New Era Financial LLC

Reviews

• PR

  Paul Van Reed

  Apr 12, 2024
  5.0
  Frank Davis is a rare find in the financial service industry. First, he is extremely knowledgeable of both insurance products and financial services - the guy knows his stuff. We had a very unique need as we tried to help a family member with a severe sickness. Frank listened (a unique trait of insurance and financial professionals), and immediately responded with a solution we could easily execute. He immediately knew what needed to be done. The solution Frank gave us ended up saving our family member thousands of out-of-pocket dollars while getting them the best care possible. This was the reason that I went back to Frank as I was trying to figure out the best strategy with my retirement savings strategy. Frank again listened to my goals, fears and concerns and identified a solution that has worked out perfectly - setting me on a path to meet my goals. Frank was clear, detailed and upfront with all the ins-and-outs of the approach and the products. He stays in touch to make sure the plan continues to work for me. In my opinion, most people in Frank's business only push or sell the products or services that are paying the biggest commissions at the moment - putting themselves first. Frank is not like that. Frank puts his client's needs first and I'm sure that is the reason he has been so successful! I don't generally trust insurance and financial services salespeople. I do trust Frank!
• TN

  Thomas Naclerio

  May 18, 2023
  5.0
  I think Frank Davis gave a very good and interesting presentation on 5/16/23. It was informative and helpful for those who would like to know more about all the aspects of retirement planning. I'd recommend his services to anyone who is asking for a referral.
• JC

  Jackie Cefaloni

  Apr 1, 2023
  4.0
  In March of 2020 I moved a portion of my retirement savings to Frank, while my other accounts have lost money he has averaged 10.7% annually and when I wanted to remodel my bathrooms I was able to pull out more than enough cash to pay for both of them.
• GG

  Gabriel Gillen

  Jan 17, 2023
  5.0
  Frank and his team took the time to learn about my company and our employees, after a few meetings he and his team created a plan that gave us better coverage with a stronger network while also saving us nearly 30% on our Major Medical expense, I would highly recommend them