RSSA® Client Testimonials

I came across Natalie at a wellness meet and greet. She was able to answer my questions and set up a time to meet. Her company was able to offer a better insurance plan and save me thousands of dollars in deductibles per year. She was very professional and offered different plans to meet my needs. I highly recommend her and her company. I will stay with her and her company for many many years. She was also able to get my sister in a good plan to help her with her needs. Please let her assist you in any medical insurance plans. I am very impressed. She has tons of knowledge and only wants the best for you and your family. Do not just just stick with a plan from the government because there are many options to be offered to you. I was paying high monthly insurance from the government issued plan and did not realize how another company plan could save me so much money. I wish I had known this 10 years ago.

Mr Shia Weinfeld has an enormous amount of knowledge about all issues pertaining to health care, social secutity, etc We met with him at our home and he gave us all the time. He is patient, soft spoken and again extremely helpful. He is highy recommended

Kristine is absolutely amazing. She is extremely knowledgeable and patient. I just turned 65 in September and I was so unsure of when I should start collecting social security or wait a while more because I still want to work but not necessarily full time depending on advice. She will answer any and all questions you may have in terms you’ll understand. She will print out all information needed for you to look over and when you leave you will have all the tools and information needed to make your decision. I highly recommend her.

Melissa was my agent financially and with social security and Medicare since we met in 2016 until I moved out of Florida in 2024. She has always been friendly, helpful, professional and very knowledgeable. She never steered me wrong. She fully explained all the options and made me feel secure in my choices. I trust her completely.

Kristine has been our Medicare advisor for years, helping us navigate the complex and confusing healthcare system. So happy she is now advising on Social Security too. Could have never figured out and understood the best plan for My Husband and I without her. Kristine and her team are awesome!!!

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I cannot recommend James Hale highly enough. After weeks of frustration with Social Security including more than a dozen phone calls and four in-person appointments with no resolution, James stepped in and made all the difference.
James is extremely knowledgeable, patient, and thorough. He analyzed my situation carefully, explained everything clearly, and identified exactly where SSA had made an error in calculating my benefits. Because of his expertise and persistence, my Social Security payment was corrected and I am now receiving the full benefit I was entitled to.
If you are feeling stuck, overwhelmed, or unsure about your Social Security benefits, James Hale is the person you want on your side. His guidance was invaluable, and I am truly grateful for his help.

Nick has a relaxed, approachable style that immediately puts you at ease. He’s down to earth and seems the voice of reason in an industry that can sometimes feel complicated and scary. He’s honest and candid, with no hidden agenda.
Top notch.

Melissa is very experienced & knowledgeable. She is committed to always doing what is best for the client!

Nick Woog gave me top tier service and advice on my Social Security plan After he reviewed my file, we discussed all the benefits and analyzed when it would be best for me to start collecting my Social Security benefits due to my current situation. Nick was detailed and thorough in his analysis and I am forever grateful for the what he provided me. I would advise anybody looking for a great advisor to choose Nick Woog as their personal financial analyst.

What struck me about Shia is the level of passion he has about what it does. This is important to me, especially in selecting any type of professional consultation and collaboration. He is available, knowledgeable, flexible, and quick in his replies, and I appreciate his genuine enthusiasm and dedication in guiding people toward the best choices. I wish I had done this years ago. Even though this was a significant financial investment for me, I am reassured by Shia that he will support me over time, and that is crucial to me. I trust that he will be able to guide me in the future with any of my social security questions and related activities and steps to take, and also with my insurance. Great ally, thank you, Shia!