Sears Wealth Management & Insurance Solutions
(11 Reviews)
Michael has spent the past 33 years in the financial services industry, beginning his career as a licensed insurance producer with Beneficial Life Insurance Company. Thereafter, Michael was a Managing Director for Benmark West, where he designed supplemental retirement plans for Bank retirees. After having great success in helping many retirees plan for retirement, Michael launched Sears Wealth Management & Insurance Solutions.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2017
Licensed
Business owners cannot change feedback on their page.
Sentiment Analysis
But Michael sat down with me and my father who has known him for years and set a path for me for that I am thankful
As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.
A lot of the concepts were new to us but they were patient to explain things to our understanding and now I'm retired and we are at peace with our lives because of our "plan"
I have been retired nearly 3 years now and I love being able to travel (covid permitting) and relax.
Everyone that works with Michael is responsive, gets back to you in a timely manner and is very kind.
It brings such peace of mind knowing your future is protected and your earnings will last beyond their normal years in a traditional bank account.
If I could go back and change anything, the only thing I would do differently would be to sit down and talk with them sooner so I could have put things into motion sooner.
We spoke to Lisa who was professional and courteous and she set up a video chat for us with Mike and other staff.
We have been lucky enough to have known Mike and his staff for several years and couldn't ask for anyone more honest, trustworthy or qualified than Mike.
I had been a client of Sears Wealth Management & Insurance Solutions for about a year when I was faced with the need for an unplanned early retirement.
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near Rancho Cucamonga
Popular in Rancho Cucamonga
- Divorce and Separation Attorneys in Rancho Cucamonga
- Rancho Cucamonga QuickBooks Installation, Customization & Support Firms
- Personal Injury Attorneys in Rancho Cucamonga
- Accountants and Auditors in Rancho Cucamonga
- Financial Statement Audit Services near Rancho Cucamonga
- Payroll Companies in Rancho Cucamonga
Read more reviews on:
Please leave us a review and let us know about your experience.