ABOUT US
Reis Financial Services is a name you can trust. Why? Because our business treats our clients like family. We have helped generations of folks just like you, find peace of mind in financial retirement planning. Through decades of caring and servicing multiple generations we are proud of the reputation we've built and the peace of mind we've provided our communities. Our CEO, Roxanne Reis, decided early on to run the business the way her dad ran his for 50 years - with a devotion to building reputation and trust! And since March 2001, Roxanne has been running her business on these qualities. Reinforced by her grandparents work ethics and her family's "can do" attitude, she has built Reis Financial Services into a trusted professional service, built on a strong reputation and work ethic, now spanning multiple states.
Even though we provide service to clients across this great nation of ours, we aren't some giant corporation. We only want customers that we enjoy working with and that means we are selective, as you should be. Once you've become our client, you'll never be treated as an account number or have questions answered through some impersonal call center. All of our clients get the personal touch and professional service that our reputation is built on.
Our CEO has nearly 20 years of experience and ten's of millions of dollars in trusted annuity investments. Not only is she passionate about helping our clients meet their financial needs and goals, her access to her father's 50 years in the business is just a phone call away, adding an extra layer of experience for your benefit. Roxanne's father, Wesley Becker, has been involved in the Insurance and Retirement industry since May 2nd, 1968. He has literally been a cornerstone in the business of helping others retire with financial freedom and dignity. Her father has been the bedrock of Roxanne's education in providing integrity driven, world class service. This means that we have access to nearly 70 combined years of total dedication to ensuring that our clients receive Platinum level customer care.
We understand that you have many choices when considering whom you will choose to work with to insure your financial security. However, we believe it's easy to see why our clients choose us:
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Someone you trust most likely referred you to us.
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We have nearly 70 years of combined experience in the industry.
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Our family tradition is built on - Service and Security, Trust and Integrity.
"It's all about earning your trust."
Roxanne Reis, CEO and Licensed Insurance Agent.
Our services include: Life Insurance, Long Term Care Insurance, Annuities, Estate Planning and IRA Retirement Rollovers. Remember, we are an independent broker, so we are not limited to just one company, when creating a plan based on your goals, needs and desires. We really are in your corner!