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by Samuel Ingersoll

“Knowledge and Helpfulness Without Pressure”
– Alice Stewart, Camden School District

March 23, 2018

During my TPAF and Retirement Review I was very impressed with Steve Carter. He answered my questions and basically was there to help me. It didn’t matter if I signed up with him or not, he was willing to assist me. When I told him I needed time to think about what I wanted to do with my investments at that point in my life, he said no problem. I did not feel pressured at all. I did decide to invest with his company and mostly because I was impressed with Steve’s knowledge and helpfulness. Every time we needed to meet Steve asked me what was the best time for me and he would make it happen. He takes the clients needs into consideration and that doesn’t happen much anymore. I have had some problems getting my previous company to release me and I was never on my own. Steve was there to help me through the process. I have met with several others during a review and none of them helped me like he has. I trust him and I believe that he really wants the best for his clients.

Alice J Stewart
Teacher
Dudley Elem School
Camden, NJ

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The Teach & Retire Program is sponsored and funded as a public service by IvyWest Financial, LLC. Insurance products and services offered through IvyWest Financial, LLC. Accounting services offered through GPCD Partners, LLC. The aforementioned are non-affiliated companies. IvyWest Financial, LLC., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The information on this website is provided for informational purposes only. It is not intended to provide investment, tax or legal advice. IvyWest Financial | MidAtlantic Headquarters, 107 Chesley Drive, Suite 2, Media, PA 19063 (800) 254-4719 | Public Sector Calculator.