5-Star Review

Todd & Amy were very patient with me. They took their time to explain things step by step. Their focus was on making sure my needs were being met and my retirement was secure. Thank you!

Winston O

Todd and Amy West are top notch and very knowledgeable. Also very patient because financial investments is new to me and I had a lot of questions. Highly Recommend!

Jeffery T. W

Wow - Todd & Amy West are not you're typical financial services agents. They cared more about understanding my needs then any other advisors did. Todd & Amy are extremely patient and flexible.  I highly recommend them to anyone looking for financial services and retirement planning! 

Shelly B

Retirement, although wonderful, can also be overwhelming. The amount of paperwork that is unfamiliar to a person, like me, was formidable. From the very beginning of the journey Todd & Amy West guided me with their knowledge, patience and diligence.

Victoria R

Todd & Amy were extremely patient and helpful. Forever grateful  - Thank you!

Parmawati K

Todd & Amy West are people who make you feel comfortable and at peace, when you leave them in charge of your finances. 

Sandra M 

What a great group of people to work with! Professional, knowledgeable, efficient and effective. Todd & Amy are on their game! I would highly recommend their services!

Daniel R

Advocate Financial provides professional and informative service with No pressure and No selling points. Amy & Todd offer relevant and useful information with which one can make a beneficial decision for their financial future. 

Robin P

Very professional, east to work with and answered all my questions. I high recommend them! 

Vicki R

In the confusing world of annuities, Amy and Todd of Advocate Financial has helped me to a secure financial future in my retirement.  Looking forward to working with them again. 

Lowell A 

Excellent service with great direction and understanding of each step to secure my investment to accommodate my needs.

Cecilia B

I want to thank Amy West for her guidance and kind assistance with setting up my retirement account. She took the time to explain everything thoroughly with me, presenting options clearly and in a way I could choose what was the best option for my financial future. Highly recommend!!

Amy A 

Amy has kept me in the loop for my entire retirement process. Can't thank her enough!

Gerald G

Knowledgeable about their products. Concerned and quick to respond. Amy is willing to walk that extra mile for  you.

Iris F

Amy was a tremendous help. She provided multiple options for investment and then explained every detail so that I made the most informed choice of products. She is easy to work with and is always willing answer any and all questions. Advocate Financial took very good care of me!

Melanie H

Carrie was attentive and patient with all my questions. She went out of her way to make everything convenient. I feel able to contact her with any concerns and questions. 

Carol B

Very professional at all times!

Cesar R

Todd & Amy are very knowledgeable and extremely helpful. They go above and beyond to ensure your needs are met. They take time to explain in detail the process and procedures for financial wellness. We high recommend them!

Michelle F

Carrie was extremely knowledgeable and helpful in all aspects of my future retirement.  She took the time to explain everything to me and the options available to me.  If you are going to retire in the next 10 years or so I suggest you give her a call so that you can figure out if your on the right track to retirement and what to do if your not.  Thank you again Carrie 

John S

Carrie B did a great job for me and was very responsive.  Great customer service and I appreciate her assistance in helping me with my new policy.

Kyle S 

5-Stars Recommend Advocate Financial for their professionalism! 

Danielle H

I appreciate you taking the time to thoroughly explain things to me.  You have really helped me to understand this process much better and provided me with lots of answers.  I have to admit, when I first signed my papers five years ago I was shaking like a leaf.  As much as I want to retire, the thought of not having a job is terrifying!  But I am feeling much better about it now.  So thank you very much!

Vickie

Wow, you made this process very easy. I feel very comfortable that I can retire now. I appreciate your patience with you. You took your time with me and I'm forever grateful.   

Steve 

I spoke to three other advisors and Advocate Financial was the only one who asked me about my needs. You were more concerned with my needs over anything else.   Thank you!

Barbara

The moment we first spoke you put me at ease. After 31 years working I was stressed about my retirement. You explained step by what I need to do and provided me with an outline. This is what I needed. You are the only company I recommend. 

Susan 

You attention to my needs was so impressive I felt comfortable after the first appointment.  I know as my Advocate you will be with me throughout my retirement years!

Michael 

I hired another advisor but after speaking with you and your wife I'm moving forward with Advocate Financial! You both are very professional unlike other advisor who are looking to take my money.  You put my needs first and that doesn't go unnoticed.  Thank you 

Jennifer 

I didn't know much about my account.  Thank you for taking time to explain everything to me. I now feel prepared to exit my employment and better understand my state benefits. 

Scott

Thank you for being very professional and accommodating to my needs and concerns. You made this process seamless for me. I'm grateful to you and your company!

Brittany 

Highly recommend Todd & Amy at Advocate Financial. They took their time with me. They are both very knowledgeable. Thank you for helping me along this path to financial security. 

Jessica