TrustLink News for Asset Retention Insurance Services, Inc.

Lynn A. posted a review

Wed, 19 Apr 2017 00:00:00 GMT

I want to take a moment to truly thank Troy Bender and the entire Asset Retention Team. From the moment of our first communication to the last appointment we had, I've always felt like I was the most important client they have! When I lost my husband, I was lost in so many areas of my life. They helped me to pick up the financial pieces and get through that difficult time in my life, as well as my family. I love the beautiful wind chime they gave to me in memory of my late husband. Each time... Read More »

Shirley H. posted a review

Wed, 05 Apr 2017 00:00:00 GMT

Troy Bender and Asset Retention have truly given me "Peace of Mind". I use to worry when the next stock market drop would occur. I remember vividly my husband and I losing money in 2008 and we can't let that happen again with the money we really need now that we are retired. Troy Bender helped us to rest easy, which was so incredibly important to us. Now we can focus on our grandchildren and know that we're never going to outlive our money or have to rely on our children! A big THANK YOU to T... Read More »

Kevin D. posted a review

Fri, 17 Feb 2017 00:00:00 GMT

Troy Bender makes retirement a hassle free process. Troy has the tools and the strategies to help make your retirement stress free. Partnering with Troy has been a blessing to me and my family and I highly recommend Asset Retention to anyone looking for a finical adviser. Thank you Troy and the Asset Retention team. Read More »

John F. posted a review

Tue, 17 Jan 2017 00:00:00 GMT

Troy Bender and the employees at Asset Retention Insurance Services, INC. truly care about their clients. My retirement is important to me and that is why I have to have a lot of trust with my retirement planner. Asset Retention has been beyond helpful and have provided strategic planning to protecting my wealth which I appreciate. If you are looking at reviews for Asset Retention then I will be first to recommend this company. Read More »

Bill E. posted a review

Mon, 07 May 2012 00:00:00 GMT

Thank you for all the extra time and energy you spent helping me organize my father's investments. You went far beyond what I expected a financial advisor to go. You not Only spent a great deal of time on the investments you sold us but went much further than I ever expected by helping advise and straighten out ones that you had nothing to do with. As you Well know when I first met you, my father had a much-diversified portfolio with as many as ten different brokers and advisors. He no longer... Read More »

Charlene & Peter W. posted a review

Wed, 22 Jul 2009 00:00:00 GMT

Our original dinner seminar with you in 2007 at the Claim Jumper in Mission Viejo, started us on a safer and successful savings and retirement plan — and for that we are most appreciative, In addition to the several contracts we have With Asset Retention, we obtained your services to help with Charlene's mother and her holdings. When we first attended the seminar and subsequently met in your office, we became more aware of the risk factor of our hard earned savings, Little did we know that th... Read More »

Sam F. posted a review

Sat, 01 Nov 2008 00:00:00 GMT

The only thing I usually gain from a free meal is a few unneeded pounds. The delicious meal at the Claim Jumper, provided by Asset Retention, on financial strategies for retirement proved to be an exception. From the onset your presentation clearly pointed out that 90% of our investments were too risky for our ages and financial status. We were impressed by the depth of your knowledge and your creative applications for our financial needs. About half way through your seminar my wife Cindy tu... Read More »