2025-04-28T17:24:05.294Z

My husband and I had the fortune to assist to one of their seminars regarding retirement and SS, so we decided to visit their offices. It was great!Their transparent and professional approach made me feel confident in my financial decisions.Their responsive and caring customer service made the process seamless and stress-free.We couldn’t be happier to do business with them.We highly recommend their professional and trustworthy services!

2025-01-30T14:21:23.307Z

Excellent service. Really helped me retire with confidence. Great relief.

2024-09-11T18:12:00.829Z

We worked with Richard Price who was warm, kind, considerate and very thorough. He felt like an old friend. He spent time explaining things and ensured that we understood every aspect of the policies. He went above and beyond and even took personal time to help out our friend who was in need. We appreciate and highly recommend his services.

2024-08-08T20:48:44.094Z

I was recommended to Richard Price from a co-worker. At the time I was looking to move our money away from the volatility of stock market and into something more secure. When we met with Richard you could see he has a most pleasant demeanor and is very knowledgeable about all aspects of finance. Richard moved my investment into a great short term IRA and after a little back and forth with my wife's prior investment managed to move her money into a safe and secure harbor. All investments are panning out very well. Earlier this year my wife passed away prematurely. Richard and Durham Loyal sent flowers to my family and after things settled down he assisted me in moving my departed wife's IRA's into my name. This type of personal service and Richards availability are invaluable. I use Durham Loyal for financial, medical (Medicare advice) and will be working with them to set up my will. All the staff there treat you like an old friend and not just a business account. I highly recommend Durham Loyal as they have my complete confidence.

2024-08-06T15:33:27.732Z

I met David and his team at a seminar about Social Security. I was impressed with their knowledge and experience. I decided to use him as my financial advisor and have not been disappointed. He knows the markets and invested my money well. I am comfortably retired now living on income from my investments. Thank you Durham Loyal!

2024-08-05T22:34:04.817Z

This was a very positive experience. Pat was extremely knowledgeable in helping us navigate our options and come to the final decisions. He answered all our questions and asked us questions that we didn't even know to ask. With his help, we feel very comfortable with the outcome.

2024-08-02T03:46:00.342Z

2024-08-01T23:38:34.593Z

2024-08-01T12:52:42.124Z

The Durham team has an Excellent team driven towards its clients, they are always there to guide you and assist you. I would highly recommend this Firm.