TESTIMONIALS


Personal Touch

TESTIMONIALS


Personal Touch

Testimonials

We love helping our clients and offering caring, creative, professional, and dependable service. Here is what they have to say about us:

Mike and I met Kelly Ramsdale 17 years ago. We worked with her when we received a rather large settlement.

She was very instrumental in negotiating and locking in the best rates with the best annuity companies so we would really benefit over the long-term. Needless to say, we are set for life because of Kelly. Over the years, I know she has helped many others, including my mom (retirement annuity). She is very knowledgeable when it comes to annuities and how they should be set up long-term. We don’t know how we could have done all of this without her.

I can’t thank her enough for all she has done, and continues to do for us. I am proud to call Kelly a good friend.

MIKE & MICHELLE S. | GALLUP, NM

I think Kelly and Shelly are the cat’s meow!  They are knowledgeable, experienced and attentive to my clients’ needs.  Shelly helps with the drafting of documents, and I do the final edit!  Have been working with them for many, many years!

DENISE TORRES | LAS CRUCES, ALBUQUERQUE AND SANTA FE, N

Kelly Ramsdale and Associates has served as my law office’s primary annuity broker for many years. Kelly, and her associate, Shelly, are dedicated and thoughtful, creative, and compassionate in their care for our clients who utilize their services. Even when it is a relatively small amount of money that will be funding a particular annuity, Kelly has always chosen to take the time to travel to meet in person with clients to better understand who they are in order to suggest the best annuity plan to match their needs and wants. She finds a rapport with even the most difficult client. Shelly is highly responsive in providing us with the materials we need to complete the annuity process. She is willing to go the extra distance to research and answer questions in order to insure that everyone is on the same page as to what the annuity will provide, and assists in advising us of the limitations of the annuity program in order to insure that our clients are able to avoid problems down the line. I trust and respect Kelly and Shelly, am always happy to be able to work with them for my clients, and regularly recommend them to other attorneys with clients who have annuity needs without hesitation.

PHIL DAVIS, ATTORNEY | ALBUQUERQUE, NM

I had multiple parts to my legal case, which settled several years apart. During the first settlement, I was not offered a structured settlement. A few years later, 9-11 happened. Despite my very competent financial planner and conservative investments, my portfolio plummeted.

During the next settlement, I made a wise decision to meet with Kelly Ramsdale. She explained structured settlements and how they work. Why was I never told about structured settlements when the first part of my case settled?! If I would have had Kelly on my side earlier, I would have been protected from a huge financial loss.

The choice of plans Kelly built for me were tailored to my lifestyle and my family’s long term needs. I excitedly structured a good portion of my second and third settlements. I feel confident now knowing that I will be financially secure FOR LIFE due to Kelly Ramsdale and Associates’ invaluable advice and services.

**Update:  It’s been over 15 years, and Kelly and Shelly are still there for me! I love my structures!!

MARILYN S. | NEW YORK CITY, NY

Kelly Ramsdale is a consummate professional who pays attention to every detail. She provided me with several settlement options and was able to answer all of my questions and address any concerns. Kelly was a sound source of financial advice during a very difficult time in my life. She helped me understand the many advantages of structured settlements and brought me great peace of mind. I know my financial plan will assure that I have income for the rest of my life!

STACEY N. | RICHMOND, VA

Kelly Ramsdale & Associates is fully involved in educating our clients on what structured settlements are and how they work. They patiently explain the purpose and benefits as well as the risks of such a plan. Our clients have been exceptionally appreciative of the respect and courtesy they receive from Kelly Ramsdale & Associates.

PATRICK A. CASEY, ESQUIRE | SANTA FE, NM

I NEVER go to mediation without Kelly by my side!

I want someone who I trust in the mediation room with my client and me. I don’t trust the defense structure experts any more than I trust their liability and damages experts. Kelly Ramsdale & Associates always makes sure that my clients’ interests are a top priority.

RAY VARGAS | THE VARGAS LAW FIRM | ALBUQUERQUE, NM

My clients love working with Kelly Ramsdale and Shelly Mack. Their flare for creative annuity plans is second to none.

NATALIE BROWN, PARTNER | LEVENTHAL, BROWN & PUGA, PC | DENVER, CO
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