Rick Bagley says to you, “If I were advising
my mother concerning her insurance, I would suggest
her what I am suggesting to you,” you can believe
feels as responsible for a client as he does a family
Also, Rick is the first agent I have dealt with who
took the time, patience, and effort to explain my
in laymen’s terms I could understand.
Lyle B. Carringer
Dean of Fiscal Affairs, Retired
Tri-County Community College
Murphy, North Carolina
Rick Bagley is a man of integrity.
Rick presents you with your insurable & affordable
options. His interest is in developing your future
protection, and Rick is most genuine in this effort.
Chuck Van Gorder
Sam W. James & Son Realty
Rick takes the time to listen to your
situation and go the extra mile to explain the fundamental issues of insurance
and investment choices.
I met Rick when my first child was born because I needed life insurance. It
would have been easy to just sell me a policy because I knew I needed it. Rick
provided me with the rounded investment advice I needed to help me position
myself and my family for a sound financial future. Additionally, he takes
the time to consider the options available and the impacts of those options. His
advice has been consistent in content and value. My family’s future took a
turn for the better the day I met Rick.
John C. Becsi
Bank of America
Rick Bagley constantly
strives to be and most certainly is a consultative financial
partner. Rick is proactive and thinks ahead for
his clients – offering sound advice that has paid
off for me in both the short and the long term. Best
of all, he is the consummate professional.
Residential Property Manager
Rick is a professional
in the field of investments, with a well-rounded knowledge
of investments in general but a particular expertise
in life insurance and annuities. (Analogy: My
internist is similarly most helpful to me in identifying
ailments and referring me to specialists in a particular
field.) Rick recommends investment strategies that are
best for me in arriving at a balanced portfolio, whether
or not he sells a particular kind of investment
I.W. Carmack, President
I.W. Carmack & Associates
good judgment, and knowledge of my personal and business
situation mean I don’t have to worry about my
insurance program. He takes care of the details
that make insurance a hassle so I can concentrate on
Steven R. Webber
In the investment
and insurance areas, Rick has always placed a genuine
concern for what was best for my family above other
considerations. He is extremely professional
and knowledgeable, and I would not hesitate to recommend
his services to anyone.
Barry R. Barsh, President
Barry R. Barsh & Associates
Rick has many excellent
qualities, but what I like most about him is his genuine
interest in his clients. He treats us just like
a member of his family when it comes to financial advice.
Rick loves what he does because he is in a profession
which allows him to use his talents to help others.
Atlas Settlement Group, Inc.
Now that the decisions
have been made and the insurance plan I chose is in
effect, I am highly satisfied and feel very comfortable
with the choices I have made. I especially appreciate
the way Rick answered my questions, explained available
options and gave me ample time to make my decisions.
My only regret is that we didn’t have our discussions
earlier. The closer I got to retirement, the more I
realized the importance of early planning.
Robert O. Claunch - Deceased
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