RSSA® Client Testimonials

Working with Aaron Gagnon has been an exceptional experience. His deep understanding of the Social Security system and his ability to provide personalized, clear advice made a significant difference in my financial planning. Aaron’s meticulous attention to detail and genuine commitment to his clients set him apart. Thanks to his guidance, I feel confident in my Social Security decisions. I highly recommend Aaron to anyone seeking expert advice in this area.

I would highly recommend Janine as a personnel financial investments adviser. She is professional, respectful, patient, kind and very knowledgeable in her field. In addition she has further taken on additional accreditation class to help her clients get ready for retirement and understand social security benefits. For me personally she breaks this foreign language down to simplicity where I can understand it and that is what I appreciate most about her.
Thankyou for all your years working on my behalf.

Brian Fleming was an incredible resource regarding the questions I had relating to Social Security benefits. I have been in touch with Social Security offices multiple times with questions and I never received a clear answer. Ryan took my Questions, did the research and returned to me the answers that I was seeking, so grateful Brian for all your help!

David walked us thru the process of medicare (which has the propensity to be very confusing). Dave answered our questions and assisted in the navigation of decision making process we (me and my wife) had to choose. I would highly recommend Dave Barker and his services.

Frank Garcia is a good man. He will make it simple and easy for you to understand what can be an overwhelming process for many. He’s honest, caring, compassionate, and truly wants what’s best for you. With his guidance as a financial professional, you can confidently navigate the challenges regarding Social Security knowing you’re in good hands.

We have had a positive experience working with Nadia Tupikina. We moved to Florida from a northern state at the end of 2023, and one of the most crucial issues was choosing the right health plan in time. The situation was complicated by the fact that I am already retired, while my wife continues to work, meaning we needed two different plans. Moreover, we were alarmed by information suggesting that the level of medical care was low and insurance would be unaffordable.
We were not disappointed, as Nadia meticulously analyzed our situation and preferences.
What was the result? Now we have a good network of highly qualified doctors. It is no worse than, and in some aspects, the level of specialists is much higher than what we had before moving to Florida.
We have approached Nadia with other planning and insurance questions, as her experience is extensive and she made every effort to help. The greatest gain on this journey was Nadia herself, as a professional and warm person who sincerely helps people find optimal solutions.

I heard you talk about your RSSA designation in the Yorba Linda Chamber. You have provided me with alot of information about insurance not only for myself but for my company as well. I thank you for your service.

Rene really help me understand my options on SS. He did not mind my question and made sure I understood.
I was very happy with Rene.
Thank you for making this service available for free.

The report that Jon provided was very insightful and provided information that I didn’t even know that I needed. It is interested to see that while Social Security benefits are the norm for those in retirement it is just one of many vehicles that one will need to survive the retirement phase of life.

I would recommend that everyone have a Roadmap performed by Jon and review it at least annually to ensure that they receive the maximum benefit and can plan accordingly for the proper time to activate their SSA benefit.

Carlos provide an excellent service, very patient person and he explained so well that I would recommend him to all my friends.