RSSA® Client Testimonials

We found Dale via the RSSA. We had very specific questions about the interaction between SSDI and spousal and survivor benefits. When we first talked on the phone he was very honest about his knowledge about SSDI. Within 2 days he had spoken to colleagues and researched and found the answers to our questions. His rates were very reasonable, and he was very easy to talk to. I highly recommend Dale for SSA related questions.

Jackie was thorough and very knowledgeable. She was very patient and answered all my questions. She was so nice and was wonderful to work with. I will definitely refer her to my friends and family.

Kristy Drew was nothing but professional throughout my experience with her. I especially appreciated her approach of getting to know me prior to delving into formatted questions. I felt by doing so, she was better able to answer my questions based on on my circumstances, needs, etc. I was confident Kristy was knowledgeable in her field, which enabled me to feel prepared for decisions I am now making.

Rob was so easy to work with and trustworthy. I felt comfortable asking my questions. This process helped me have confidence as retirement gets closer.

I highly recommend Sandra for her exceptional expertise in retirement planning. She took the time to explain the complexities of Social Security, helping me understand the requirements and navigate the ‘ins and outs’ with ease. Her guidance was invaluable, and I feel much more confident about my retirement decisions now. Not only was she thorough but patient and very kind.

I’ve worked with Sandra for years, and trust her completely. I absolutely love working with her, as I know how passionate she is about helping others. She is professional, but fun to work with. She will work tirelessly until she finds the absolute best deal for her customers. You will never regret having her on your side.

Carlos was wonderful to work with! He explained our Social Security options clearly and made the process so much easier to understand. We felt comfortable asking questions and truly appreciated his patience. Thanks to his guidance, we feel confident moving forward with our retirement plans.

Highly recommend him!

— Bridget & Jeff Moss

Gary is the man!

Gary is very knowledgeable and helpful. He takes time out to thoroughly explain everything. I would strongly recommend him to anyone.

Heartful caring, very helpful!