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Simply Stated Retirement Solutions
158 State St Suite 2B, Bluffton
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158 State St Suite 2B, Bluffton
Directions Call Website Suggest an Edit
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!