Team N and L Wealth Builders
Reviews and Complaints

I decided to invest with Team N&L a little over 2 years ago and have not regretted it, in fact, I have made additional investments since then. I have always handled my investments, so this is the first time I have bought an annuity or invested with someone else, but in speaking with friends, I have not found anyone who gives back to his clients as much as Team N&L does. I speak for most of his clients when I say we appreciate the special luncheons, birthday breakfasts with gifts, free gourmet dinners, and movies that Team N&L has been gracious enough to provide for us. I also want to say I appreciate the kindness and professionalism of Team N&L, John Smith, Jane Doe, and Sarah Johnson - thanks for just being you!

I was introduced to N&L Wealth Builders through a neighbor. We had been out and she had mentioned she was considering an investment product. Once she told me what it was, I was excited to learn more. It sounded very similar to an annuity my close friend had which I tried to get years ago, but his financial broker wasn't licensed to help me in my area and with COVID happening I got sidetracked. My neighbor eventually became a client and invited me to an N&L Wealth Builders dinner seminar to learn more. She had shared the information she had received on the product she went with and I began my in-depth research. We went to the dinner seminar where I met the N&L Wealth Builders staff which I found absolutely delightful, especially Jane! She truly is an absolute gem. The dinner/seminar was great, especially since I already knew I wanted what they were promoting and the gourmet dinner was a wonderful bonus! Before dinner was over, Jane helped me schedule a follow-up meeting. It was there that I made the final decision to become a client. If you are close to retirement and have money to invest, it's worth attending one of their informational seminars to see if their product is a good fit for you too.

Very pleased with N& L Wealth Builders. Very professional & efficient

Team N and L Wealth Builders and his staff are exceptionally customer oriented. They are always accessible to answer questions/concerns and provide rapid responses. Sound advice and recommendations are quickly rendered, suited to individual circumstances. I always feel like a valued client.

As a client of Team N&L Wealth builders, we are extremely satisfied with the wealth of knowledge, professionalism and the services that were provided. We have total confidence in knowing that we will be taken care of in our retirement years. Thanks so much Nick & team Much appreciated Gabe & Wendy D.

I've been a client of Team N&L Wealth Builders for about 5 years and I couldn't be happier with my decision to entrust a few hundred thousand dollars to the team of experts of this company. Everything and everyone is completely professional and knowledgeable. They definitely know what they are doing and go out of their way to protect their clients' money.

We rescheduled our Zoom meeting with Nicks assistant Mikaela. Nick doesn't get the message and has ATTITUDE the second we finally get on the phone with him. I was vetting him after his dinner presentation. The guy is not a CFP, doesn't have a Finance degree, and not any, or much advance learning. He sells annuities. Good luck with this guy, our relationship lasted about a minute.

Having worked with Team N and L Wealth Builders for almost a decade, I can speak to their knowledge and understanding of how to keep retirement money safe. The team has a successful business with tons of clients, but still makes the time to pick up the phone and their staff is amazing as well! They are absolute professionals and I would recommend that anyone who has money they need to protect, go to one of their events and see if they can help you!

Team N and L Wealth Builders was fantastic to work with. Extremely professional, always quick to respond, and sure to look out for our best interest. They took the time to understand our long term family financial goals and provided personalized options to help us meet those goals. They also work hard to ensure a continued relationship among their clients. We trust Team N and L Wealth Builders to help us continue to make the best financial decisions moving forward. Lucky to have found them and we highly recommend them.

Team N and L Wealth Builders is one of the hardest working, most transparent financial professionals in the industry. After working first-hand with thousands of financial advisors, Team N and L Wealth Builders is someone who stands out to me. They genuinely care about their clients, and strive to educate them comprehensively on the intricacies of each strategy they offer. They are direct and straightforward and of the dozens of their clients that I have personally met, they are all thrilled with Team N and L Wealth Builders, their team, and their service.

Glad that another reviewer wrote what he wrote, I agree with it. Nick was rude to us at the dinner presentation, and too cocky. We amicably left after 30 min into it. So, I don't know the rest of his presentation. But a lot of information he shared in those 20-30 minutes was neither accurate, nor proper: at least to me, with a Duke MBA in finance and 16 years on Wall-street. To not be blunt: he didn't state that there are limits of FDIC insurance, $250K per person per financial institution: nor that in a downturn market, shorting can provide gains; nor that different investors choose different risk profiles. But it is his personality that was a turn-down for me.

I have read some of the recent reviews for Team N and L Wealth Builders both pro and con. It seems some folks were upset with him during a recent presentation concerning their notion that he was abrupt. Since there are only limited minutes to get your message out I have found during my 32 years of speaking before a group that sometimes abruptness is necessary. Too bad! As for Nick's professionalism and dedication to his clients (of which I am one) I can say that my experience has been nothing but positive. And, yup, he does endorse and sell primarily annuities but it should not matter what they're called but the need that they fill. I heartily endorse Team N and L Wealth Builders!

I have nothing bad to say about Team N and L Wealth Builders. The numerous meeting and phone conversations I have had with everyone has always been efficient and professional discussing products for legacy and tax-free options. I guess some people may have different objectives, but I allocated assets in tax-free products that provide the tax-free option and a legacy product to protect my assets while receiving a 30% bonus. Nice bonus! I have the luxury of time, so the protection of the assets greatly offsets the annuity time requirements. Team N presents what he has to offer, pros and cons. He took the time to make sure my wife understood the product she chose for her retirement accounts. My wife and I have drastically different risk tolerances and I appreciate Team N and the L Wealth Builders working with us to help us decide if we felt the products offered matched our risk tolerance and objectives while reminding us to evaluate if our liquid assets were sufficient to cover any time requirements that limit access to a portion of the product value. Not sure where Team N is coming from but no one at Team N and L Wealth Builders every claimed to be a CFP or offered this service. One advantage of getting older is that I have learned to identify people that can be trusted and those that I need to avoid. In my opinion, Team N is honest and professional presenting options to help protect assets and provide peace of mind. I keep telling friends and family to look into the product that gives a 30% BONUS! Give a dollar get a dollar thirty, Works for me but if you don't have the time, you are never pressured to invest.