Crash Proof Retirement consumers Vince and Joyce Natale of Havertown, Pa. have been with First Senior Financial Group since 2010. They recently came in for an annual review and met with Director of Client Services Matthew Brennen.
To Whom It May Concern,
My wife Joyce and me had the opportunity, recently, to sit with Matt Brennan for an evaluation of our status of accounts associated with First Senior Financial Group. To say the least, we both felt genuinely impressed with the sincerity, knowledge, guidance and professionalism displayed by Matt. Peace of mind in today’s financial/investment environment is indeed a rare commodity. We feel that is what First Senior Financial Group, through Matt, has provided us foremost. We have been associated with Phil’s and Joann’s company for over four years and each year increases our confidence that we have chosen the most appropriate course of action to achieve our goals.
Our aim was/is to secure our retirement years and to pass on to our son as large an amount of our (limited) wealth as possible. FSFG has shown us excellent vehicles in their educational programs to provide a path to do just that. Phil, Joann, Matt, Ed Rice and the First Senior Financial Group ‘Team’ have been ever available to assist us at every turn. They continue to provide information that enables us to tweak and select successful options that meet our personal needs.
In closing, having dealt with and met several members of the company along with Matt, Phil and Joann, we no longer feel like the fee paying clients we were with other firms. We honestly feel a part of the ‘First Senior Financial Group Family’.
With Sincere Appreciation,
Vince and Joyce Natale