our satisfied clients

Customer References

Hi Dean, Hope this email finds you well my friend! I wanted to introduce to you a very close friend of mine that needs your services. The process of forming his management consulting firm. I spoke to him about your great work on assisting me starting my own business and he is very interested in speaking to you about doing the same. Again, thank you and have a great weekend,  -Eloy

Absolutely! Please feel free to give my phone number to prospective clients who would like to talk to someone about your services and continued support afterward. Thank you. Thank you.  -Darrell

Dean and Jill are awesome! Dean answered numerous emails regarding my roll-over before I made up my mind. Jill was not only thorough with all the necessary forms but made herself available numerous times with my banker. I found out that Dean and Jill not only performed 110 percent but they educated my bank as well! Thank you so much!  -Shane

Dear Dean and Jill, Thank you again for such a valuable service you provided to us in the efficient and timely set up of our business funding trust. You were there every step of the way and you were prompt in responding to our questions. We learned a lot and most importantly we felt we were in trustworthy hands. We also appreciate your continued support and your thorough roll over services. We were very pleased with the results and we will be happy to refer our friends to you! Thanks for your help Jill and Dean. What a great professional team you are! Best regards! -Jeff and Imee

Dean, It has been a pleasure to work with both of you. You and Jill took care of me and delivered as promised as well! Thanks for the good service and we will be in touch… Thanks, -WilliamDean, It has been a pleasure to work with both of you. You and Jill took care of me and delivered as promised as well! Thanks for the good service and we will be in touch… Thanks, –William

Hello Jill, how are you? I am going to pass on your and Dean’s information onto my Broker. I was telling him how pleased I have been with dealing with the both of you and he asked for your information for “future” business deals/transactions. -Roger

Thank you for helping me through this process. You helped put me one step closer to my goal in life. Once again thanks, -Chris

Thank you dean!!!! Thank you for your constant support and kind words and encouragement all the time! Of course you can use me as a satisfied client anytime!!!! Saludos!!!! -Bianca Dean,

Thank you dean!!!! Thank you for your constant support and kind words and encouragement all the time! Of course you can use me as a satisfied client anytime!!!! Saludos!!!! -Bianca Dean,

I thank you so very much for all of your professional support through this process. It was a pleasure to work with both of you. Thanks, I will keep in touch. Best wishes to you as well. Cheers,
-Rosie

It’s been a pleasure working with you. Thanks for all of your help in getting me started. Both Charity and Jill were wonderful to work with. I’m glad I chose you and your team for this. I’ll let you know if anything comes up in the future and will definitely refer anyone I know who is looking to do something similar to you. Warm Regards,  -Jess

Thank you so much. Y’all have been so much help all throughout our process. Charity has been a huge help and we would be happy to recommend your firm to anyone else looking to invest in themselves the way we have. Thanks to your efforts we have been up and operational since Monday the 16th. Thanks again, -Matt

Thank you for being patient throughout the process. Charity helped a lot with the transfer. She did a great job. You are lucky to have an employee who knows how to close the deal and for making it a smooth transaction for the customer. -Faisal R.

I had an excellent experience with Mr. Joyner and Charity. They were present for all processes making it very clear and smooth. He is available always if you have questions. I remember I called him on weekends too. The money was transferred to my bank and deposited into my trust account. The transfer was secure. They will send you a package with all instructions included. I recommend Mr. Joyner 100 percent. Please don’t hesitate to contact me if you have any questions. Good luck! -Nestor

I have only had great experiences with Dean and his team. Charity, the gal that handled my 401K transaction has been most helpful. I would recommend Dean and his team to anyone interested in doing this type of transaction. Regards and good luck, -Lou Reich

Dean, you’re welcome for sure but it is I who needs to thank you for getting this done so quickly and efficiently. I came to you with blind faith and I had a lot of hope but you then sent me Charity and that’s all it took to get it done. I must applaud the both of you for under promising and then over delivering your service. I would recommend your service to anyone who would ask me. Thanks again, -Greg

My funds arrived. Thanks so much for your cooperation and patience with me. I will stay in touch and will refer anyone looking to do the same thing I did over to you. Have a great weekend.  -JK

Thank you so much for your help, you guys were amazing. I told my buddy about you, I hope he calls. Charity was so helpful I wish I had at least three Charity’s. -Heath

Thank you so much again for your professionalism and speed of service… You’re the best!!!! Regards from South Florida, -Lou

Thank you for all of your help and I really do appreciate what you folks have done for me. Sincerely,  -Bill

Whoooo Hooooo!!! I was just telling a colleague that I was going to have to wait another two weeks to have this done. This is fabulous! Thank you so much, this is far ahead of schedule and allows me to move forward with my business plans sooner than I expected!  -Jesse

Dean, Jill, I would like to thank you for your patience with all of my inquiries and questions, til I was fully satisfied at the beginning of our relationship and thru the whole process. I will contact you in February to finish up on my behalf. Thanks again

401k-rollover-banner

DISCLAIMER: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.