Neeser Insurance & Financial Solutions - South Bend, Indiana

Neeser Insurance & Financial Solutions: A Comprehensive Overview

For individuals and families seeking comprehensive insurance and robust financial planning, Neeser Insurance & Financial Solutions presents a dependable and client-focused approach. Located in South Bend, Indiana, this established agency offers a blend of personalized service and expert guidance to navigate the complexities of life’s significant milestones. They are a dedicated life insurance agency and a knowledgeable financial advisor, acting as a trusted partner in securing a stable future.

Location and Contact Information

Neeser Insurance & Financial Solutions operates from a convenient location at 224 W Colfax Ave #200, South Bend, IN 46601. Individuals can easily reach them by phone at 5742341980. Their website, neeserinsurance.com, provides a wealth of information regarding their services, including detailed policy options and financial planning resources. The agency is committed to accessibility; they offer a wheelchair accessible entrance and wheelchair accessible parking lot, ensuring that all clients can comfortably access their services.

Specialties and Services

Neeser Insurance & Financial Solutions specializes in a wide range of services designed to meet diverse needs. Their core offerings include:

• Life Insurance: They provide a comprehensive selection of life insurance policies, including term life, whole life, and universal life, tailored to individual circumstances and financial goals.
• Financial Planning: Beyond insurance, they offer personalized financial planning services encompassing retirement planning, investment management, estate planning, and tax optimization.
• Risk Management: They assist clients in identifying and mitigating various risks, utilizing insurance and other financial strategies.
• Annuities: They offer annuity products designed for retirement income and long-term financial security.

The agency’s strength lies in its ability to integrate these services, providing a holistic approach to financial well-being. They prioritize understanding each client’s unique situation and developing customized solutions.

Client Feedback and Reputation

Neeser Insurance & Financial Solutions has garnered positive feedback from its clients, as evidenced by 23 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This consistently positive feedback highlights the agency’s commitment to exceptional service and building long-term relationships. Customers frequently commend the team's responsiveness, expertise, and dedication to finding the best possible solutions for their needs. The reviews consistently mention the personalized attention received and the clear explanations provided regarding complex financial matters.

Why Choose Neeser Insurance & Financial Solutions

Several factors contribute to Neeser Insurance & Financial Solutions’ strong reputation and client preference. Firstly, the agency’s commitment to personalized service is a key differentiator. They take the time to thoroughly understand each client’s goals, risk tolerance, and financial circumstances. Secondly, their team comprises experienced and knowledgeable professionals who possess a deep understanding of the insurance and financial planning industries. They stay abreast of the latest regulations and market trends, ensuring that clients receive the most up-to-date and relevant advice. Thirdly, they prioritize transparency and honesty, building trust through open communication and clear explanations. Finally, their dedication to client satisfaction is unwavering, consistently striving to exceed expectations and deliver exceptional results. They foster a supportive and collaborative environment, ensuring that clients feel comfortable and confident throughout the entire process.

Additional Information

Neeser Insurance & Financial Solutions recognizes the importance of accessibility and strives to provide a welcoming environment for all clients. The wheelchair accessible entrance and wheelchair accessible parking lot are testaments to this commitment. Furthermore, the agency’s website, neeserinsurance.com, offers a user-friendly interface and valuable resources, including downloadable brochures and educational materials. They also regularly host informational seminars and workshops to educate clients on various financial topics. Exploring their website is highly recommended for those seeking to delve deeper into their services and expertise.

👍 Reviews of Neeser Insurance & Financial Solutions

Denise S.

5/5

Tom Nesser is the best financial planner/advisor we've ever met. He has given us excellent advice, and helped us carefully plan for our retirement. My husband and I had investments with several other consultants when we met Tom. We transferred all of those accounts to Tom's supervision, because we felt he truly had our best interests in mind. He is extremely knowledgeable, dependable, and honest. He keeps us informed of new investment opportunities, which we might consider adding to our portfolio, based on our personal goals. We feel confident we are in the most secure financial position possible, under Tom's guidance.
Plus, he's a REALLY NICE person!

Jacob P.

5/5

Tom is great to work with. He is always eager to help and gladly shares his wealth of knowledge related to insurance and IBC. I always enjoy talking to him!

Teresa M.

5/5

I am so pleased that I took a chance a few years back to listen to Tom's presentation. Tom has become more like a family friend who genuinely cares about the financial future of those he represents. He speaks in a language that anyone can understand. He has assisted me in making what I believe are appropriate decisions for my retirement and for that I am very grateful.

Patrick A.

5/5

I've had the good fortune to have had Tom as a financial advisor for I believe 30 years. He has always been diligent, honest and straight shooting with his advice and guidance. Tom explains his reasoning and the available options in clear and understandable terms.
Recently when my wife and I began navigating Medicare supplement options we discovered Tom's partner Cheryl Ashbaugh is a broker and what a fantastic choice we made in asking for her help in the process, it was like having the kindest and most thorough HR officer guiding us thru the whole thing.
All in all, if someone is looking for personal and professional financial, investment, and insurance advice, look no further

Rockie R.

5/5

Tom is great to work with... at the beginning he took the time to get to know me and understand my long term needs and infinite banking goals. He then helped me tailor a policy to meet those goals. In the few years since I first started working wtih Tom, he has checked in regularly to make sure the policy is working for me the way it was intended to. Tom is very knowledgable and informative!

Douglas J. D.

5/5

If you are looking to learn about the Infinite Banking concept and whole life insurance possibilities, Tom is your guy! Tom is super patient (I would have given up on me way sooner), very knowable and does not sell you, he truly is great educator.

Stan K.

5/5

The work that Tom and Cheryl are doing to help prepare us for not just retirement, but opportunity to make our money work for us. Having people help us that truly care about people, care about us and care about our position for the future.

Having our money grow tax free and being able to become our own lender as well being able to be a lender to other people or companies is an enjoyable position to be in.

And now we can get help with our supplemental insurance as we enter our retirement years.

After 10 yrs my only mistake was not starting sooner. Thanks Tom!!!

Kerrie H.

5/5

Tom and Team at Neeser Insurance & Financial Solutions are my go-to team whenever I have questions about my Infinite Banking account. Tom is extremely knowledgeable and very willing to answer all of my layman’s questions regarding my financial accounts. I’m glad I’m part of the Neeser Insurance family.