Customer Reviews

Matt could not have been more patient or helpful. Highly recommend his expertise.

Matt Sherman is very passionate about helping out customers and it definitely shows!

Matt, Thank you so much for suggesting the Nationwide New Heights equity income annuity for my IRA. The guaranteed return is more than I could have received elsewhere, and the peace of mind that comes from having a regular income that is not dependent on the stock market is priceless. The value of this investment has become even more clear during the recent financial upheaval; I have lost neither sleep nor money despite the dizzying gyrations of the market. Thanks also for your courtesy and professionalism, it is a pleasure working with you. With kind regards.

Matt, As we all know the stock market has taken a hit during the last couple of weeks. But, with your expertise in the market, my losses have been zero since I took your advice. Thanks for listening to my needs and did the right thing for a friend and client. I will continue to recommend you and your business to my friends and family.

Matt, As you know I have always been very concerned about my retirement and whether I would be able to retire on time and if I could afford to. Additionally, my 401k was in a Jackson account and shared with you it drove me crazy watching it go up and down all the time and the fees were ridiculous. I hardly ever showed much of a game. I just felt that I needed to send this thank you to you especially at this time when the market is going crazy again! I would hate to think what would have happened had I not taken it out when I did back in 2018. You assured me that my principal would be safe and after our review last week I am incredibly relieved to know I have lost nothing of my principal and that it is safe. Thank you so much!

Dear Mr. Sherman, I would like to thank you for introducing me to the Indexed Annuity, a safer investments for my money. Over the past two weeks, the stock market has lost a tremendous amount of money. I have some investments in the stock market also which I had lost some of my principal. With my investment Annuities with you, my principle the Accumulated Value is safe, and with the market down my investment in one account for the Allocated Value is still up over 17,000.00 above the principle, and the other account is up 42,900.00. I feel that my investments are safe from the stock Market and appreciate your knowledge of the Annuities.

No matter how silly I might think the question is, Matt makes sure I understand the answer. Our group used to be with one of the BIG brokers and I never got this kind of attention.

We have been working with Matt for over 10 years. He has never treated us like a small company. In fact, he drives across the state personally for our enrollment and we are only a group of 12.

When I pick up the phone I get my broker. When I need an answer to a question I get it quickly and I never get put on hold!