In Their Own Words


Read what Teboda & Associates clients are saying about the service and support we provide.

What clients are saying:

“Always there for all your questions. Short turn around time for your answers. You talk to a person, not a machine.”

When asked how our firm has exceeded expectations, Phyllis B. stated:
“Growth and safety in my accounts.”

“Amanda is very knowledgeable about what programs are available and best for my situation.”

Phyllis B. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience. 8.6.2021

Phyllis B.

When asked the main reason for working with our firm, Ruth M stated:
“Great firm with great people”

Ruth is a legal client and has not been compensated for this statement. Legal services are an outside business activity not offered or supervised by AE Wealth Management 8.6.2021

Ruth M.

“Kevin: Top-notch, detail-oriented professional. Kevin answered all of our questions to our fullest understanding. Kevin is a real pro!”

“Your total company professionalism. For every thought or concern we have had, Kevin had a reply/solution that was just the best for us. Casey and Brooke are also total professionals.”

When asked the main reason for working with our firm, Thomas H. stated:
“My overall confidence in your work, the integrity all of your employees, especially Kevin, and Teboda’s real concern for us, the clients!”
“If you’re considering working with Teboda & Associates, go for it!! You’ll be glad that you did.”

Thomas H is a legal client and has not been compensated for this statement. Legal services are an outside business activity not offered or supervised by AE Wealth Management. 8.4.2021

Thomas H.

“Kevin is helpful and respectful, sense of humor, which I appreciate.”

“I had a total knee replacement done in Jan, when you called to set up a yearly meet. I told you that later would be better for me because of my surgery… you sent a cute monkey and a lovely card! Not what I was expecting from a financial company! But so totally cool and nice! I called to say thank you as i wasn’t expecting it.”

When asked how our firm has exceeded expectations, Chris stated:
“that things were laid out in such a way that i could understand, and the patience when I asked the million question”

Chris is an insurance client and has not been compensated for this statement 8.4.2021

Chris

“I highly recommend this firm to anyone searching for a honest and professional financial organization.”
“I would like to thank all of you for your very competent and friendly advice as a long-time customer over 10 years.”

When asked how our firm has exceeded expectations, Pat Allikian stated:
“The patience and understanding of all of the advisors.”

When asked the main reason for working with our firm, Pat Allikian stated:
“All associates at Teboda treat each individual like family.”

Pat is an insurance client and has not been compensated for this statement. 8.3.2021

 

Pat Allikian

“I think you have the secret sauce. Good communication, good newsletters about topics which may be of interest to your clients and generous gifts of attention such as Valentines treats, coffee cups and I ALWAYS use the jar opener and keep the picnic carry-all at hand.”

“Teboda is interested in working with the client with attention given to their specific goals.”

When asked how our firm has exceeded expectations, Laurie C. stated:
“Ease of communication and their diligence.”

Laurie C. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience. 7.29.2021

Laurie C.

“Kevin is fantastic. Extremely knowledgeable, and down to earth. Conscientious and efficient.”

When asked how our firm has exceeded expectations, Cathy R. stated:
“Good ROIs and personal service.”

Cathy R. is an investment advisory and insurance client and has not been compensated for this statement 7.28.2021

 

Cathy R.

“Amanda is always on the lookout to help us with our finances. She is excellent.”

“They are honest and have their customers best interests at heart.”

When asked how our firm has exceeded expectations, Steven and Susan P. stated:
“We are always kept up with our investments.”

Steven and Susan P. are insurance services clients who have not been compensated for this statement. 7.28.2021

Steven and Susan P.

When asked the main reason for working with our firm, Ken and Nancy P. stated:
“We truly feel well taken care of and that our best interests are always in mind.”
“Amanda is very knowledgeable and friendly. We feel well taken care of.”
“The staff is friendly, knowledgeable and always available.”

