Testimonials

Here at Billings and Company, we strive to make sure that all of our clients have a positive experience working with us. The following is a sample of how our customers feel about working with us.

“I wanted to take this opportunity to indicate that your company has done very satisfactory work. I feel that without your assistance I would have a difficult time in accomplishing all of the tasks for my clients.”

“I’ve known Dick for many years. We’ve had numerous clients in common for which he has served as the TPA and/or plan advisor. Dick has an unassuming style that allows him to quickly gain the trust of his clients. He is our firm’s “go to guy” when we run into questions regarding plan compliance. I would not hesitate to recommend Dick to a client who is seeking a plan advisor or TPA.”

“We have been very impressed with the friendliness and helpfulness of your staff and have found working with Billings & Company a refreshing and positive change.”

“I had the pleasure of working with Dick for about 5 years. Dick is a top-notch guy. He is knowledgeable in so many areas surrounding retirement plans from tax laws to design and everything in between. His response time to inquiries is impeccable. If you’ve got a question, Dick’s got the answer (or will find it!).”

“We have always found the work performed by Billings & Company to be very thorough, well documented, and accurate.”

“Dick has been a great resource for me as I refer plan sponsor and financial advisors to TPAs to provide recordkeeping and administration in our unbundled channel for Retirement Services. Dick’s industry knowledge is second to none along with his open and friendly personality, I know when I hand off a client to Dick that they are in great hands.”

“Whatever my needs were, I have found you and your company to be ready, willing and able to meet them in a timely and professional manner.”