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This review is for Eric McGinley of First Financial Group. I have known Eric for quite some time and he has always provided excellent customer service with my insurance, Roth IRA, and mutual fund needs. However, I was prompted to write a stellar review for him this time because he delivered on my longtime quest to find $50,000 worth of guaranteed life insurance. I have a few disabilities that have meant I have never been able to get medical underwriting approval, even on yes-no question forms. This search has taken Eric a lot of time and effort, but I have literally asked about 10 other agents and no one could get me what I needed. I am seriously, seriously impressed and hope to work with Eric for years to come.
My husband and I have been clients of Mr. Jeffrey Clark for several years and give him an outstanding recommendation. We found him through friends of ours in New York after being repeatedly frustrated with the advisor we had at the time. When we met with our prior advisor, we always came away feeling as though we did not fully understand the answers he had told us regarding the questions we asked. We also ended up feeling that he did not have our best interests in mind, and then came Mr. Clark. We have given his name whenever someone asks us how we feel about our advisor and sometimes even if they don't ask for a referral. We feel that he is extremely honest and when we leave his office, our questions have been answered to our satisfaction no matter how many ways he has to explain the answer. We never feel hurried and we never feel that he doesn't have time to meet with us. My husband and I are both physicians but as many know, medical language, legal language and financial language and experience are not automatically understandable or transferrable. His suggestions have definitely benefited us over the years and I feel that he absolutely has our best interests in mind. People to whom I have given his name and who have employed him agree with me and are very happy that they found him as well.
Mr. Jeff Clark of First Financial Group of Reston took over as our financial advisor over three years ago when our previous financial advisor left the business. Jeff has been the best advisor we have ever had. He has been very good evaluating our current situation and advising us how to optimize our retirement plan. I highly recommend Mr. Jeff Clark as a financial advisor.
I give him Full marks. Moved from south Florida to Virginia and needed to find a place in a rush. From start to finish it took a week. Found the perfect...read this and 0 more