Scott D Sorrell, CFP , AIF , AEP , ChFC , CLU , RICP , CASL , CLTC 8816 Six Forks Road, Raleigh, NC 27615

"One of the most upstanding individuals our family has had the pleasure of knowing. Scott is well-informed in his field, but most importantly honest and caring."

"We have enjoyed working with Scott for the past few years as we made changes in our financial and insurance plans for the future. Scott was recommended to us by a friend and we are always pleased to recommend him to others. Scott took a very in-depth, personal approach, learning about us and our goals for the future, and then putting together a very professional plan that he explained in down to earth, easy to understand terms. He is dependable in his follow up, providing us with quarterly updates, and responding quickly to questions that come up at any time. We recommend Scott for anyone who is looking for an involved and concerned financial professional."

"My husband and I have found Scott to be a highly skilled financial planner and a trusted financial advisor to us. We are always treated with respect and find him to be very trustworthy. He has always taken the time to give us the pros and cons. We have been working with Scott for many years and can count on him to always return e-mails or phone calls promptly. I can't say enough positive things about him."

"My eight year experience in working with Scott to plan my retirement and then execute our strategy has been excellent. I actually have enjoyed the journey we have plotted together and at one time before engaging him I was stressed and anxious about the process. Scott is extremely knowledgeable about all the various products available, but has an extraordinary ability to craft a financial plan that fits your personal situation perfectly. He is responsive to meet any special requests or adjustments which invariably will occur as time moves onward during retirement. I can highly recommend that you invite Scott in for a conversation to see if he is the one you have been looking for in regards to planning for your and your family in retirement."

"It is my pleasure to recommend the services of Scott Sorrel whom I have known for over 15 years. We took advantage of his reliable and dependable financial services regarding our family’s insurance and financial planning needs. Scott is a unique and energetic professional who possesses the drive, dedication and talent which enabled him to provide the resources necessary to meet our needs. His approach is low key, focused, always the careful listener who asks the right questions so that ones needs are carefully planned. He is people-oriented, detail-oriented, considerate, caring and empathetic. Above all, Scott demonstrates trustworthiness, honesty and high personal standards in dealing with existing and prospective clients. His profound attention to detail results in information that is clear and concise whether in writing or over the phone. His excellent customer service results in the very best client satisfaction. Please consider Scott for your life insurance and financial planning requirements."