. Very interesting so I made an appointment. This was a plan I could follow and look forward to retirement with and still have an annual income for life.

    Safe Retirement Services

    Date: 02/18/2025

    Thanks!

  • Mary Ann M

    Date: 01/28/2025

    Mary Ann M

    Date: 01/28/2025

    **** is very knowledgeable and offered excellent professional advice to me regarding retirement services. I have recommended him to family and friends.

    Safe Retirement Services

    Date: 02/27/2025

    Thanks *******

  • Karen N

    Date: 01/28/2025

    Karen N

    Date: 01/28/2025

    I have received excellent advice from my financial advisor, John Schiavo. He first helped me to get my assets in order. Any time I call him he is there for me. He has helped me on numerous occasions with complex, difficult financial situations. I know I could never have managed these things on my own. I trust him totally.

    Safe Retirement Services

    Date: 02/27/2025

    Thanks *****

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