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    Bryan Perry - Ameriprise Financial Services

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Bryan Perry - Ameriprise Financial Services

    Investment management

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    4 months ago

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    Ask the Community - Bryan Perry - Ameriprise Financial Services

    Taylor Agency

    Taylor Agency

    (3 reviews)

    I would really suggest utilizing The Taylor Agency in Adrian, Michigan. I had Matt E. help me with…read moremy 401k rollover. He was very easy to work. I also worked with Kathryn K. in purchasing Healthcare and Dentalcare. She was so nice and helpful. I would definitely recommend The Taylor Agency here in Adrian.

    I'll start out this review by admitting that I have no personal relationship with this agency. My…read morefather passed away in 2023 necessitating a review of our parents estate. In or around 2015, Eric Wiedyk with the Taylor Agency, placed two annuity policies for my parents with Gleaner Life Insurance Society. The policies paid a guaranteed 1% interest over their term. Annuties typically provide a guaranteed income/cash flow and life insurance component, but they are exceptionally high in insurance premium and commission costs. You can do your own research but they are not typically a viable financial product for most. In our case, my parents were 80 and 78 at the time. They had no business taking out annuities. The difference in return on investment was material; 8-10% that the financial markets would bear versus 1% paid by these policies. We are in the midst of securing all records associated with the placing of these policies and will pursue all legal avenues available to us. I would strongly encourage anyone to speak with a CPA or attorney before agreeing to and securing any financial product but especially an annuity. Given our experience through this agency, I would strongly encourage anyone to look at other alternatives.

    Bryan Perry - Ameriprise Financial Services - investing - Updated June 2026

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