RSSA® Client Testimonials

Amy is more than a financial advisor. Not only does she work with an ethic of excellence in everything from customer service to the final execution of documents, she skillfully negotiates with various parties and institutions to bring about desired results. I highly recommend her services if you are looking for an advisor that practices with both efficiency and competence.

It was great seeing what my projected retirement looks like and the best strategy. So many laws regarding social security. Juan explained everything so well. Now I’m confident about my decision. I refered him to a couple of coworkers who are also interested in learning more about their own social security benefit.

Melissa helped us understand the pros and cons regarding taking social security early or later. I was just re-reading the information (now that my husband is retiring) and I am so impressed with how thorough she was. We have some complicated situations and she explained them really well and gave us a report that we could reference. I highly recommend her.

Steven was so very helpful and calmed my anxiety I had about how to sign up for Medicare A and he explained everything and then much more.I highly recommend him to everyone who has questions. A pleasure to deal with.

Cheri was great to work with. She was knowledgeable, prepared and easy to talk to. Cheri took her time explaining everything to me, not once, but multiple times! I would recommend Cheri without any hesitation!

Trevor is amazing!! He brings such a depth of knowledge, my husband and I are so happy to be working with him. He provided a very detailed analysis of our social security options and answered every question we threw at him. He also gave us a complete understanding of our medicare choices so we could make an informed decision. We highly recommend Trevor and will be referring him to all of our friends. 10 out of 10!

Absolutely sensational! I loved the way the material was presented! All my questions were answered and Trevor did so in a thoughtful and easy to understand way. I came away feeling like I had all the information I needed. Thank you Trevor for helping us see all our options so we could make an informed decision on both our Medicare choices and Social Security benefits!

Trevor did an excellent job of gathering the needed information, generating the analysis, and presenting it to me in a way I could understand. It was a great help to me and making some decisions for the future. Thank you so much!

Martha was great in helping me understand all my options and when to best take social security

I received Yeshaya’s name and contact information from a friend who told me that he had been very helpful in finding resources for her aging father. When I contacted Yeshaya, he graciously responded to my e-mail almost immediately. He spent time with me on the phone, discussing my situation and offering helpful suggestions. In the times since when I’ve needed to follow up with Yeshaya, he has consistently responded promptly to my inquiries and been generous with his time and efforts. I highly recommend Yeshaya. He has been very helpful to me, as he has surely been to others in my situation.