Investment Planning Group - Stuart (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.

Tara Hildebran Rebekah was professional and helpful in getting quotes on vehicle and had policy written quick. Great service & prices.

Mr. Tallahassee Bill is the best person. He always remembers whats going on my life. He has actually told me not to buy one of his products at the time because he knew I should focus my finances on reducing debt.

J. Alvarado This was my third loan with One Main, and let me tell you, this company cares and will work with you through every step. The Naples office here in Florida made it a very simple and quick process! Highly recommend

Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!

janice whitaker Very good bingo then pizza and birthday party with cake and icecream anyone 60 and over should come join bingo every Friday at 9,and lunch served at 12 hope to see you there

Lianny Escalona Best broker in the city. Nate helps my husband and me to understand each number and works hard for us to get the best deals possible. Thank you so much.

Liza Brandenburg Stacey did a great job and I of course would recommend her for my next filing year with Jackson Hewitt !