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CLIENT TESTIMONIALS ON FISN SENIOR INVESTMENT MANAGERS
FISN specializes in FDIC insured certificates of deposit. FISN is the most experienced firm in certificate of deposit management, having been operating longer than any other CD placement firm. All the Senior Investment Managers at FISN have been placing safe, FDIC insured certificates of deposit with the suitable terms and the highest rates available for twenty years or longer since FISN began operation in 1983. These dedicated professionals can help you too. Call them toll free at 1-888-CDRATES or 1-800-351-4494.
The Senior Investment Managers have serviced many clients for twenty years or more, some for the full twenty-nine years. These satisfied clients have been generous enough to share their opinions on these Senior Investment Managers. The Testimonials below demonstrate the dedication and expertise of the FISN staff. We hope to add your opinions after you have become a client.
Note: These testimonials may not be representative of the experience of other clients. And these testimonials are not indicative of future performance or success. These testimonials were contributed over the years by many loyal customers of FISN at the request of the FISN staff. No fees or honorariums were paid for these testimonials.
Testimonials
"I have known Mary Sotak for approximately twenty five years. During this time, Mary has provided invaluable financial investment advice and strategy for short and long-term investing. I have found her to be honest and trustworthy, two qualities oftentimes lacking when dealing with investment advisors. Mary is extremely knowledgeable in dealing with the ever changing financial climate. It is always a pleasure to recommend Mary's services to my clients." Paul M. Reichenberg, CPA
Accounting Practitioner
Leonia, New Jersey |
"For over eighteen years, I have relied on Cary Chipouras for financial advice. I have referred many of my largest clients to him. The financial results have been excellent, the personal service, unsurpassed. I have been impressed with his dedication to his clients and his follow-through on their behalf."
Richard Weiser, President & CEO
Weiser Companies
Charleston, South Carolina
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"In September 1984 in response to an advertisement I called Gerry not realizing that this was the beginning of a long and fruitful friendship. Our mutual trust has allowed me to have complete confidence that my investments handled at FISN are being monitored and analyzed with care and concern. Gerry has a clear understanding of my investment goals and his financial advice is always helpful as well as educational. Reliability is one of his strongest assets. I highly recommend Gerry to other investors."
Theodore W. Coffey
Green Spring, West Virginia |
"More than two decades ago, we chose Mary Sotak as our financial advisor. Reliability, trust, professionalism, integrity, efficiency, commitment to excellence and follow through on detail have, without fail, remained the standard underpinning for the services she has provided. You can search for years as I did, but you won't find her equal! Mary has my strongest recommendation."
Vince Robison, CAE
President
Research Institute for Economic Development
Oklahoma City, Oklahoma
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"Since 1988 Cary J. Chipouras has served as the account executive for three accounts which I administer... I have been more than satisfied over the years with Mr. Chipouras' expertise... His high standards, professional demeanor and his ability to quickly convey complex details of new and sophisticated investment instruments are assets I most appreciate in an account executive."
Annemarie Brown
Administrator of Personal Trusts
Falls Church, VA |
" In dealing with Gerry Coan over many years, I have always been impressed by his ability to ferret out the best yields available in the market place. This fact along with friendly, efficient and prompt service is why we never hesitate to seek his input on investment opportunities."
Walter J. Hall, Chairman
The English Company
Salisbury, Maryland
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"I have worked with Mary Sotak for the past twenty-five years while holding the CFO position in two different associations. I have the utmost confidence in her integrity and knowledge. Her customer service skills are superb and she often offers help well beyond what is normally expected. Mary is a true professional and it has been a pleasure working with her."
Nancy L. Dobberman
Austin, MN |
"I have found that your organization has been most responsive to my needs, either corporately or personally. Your low key approach has not meant low key results from your recommendations, and, in seeking investment vehicles, FISN has responded quickly and most satisfyingly."
David C. Simonson, Chief Executive Officer (Retired)
National Newspaper Association
Washington, D.C.
