Preservation Wealth Management, King of Prussia PA

I attended one of Steve’s dinner lectures because of the money I was losing with my then financial investor at Fidelity. Steve’s lecture regarding making money but not losing any with annuities just made sense. I began the process right then of removing my investment from the other guy and letting Steve handle them. Over the years I’ve been with Steve my money grew and I am now happily retired. I just wish I had done it sooner!

Steve is very knowledgeable and very easy to work with. He is responsive to phone calls, emails, etc. We have not had a reason to not trust him.

Steve Suib has taken very good care of me for twenty years or more. Steve always returns my calls and I know he has my back. I would be lost in the financial world without him.

We have been with Steve for over ten years. He is easy to work with and has helped us get set for retirement.

About 16 years ago my wife and I attended a seminar hosted by Steven Suib of Wealth Management. After hearing his presentation we decided to place some of our assets in Fixed Index annuities.
These annuities guarantee security and offer growth as markets rise. Their value increases as long as the external index increases in value BUT will never decrease if the Index loses value.
Both of us invested our IRA's in annuities recommended by Steve. Since that time the contract length of the first annuities expired and we reinvested in new contracts.
We have always felt secure in our investment choices as they have never decreased in value except for our RMD withdrawals and have performed well over the longer term. Steve has been helpful in choosing the Annuity vehicle and has always been there to answer any questions we might have. We highly recommend this firm.

I've been with preservation wealth for about 10 years steve and preservation wealth have taking excellent care of me and my money

I pre registered a for a seminar with this company. It was the most unprofessional experience ever. We were told to be there at 5: 45. We arrived at 5: 40. The miserable host said they were not seating yet. We went back at about 5: 50. He said they were booked and we could not get seated. However, I watched him usher a few people in after me. He was rude, arrogant, and totally unprofessional. I would not recommend this Company nor would I trust them with my finances. Kudos to Bone Fish Grill. The manager witnessed how we were treated. She went out of her way to apologize to us. She also comped us for an appetizer!