Testimonials
Thanks from a few of our delighted clients.
Steve, your referral led us to a great patient care advocate and we just received a $3100 reimbursement check for my dad’s expensive medication. Thanks!
Being a relatively recent widow, I found myself without my one financial advisor that I had always counted on. When I needed good, sound advice & information I turned to Steve without hesitation & found a person with strong professional ethics who truly cares for his clients & friends. Thank you, Steve.
This stuff can be so confusing! Steve has been the only advisor willing to take all the time needed to listen to my concerns, answer all my questions, and communicate in everyday language that I understand. Thank you, Steve!
Steve Gonzales is not only personal, he’s competent. His knowledge, skill and caring has saved me money and made for a pleasurable experience. Steve is a real treasure.
It was a pleasure to work with Steve. He helps find the right plan, continues to answer questions as issues arise, and guides us to saving money on employee premiums. Steve is our go-to guy for health benefit knowledge. Thanks for assessing and offering us a good path!
Steve is a trusted & honest friend & has helped me & my sister in a huge way in pointing us in the right direction in re-financing our home. His referral was right on target & I know I can always turn to him for advice. Thank you, Steve.
Thank you for helping us to obtain over $24,000 of Veterans Benefits to help pay for Mama’s care.
You are a pleasure to work with and I have confidence that my client’s needs are being directly and purposely taken care of. You are a gem!
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Thanks for all you do, you have been incredibly helpful (and patient!)
Thank you so much for all your help. It’s been a pleasure!
Steve provides practical education on:
- Employee benefits
- Financial wellness
- Long term care
- Retirement
- Safety
- Tax savings