“My interactions with Mrs. Thomas were nothing short of amazing. From the beginning, all of my questions and concerns were addressed. If the answers weren’t known at the time, Stephanie was always able to get back to me quickly with a resolution. Stephanie took the time to explain the short and long-term benefits of the entirety of my plan, especially in regards to my individual situation. She was always available to answer any concerns I had while combing through all the information she provided. She broke down the finances and budgeting of the plan that worked best for me in a way that I clearly understood and felt comfortable with. Her estimated timelines for payments and appointments were incredibly accurate: I was never unpleasantly surprised or left picking up the pieces of a misunderstanding. She is truly a representative that cares about her clients.”
Testimonials
Here’s what people are saying about doing business with Athena Financial:
“We all want our children to be better off than we were, right?! Well, that’s my motivation behind setting my baby girl up for success. Attaining a life insurance policy with cash value allows me to save for her future, whether she uses the funds for college, a new home, or continues to fund it for her own retirement. I am thankful Stephanie educated me on this opportunity to push my child forward in life.”
“I’m listening to your podcast right now and OMG - it is so true! I didn’t even know about the benefits of Roth until just recently! I have retired Senior NCO and officer friends who don’t know that difference between traditional and Roth. I think it’s because we’ve been brainwashed and rely on pension, VA disability and social security.”
“A super sweet friend and fellow police wife gave me some financial tips and advice today for free! Hit her up and thank me later!”
“Working with Athena Financial has been an enlightening and growing experience for me. Because of Annette and Stephanie, I was able to fully comprehend the importance of putting money away for my future and making that savings work in my favor. Their one-on-one sessions, willingness to educate empowered me to expand my thinking. It also challenged me to develop a better financial understanding. Being financially in tune is such a vital part of life and I’m glad to have them as a part of my journey.”
“We would like to extend our deepest thanks and appreciation, to Annette Uribe, for the work you have done for our family over these past months. Your kindness and passion can only be compared to your professionalism and expertise. It has been a true blessing to find an individual like yourself. You took the time to understand our needs and then provided us with several options that ensured all our needs were met. Your ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the finance industry. It meant a lot when you took an interest in our family’s puzzle building hobby and even sent us our own personalized one! You really took the time to get to know us not only as clients, but as people. This gave us every confidence and security to trust your advice and opinions. Transitioning into retirement has been much easier and less stressful thanks to your knowledge, attention to detail, and most importantly, your dedication.”
“I am a professional and highly educated woman who, as many from my generation, did not become well versed in managing my finances aside from establishing a budget and living within my means. I reached out to Annette (annette@athenawfg.com) for guidance, and she was not only personable, nonjudgmental, and knowledgeable, but expertly guided me in understanding the options available to me for increasing my passive income and making my retirement fund grow painlessly. I encourage you to make Athena Financial Group your go to for financial guidance. You will not be sorry”
“Lorenzo and Annette have been pivotal in the success of our family’s financial goals and setting have lead us with their business and financial expertise. Personally, I recently lost my dad, but thanks to Annette helping us put a plan in place for him years ago, my family was able to move forward without the financial stress of his funeral and final expenses. Continue to impact lives and educate the community to bring forth financial literacy for everyone. Thank you! ????”
“Lorenzo and Annette are knowledgeable and very professional. Annette answered all of my questions and successfully helped me purchase my life insurance policy. I am greatfull for their services. Now I have peace of mind knowing my family is protected financially.”
“Our experience with Lorenzo and Annette Uribe has been incredible. Not knowing what we were getting into Annette took time to explain every detail in a language that the average person can understand. She made sure we were comfortable with our decision and periodically checks in with us asking if we have any questions. When we send her an inquiry she gets back to us promptly. The Uribe’s have really helped to ease any of our concerns about our financial stability.”
“I am very content and amazed with all the help and service Annette Uribe and her business has provided me and my family It is reliable and I will recommend and refer them to anyone.”
“Super informative and helpful”