TESTIMONIALS

“Hi Lili,
I returned the client’s call this morning.  She stated that she had already spoken with you and that you were very helpful and responsive.  Great Job!  Thank you for all your help!”
– Administrator for client in Palm Beach Gardens, FL


“Thanks so much for all your help. It is extremely reassuring to know that we have such a competent team (i.e., all of you) working with us.”
– Director of Human Services for an Entertainment Personality


“Thank you very much for your input.  I will be recommending you to all who ask.  Again, thank you very much.”
– Doctor in West Palm Beach, FL


“Thanks so much.  I really do appreciate your prompt responses to all of my questions.  I know we are, in the grand scheme of things, a small client for your company, yet you guys have always provided incredible service.  The best way I know to repay that is to recommend you as much as I can; and I will.”
– Attorney for a Law Firm in Hollywood, FL


“Looking at the thorough quality of the annual statements for each employee, boy am I glad we chose you!”
– Office Manager for Doctors Office in Wellington, FL


“Thank you for your fast response. You guys did a terrific job!”
– Financial Advisor in West Palm Beach, FL


“Good afternoon Kim,
I just wanted to express my thanks and appreciation to you for handling this for me. I received the proceeds and was surprised that doing it on-line expedited it so quickly – awesome :-)”
– Plan Sponsor for Vision Center in Sebastian, FL


“Donna – Thanks again for all your help. It is always nice to have someone pleasant on the other end helping instead of what we get daily with the insurance companies and patients.”
– Human Resources Manager for Plastic Surgery Office in West Palm Beach, FL


“Thanks Jacki,
By the way, I really appreciate you coming out last week to meet with the client, I see why you come so highly recommended.”
– Financial Advisor for client in Doral, FL


“You are the best Duke… Thanks SO much for all your help- not to mention patience!!!”
– Office Manager for Pediatric Office in Fort Lauderdale, FL


“Melanie,
I just wanted to let you know I had a meeting with the clients today…All 3 of them told me that they are very pleased with the Pension Studio.  They think you are very knowledgeable, responsive and proactive, when it comes to their plan. She said she does not have one single complaint about you, which is amazing. So… I just wanted to let you know that your hard work is being appreciated and that I thank you for keeping them happy.”
– Pension Consultant for Broker in Miami, FL


“Just wanted to say thank you. After you made phone calls, emails, or whatever you guys did, everything got taken care of with the custodian.  Hope all is well.  Thanks again!”
– Human Resource contact for client in Delray Beach, FL


“Your attention to the needs of all our participants has been top notch and we greatly appreciate everything you do for our company.”
– Benefits Manager for Software company in Weston, FL


“Thanks.  You are the best TPA ever!!”
– Plan Sponsor in Coral Springs, FL


“You are the best!  Thanks for being so proactive, professional and taking care of my clients.  I am now requesting that you handle all new clients I bring in.  Thanks again!”
– Pension Consultant in Boynton Beach, FL


“Nancy,
Thank you so much for your prompt response.  This information is a tremendous help in estimating the tax liability for extension purposes. I really do appreciate your efforts.”
– CPA in West Palm Beach, FL


“Great working with you again.  It’s nice when things go so smooth and people actually know what you need and are talking about.   Take care.”
– Retirement Plan Consultant in Tampa, FL


“Hi Debbie,
Just a note to thank you for helping me transfer my funds.  You were a blessing after all the mis-information I previously received!!!  Thanks again!”
– Plan Participant for client in Boca Raton, FL


“Thanks and great job during our conference call.  They obviously felt very comfortable with your level of knowledge.  They really liked you- keep up the good work!”
– Financial Advisor in Sunrise, FL


“Hi Sonia,
Thank you for your patience and help in everything.  I am not sure if you hear it or not but you really do a great job in helping me and the practice with all the information we need knowing that we don’t have all the answers and sometimes the questions, too.  I really appreciate the time you take to explain everything.  So thank you for that and have a nice day!”
– Practice Administrator for Surgery Group in Red Bank, NJ

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