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Business Profile

Financial Services

Protected Assets
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

4.75

Average of 18 Customer Reviews

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Review Details

  • Clifton M.

    Date: 02/18/2025

    Protected Assets has shown itself to be a very competent company with friendly knowledgeable staff who strive to provide the best options available in the asset management arena of financial money management and wealth building.I have found them to honest, prompt in their services and helpful in their guidance.

  • Sarah L.

    Date: 10/03/2024

    I want to commend ********* for answering all my questions to my satisfaction.

  • Marian B.

    Date: 08/08/2024

    They are very knowledgeable and concerned with understanding your situation & how best to serve your financial needs. I would recommend.

  • Joe F.

    Date: 08/01/2024

    Great job and good follow up. Only reason for not giving 5 stars is my initial allocation request was not followed

  • Osbourne Harrison

    Date: 05/16/2024

    The organization has professional employees who take the time to explain the product. In the way, you obtain an education that allows you to feel comfortable with your investment.

  • Mary

    Date: 04/10/2024

    The seminar I attended is very informative. I recommend any senior/soon-to-be a senior or retiree/soon to retire to make the time to attend a seminar with Mr. ******************* or contact his office.

  • Sherri B.

    Date: 03/19/2024

    This company is very knowledgeable , trustworthy and reliable. They make you feel comfortable and stress-free. I always look for to their visit I believe we will have a strong business relationship.

  • Vanessa

    Date: 03/19/2024

    ************* gives an easy to understand clear presentation. He listens to your concerns and goals. He comes up with great plans and explains the options and benefits. He is very knowledgeable and approachable.

  • Lisa L.

    Date: 11/29/2023

    Protected Assets is a wonderful company! ******************* and his staff are so professional and knowledgeable. They take the time to understand your needs and goals regarding your retirement and how you want that to look. I would highly recommend them to anyone.

  • Steven and Dawn F.

    Date: 10/23/2023

    The staff was friendly and explained the process. ************* was personable and easy to work with. Appreciated the opportunity to do business with them.

Protected Assets is BBB Accredited.

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