5-Star Review

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

Loved working with Todd! He was very knowledgeable and helpful and answered every question we had. I feel that the future we are planning for our children is secure and in great hands.

Melissa D

 Advocate Financial, is very professional and responsive to my needs!

Eugenio 

Todd and Amy were very helpful to me and my family. The plan they helped me set up will ensure my daughters have something to fall back on in the future. I highly recommend working with this company.

Jeremie  D

Advocate Financial is a wonderful business to work with. Amy and Todd are very professional and take time to review individual needs.

Diana C

Amy is nice to work with and knowledgeable. I trust her decisions and professional advice.

Pamela L

Absolute pleasure working with Carrie at Advocate Financial. Very knowledgeable and exceptional follow up with presenting options as well as providing guidance for my needs.

Clint G

Carrie was always professional and personable. She helped me organized my investments and consolidate them into new accounts that will work for me and provide the security I need as well as the growth I desire. I highly recommend Advocate Financial for your retirement and investing needs.

Susan G

Thank you Advocate Financial, Great Professionalism!

Jeff

 Professionalism & Responsiveness!

Donna L

Recommend Advocate Financial for their professionalism! 

Brittani C

Carrie is professional and very knowledgeable on a wide variety of investments.  She helped us with a retirement plan that met our needs.   She followed up often and was always very personable and helpful.  I highly recommend Advocate Financial. 

Amy H

Todd & Amy of Advocate Financial has put my mind at ease helping me prepare for my retirement. Thank you for being my advocate during this transition!

Stacey J

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

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

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

It has definitely been both a blessing and delight to work with Carrie.  She has proven to be personable, extremely knowledgeable, professional and very timely.  She demonstrates a genuine concern for her customers. I appreciate all of her efforts to ensure that I am able to maximize my resources before retirement.  When investing into your future, I highly recommend Financial Advocate.

Zerelda

Thank you!!  You guys are truly the best!   I could not have done it without you.  I am going to share your information with all of my friends

Brandi 

Thank you for the peace of mind heading into retirement.  

Jennifer 

This is what I needed. You are the only company I recommend.  I have my state pension and now a second source of income for my retirement.

Shelly 

I appreciate your time and attention to my needs. After meeting with 5 separate financial advisors you are the only ones that showed concern for my needs. 

Randy

Wow - you helped me retire earlier than excepted - Thank you!

Jennifer 

Thank you for taking time to explain things step by step, You attention to detail is truly a blessing.   

Manny

I recommend Advocate Financial, they care more about my needs than making a profit. I love the no management fees and the fact that you will be with me each step even after I retire. 

Michelle

Highly recommend Todd & Amy at Advocate Financial. They both are a blessing. They moved at my pace and never rushed me to make a decision.  They showed me multiple retirement options to consider.  

Sheree

 I've worked with several financial advisors, but none compare to Todd and Amy. They truly understand their clients' needs and are dedicated to securing our future!

Michael

 Todd and Amy took the time to listen to my concerns and provided a tailored plan. Their patience and understanding made all the difference. Highly recommend!

Sarah

 I can’t thank Todd and Amy enough for their expertise in retirement planning. They guided me through every step and made sure my assets were protected

David 

 The level of professionalism from Todd and Amy is unmatched. They made the complex process of retirement planning easy to understand. Five stars!

Emily

 I was worried about my retirement, but Todd and Amy put my mind at ease. Their understanding of my needs and guaranteed income strategies were exactly what I needed

James

 Todd and Amy are the best in the business! They demonstrated incredible patience while answering all my questions. I trust them completely with my retirement.

Laura 

 Thanks to Todd and Amy, I now have a clear path for my retirement. Their commitment to protecting my assets is evident in everything they do!  

Kevin

 As someone who is new to retirement planning, I was nervous at first. Todd and Amy’s professionalism and support made the process smooth and stress-free.

Rebecca

 I’ve never felt more secure about my financial future! Todd and Amy truly care about their clients, and their advice has been invaluable.

Daniel