I had a difficult time just trying to setup an initial meeting. I sent a message on yelp on Monday. The first response was immediate. They got my phone number... View More and I was told to expect a call back to schedule an appointment. After three days (Thursday) I responded on yelp and asked if anyone was going to call me, they replied that it was a bad number they tried to call me on...but nobody thought contact me on yelp again? Regardless, they had someone call me on Thursday and we setup a face-to-face appointment. I was supposed to receive the address via email/text, but never did. I contacted early on Monday to confirm, they sent me a link for a zoom meeting. When I asked if it was a face to face appointment, they apologized and said it was. This was getting silly. They were unorganized and I was not comfortable having to chase them just to setup an appointment. So I asked to cancel the meeting. Denita called and let me know they had recently got an influx of customers from a seminar and it is not indicative of the quality of work. But I think it is indicative of the customer service I can expect. I don't recommend them.
5 star service from the initial point of contact to date! After my children lost their father this January I decided to invest in a life insurance policy. Manny and... View More Natalia's attention to detail made me feel even more confident in my decision to work with The Financial Architects.
I highly recommend this company, they simplify the process and are thorough in educating clients which for me is extremely important!
Thanks again Manny and Natalia!!
As an Estate Planning attorney I like having financial advisors in my corner who can help assist my clients with their life insurance, retirement and financial investment needs.
Manny and his... View More team have not only helped me and my family personally but have also assisted so many of my own clients. They are not only great at what they do but also just great people all around. I truly love working with all the agents here.
I've been friends with the broker and 3 of his agents for years. I believe everybody should have a financial road map. So everyone of my real estate clients and... View More as well as my family members will be referred to get a plan of action! It's hard finding companies that follow through with what they actually say. I'm glad I have the protection and plan just in case my girls need it and I'm not here.
I'd definitely recommend this great team for financial investment needs or insurance options. Financial Architects provided exactly what I needed for my family. I highly recommend you giving them a... View More call.
After a horrible experience with Met Life, I found Manny and his crew and he redeemed my trust with life insurance agents. He went above and beyond my expectations and... View More truly made the process seamless. Communication was superb and I was never left clueless as to what was happening. Manny was very patient in answering all my questions and educated me on several aspects of insurance and investments which was beyond the service I expected! The Financial Architects will not disappoint!!
Five stars doesn't do Manny and his amazing team justice! The peace of mind I now have for my future is priceless. I did a Term and IUL policy with... View More The Financial Architects. I had a policy with a different company that made a mess of my medical charts that listed me as a smoker ( I have never smoked) and gave me such high rates! I wasn't happy with them but didn't know what else to do and felt like I was just "stuck" with them for the year. I met Manny at a fundraiser ( that he helped raise money ) and started telling him the situation I was in. Right away with confidence he told me he would be able to help me get a better policy with better rates. He got on his phone and connected me with Natalie. I LOVED working with her! Super professional, friendly, and was good at keeping me on track and getting stuff signed and turned in ( I get off track sometimes hahaha) I'm happy to say the team worked hard got me what I deserved and more!!! The rates I got were way better and the amount of coverage was higher. I am seriously so happy and thankful with this experience and highly recommend Manny and his wonderful team. They treat you like family and get things done.
Manny is definitely a connector goes out of his way to help his clients. He can help you with just about anything even if it's not a service that he... View More provides he definitely knows someone that can help you with what you need!
Thank you Manny and Team for all that you do!!!!!
If you're wanting advice on your financial future, then this is the place to go. Friendly staff very knowledgeable. Will actually sit and listen to you and then make the... View More best advice for your future thanks for your wonderful help