Our Clients Say It Best

The annuity pros at Edwards & Associates consolidated my 401k plans to a Bonus Annuity with an A+ rated carrier and I couldn’t be happier. I received a substantial bonus credited to my new account, and best of all my funds are now guaranteed against loss during market downturns. Great job!

I’ve always been conservative and I hate losing money which is why I like the safe and secure approach used by the annuity pros at Edwards & Associates. My 401k rollover was done using zoom video conferencing from the comfort of my home and the bonus I received was unbelievable. Needless to say I’m very happy with my decision.

I was very impressed with the annuity pros at Edwards & Associates who explained everything in plain English and handled all the paperwork. Their professional guidance allowed me to retire with a monthly lifetime check which was about 25% higher than I expected.

As a retired longtime Educator, I ended up having a total of 4 different 403b accounts with 4 different companies. An annuity pro at Edwards & Associates helped me consolidate my accounts to a Bonus Indexed Annuity, penalty free and tax free. Having one account as opposed to 4 really made sense for me and the bonus I received was awesome.