What people say?
Fast response to requests; well thought out opinions; keeps in touch; available; able to help me with severance pension pay-out; credible; keeps current with trends and products; publishes excellent e-mail newsletter; not “pushy”; friendly; professional.
I have been very satisfied over the years with your suggestions, advice and expert knowledge of your company services. When we have needed short-term loans the details were handled quickly and accurately and yes you may use my name as reference and may mark us as satisfied clients.
David, I am impressed with your knowledge of the products your company sells also the fact that after you explain them you do not force me to buy them with high pressure sales talk. I appreciate your practice of arranging an appointment convenient to me for our regular review. You arrive totally prepared and familiar with my file so that the time we send together is efficient and productive.
I have dealt with Dave Otto for over 10 years in the areas of group insurance, life insurance, disability insurance and financial planning. I have always found Dave to be very professional and knowledgeable. Dave is very accessible and does not to hesitate to seek third-party advice when required. I truly feel that Dave holds the needs of his clients above his own. I have no hesitation in recommending Dave to others.