Review Time
I have been with Ty J Young for 15 years and I don’t have to watch the Dow Jones anymore as I have been making between 6-11% per year. I don’t worry about the market going up and down. Great staff he has put together, always very helpful.
I have a been a subject of deceptive practice by Parker Philtop when he stated over a phone presentation a better "cap percentage" on a new policy. Once this policy was written and few months later he followed up with a phone call, he introduce a lower cap percentage and attempted to dismiss the deceptive attempt with a misunderstanding. Parker Philtop is not a trust worthy financial advisor.
This month was the anniversary of the annuity my husband purchased through Ty J Young 12 years ago. This year the surrender fee was at 0% and he could liquidate the annuity with no fees. His advisor decided to offer a replacement product that would lock him into another product with surrender charges for next 5 years and appeared quite excited because it had a return rate near 10% and wanted to get him to sign up for it right there an then without providing further info that would reflect negatively on the annuity. When a request was made to provide further information about the new annuity as well as other options such as different SPIAs showing the benefits of each over the other the response was to provide a brochure on the new annuity and an "illustration" of only one type of SPIA, Single Life Only. My husband and I were forced to do our own research to obtain a full picture of all options. His advisor was not advising him but was set on signing him up for a product without regard to what we felt our future needs required. In other words he was an aggressive salesman not an advisor.
I have nothing bad to say about being a client with Ty young wealth management.I began investing with them about 6 years ago.I can honestly say that I have made money on my investments.The staff are friendly and knowledgeable.If you want a safe investment with good returns they are the way to go.
Ty Young and Assoc. have been our financial team since 1999 and they are like family to us. Barbara and I, since joining Ty Young, have never had any fear of our finances; not even during the early 2000's. Our retirement nest egg only grew while others lost. We have always had faith in this team and will continue to do so through our retirement. Never a doubt with Ty Young and Associates.
Mr. Young and his Staff are friendly, professional and efficient. There's a lot of paperwork associated with buying an annuity and they make it painless. Furthermore, they really care about their clients and show it in the personalized attention and careful assessment of which product fits your needs best. We have been very pleased with their service and plan to continue with them. If you're concerned about losing money in the Stock market, putting some of your hard earned cash with Ty Young protects it and grows it. A key part of a balanced portfolio and sleeping well at night!
I can always speak to you are someone in your office at any time with a concern, should one arise. You have done a great job with what little I had to invest and you listen to my worries,
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Our wealth management team is made up of qualified executives, advisors, and administrative professionals who want to change that approach to building and managing a client’s retirement. We’re uniquely focused on three key goals: safety of principal, a reasonable rate of return, and keeping it simple. With our corporate headquarters in Atlanta, GA – our mission is to enable financial peace of mind. With over 5,000 clients in all 50 states, our team works hard, helping people achieve their American Dream.See more
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