Loyal Stories
Highlighting the loyal clients that are at the heart of what we do
Jose Carlos Alvarez
Welcome to the Loyal family! We extend a warm welcome to José Carlos Álvarez, who attended our seminars in Kendall and visited our offices every other week, fostering a beautiful relationship with our advisors. We listened to his plans, stories, and family history, and based on his goals, we crafted his retirement plan together. We believe in more than just conducting business; we prioritize building relationships.
The Hnatyszaks
January's Loyal story features Mrs. Maria & Mr. Anthony Hnatyszak, a sweet Polish couple who have trusted us for guidance on their retirement and Medicare plans. We at Durham Loyal have ensured their financial journey is marked by clarity and peace of mind, resulting in a bond that transcends the professiona lclient relationship.
Over the years, the Hnatyszak’s annual visits have become a cherished tradition. Every Christmas, their smiles light up the room as they bring thoughtful gifts, reminding us that our work extends beyond financial guidance. Their genuine joy speaks volumes about the depth of the connection we've forged – a testament to Durham Loyal's commitment to making a meaningful impact in the lives of our clients, one heartfelt connection at a time.
Steve Donegan
Loyal Story of the Month! At DurhamLoyal, our LOYAL bond with clients is what makes us unique! Let's talk about Steve Donegan, our cherished client from Jamaica. He and his family have been with us since
2022. Their trust fuels our excitement and keeps us dedicated to providing top-notch service. This goes to show that we're not just a company, we're a family!
The Andrades
At DurhamLoyal, we cherish our client connections. The special bond with clients like clients like Gustavo and Maria Andrade reflects our dedication to personalized service and unwavering support. Over five years, they've become a part of our extended Durham family, with Gustavo's annual visits from Colombia showcasing both his trust in our expertise and the genuine connection we've nurtured beyond business.
Marilyn & Isabel
We are excited to spotlight Marilyn Miller and Isabel Fernandez this month, two delightful Cuban-American cousins who have been gracing our offices with their captivating stories over coffee. Their visit has led us to develop a comprehensive plan to assist them with their state planning documents and social security. Thank you, Marilyn and Isabel, for sharing your stories and letting us be a part of your journey!
