About Simply Stated Retirement Solutions
Reviews for Simply Stated Retirement Solutions
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Simply Stated Retirement Solutions is an independent retirement planning and investment firm dedicated to creating personalized, risk-appropriate retirement strategies for clients. The firm prioritizes understanding the unique concerns, needs, and dreams of its clients, offering a variety of investment strategies and insurance products from multiple companies. Clients appreciate the expertise and professionalism of the team, particularly in areas like financial planning, life insurance, Medicare guidance, and life planning organization. Reviews highlight the calm, patient, and knowledgeable approach of the staff, who effectively address complex issues, such as navigating Defined Benefit Retirement Plans. The firm emphasizes education, making financial concepts easy to understand, which is invaluable for clients who may struggle with financial matters. Overall, Simply Stated Retirement Solutions is highly recommended for its comprehensive support and responsive service.
Priscilla has been a trusted advisor for my Medicare needs since I retired and moved to Bluffton 4 years ago. Recently I moved my mother down to Bluffton and asked Priscilla to review & evaluate her current coverages. She responded immediately and spent time with us explaining everything we needed to know. We were very pleased. I recommend her highly.
Priscilla has done an excellent job getting my wife and I enrolled in the right Medicare program and assisting with some of our initial challenges. So far, so good. Some issues still need to be resolved. So far she's been with us the entire journey.
Talk about teamwork! Priscilla and Jay are the best. Heading towards retirement with so many questions had our heads spinning. A friend recommended we sit down with the Simply Stated team and we are so glad we did. They are patient to listen, eager to educate and happy to help. We would highly recommend them to anyone in need of financial planning and/or Medicare help or advice. Thank you both for your patience and expertise!