Testimonial for Matt Gilson

Dear BNI:

I’m writing today to give some well deserved praise for Matt Gilson. Matt works for Met Life Insurance company and when my insurance agent / provider was no longer a good fit, Matt was hired and has done an outstanding job.

I want to share some details about my situation that will paint a clearer picture to how effective and thorough Matt is:

My family & I had been a client for 9 yrs with a different Agent. One day I had to contact my agent about something minor. When I contacted them they had informed me that I had not been insured for the prior two months. I had found out that the automatic payment system that I was using to pay my insurance bill had malfunctioned and because of non-payment, I was no longer insured. I asked why I wasn’t contacted. The response that I got was that they sent out a couple of letters and that they came back as undeliverable. Being a client of them for as long as I had, I fully expected a better effort for them to get in touch with me, especially when it came to my insurance coverage.

My former agent said that they would start to research and get us the best possible deal to reinstate our insurance. Not being happy with what had transpired, I instantly contacted Matt to see what he could do. The former agent called me back and gave me a quote to the best possible price that he could negotiate. Matt called me back with a quote that was 60% less than what was quoted by my former insurance agent. As you could well imagine, I was more than shocked. It seems that my insurance agent was not checking for the best rates from year to year, so I had been paying excessive rates.

Since the time that I have hired Matt to be our agent, he has been a top professional in the way that he has handled all of our situations. Matt is a competent, compassionate and thorough professional.

Best Regards,

Curtiss E. Grieve

Testimonial for Matt Gilson

Dear City Biz Members,
I wanted to thank Matt Gilson, Metlife insurance for his follow and work he did to help my father, Daniel Drew with his auto, home and flood insurance. Matt called him and upon calling him, my father told him how his business was flooded from the past flood. Daniel was just told by FEMA that he had to get flood insurance in order to receive the SBA loan to rebuild his business.
Matt went way beyond any Insurance agent job duties to help my father. He called FEMA to find out exactly what type of insurance was needed. Then he worked vigorously to get the insurance at not only a competitive price but a price my father could afford pay annually. Because of the work Matt has done for my father he is going to be approved for the loan to rebuild his business and get back on his feet.
Also Matt has not only saved my father on his auto and home insurance but he has cut his bill in half.
I highly recommend Matt to you and all my friends and family. I hope you all the pleasure to work with Matt Gilson.

Sincerely,

Jessica Drew-Day

Testimonial for Matt Gilson

Matt,
I wanted to thank you for your great follow up. I have been using Met Life for many years and I have always been satisfied. I specifically wanted to thank you for your follow up with a personal friend of mine. When I called you Tuesday night at 8:30pm to provide you with their information I did not expect you to call them right away. They were very impressed that you called them so quickly. When I saw them a couple of days later they could not wait to tell me their experience. Since they live in an elderly assisted living facility they were glad that you made house calls. They also shared with me that they were able to receive full coverage for their car and their cost was less than their current provider price for less and half the coverage. Matt your follow up and attention to detail make you and excellent representative for Met Life. I will continue to refer you whenever I can.

Sincerely,
Tony Parente

Testimonial for Jen Faria

Jen,
I wanted to thank you for an introduction you provided me back in December of 2008. You had invited me to a networking event that you felt I would benefit from, little did we know how well it would. You had introduced me to Lauren Slocum from the Central Chamber of Commerce. Over the past few months an opportunity did arise for us. After many meeting and many conversations the Central Chamber board voted and decided to go with Action Energy. We are going to facilitate their Chamber Power Group specifically dealing with 3rd party electricity supply. We are able to provide them up to 17% savings, please see the attached document. With this being announced yesterday already there are 4 more chambers that want in on this program in Rhode Island. There is also discussion with other Chambers to expand this program to New England and then nationally. I want to thank you for always thinking of others first. You live givers gain and it shows. From this introduction there will be many, many businesses that are going to reap the benefits of your actions. There is not much more to say besides “THANK YOU” and this just shows you practice what you preach by “Connecting you to your future, one handshake at a time.”

Thanks,

Tony Parente
Action Energy

Testimonial for Sandra Peters

Dear Friends:

When you have a relationship with a financial planner, you expect to receive great advice concerning your finances and planning your future and how you need to allocate your funds and achieve your dreams. With Sandra, not only do you get this, but you get so much more. When Craig and I first met with Sandra, she carefully reviewed our finances and spoke to us about what our dreams and goals were. She then presented us with a detailed plan on how we could meet these goals and live our dreams. And we proceeded with doing just that. Craig loved Sandra and what she had done for us and was so glad I had chosen to meet with her.

Then when tragedy struck with Craig’s death, she was there once again. Sandra was with me every step of the way, meeting with my attorney with me, going with me to meet with Social Security, advising me and helping me with the questions I needed to ask of my accountant, attorney and myself. She reviewed my new situation and finances and came back with another detailed plan that would meet my goals and help preserve our dreams.

I really don’t know how I would have gotten through these last 2 months without Sandra and her caring confident support and guidance. She has been there with me and continues to be there every time I have a question or concern. And she is there even when I don’t know that I need her. I just know that Craig is watching and is so very grateful that Sandra has been by my side.

We never know what curves life is going to throw at us, and when life serves us a tragedy, it is really important to have the support, understanding and guidance of the professionals you need and that you have chosen.

So, if you have ever thought you don’t need a financial advisor, you are wrong. But don’t just settle for anyone. Go to the best financial advisor ever, Sandra Peters.

Sandra, you will always have my complete support, admiration and gratitude. Thank you so much for everything you have done and continue to do for me. You mean so much to me.

Sincerely,

Deb (Thomas) Hetrick