Testimonials
Rob's volunteer work on behalf of North Light Community Center has ranged from providing professional advice to facility repairs as well as successful leadership for fundraising events. His generosity, caring and hardwork are an asset to North Light's work in the community. Irene M.
Rob possesses a welcome mix of professionalism, knowledge, integrity and personality. He has earned my trust in my personal estate and financial planning matters as well as that of my family. He exhibits a genuine interest in his client's needs and concerns and will go above and beyond to ensure their satisfaction. Rob was also instrumental in creating and executing an estate plan for my elderly mother which he presented with patience, grace and dignity allowing her to fully understand the product and benefits. I give Rob my highest endorsement as a trusted adviser. Bill M.
Rob Kreider cares deeply for his clients, and this caring, combined with his knowledge and professionalism, makes him stand out. Rob is a man of integrity with whom I place complete trust when it comes to providing financial services through his company. I would highly recommend him. Lisa R.
Robs patience and compassion helped me get through a very stressful estate settlement problem. He coordinated everything with my accountant and attorney wonderfully. He together my estate, legacy and long-term care financial plan using life insurance and annuities to make sure the funding is guaranteed and the process is simple to manage. Knowing that I will be able to choose where I want to reside when I need care give me tremendous peace of mind and I know I will live out my life with dignity. Wanda J.
Rob is the rare combination of a great person and superb professional. Someone you can trust will do all he can for you. If you have any life insurance needs, he will take the time to discover what is the best solution for you and make sure you are comfortable with as well as understand that solution. And in the process, you might just gain a great friend as well. Chris H.
Rob took care of my retirement account rollover when I left corporate America. He has helped me secure my new business and created a simple to manage retirement savings plan. He took the complication out of the process and made it fun for me. Ashley V.
Rob has been my insurance advisor for the last 15 years. He helped me get my financial affairs in order before I retired and sold my business and helped save me taxes and to protect my income and lifestyle now that I am retired. Zane C.
Mr. Kreider is extremely knowledgeable and extremely helpful as well as user friendly. He is professional and caring. I have recommended him to several family and friends and Rob has always done right by us all. Rob will do right by you. You will not be disappointed. Maryann B.
Rob helped me convert a whole life insurance endowment policy that was fully paid up – into an income stream. I originally was going to take a lump sum payout but with Robs help I rolled it into a tax friendly guaranteed income annuity. Now I have a guaranteed monthly stipend that I can attribute to Rob’s expertise. Thomas V.
Rob has helped put together a portfolio for myself and the business that I would have never been able to create on my own. He really takes the time to help his clients even beyond just insurance and investments, he helps make connections that will help grow your business. Gary N.
Rob is not just an advisor. He is a dependable, personable, and educated person. Rob and I met through certain charitable organizations and his reliability and care as a non-paid professional was amazing. When it came time for my family’s future to be put in place, I invited Rob to my home to help us choose the best life insurance and financial plan. Everything went smooth and now we are in good hands with a bright and safe future. Brett B.
Rob is creative, dedicated and thorough in the work he has done for me and the work we have done together within the community. He takes great pride and responsibility in every endeavor and it shows in his results. Robert M.