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What Our Clients are Saying
Susan D.
I have worked with Stu for about 5 years now. He is so very nice and loves his family which I respect immensely. And he is always respectful of my time. Professionally, he is honest and when/if he does not know the answer he tells you so, and then promptly finds the answer. His communication is prompt and clear. Which, again, is imperative when dealing with financial matters. Most recently I consulted with him to help my husband and I invest retirement money. There were some extra steps for transfer of money, but Stu understood the process and knew what we needed to do to make things go smoothly and efficiently. When you're talking about finances and a person's retirement funds it can be a little nerve-wracking. Stuart Grizzle is the ultimate advisor, his calm, knowledgeable demeanor is top notch. I'm pretty particular and I would recommend anyone to Stu knowing that he is trustworthy and looks out for other people's best interests.
Laurie W.
"Stu Grizzle has been working with us directly for many years now. It's the trust & the true caring that has exceeded my expectations. From our first encounter, I knew he was the financial consultant for us. Due to life's mishaps, we started late in trying to secure our futures. Stu and the staff have listened, suggested and helped us move forward to meet our goals. When the market changes, Stu reaches out first. He'll ask if we would have time to schedule a meeting to revise, if necessary, our positions. He's always ahead of the game. Thank you Stu and the entire staff at Secured Benefits."
Diane L.
"Stuart is very knowledgeable and easy to understand."
Carol F.
"I have been a client for more than 10 years. Stuart Grizzle has always been extremely helpful, patient and flexible! We’ve been grateful for your services over the years and your team's professionalism!"
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