In 2024, I wanted a fixed annuity for 3 to 5 years with the then interest rate of 5.5%. Gainbridge and other on-line annuities offered such products. Tony Newman told me that he would put my $ in such an annuity. He did not. My interest rate was only fixed for 1 year out of 5 years. Mr. Newman and Lifeguard financial did not listen to my investment desires in 2024. Mr. Newman tried to "make it up to me" by sending me a free T-shirt and some pens. I was told that Mr. Newman also sent me a fruit basket after I told him I would be out of town for several weeks. The fruit basket rotted on my front porch, was half eaten by animals, and I came home to a large mess that I had to clean up. Once again, Mr, Newman did not listen to me. At my 1 year renewal in July 2025, Lifeguard financial sent me the renewal documents to sign with 70% of my investment in a 1 year S&P500 index. At this time, the S&P 500 was at an all time high. Why would anyone want to lock into a S&P500 index at an all time high? This was also not the investment that I wanted. For the 3rd time, Mr. Newman and Lifeguard financial did not listen to my investment desires. Therefore, if anyone wants to invest your hard earned $'s with an annuity salesman and company who won't listen to you at all, Lifeguard financial may be the wealth management company for you! read more

0 stars if Yelp allowed it. And I actually am sorry to have to write this. The people in the Mentor office are terrible, just dreadful. Be nice to your beneficiaries and make your annuities elsewhere. Unfortunately, a loved one passed on to heaven with Annuities through Lifeguard. A lot of money where I'm a beneficiary and they've had proof of passing and tons of forms filled out for them. Both Debbie and Anthony Neuman they just don't care about the customer. Nothing else I can conclude in my simple opinion. Just typical modern lazy people who shouldn't be in such a sensitive line of work perhaps. Over 3 months my loved one has been gone and after 4 phone calls a week after passing, a bunch of emails and then a bunch of faxes too that don't go through to their machine. All other fax machines receive, but not theirs. They seem to delay payouts to me a beneficiary and they've had proof of my address and the death for 3 months at least. I've received funds from other annuities almost immediately, but not from Anthony and Debbie at Lifeguard. Nope, their service to beneficiaries is nonexistent if you ask me. That Debbie shouldn't have her position because she doesn't bother with you and is terrible at explaining things, or does it deliberately who knows. This is my experience and opinion in hopes of warning others. Again, other funds where I'm beneficiary already been taken care of. But not Lifeguard. read more

I have been a client of Lifeguard for over 8 years having retired in 2017. My goal was to protect my nest egg as much as possible with growth upsides. I am happy to say that my goals have been met with Lifeguard. Tony and his associates are responsive to my needs and questions, and provide needed guidance when issues arise. I am very satisfied with their performance, and I highly recommend them to those in a similar situation concerning their retirement funds. read more

I have been working with Lifeguard Financial for a number of years. They have kept my money safe and provided growth. I feel very secure and highly recommend that you consider them when planning for retirement.. read more

Lifeguard Financial is a professionally run investment company. Anytime I have needed anything they have responded very quickly.

Tony and his staff are professional and efficient. They always treat me like family and return calls very quickly. He keeps my retirement fund in great shape and keeps me from having to read the Wall Street Journal every day. I recommend them highly. read more

I was invited to a free financial seminar. When I called to register, I was told that I could invite up to 3 other people. I invited my parents and my boyfriend. I was told then, and when they called to remind me of the event, that if anyone in my party couldnt attend, I should cancel as they were counting on us all being there. At the last minute, my BF couldnt go. So I asked my son to take his spot so that they wouldnt have an empty seat. He is young, but he is the sales manager at a company and interested in investing, and I thought I was doing the courteous thing. I was actually impressed by the one hour talk. I filled in the info sheet with my name and contact info and turned it in. I did not indicate any concerns I have, because I dont have any! I believe that my money has been invested well and I dont have any concerns. What I do need, is a new broker. My broker just left the company where my accounts are and I am in the market for a new financial adviser. I dont mind moving my money to a new company for the right adviser and I am not so sure I like the new person they randomly assigned me to. I also did not mark off a day and time that I wanted to meet as I am pretty flexible and have moderate open availability. My Mom told me at dinner and my son told me on the way home that they thought I should make an appointment. I figured LIfeguard would call me and I would set an appointment. Instead, I got an angry voicemail telling me that I had basically stolen the meal and telling me how rude I was and asked not to return. Wow! After that you can bet I will not return!!! I would never invest my money with someone who treated me that way! I went to a FREE, NO OBLIGATION seminar and was actually interested in potentially investing with this company. I am not sure what their definition of free or no obligation are, but I dont think they are the same as mine. And not even calling to ask if I would like to set an appointment, but instead accusing me of dishonesty? HORRIBLE COMPANY. I will NEVER use this company and I will be sure to talk about my experience. They almost had a customer, but not anymore. read more