Read our reviews to see why our clients choose us.

“I was originally contacted by phone, as I remember, and thought it was harmless to meet with them, but I had no intention of working permanently with a phone solicitation company. We had no references but I did check with the Better Business Bureau and found no complaints. Wow, was I wrong! We had great help from Aaron Mitcheltree! He was interested in our situation, and had great answers – even when I asked some obvious questions. He was patient and persistent. He was readily available whenever we needed to contact him. I felt he was an expert in this field. We got really lucky to have benefited from his service.”

Mary

“I would like to say how truly grateful I am to Aaron Mitcheltree for all the help he gave me recently when I was attempting to get established with Medicare health insurance! It is a complex process to navigate with so many options that I don’t how I could have done it by myself! He explored all of those options for me and found the best plan that works for me! I love my new Medicare Advantage plan !! I trusted his judgment and could tell from the very beginning that he was on my side to obtain the plan that could benefit me the most! I highly recommend him!!!”

Elsie

“I am extremely thankful that Aaron Mitcheltree and Pete Orth have been my Financial Planners as well as my friends. I have always had a great experience with them and feel as though I have known them all my life. They are always there to give me advice, answer questions I may have , very knowledgeable, and trustworthy. I retired a couple of years ago and had no idea what to do after working for 30 years with the same company. They come to my house and we have coffee to discuss any business we need to go over. They are the greatest!!!! Thanks for all you do.”

Linda

“What a great experience. Aaron helped me with my term life insurance. He showed me two pages worth of pricing from all the companies he works with and we picked a good plan for WAY less than State Farm. He also helped me convert my IRA into an Annuity with a guaranteed return. He said using an annuity is like driving a stick shift car because I may not get the 4th gear gains of the stock market but I will also never be in reverse like the stock market always does. I like how easy this can be to understand if someone knows how to explain it. Great local company so if you want someone you can meet face-to-face with or over the phone, give Aaron or anyone at the firm a call.”

Janea