RSSA® Client Testimonials

Jonathan provided exceptional service. His in depth review of the social security analysis really opened our eyes to many considerations for maximizing our benefits. As we were already customers of the Funk Agency before this analysis, Jon was very thoughtful in bringing in all of the aspects of our retirement planning so we can have a full picture from which to base our decisions. Highly recommend!

We worked with Melissa for over fen years.She helped us with our financial planning and Medicare .She is very professional and very knowledgeable in a lot of aspects. We very appreciate her help

Jesse was very helpful and easy to work with. He really knows what he’s doing and took the time to explain everything in a way I could understand without feeling confused. He really taught me a lot through the whole process.

He was very patient with me and listened to what I needed. His recommendations were honest, valuable, and truly helped me make the right decisions.

I would highly recommend Jesse to my friends and family. He’s someone you can trust to guide you the right way. Thanks you Jesse

So helpful!

Eris helps with her heart. Her motive is to serve others in the same manner as her own family. Known her for many years in my career in dentistry and is SO KNOWLEDGEABLE about the “benefit world” and strives to help tailor the hard words to understand in simple terms so we can make better choices and decisions for ourselves.
She’s helped us with our insurance needs as well as our retirement plans. She’s even helped us with our social security benefits and checks up on us with changes. She’s hardworking and trustworthy.

very helpful man, pleasent and did not rush the call in any way i would have given a 5 star but for in the event i had needed to go futher with his help he has no formal office for a appointment

Eris is knowledgeable and patient. She haa assisted both my husband and I in reviewing and applying for our social security benefits. She follows up with us and always available to assist us when we need her.

Also, thanks again for all of your help! The Townsend family appreciates you more than you will ever know!🙂 Todd

— Todd Townsend

Mr Weinfeld has helped my wife and me strategize our retirement benefits. He has access to the latest software analysis and with it has explored all options.
We were very satisfied with his timely and spot-on advice.

Scott Garrison is amazing. He was able to analyze my data and help me determine when I should file for Social Security. He was thorough and meticulous. I know there are other people and other products available, but the personal service that I received from Scott was invaluable and reassuring. I was able to make an informed decision, and I am very happy that I took the time to work with Scott Garrison.