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Last Updated April 1, 2024
-
Major Clients:
Confidential
-
Revenue:
Est. $1 Million
-
Year Founded:
2016
-
Pricing:
M
-
Fulltime Employees:
1 - 10
- Primary Services:
-
Active Clients:
10+
-
Client Retention Rate:
80%
- Social:
About - Troy M. Bender
23171 La Cadena Drive | Laguna Hills, California, 92653Troy M. Bender Reviews
Helpful (0)
Didi Rayman
1 contributions
0 helpful votes
Overall Feedback:
If you are looking for an outstanding retirement planner to take care of your hard earned money and protect your financial future look no further! Troy Bender is your guy and he is excellent at what he does. Not only will he help you manage your assets and preserve and grow them for the future, but he will do so with care and love and make you feel you are a part of his family! I have known Troy and Po Bender and their team for over 13+ years. My husband (a physician) and I have been lucky enough to find Troy and have him help us tremendously with managing some of our financial assets over the years. We have always been so impressed by his thoughtful, intelligent care he takes of our money and us. He has grown to be not only our financial expert, but also our friend. I have seen him and his team take amazing care of us and many other of his clients and he has gone above and beyond whenever we have had a question or a problem or a need. He not only guides us and the rest of his clients to make safe, intelligent financial decisions but he also makes sure he shows us his appreciation and care through so many amazing little (and not so little) things he does, like having pie and wine for us at Thanksgiving, and putting some amazing events every year to show his appreciation of us... He really goes that extra mile to make us feel special and as a part of his family!... At the end of the day, there are so many people out there that may do a good job managing your assets. But for me and my family we know that beyond having our money safely positioned and growing for our retirement, we feel that it comes down to outstanding customer service and care and the little things that make Troy stand apart. As all our lives are so busy it is hard to keep track of every single little thing on a daily basis, and that is why it is so important for us to build a strong team of people and support around us. We feel we have found that with Troy and Asset Retention's team. We strongly recommend to all our friends, and anyone else out there looking for financial guidance in their retirement, to call Troy and his team! You won't be disappointed!
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