AnnuityEducator.com - Laguna Hills, California

Address: 24031 El Toro Rd Ste 304, Laguna Hills, CA 92653, United States.
Phone: 8442668484.
Website: annuityeducator.com
Specialties: Insurance agency.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

Location of AnnuityEducator.com

Annuity Educator, located at Address: 24031 El Toro Rd Ste 304, Laguna Hills, CA 92653, United States, is an insurance agency that specializes in annuities. With a phone number of 8442668484 and a website of annuityeducator.com, this company has established itself as a trusted source for those looking to open an annuity account.

Specialties

As an insurance agency, Annuity Educator specializes in providing annuities to its clients. Annuities are a type of investment product that provides a guaranteed income stream in retirement. They are often used as a way to supplement other retirement income sources, such as Social Security or a pension.

Location and Accessibility

Annuity Educator is located in Laguna Hills, California, and offers wheelchair-accessible parking and an entrance for clients with mobility needs. This commitment to accessibility makes it easy for anyone to visit the office and speak with a representative in person.

Opinions and Average Opinion

According to Google My Business, Annuity Educator has received a total of 27 reviews with an average opinion of 5/5. Many reviewers have praised the company for its knowledgeable and helpful representatives, as well as the ease of working with them. One reviewer noted that after shopping around, they found Annuity Educator to be an "excellent source" for annuities, and that representative David Novak was a "person you have to meet."

Recommendation

If you are considering opening an annuity account, Annuity Educator is an excellent choice. With its knowledgeable representatives, wheelchair-accessible office, and strong reputation, you can feel confident that you are making a wise investment. We recommend visiting the company's website at annuityeducator.com to learn more and get started today.

Reviews of AnnuityEducator.com

AnnuityEducator.com - Laguna Hills, California
Valeri Zverev
5/5

After shopping around I found out that the First American Advisors is an excellent source in case if you looking to open an annuity account. David Novak is a person you have to meet. It so easy to work with him. He makes me feel that I got most voluble and full information on existing annuities on the market. It was not my first experience with annuities and I choose to go with David. I am strongly recommended FAA to all my friends.

AnnuityEducator.com - Laguna Hills, California
Marsha Brook
5/5

I've been retired for many years now and uncertain about my financial future.
Meeting David Novak was a gift from heaven for which I am so greatful.
He took the mystery out of the annuity and made the way clear for the best investment particularly for my situation. He took the time to explain what I needed to know to make the best decision ...and he made the process effortless.
I feel secure in the decisions made for my future and for my family thanks to David's guidance. Thanks so much!

AnnuityEducator.com - Laguna Hills, California
Wolfe Media
5/5

I was in their office recently waiting for a meeting and just happened to be there when another husband and wife arrived for their own appointment. WOW - talk about happy customers! I got an unexpected opportunity to hear from a long term client how much they liked the service and knowledge they had received from working with David at First American.

Annuities are complicated. One mistake can have dire consequences. David is very knowledgeable on the options - he studies and specializes in this area and as a result - has information I could never amass on my own. And I like the fact he offers free consultations - set an appointment with him and you'll see for yourself. Maggie works at the front desk and was also VERY helpful.

AnnuityEducator.com - Laguna Hills, California
Armando Corella
5/5

I would recommend David Novak of First American Advisors with any financially needs but his expertise is annuities. Our previous financial advisors sold me an annuity with little or no advice. He used the explanation of "trust me". My bad! Once I realized the importance of insuring my investments as part of my portfolio I solicited a number of annuity brokers. David was our expert. He came to our house and offered a number of types of annuities fully explaining the choices. Again, I fully recommend David and First American Advisors.

AnnuityEducator.com - Laguna Hills, California
Chuck Bowman
5/5

David has been a great help in providing the information that I needed to evaluate my retirement plans, and following the review to obtain the annuity product that best fit our family's needs; and further, becoming a friend in the process. He survived my intense review, maintaining a professional yet friendly attitude, and I highly recommend working with him!

AnnuityEducator.com - Laguna Hills, California
Jeffrey Freeman
5/5

As a 70 yr old retired & successful businessman, I have much knowledge in this arena, as my son also is a highly regarded CFP, broker, etc., with all licenses to serve anyone's financial needs in all areas in So Carolina. David is extremely well versed, a professional advisor who guided me, caring about my needs only, not his, to a terrific vehicle for my annuity. Aside he's a very delightful, easy man to deal with, a great listener, with excellent follow up. I highly recommend him, period. Jeff F.

AnnuityEducator.com - Laguna Hills, California
Debby S
5/5

After meeting with David, and having several more phone conversations, I realized that there was much more to Annuities than I fully understood. He took the time to explain everything in detail, and then helped me plan for a more structured retirement. I would recommend First American Advisors and David Novak if you have any questions about annuities.

AnnuityEducator.com - Laguna Hills, California
Visiting Guest
5/5

After searching for the highest return on an annuity product my wife and I decided on First American Advisors and David Novak as the person to help us through the maze of finding the right product for us. David was able to use his database of annuity products to match up our needs with a life insurance company in Texas. Previously we were a customer of a large national investment company that sold us a variable annuity product that unfortunately had very high annual fees with only an average yearly payout. David was able to find several interesting annuity products, but one in particular interested us. We are now delighted clients of David and we own a great annuity product that has far lower annual fees, and a substantially higher annual payout. The difference is great.

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