Think Smart Retirement Inc. Customers have an average of 4.9 stars from over 26 reviews. They highly recommend as educators. I am here from Anthony Morales. They helped me with my policy and education. I did a demonstration and they have been easy, fast, and convenient for retirement planning. Anthony Morales introduced me, highly recommend as an educator. They have taught me a lot of things I did not know and also helped me with my policy and did a demonstration of the different options easy, fast, and so convenient for retirement planning. Conoci a Jorge en la escuela donde trabajo y me pregunto si me gustan las finanzas él me dijo que estaba aprendiendo de ellas aquí en Piensa Inteligentemente en el Retiro. (TSR) y fui y me ayudaron a mi y a mi hijo. Kathya su esposa y Sergio Fernandez también nos ayudaron mucho. Ahora se cuánto necesito en caso de necesitar dinero extra para mi retiro. Es algo muy importante para mi planear para mi retiro. Y hay una forma de saberlo haciendo un análisis financiero. Y también en caso de alguna enfermedad y no poder trabajar yo poder tener alguna entrada de dinero extra. Bueno todavía no he decidido que es lo que quiero pero ya tengo más información. No me forzaron ha nada solo me educaron y guiaron a poder aprender que opciones tengo y son muy profesionales, y no tuve miedo de confiar en que mi información este segura y solo platicarles en que situación estoy y en que situación quiero estar para planificar mi futuro ellos tienen licencia de California y hay principios muy buenos, solo trabajan para educar y ayudar a entender cada situación de cada persona y que son sus planes a futuro. Gracias por este servicio gratis y por el apoyo y la paciencia y el profesionalismo de cada uno de ellos. Y Feliz Cumpleaños a Sergio que cumple años el mes de Septiembre igual que yo. Y Gracias a Dios por que hay información gratuita par...
Think Smart Retirement Inc. Customers are highly satisfied with a 4.9-star rating from 26 reviews. They highly recommend as instructors and have provided financial services, advice, and support. I am here from Anthony Morales and have helped me with insurance policy and interactions with my children. They have also done a demonstration of the different options very fast, easy, and convenient for retirement planning. Lo and his wife and a guy named Sergio helped me a lot. I knew since a year ago how much money I will need to have and store in an account to be able to use when needed. Think Smart Retirement helped me to find the answer to how much money do I need in case I want extra money for my retirement. It is very important to me to plan for my retirement. And there is a way to find out by doing a financial analysis. Also in case of any sickness and not able to work I can have some extra money coming. And thinking about when I get old and start to forget things I can also plan for that. Well, I have not decided what I want but I have more information. They did not force me anything they just educated me and guided me to able to learn what options I have and there are very professional, and I didn't doubt to trust that my information this secure and just tell them what situation I am in and what situation I want to be in to plan my future they are licensed in California and there are very good principals, they only work to educate and help understand each person's situations and what their future plans are. Think Smart Retirement is my financial guards for free and I am glad because now I can think about my future and I thank each one of them for their support. I recommend people should try Think Smart retirement, a...
Think Smart Retirement Inc. Customers received 4.9 stars from 26 reviews. They highly recommend as educators. PHP has also helped me with my policy. They also did a demonstration of the different options and very fast, easy, and convenient. Anthony Morales introduced me, highly recommend as an educator. They have taught me a lot of things I did not know and also helped me with my policy and did a demonstration of the different options easy, fast, and so convenient for retirement planning. I am here from Anthony Morales. They helped me with my policy and education. I did a demonstration and they have been easy, fast, and convenient for retirement planning. Think Smart Retirement Calexico is an amazing agency. I came to inquire about a life insurance policy and they took the initiative to assist me with a financial analysis. This clearly opened my eyes to what I could be saving. Julio, Chris, and Carolina have been a great help. I had a lot of questions and they answered them all. I highly recommend coming here and getting an education on retirement. They are very knowledgeable and friendly. I highly recommend as educators. I am satisfied from Think Smart Retirement. I got invited to TSR , real eye opener, I highly suggest you go see my man Sergio, no commitment required, you won’t regret it, putting my retirement in place..and I’m a tough nut to crack. It's a pleasure to work with Julio, Chris, and Carolina, so far so good they educated me and set me up for retirement, Think Smart Retirement Calexico is an amazing agency. I came to inquire about a life insurance policy and they took the initiative of assisting me with a financial analysis which clearly opened my eyes to what I could be saving. Julio, Chris and Carolina have been a great help. Thank you guys so much. I appreciate all the knowledge and questions answered. Can't wait to learn the next steps. Thank you. The total number of stars for Think Smart Retirement Calexico1817 McKenzie rd calif 92231 is 5.0 out of 5. Think Smart Retirement Calexico is an amazing agency. I came to inquire about a life insurance policy and they took the initiative of assisting me with a financial analysis which clearly opened my eyes to what I could be saving. Julio, Chris and Carolina have been a great help. Thank you guys so much. I appreciate all the knowledge and questions answered. Can't wait to learn the next steps. Thank you. Paraphrase.
Frequently asked questions
7 questions
What do Think Smart Retirement Inc. clients say about the work?
Clients frequently praise the team for their exceptional educational support, personalized financial analyses, and the clarity of their explanations. Specific staff members like Sergio and Jorge receive commendations for their professionalism and ability to simplify complex financial concepts.
Can I get a financial analysis at Think Smart Retirement Inc., and what do customers say about it?
Yes, they offer financial analysis services, including debt management and investment portfolio reviews. Customers have reported that these analyses are thorough and enlightening, helping them understand their finances better and plan effectively for the future.
Does Think Smart Retirement Inc. provide retirement planning services, and how do clients feel about them?
They offer retirement planning services such as policy reviews and income analysis. Clients appreciate the ease and convenience of these services, often mentioning how informative and supportive the team is during the planning process.
What services does Think Smart Retirement Inc. offer?
Think Smart Retirement Inc. provides a range of services: Retirement Planning (including Retirement Policy Review, Retirement Investment Strategy, Retirement Income Analysis), Life Insurance (Whole and Term Life Insurance Policies, Life Insurance Consultation), Financial Analysis (Debt Management Analysis, Savings Strategy Planning, Investment Portfolio Review), and Business Planning (Business Investment Strategy, Debt Consolidation Planning, Business Financial Analysis).
What are the operating hours for Think Smart Retirement Inc.?
Their hours are as follows: Monday: 11:00 AM - 9:00 PM, Tuesday: 9:00 AM - 9:00 PM, Wednesday: 9:00 AM - 9:00 PM, Thursday: 9:00 AM - 9:00 PM, Friday: 9:00 AM - 9:00 PM, Saturday: 10:00 AM - 6:00 PM, Sunday: 12:00 - 6:00 PM.
Can I have a consultation at Think Smart Retirement Inc. without any obligation?
Yes, they offer free consultations, allowing potential clients to explore their financial options without any pressure to commit. Many customers have noted the professional and non-coercive nature of these consultations.
Where is Think Smart Retirement Inc. located?
555 Broadway Suite 120, Chula Vista, CA 91910, USA
Location & directions
Chula Vista, California
Think Smart Retirement Inc.
Life Insurance Agency
Address
555 Broadway Suite 120, Chula Vista, CA 91910, USA