RSSA® Client Testimonials

Dana was absolutely outstanding with both his analysis and his explanation so that both my wife and I clearly understood the various scenarios and which would be best in our circumstances that may be a little more unique than some. Rarely do we get exactly the information for which we were looking along with a friendly, professional explanation, but that’s what we got with Dana. We were exceptionally pleased and would highly recommend Dana. Thank you again, Dana!

Roderick was recommended to us through a neighbor who writes commercial insurance policy’s. My father in law had a very severe illness and required subsequent post illness treatment and therapy. My father in law was enrolled in some advantage plan that was just not going to cut it. We contacted Roderick and was immediately put at ease. We told him what we needed and he directed us to the correct decision. Even now 7 months later he still happily answers questions that we have. He is a true expert at his craft. Thank you again!!

I am very grateful for the expertise and patience of Tammy D’Angelo. My husband and I are a few years out from retiring. We have begun our serious planning for a smooth transition. Tammy plays a critical role in this planning process. She is guiding us on our Social Security benefits and helping us to understand Medicare and all its nuances. She is also assisting with other insurance needs that have come up in the process. Her ability to help us navigate the process has really put our minds at ease and is helping us to feel more confident and excited about our financial future.

You have been very helpful. We appreciate your valuable assistance and advise.

He’s the best! pleasure to work with, very patient and very clear in his advice.

a pleasure to work with and patient + super knowledgeable. The services offered are above and beyond what is normally offered and allows one to plan for the future.

Shia is a hidden treasure tov and delightful to work with!!

I had known Ray professionally for years before I asked him to help me with my Social Security claiming decision.

He took me through a detailed Social Security Roadmap analysis, explained my options in plain English, and helped me understand strategies I would not have identified on my own.

His guidance gave me confidence that I was making the right claiming decision.

When I retired, my total retirement income from all sources was 8% higher than what I earned in my final year of work. It truly felt like I received a raise for retiring.

Ray was patient, thorough, and genuinely cared about helping me make the right decision.

I highly recommend him to anyone who wants personalized Social Security claiming guidance.

He genuinely cares about helping others.

Working with Ray Harris gave my wife and me a much clearer understanding of our Social Security options. His analysis went far beyond estimating benefits—it covered claiming strategies, spousal and survivor benefits, our son’s dependent benefits, tax considerations, and how all of these decisions fit into our overall retirement plan. The personalized 24-page analysis gave us confidence that we have a well-thought-out Social Security strategy. Ray was knowledgeable, thorough, and took the time to explain everything in a way that was easy to understand. I highly recommend him to anyone who wants to maximize their Social Security benefits and make informed retirement decisions.

What I appreciated most about working with Ray Harris was his expertise and the amount of detail he put into our Social Security analysis. My wife and I wanted to make sure we were making the best long-term decisions for our family, and Ray provided a comprehensive strategy that addressed our retirement benefits, spousal and survivor planning, and our young son’s dependent benefits. The analysis answered questions we didn’t even know to ask and gave us confidence in our future claiming strategy. If you’re looking for someone who truly understands Social Security and takes the time to personalize recommendations to your situation, I would highly recommend Ray.

I recently worked with Jim Pashalidis to help me navigate the complexities of Medicare. He was extremely knowledgeable, professional, and friendly. Jim was very patient and took his time to answer ALL my questions in a way that I could understand. He made signing up for Medicare easy and stress free. He also helped me to feel confident in selecting the additional Medicare coverage that is right for me. If you need help with Medicare…whether it is signing up for Medcare, understanding Parts A, B, C, and D, or what additional coverage is right for you…call Jim! You will be glad you did!
I am! Thank you Jim!
Jennifer S.
Webster, NY