"Bobby assisted me in navigating various annuity products. He is extremely knowledgeable and was able to explain things in layman's terms. He was extremely patient and answered all of my questions. Whenever I needed to contact him, he always responded promptly and always very professionally.The entire process of evaluating annuity information and selecting the product that best suited my needs was an excellent experience. I would be proud to refer others to him."
"Bobby has helped me with my investments the past 3-4 years. His knowledge, patience and kindness has been so helpful! Not only would I refer people to them, I have already told several friend about them. I'm so grateful to have an honest person I can rely on helping me with what is often confusing."
"I have been a very pleased client of Kari and Bobby for over 10 years. They explained all my financial/retirement options to me. They both were so helpful in helping me make the right decision. Highly recommend them!"
"I met both Kari and Bobby Collins after attending a retirement workshop and took advantage of the free appointment they offered. When the meeting was done and all facts had been gathered I was shocked. They were able to come up with a plan I loved, but the best part they were able to find an additional 200K I forgot about. I had seen a couple of retirement planners before I met Kari and Bobby, but they were the ones who took the time to find money I never was aware of. I’ve been very happy with their service and I do think they will help others the way they helped me. We have become wonderful friends over the years."
"We have been a client of Kari and Bobby Collins of Collins & Cate for several years now. I attended a workshop they presented in Fort Worth and was interested in a private review of our retirement assets. We are so happy we agreed to meet and since then our retirement is set and we no longer worry about ever running out of money."
"I have been a client of Collins & Cate since 2007. Their service has been great and continues to do so. They helped me find the right retirement plan that suites my needs and desires. I am very satisfied with their work ethic and I trust them completely. Bobby checks on me once every 3 to 4 month to make sure I’m ok. It’s nice to know they are only a phone call away. I encourage anyone looking for retirement income help to use Collins & Cate"