Ken and Nancy P. are insurance clients who have not been compensated for their statement. 7.22.2021

 

Ken and Nancy P

When asked how our firm has exceeded expectations, Janice K. stated:
“I appreciate the individual attention and response whenever I have a need or question. I have never felt rushed through a meeting or phone call.”
When asked the main reason for working with our firm, Janice K. stated:
“I trust that they have my best interests in mind for all decisions. Attentive and knowledgeable staff. Also appreciate that it is a Christian business (which doesn’t always equate to a trustworthy business).”
Janice K. is an investment advisory and insurance client and has not been compensated for this statement 7.26.2021

 

Janice K.

“Amanda is excellent. Personable. Great expertise and advice.
Wonderful and caring people to work with. Great environment.
Very happy that we came on board.”

When asked the main reason for working with our firm, Ralph S. stated:
“Great company that cares for its clients interests.”
When asked how our firm has exceeded expectations, Ralph S. stated:
“The personal care and attention is awesome.”
Ralph S. is an insurance client who has not been compensated for this statement. 7.19.2021

 

Ralph S.

Kevin is knowledgeable & professional.
Paul is a legal services client. 7.21.2021

Paul P.

Amanda has been wonderful to work with. She shows a genuine interest in our situation and is careful to thoroughly explain options available to us. Brooke and Kevin have shown the same traits.
When asked how our firm has exceeded expectations, Steve K. stated:
“The friendliness and comfort we have when working with someone on your staff.”
“You couldn’t get better service elsewhere.”
Steve K. is an insurance client who has not been compensated for this statement 7.21.2021

Steve K.

“Kevin is great. Very caring and knowledgeable. The fact that he is also an attorney has helped me greatly.”

When asked how our firm has exceeded expectations, Diane C. stated:

“The entire office staff! All are so caring and through, always going above and beyond!”

Diane C. is an investment advisory and insurance client and has not been compensated for this statement. Legal services are an outside business activity not offered or supervised by AE Wealth Management. 7.20.2021 

Diane C.

When asked how our firm has exceeded expectations, Carol and Bob stated:

“The warmth and caring of each individual.”

Carol is an insurance client and Bob is an insurance client of Brooke Redman, Medicare Insurance Professional. They have not been compensated for this statement. 7.19.2021

Carol & Bob

“We trust Teboda & Associates. They are very invested in tailoring the right investment plan for your needs.”

Mike and Donna M. are insurance and investment advisory clients who have not been compensated for their statement. 6.8.2021

Mike & Donna M.

“Kevin is excellent: knowledgeable, professional, a good listener, and can give appropriate legal advice.”

“Try Teboda & Associates out before going anywhere else. You won’t be disappointed.”

Mel H. is an insurance client and was not compensated for this statement. Legal services are an outside business activity not offered or supervised by AE Wealth Management. 7.19.2021

Mel H.

When asked how our firm has exceeded expectations, Ray stated:

“The level of client support from all members of the organization and their eagerness for the client’s financial success.”

“Thank you for providing me excellent service and watching over my interests.”

Ray M. is an investment advisory and insurance client and has not been compensated for this statement. 7.15.2021

Ray M.

“Kevin is and has always been very responsive to our individual situation. We would recommend services without hesitation.”

When asked how our firm has exceeded expectations, Darrell & Karen R. stated:

“The outstanding service we receive from the entire Teboda team.”

“Some of the most helpful folks we have ever been associated with.”

Darrell & Karen R. are investment advisory and insurance services clients who have not been compensated for this statement. 7.15.2021

Darrell & Karen R.

“Put your trust in them, they don’t try to nickel and dime you to death.”

When asked the main reason for working with our firm, Mark W. stated:

“The individualized guidance for each client.”

When asked how our firm has exceeded expectations, Mark W. stated:

“Amount of personal attention.”

Mark W. is an investment advisory and insurance client and has not been compensated for this statement. 7.16.2021

Mark W.

When asked how our firm has exceeded expectations, Kim F. stated:

“The speed at which the team responds at any and all of our questions.”

When asked the main reason for working with our firm, Kim F. stated:

“The way Kevin and team are able to take what can be complex information that can be intimidating, and explain it in a way that’s easy to understand and digest.”

“A wonderful team that will take great care of you and your investments.”

