We Value Our Clients

Edith Renae S. - D.O.D, Anniston Army Depot

Edith Renae S. - D.O.D, Anniston Army Depot

Edith Renae S. - D.O.D, Anniston Army Depot

 "First off, I HATE discussing my finances with anyone. During my retirement process of Anniston Army Depot, Penny McCall was invaluable. Penny made me feel comfortable discussing my financial future with her. She actually listened and helped me set up my retirement and life insurance the way I wanted. There were no lectures or chiding from her, only different ways to set things up. She laid out the options and explained the differences and not one time pressured me to invest. I have and will continue to recommend Penny to anyone considering retirement. I will also recommend her to some of the younger employees so they can start planning now." 

Laura V. - USDA, FSA -Wisconsin

Edith Renae S. - D.O.D, Anniston Army Depot

Edith Renae S. - D.O.D, Anniston Army Depot

 

"I have been working with Penny McCall for a little over a year, but I feel like I've known her my entire life! I retired in December 2018. Before I made my decision to retire, I was very hesitant, nervous, and anxious about retiring. Would we have enough money to continue to live as we are? Would it create more stress in our lives? And so many other questions. When I met with Penny for the first time, she put me so at ease. Most importantly, she is so very knowledgeable! She knew all about and understood my retirement plan with my employer. She knew just where I should invest my money for my best interest. By the time we were finished with our meeting, I felt so much better about my decision to retire, plus I had made a life-long friend. Penny is very attentive to details, and I know that she is absolutely looking out for me. I truly believe she wants everyone of us to have the best retirement possible. Thank you, Penny!"

Sandy H. - D.OD., Anniston Army Depot

Sandy H. - D.OD., Anniston Army Depot

Sandy H. - D.OD., Anniston Army Depot


"Thanks, Penny McCall, for being a great friend and financial adviser."

Sandy H. - D.OD., Anniston Army Depot

Sandy H. - D.OD., Anniston Army Depot

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.