What Teachers Say

"I met with several others during a review and no one has helped me like Steve has...

During my TPAF and Retirement Review I was very impressed with Steve Carter. He answered my questions and basically was there to help me. It didn’t matter if I signed up with him or not, he was willing to assist me. When I told him I needed time to think about what I wanted to do with my investments at that point in my life, he said no problem. I did not feel pressured at all.

I did decide to invest differently and mostly because I was impressed with Steve’s knowledge and helpfulness. Every time we needed to meet Steve asked me what was the best time for me and he would make it happen. He takes the clients needs into consideration and that doesn’t happen much anymore.

I have had some problems getting my previous company to release me and I was never on my own. Steve was there to help me through the process. I have met with several others during a review and none of them helped me like he has. I trust him and I believe that he really wants the best for his clients.

"Awesome help to Trenton educators...

Steve has been an awesome help to all educators in the Trenton School District. He is very knowledgeable and has gone beyond the call of duty to assist in every aspect of retirement planning. As my situation has changed he has always been there to help me.

"Personable, clear and succinct...

My Meeting with Steve was just PERFECT! He was organized, professional & very personable which helped me feel quiet comfortable. He presented the information in a way that was clear and succinct, clearly detailing aspects of my pension. It was a pleasure working with Steve and thank him!

"Genuinely cares about teachers…

Steve was very informative about educating me in the transition from a 401K plan to a 403B plan. Steve was very patient with me and thoroughly answered all my questions and addressed my concerns. It was a pleasure working with Steve because he genuinely cares about his teachers!

"Made process easy…patient...

Steve was very helpful in explaining my 403B to me and calculating when I can retire. He came to me at my school and was very accommodating with the time of our meeting. I know he lives very far away and it meant a lot that he made the process so easy for me to do. He had some issues with my old company and he was very patient and walked me through the process of what to do step by step. I was so pleased with him that I referred him to a co-worker and she too was very pleased with his work. Thanks again Steve!

"Got great advice with nothing owed in return from me…

I met with Steve in June of last school year wondering what would come of our conversation. Steve examined my financials including what I would possibly get from TPAF in retirement. He made several helpful suggestions and asked nothing from me, nor did he pitch me any product. I came away understanding my retirement situation more. I am always suspect of altruism but in this case, I believe it was real :)

"Reducing risk of market crashing…

I like to just summarize in a few short sentences how Mr. Carter helped me with my tax shelter. When I had questions about my tax shelter, Mr. Carter sat with me and broke down the information that I needed to know. I was reluctant at first to consider making a decision about a large amount of money. Thinking of my future and financial matter, I decided to proceed with changes to increase my investment and put in less of a risk on the market.

"Professional, friendly and prompt…

Steve Carter was prompt in meeting with me about what I need to know for my future retirement. He was helpful in explaining an estimate on what my pension money will bring so I can plan for my future. He was very professional and friendly and reminded me that I can reach out to him when I have any questions that need answered.

"Explained options to increase savings…

Steve was able to answer all the questions that I had concerning my retirement. He explained the various options I have available to me and showed me ways that I could increase my retirement savings. I was not aware of these options and I now feel more confident of my future, especially as I reach retirement age.

"Made it happen…

Steve made it happen for my 403B contribution. He made the whole process seamless and easy. We talked about the many miles he puts on his car to service clients throughout the South Jersey area.

"Put me at ease…

Steve is very personable, friendly, and easy to talk with. He answered all my questions and put me at ease.

"A great help for me & my family…

Steve, was a great help for me who delivered a very good presentation to me about retirement. He explained to me a few options that would benefit me and my Family after I retire. Mr Carter knows the business and I recommend him to anybody who needs assistance with PLANNING for their retirement. Great Job.

"Outstanding customer service…

Steve Carter was very helpful during our first meeting, and has been outstanding in customer service ever since. No matter how “dumb” my questions might seem, Mr. Carter is always eager and knowledgeable to explain and alleviate all my concerns.

"Helps and stays in touch…

Steve helped me transfer funds to a 403B retirement savings. His professionalism and knowledge were impeccable. He stayed in touch during the process and still calls to keep me updated. I was very pleased with the whole experience.

"Helpful in making decisions…

Steve was helpful in helping me make a decision with retirement. I therefore met with pension and am retiring in July of this year. Thank-you.

"Now I understand my 403(b)…

Steve broke everything down for me so that I could understand my 403(b). I still have a few more years before I can retire, but at least I feel like I know what’s on the horizon as far as my finances.

"Friendly and informative way of explaining options…

Working with Steve was a truly enjoyable experience. Typically, financial matters make me anxious but Steve had a friendly and informative way of explaining my options and helped me make a good retirement decision moving forward.

"Get empowered about your retirement and college savings…

After meeting with you last year, I felt empowered to make informed decisions in my life now for retirement. The advice you gave me regarding paying for my children’s college education was absolutely valuable. Thank you.

"Explained in terms I understand…quick

Steve Carter was extremely helpful during my TPAF and retirement review. It was all brand new information for me, and Steve was able to explain everything in language and terms that I would understand. He works around your schedule and makes sure his appointments are quick! I am very pleased with my experience!

"Helped me to see what I needed to do…

I met with Steve in June of last school year wondering what would come of our conversation. Steve examined my financials including what I would possibly get from TPAF in retirement. He made several helpful suggestions and asked nothing from me, nor did he pitch me any product. I came away understanding my retirement situation more. 

"Explained in terms I understand…quick

Steve Carter was extremely helpful during my TPAF and retirement review. It was all brand new information for me, and Steve was able to explain everything in language and terms that I would understand. He works around your schedule and makes sure his appointments are quick! I am very pleased with my experience!