Bluecrest Financial Alliances

I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered all my questions, and helped me create plan for my financial future. Also his colleagues, most notably Shad Robertson and Chris Farmer, were super helpful through this process. So glad to have such an amazing team in my corner!

Nguyen one of your agent that was assigned to Bi Hua MassMutual annuity account sent in a email to the client relationship manager stating that Bi Hua policy owner requested his annuity account to be cancelled when Bi Hua never made the request nor authorized her to make the request on his behalf nor did she even inform him of it. We found out through getting a refund check in the mail from MassMutual yesturday.

The investment in my practice from Mass Mutual Dallas-Fort Worth leadership has been extraordinary. If you are a financial professional looking for a place to be successful and get the proper support I would highly suggest looking into Mass Mutual Dallas-Fort Worth for your next contract.

My experience with this agency for the past 8+ years has been extremely positive. The management, staff and advisors strive for excellence and have a genuine desire to help others.

I sent multiple e-mail messages to the agent assigned to me regarding getting coverage. There was no sense of urgency in providing me with updates for weeks.

Jason Bach and staff at Allegiant are completely incompetent at even the easiest of tasks. I found them to be rude and dishonest throughout the entire process.

It has been my experience that this firm will follow through on the promises and agreements made.

Collaborative culture that positions advisors to help solve the needs of clients.