“We moved our investments from a very large organization, and the ‘small but mighty’ Teboda team provides a much better personalized experience.”

Kim F. is an investment advisory and insurance client who has received de minimis compensation for this statement. 7.15.2021

Kim F.

“The best professional I have ever worked with.”

When asked how our firm has exceeded expectations, James Delaney stated:

“Personal support and friendly but effective wealth management services.”

“I am totally happy and appreciate the professional and personal relationship I have with Teboda & Assoc.”

“Can’t think of a single thing I could suggest this group could do better.”

James Delaney is an investment advisory and insurance client and has not been compensated for this statement. 6.8.2021

James Delaney

When asked how our firm has exceeded expectations, Mary C. stated:

“The level of personalized customer service.”

When asked the main reason for working with our firm, Mary C. stated:

“The level of personalized customer service and the knowledgeable professional advisers.”

Mary C. is an insurance client who has not been compensated for this statement. Experience does not relate to any advisory services. 7.16.2021

Mary C.

“Kevin is extremely helpful, very knowledgeable and easy to understand.”

When asked how our firm has exceeded expectations, Carol D. stated:

“When my husband passed everything went so smoothly for me.”

When asked the main reason for working with our firm, Carol D. stated:

“All the Teboda associates are well trained and totally interested in helping me to not lose my money.”

Carol D. is an investment advisory and insurance client and has not been compensated for this statement. 7.9.2021

Carol D.

“I’m so glad I can trust them in making the right decision for me and my retirement. Go to one of their workshops.”

Jennifer is an investment advisory and insurance client and has not been compensated for this statement. 7.9.2021

Jennifer

“We learned of Teboda & Associates through one of your dinner presentations. It was excellent and we decided we wanted to learn more.”

Dee T. is an insurance and investment advisory client who has not been compensated for this statement. 7.19.2021

Dee T.

When asked how we have exceeded their expectations and the main reason for working with our firm, Gene F. stated:

“My financial advisor Kevin does a great job. Zackery was helping me with a big transaction. He kept reaching out to other firm. He made it happen. The team is willing to help their clients and always very happy. They feel like family with everybody.”

Gene F. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience. 6.21.2021

Gene F.

“Amanda & Zackery are great to work with.”

When asked how our firm has exceeded expectations, Larry S. stated:

“I have been with Teboda and Associates since 1996. That speaks for itself.”

Larry S. is an investment advisory and insurance client who has not been compensated for these statements. 6.23.2021

Larry S.

“If you are not an expert in investment and retirement planning, then you’d be wise to consult with Teboda & Associates.”

“It has been a pleasant experience to work with the staff here.”

RDH is an insurance client who has not been compensated for these statements. 6.24.2021

RDH

When asked the main reason for working with our firm, Scott & Kathy S. stated:

“Great organization. Personalized attention. They have kept us informed on a regular basis as to what was happening with our portfolio. Personalized, “No Nonsense” advice.”

Scott & Kathy S. are investment advisory and insurance clients who have not been compensated for this statement. 6.24.2021

Scott & Kathy S.

“We initially came to Teboda & Associates to address financial planning for ourselves, and then suddenly having to work through the financial estate of parents’ passing. We wouldn’t trust anyone else during this difficult time.”

“We have talked to Amanda, Kevin, Zack, Brooke, Christina, Casey, and our first encounter years ago was with Jack. Even though we never spoke with Mark or Megan, they are also part of this wonderful team. It is doubtful that most people would know everyone’s name on their financial advisors team, but we do! They are important to us because they have become like family. The Teboda professionals are truly caring, honest, and super dedicated people. It doesn’t matter whether you have a small investment or a much larger one, they will always treat you the same. Trust us, we know this first hand.”

When asked how our firm has exceeded expectations, Jim and Kathy Sorce stated:

“As our investments have now been changing, Amanda and Kevin have worked together to watch out for what is best for us. They are on top of things and have a knowledge base that is remarkable. Now, our investments will be changing again and we wouldn’t trust anyone else but Teboda and Assoc. to handle this new chapter for us.”

