RSSA® Client Testimonials

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.

Melissa Rimsky has been my advisor for more than 15 years. She is trustworthy and knowledgeable in a plethora of areas. She is patient and clear in her explanations and advice!

Heather was very knowledgeable about signing up for SS. I’m not sure how one can navigate that without help. Heather is always fun to work with and truly cares about her clients. I highly recommend her !

Melissa has been my agent for several years now. She is always quick to respond to my questions or to make an appointment has always quick and easy. You’ll always have all the information needed to make the right decision for your Healthcare needs.

Garret helped me analyze my situation and helped me to realize that I was planning on taking Social Security later than i needed too. Ive moved up my retirement

Allen,
Allen helped us clearly understand our Social Security timeline and what would provide the best benefit for us based on timing and potential earnings. He is incredibly personable and highly knowledgeable in his field. I highly recommend him to anyone who wants to take the guesswork out of Social Security.

Allen provided a full explanation regarding social security benefits. After gathering the proper financial information, he provided an in-depth analysis of the timing and amount of Social Security benefits that I would receive. Initially, I thought I was going to wait until age 70 but after seeing his complete and in depth analysis, I changed my mind and am applying for Social Security retirement at full retirement age, 66 years 10 months.
Thank you, Allen, I greatly appreciate your work!

I am so grateful for the excellent experience my husband and I had through the RSSA professional review and recommendation meeting.
We went into the meeting with an idea of how we thought we would handle Social Security income. We learned so much, this completely changed the way we will file for Social Security income. We couldn’t have done it without Allen. His ability to explain it to us simply really helped guide our decisions and optimize our future retirement income.

Jonathan gave us insights and provided information that clarified our next steps and ensured we were unlocking our entitled benefits—-his analysis and advice is worth tens of thousands of dollars to us in the future. It was time well spent with a thoughtful professional!