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