Financial Consultants & Investments, Inc. - Miami (FL)

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Kelsey Fischer Brad is extremely knowledgeable, professional and compassionate. He cares about his clients and takes time to explain things. We have worked with Brad for about a year and have had a wonderful experience with him!

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

sergio guerrero The worst financial institution with the worst products in addition to high interest rates, I have been paying a loan for 3 years, not even the pandemic has made me stop paying the installments, it is worth mentioning that within my installments I pay for insurance that they offer in case I have a medical problem, something happens and I cannot pay my installments because that day arrived, February 10, I had a stroke and I was in the hospital for a week and even so, I have not stopped paying February and March but already April it is becoming difficult for me to pay because I said I am going to collect the insurance, it turns out that I applied, I went to my doctor, he filled out the form with the information he had but some fields were left to fill out because it did not correspond to him but he did fill in the most important ones, such as the diagnosis, the date he gave me, the hospital where I was, the information of the therapies, etc., well, it turns out that they are attending to the fact that they did not put the day they disabled me and when until when I will be out of work, which seems stupid to me because if I had a stroke on February 10, since what day did I start the Disabled? And I dont know when Ill be discharged because the therapists are asking for six more weeks of therapy, and I have an appointment with the neurologist until June for a checkup. Theyre shameless. I spoke with an insurance representative, and it was agreed that they want that filled out, but the general practitioner cant fill out information from the hospital or the specialist. I have an appointment until June of this year. I told her I could send her the hospital documents, but they wont accept anything.

Anthony Rowe This branch is by far my favorite. If you have an issue they will do everything they can to solve it. Lilliana and Diego have exceptional customer service. If you dont have an account with Citi then you are wasting your time and need to get one. This bank actually cares about the people

CARLO SIMPLIS Edwina was very helpful

April Alvarez Everything was smooth sailing!! During this meeting we made friends. Mr. Sean was the best. This is a highly recommend insurance. Thank you for helping us to making the best decision for our family. If I could give 50 ⭐️⭐️⭐️ I truly would.

Lisa Blackman As a person who has not had Insurance in many years I want to reach out and thank Cindy Figueroa and Jimmy Adams for helping me today to get insurance with Florida Blue. These two individuals went far and beyond to make this process a easy process. This is a major blessing and a big stress relief since Im a 60 yr. old female who can now take care of things I have put off for many years because of finances. Thank you Cindy and Jimmy my prayers have been answered. Sincerely Lisa