When asked the main reason for working with our firm, Jim and Kathy Sorce stated:

“They are the most knowledgeable and honest people you will ever meet! They are God-honoring individuals.”

“They listen! We are not big risk-takers and they respect that because they made it a point to get to know us. But here we are, now meeting our financial goals.”

“The whole team not only does wonderful financial planning, but they truly care about their clients. We have seen them take time with other people. A phone call to the office is met with effective listening and then responding by directing questions to the person who can best answer the question. They are always timely in their responses and callbacks.”

Jim and Kathy Sorce are investment advisory and insurance clients who have not been compensated for their statements. 6.24.2021

Jim and Kathy Sorce

“Kevin is very knowledgeable in financial decisions and Zach is patient and reassuring in stressful times. Brooke is available for my insurance and Medicare questions. Full round service.”

“Upon the death of my husband it was a relief to know that I only had to call the financial office to have questions answered and the funds directed appropriately to continue my money growth.”

“Customer service is always very good and attentive to your needs. Casey at the front desk is always welcoming and answers the calls or responds to emails quickly.”

Kay M. is an investment advisory and insurance client and hasnot been compensated for this statement. May not be representative of all client’s experience. 6.23.2021

Kay M.

When asked how our firm has exceeded expectations, Al & Andrea P. stated:

“We have no financial experience at all when it came to setting up an account for our retirement. Amanda made us feel comfortable.”

“It worked for us, it could work for you. Give ’em a shot.”

Al & Andrea P. are insurance clients who have not been compensated for their statements. 6.25.2021

Al & Andrea P.

When asked the main reason for working with our firm, James Brown stated:

“Great people helping their clients with retirement planning, minimizing taxes and getting legal documents created and updated with Teboda’s “in house” attorney.”

James Brown is an investment advisory and insurance client who has not been compensated for this statement. May not be representative of all client’s experience. 6.23.2021

James Brown

When asked how we have exceeded their expectations and the main reason for working with our firm, Jan H. stated:

“I was interested in having a local financial advisor who keeps us informed as to our investments. Kevin is extremely knowledgeable, willing to answer questions and friendly. The performance of our investments has exceeded our expectations. Everyone is very knowledgeable as well as the performance of our investments. I am totally satisfied with Kevin and the entire staff.”

Jan H. is an insurance and investment advisory client who has not been compensated for this statement. May not be representative of all client’s experience. 6.8.2021

Jan H.

“You will not be disappointed. They will deliver on their promises and help you meet your future goals, all while keeping abreast of the current financial environment. It is a company that truly cares and provides a continuation of personnel and “in‐person” meetings on a regular basis.”

“Their assistance and concern shown during the recent passing of my husband was such a comfort. Knowing that I didn’t have to worry about the plan we had in place or funds to cover expenses incurred was a relief.”

“Kevin is knowledgeable in all areas of finance, compassionate, and trustworthy. He has been instrumental in helping us/me achieve a comfortable retirement generating good income while protecting our assets.”

When asked how our firm has exceeded expectations, Cheryl K. stated:

“The level of concern, caring and knowledge from all associates that have assisted in our requests over the years has exceeded my expectations.”

Cheryl K. is an insurance and investment advisory client who has not been compensated for these statements. May not be representative of all client’s experience. 6.8.2021

Cheryl K.

When asked how our firm has exceeded expectations, Ed & Linda Fahey stated:

“The entire staff of Teboda & Associates is extremely professional with excellent follow‐up.”

When asked the main reason for working with our firm, Ed & Linda Fahey stated:

“Jack has surrounded himself with excellent, very capable staff who have deep knowledge and sincerely willing to provide great client service.”
“I always feel confident that my wants and needs will be taken care of in a professional and timely manner.”

Ed & Linda Fahey are insurance clients and have not been compensated for these statements. 6.9.2021

Ed & Linda Fahey

“I would highly recommend Teboda & Associates as I didn’t feel pressured and they did a great job of explaining (both verbally and visually) the investment strategies they would recommend based on my mid through long term goals. The atmosphere was much different and more comfortable than the big corporate wealth management firms. It felt much more personalized with allot of attention to detail related to my specific goals. I think my money is in good hands and I have confidence it will grow in the direction we are hoping.”

