Secure Retirement Solutions
Reviews and Complaints

Navigating through the Medicare sign up process can feel confusing and stressful but not with Secure Retirement Solutions. Kerry S. was very knowledgeable about all the many choices and patiently answered all our questions. I am so happy I called him and highly recommend him to anyone needing help in this area.

Kerry was so polite and helpful in discussing my new requirements for joining Medicare- which seems like a minefield. He made the process easy and there was no rush. I was given the opportunity to have information sent to me so I could look it over before deciding.
Thank you for making this a seamless crossover.

Kerry Sachs was referred to me and I found him to be very thorough, knowledgeable and professional. He explained all my options and helped me making the right decisions that fit my needs. In addition he followed up with me once I received my new policy to ensure I understood everything and answer any additional questions I may have had. I highly recommend him.

Kerry is an expert in the Medicare system. He provided comprehensive information and resources which allowed me to make an informed decision. I began this process with many questions and concerns, and am confident that I have selected the best plan and options for my situation. Plus, it's nice to know that I'll be able to call upon him should circumstances change.

I'm so glad that a friend recommended Kerry S. to help me with the Medicare process. He walked me through the entire process which I was very nervous about. He is always quick in responding to questions. With Part D not only did he assist me in determining the best solution for me, he helped my spouse who purchased another policy many years ago up north. He is very professional, caring, knowledgeable and trustworthy.

My good friend- a retired doctor whom I trust on serious matters and decisions referred Kerry. I get overwhelmed with info and Kerry made it so easy to set me up for all my needs when I turn 65 in January which is hard to believe. He was extremely efficient and provided the info in an organized fashion fir me. Proper health care coverage is so important to have right and I feel great sense of security now to know I do.

I was referred to Kerry by a friend who said that this is the guy who will explain all your options and make the sign up for Medicare as simple as possible. Kerry was outstanding in taking all my information and recommending the best plan to fit my needs. If you have any questions Kerry will always be available to answer your questions. I will be happy to refer Kerry to all my friends when they reach the age to sign up for Medicare.

Kerry did an outstanding job in providing us with a good understanding of the Medicare system, the various supplemental policy options available, and most importantly, guiding us on the best options for us. His method of questioning us on our current situation, our goals were, providing in depth information and overall professionalism made us very confident that we were making the right decision on our coverage. We appreciate his help and highly recommend him.

Kerry made the complexities of Medicare choices, part B plans coherent, and the drug plan choices rational. He provided a range of options and always provided a clear recommendation on what he felt would best meet our needs. He made an very complex process simple. In the process he carefully sought to understand our needs so that he could appropriately target our individual needs. It was a pleasure working with him. We would strongly and without any reservations recommend Kerry S. and Secure Retirement Solutions Inc.

Mr. Secure Retirement Solutions was very welcoming, calm, and in control of his information. Very comprehensive and sequential in his presentation of information and ongoing discussions. Excellent active listening with very on-target responses to questions. Extremely helpful in making a very, very detailed and definitely confusing subject feel significantly less overwhelming and definitely manageable. Helped this client feel very comfortable with her questions and follow-up calls. And confident in Mr. Secure Retirement Solutions' commitment to continue to be as unhurried, informative, and "welcoming" ongoingly as he was at the time of our initial phone meeting.

Secure Retirement Solutions is a serious and very well-prepared business. I have trusted Secure Retirement Solutions for many years. Once again I asked for their counsel. In this case, I asked for their advice regarding my Medicare Part D providers for my wife and me. I sent the required information for their analysis and in less than a week, I received a very clear written report from Secure Retirement Solutions. The report was conceived in a way that I could make my decision, not merely follow their recommendation. I had all the facts to compare. And I had the possibility to call them or e-mail for more information.

I feel very secure in recommending Secure Retirement Solutions. (I say Secure Retirement Solutions since Kerry and his family are the owners but have many capable professionals that work with them).

I'm so glad that I contacted Kerry to help me with the Medicare process. He is so knowledgeable about everything in regards to Medicare, as well as Medicare supplement policies, Part D drug plans, and additional insurance plans that cover what Medicare doesn't. He conducts his business in a very professional and timely manner. I know that if I have questions or concerns, he will be there to assist me every step of the way. With Kerry's expertise, I'm very confident that I have nothing to worry about when it comes to Medicare and I highly recommend that anyone who is getting close to having to sign up for Medicare to contact him for help to guide you through the process.

Magnificent job Kerry! Thank you for helping me navigate the Medicare nightmare! You worked out a plan that meets ALL of my concerns and needs and even saved me money with your advice and guidance. Your time and patience was very much appreciated. Additionally, your accessibility and timeliness in making return calls and setting up follow-up times was outstanding-I mean seriously, what other advisers pick up the phone with you or call you back within 5 minutes! Amazing energy and performance. It's difficult to find such a consummate adviser as you! For anyone else out there looking for assistance with their retirement planning or Medicare, Kerry is the 'go to person'. Stay safe!

I contacted Kerry Sachs about 4 months prior turning 65. He was immediately available and provided me with the information required in order for me to be covered by Medicare, a drug plan, and a supplement on the date I was to turn 65. We reviewed many options for the supplement and drug plan and on that first call I knew which plans best suited me. He provided the 800 number for phone enrollment of Medicare and Social Security and when to call, he even provided an estimate of time the phone enrollment would require. I followed his instructions and everything went as he had described. Once I received the Medicare Card I sent him a copy. One phone call later, 3 months before turning 65, I was enrolled in a Drug plan and supplemental insurance program. I would highly recommend Kerry to guide you through the mazes and processes during your enrollment period. Kerry turns this process into a seamless understandable process. Thank you Kerry for everything. Dana C

My husband was first referred to Kerry for his Medicare needs by a dear friend. What a fabulous recommendation this was, as he made the complex process of selecting the right plan and coverage as simple as could be. He is absolutely an expert in his field and I knew when my time came to do the Medicare I wouldn't choose any other agent. My process was just as simple, he explains everything in terms that are understandable, so it was easy to make my decisions for my Medicare policy as well as my drug plan. I call him "MR. RELIABLE ", because when he says he is going to call you at a certain time, you can be sure the phone will ring at that exact time. He has a kind and welcoming manner and a soothing nature that isn't rushed, it doesn't matter how many questions you may have, he has all the answers. I would be happy to refer and recommend Kerry to anyone looking for an insurance agent because when you find a golden contact, you are happy to share! THX KERRY!

As a retired teacher, making an educated decision on Medicare plans is very important to me. After spending about two weeks researching many options available to me, I have decided to work with Mr. Smith in order to find the optimal solution for me. I was delighted that Mr. Smith was extremely helpful and thoughtful in guiding me through some possible plans that I could have. His no-pressure approach and detail-oriented explanation really helped me in making my final decision. Certainly, to do this requires a profound understanding of all the options in Medicare plans, but more so shows his deep concern in caring and supporting his clients. He also sent me emails and gave me updates on my application process. Within two weeks after working with Mr. Smith, I received my Medicare Supplement ID card and Drug Plan Part D ID card. Making the right choice in Medicare plans is one of the most important decisions for a retired person and I am grateful for Mr. Smith's guidance and professional expertise.