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Scott Retirement Advisors, Inc.

Scott Retirement Advisors, Inc.Scott Retirement Advisors, Inc.Scott Retirement Advisors, Inc.

Retirement Savings with a Personal Touch

Retirement Savings with a Personal TouchRetirement Savings with a Personal TouchRetirement Savings with a Personal Touch

Client and Advisor Reviews

HR Coordinator

HR Coordinator

HR Coordinator

" Thank you so much, Holly! I appreciate the timeliness and detailed explanation. You are so easy to work with! It is very refreshing. Thank you for all you do for us!"

    

          Jackie  

Client

HR Coordinator

HR Coordinator

" You've been really great. In fact, you've been the best. Keep up the good work. "


           Steve 

CPA

HR Coordinator

Client

 " Wow! Very impressive!  Do you give seminars in how to keep a client? You know I'm kidding you, but you are exceptional in the command of language both in person and in your writings. "  


          Marlene

Client

Plan Auditor

Client

" I really do appreciate all you do for us.  You all deserve gold stars!  The business world can get pretty frustrating and it’s such a nice experience when you deal with people who you may not have met, but feel like you know them and they are “good people”.   "


           Cathy

Plan Auditor

Plan Auditor

Plan Auditor

" You are wonderful. This is perfect!!  I really want to commend and thank you and your team in being so responsive to our questions.  Working to get this information is often very difficult for us to get from most actuaries and we are beyond grateful to be working with true professionals. " 


           Jason  

Client

Plan Auditor

Plan Auditor

 " And what a great PAL you are! Thx for all you and your team do. We feel very supported in an unfamiliar world. "


             Teddy  

Financial Advisor

Financial Advisor

Financial Advisor

" Holly, It’s a pleasure working with you…I don’t have to remind you or have to think about it. I know it will be done and done well!!!"


          Monty

ERISA Attorney

Financial Advisor

Financial Advisor

" And I really appreciate your creativity and thinking outside the box.  I could not have come up with the plan, which is genius."   


          Joanna

Financial Advisor

Financial Advisor

Financial Advisor

" Fantastic follow up Holly!  Not many could write such a detailed yet simple to read recap."  


          Kent

805-750-3711

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