When asked how our firm has exceeded expectations, Cyndi W. stated:

“I’m early in this journey but the level of interest and care from the company has exceeded expectations. They call each week and provide a status right now as money is being transferred and settled into the new investments. I know if I ever have a question they would respond immediately.”

“Amanda is very personable yet professional. Always prepared and ready to discuss the topic of the day. Amanda takes the time to answer any questions and you feel comfortable leaving that a good plan is in place.”

Cyndi W. is an investment advisory and insurance client and has not been compensated for these statements. May not be representative of all client’s experience. 6.9.2021

Cyndi W.

“Brooke was outstanding in her education and making sure we found the right policy that fit our needs.”

Donna T. is an insurance client of Brooke Redman, Medicare Insurance Professional. 6.8.2021

Donna T.

“Amanda is very knowledgeable and really takes the time to make sure you understand what’s happening with your investments. She’s a great teacher – loves to work the whiteboard!!!”

When asked how our firm has exceeded expectations, Barb S. stated:
“Many areas of financial planning covered in one place. Not only are we more comfortable with your investments, but we’ve also finally completed our will and estate planning.”

When asked the main reason for working with our firm, Barb S. stated:
“Teboda is like a family. Everyone knows who you are and questions are answered quickly and accurately. Barb S.”

“I think you will be very comfortable working with Teboda and you will most likely learn a lot about investing!”

“I feel like Amanda truly has our best interests in mind when we plan our strategies. We always look forward to meeting with her.”

Barb S. is an investment advisory and insurance client and has not been compensated for these statements. 6.8.2021

Barb S.

“Amanda is bright, kind, very helpful, and knowledgeable.”

Bill & Judy C. are investment advisory and insurance clients who have not been compensated for this statement. 6.8.2021

Bill & Judy C.

When asked how our firm has exceeded expectations, Dave and Kathy L. stated:
“We are very comfortable with your approach to our needs and your excellent and timely response.”

When asked the main reason for working with our firm, Dave and Kathy L. stated:
“We trust you and appreciate your taking the time to talk to us to find out our thoughts and needs.”

Dave and Kathy L. are investment advisory and insurance clients who have not been compensated for this statement. 6.8.2021

Dave and Kathy L.

When asked the main reason for working with our firm, Bob M. stated:

“Teboda takes the time to listen then explain options. No pressure to decide today.”

Bob M. is an investment advisory and insurance client and has not been compensated for this statement. 6.8.2021

Bob M.

“Amanda has been extremely helpful with her professional knowledge and advice. She answers all of our questions and makes helpful suggestions”

“We have complete confidence in our team at Teboda. They want to know each client personally so that they can make the best recommendations that are client-specific and appropriate. I really appreciate their commitment to excellence.”

“Make the call and meet with Teboda & Associates in person. It is well worth your time. You will not be disappointed.”

When asked the main reason for working with our firm, Laura Z. stated:
“Although we feel that we have enough education to make these financial plans independently, we often do not because we are busy with our careers and volunteer work. It is a huge relief to know that Teboda & Associates is working consistently on our behalf. They do this type of work every day as professionals.”

When asked how our firm has exceeded expectations, Laura Z. stated:
“The presentations are clear with charts and graphs that show potential financial growth opportunities. Additionally, the consistent communication throughout the years has been appreciated.”

Laura Z is an investment advisory and insurance client and has not been compensated for these statements. 6.8.2021

Laura Z.

When asked how our firm has exceeded expectations, Kathi and Mike stated:
“Personal attention to all aspects of our finances and communication has far exceeded any service I ever had with past advisors.”

“Teboda does a great job and has a full team to help with every aspect. They look out for your best long-term interests. They even reached out to offer health insurance/Medicare advice when they knew it was time to address it.”