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"Tom - Thanks for getting this squared away. It's good working with your company, but particularly with Cary Chipouras. My wife thinks he's my best friend. Come to think of it, maybe he is; none of my other friends are making me 10% on my investments."
Dan McWiggins
South Korea
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"Dear Scott Snyder, Hello from the upper mid-western Mississippi Valley. You helped take my little nest egg and through careful and thoughtful choices made it grow so that a college education was not a hardship for my daughter as it was for my family. You have always treated us with kindness, respect and courtesy. We thank and appreciate all your help in the past and in the continued future. You have been a blessing and a joy to work with."
The Nadig's
Savanna, IL
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"I have had the pleasure of working with Paul Williams for the past 8 years. We first spoke with Paul when we were ready to retire. He understood our confusion and concerns and worked diligently to put together a portfolio that would allow us the income we needed and peace of mind. I never hesitate to refer friends to Paul and several have already become clients of Paul. Paul is a true asset to FISN and I felt you should know that."
Ed Manen
Palm Coast, Florida |
"Bob Pellicoro is the 'face' of FISN. He has my complete confidence and trust. The products he recommends and the perspective he provides have always remained consistent with our original financial planning objectives. Bob presents products and options, above all he listens. Together we 'manage' a portfolio that has grown, even during these challenging times and continues to generate conservative returns. The best compliment I believe I can pay Bob and his team at FISN is the fact that I have recommended FISN, and of course Bob to my closest friends and colleagues."
Chuck Ciaramita
Valle Crucis, North Carolina
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"Paul Williams, Thanks for your great service again this year! Obviously, you have learned how to build client loyalty with your attention to client needs. Your quick thinking on a couple issues that we were working on resulted in a successful and quick transfer of funds to a needy party. It's hard to keep up the great work, but winners and 'can-do' people always find a way. Thanks again."
Stephen Dilisciandro
Houston, TX |
"Mr. Chipouras has always recommended investment vehicles that are appropriate to my situation and to my investment objectives. He seems to have an excellent grasp of the fundamentals of the business and has a comprehensive knowledge of specific available investments. "
Sidney Koslow
Ottawa, Canada
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"Prior to becoming a FISN client in 1999, I scoured the internet and newspapers for the top rates on five-year and seven-year CDs. I saw the FISN web site, checked their references, looked for complaints, and, finding none, called, My first contact was with Scott Snyder. After that initial call, we became clients and eventually moved all of our investment and retirement accounts to Scott's care. We have found him to be honest, trustworthy, highly competent and patient in explaining the more intricate investment products that now exist. His most refreshing trait is his genuine interest in putting his clients' needs and financial safety before his own ambitions. It's difficult to earn trust over the telephone, but Scott and FISN have done just that with us, as well as several family members who are now their clients. Thank you, Scott, we all sleep well with you on watch."
Paul and Darlynne Vrechek
Reno, Nevada |
"For a number of years Mary has helped me place substantial trust and personal funds in reliable fixed income securities with good yields. She knows the investment parameters I pursue and is most resourceful in locating such opportunities. I came to Mary after a most unsatisfactory experience elsewhere and can only speak of her performance in superlatives. She is, in addition, very personable, a pleasure to know."
Henry Roemer McPhee, Esquire
Potomac, MD
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"I am happy to write this letter on behalf of Cary Chipouras. Because of his integrity and trustworthiness I have enjoyed doing business with him for the last sixteen years. I appreciate his straight forward approach and would unhesitatingly recommend his services to others." Mary Ivy
Tyler, TX |
"I began investing with Gerry Coan at FISN in 1987 because he was offering something no one else was: the highest federally insured CD rates from across the nation. I continue to invest with him because he is able to show me high yielding, conservative investments and special situations that I don't see from other brokers. His unique products offer the potential for above average return combined with very low risk. He does not bother me with products that he knows I'm not interested in, like many other investment managers. In fact, one of his strengths is that he does not try to "sell" at all, but rather provides an honest assessment of the risk and benefits."
Robert M. Thompson, Jr.,
Murrysville, Pennsylvania
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