I am currently starting the process with Dan Pyle in reviewing my options for my upcoming retirement. I have worked with 2 other advisors in the past, but I feel that this is definitely my best options. He is independent and he gives advice. He doesn't try to "sell" me. Which I appreciate greatly. I would highly recommend Dan and Money Concepts to anyone including friends and family.

I got a call from a call center indicating I had some sort of mandatory review of an annuity policy. We scheduled an appointment and found that it was just a sales presentation. I'm sure Mr. Pyle is a nice person but I was not interested in buying anything, nor was I happy about how the appointment was portrayed.

After meeting with Dan, I felt like at ease with his recommendations and advice. I have been a client for a few years now and everything that I have needed from him was taken care of quickly. I always tell my friends about the help he gave me and highly recommend him to anyone needing investment and financial advice.