Kathi and Mike are investment advisory and insurance clients who have not been compensated for this statement. 6.8.2021

Kathi and Mike

“My husband and I were retiring and had no idea where to begin. We wanted to make sure we wouldn’t outlive our retirement. I attended a women’s financial seminar through Teboda & Associates. I signed up for an introduction consultation to see if this company was a good fit for us. My husband and I both felt very comfortable with everyone we spoke with. When we finished that meeting, we immediately began the process with them to handle every aspect of our financial, retirement needs. The process was very involved, but with the guidance of Amanda and Zack we got all our paperwork filled out and submitted in the proper timeframe.”

“Teboda & Associates has become an extension of our family. Everyone is willing to help, answering our calls, making appointments and greeting us when we come in for appointments. Everything is explained to us so we are comfortable before we proceed to the next step. Everyone that works there is very pleasant to work with. I would highly recommend them to anyone looking for a financial planner.”

Jim and Dawn W. are investment advisory and insurance clients who have not been compensated for this
testimonial. 6.8.2021

Jim and Dawn W.

“We have genuinely enjoyed our relationship with the Teboda folks. They’ve done a great job for us in investing and safe guarding our retirement funds.”

Jim T. is an investment advisory and insurance client and has not been compensated for this statement. Insurance guarantees are backed by the issuing company. May not be representative of all client’s experience. 6.8.2021

Jim T.

“After struggling with other advisors, we found Teboda & Associates. Very pleased with their patient understanding and professional advice. Very satisfied with the service. Best move I ever made. Teboda and Associates are the best.”

James & Diane B. are investment advisory and insurance clients who have not been compensated for this statement. 5.25.2021

James & Diane Brunzo

“Amanda is wonderful, smart, educated, friendly, kind, and caring. She truly wants to help us be well prepared for our retirement.”

Kathy R. is an investment advisory and insurance client and has not been compensated for this statement. 5.24.2021

Kathy R.

“I wish I had been aware of Teboda & Associates earlier. The big company I was with really didn’t give you that personal attention and you never had the same person going over your accounts.”

D&R are investment advisory and insurance clients who have not been compensated for this statement. 5.25.2021

D&R

“Having Teboda & Associates as our financial advisors since 1997 says it all.”

George S. is an investment advisory and insurance client who has not been compensated for his statement. 5.25.2021

George S.

When asked what the main reason you would recommend working with Teboda & Associates, Edward and Carole Dziubinski stated:
“I believe Teboda & Associates want to help their customers achieve financial security and that is their number one priority.”

Edward & Carole Dziubinski are investment advisory and insurance client and has not been compensated for this statement. 5.28.2021

Edward & Carole Dziubinski

In response to our firm asking how we have exceeded their expectations and the main reason for working with our firm, Kathy R. stated:
“Everyone at Teboda & Associates has gone above and beyond to help us with our retirement plans. They are so helpful with every aspect of our planning. Everyone is excellent at what they do. It feels like a family. Trying to be well prepared for retirement is hard to do, so it’s nice to have Teboda and all their associates working to help us be prepared for this time in our life. We now have peace of mind that we are well prepared.”

Kathy R. is an investment advisory and insurance client and has not been compensated for this statement. 5.24.2021

Kathy R.

When asked how our firm has exceeded expectations, Jerry S. stated:
“The service model and personal approach at Teboda makes me feel valued, and I’m very happy with the returns on my investments, but more importantly to me, I’m comfortable with my decisions because I feel well informed and listened to.”

Jerry S. is an investment advisory and insurance client and has not been compensated for this statement. 5.26.2021

Jerry S.

When asked how our firm has exceeded expectations, Julia K, stated:
“The personal touch with each member of the team. I came from a large “big box” investment firm, who knew me, but not sure they were actually working with me.”

Julia K. is an investment advisory and insurance client and has not been compensated for this statement. 5.25.2021

Julia K.

When asked how our firm has exceeded expectations,
Darlene B. stated:
“I feel this isn’t a business relationship, it’s like being part of a family.”

Darlene B. is an investment advisory and insurance client who has received indirect compensation through client events. 5.26.2021

Darlene B.

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For more information about any of the products and services listed here, schedule a visit today or register to attend a seminar.

Or give us a call at 847.741.2284