mcgsea.
Private Client Division of Preserve Gold Group, Inc
I recently had the pleasure of working with Daniel Crossman to roll over my 403b to a silver IRA, and I cannot speak highly enough of his services. As Senior Director – Private Client Division of Preserve Gold Group, Inc., Dan brings a wealth of knowledge and expertise to the table. He took the time to understand my financial goals and priorities, and provided customized recommendations that met my needs. Throughout the process, Dan was professional, responsive, and always available to answer my questions and concerns. He took the time to explain the options available to me, so I felt confident that I was making an informed decision. Dan's recommendations were spot-on, and I am thrilled with the results of the rollover. Overall, I highly recommend Daniel Crossman to anyone looking to roll over their 403b or IRA. His commitment to excellent customer service, combined with his extensive knowledge of the industry, makes him a top-notch advisor. Thank you, Dan, for your help and expertise!
Response from Preserve GoldApr 13, 2023
Thank you for your kind words about Daniel! We are so glad to hear that he was able to provide you with excellent customer service.




