Secured First Financial (Waco, Texas)

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Introduction: I am an independent insurance broker with Secured First Financial of Texas. I offer mortgage protection insurance, life insurance, and retirement in Waco, Temple, Belton, Killeen, Texas and surrounding areas. I have been in the industry for 10 years. You may not be aware, but there are more than 1000 insurance companies in the market place today. Since I am an independent agent, I can shop to find the best companies, prices, and options available for you. This way you can get the most for your money. I pride myself in taking good care of my clients and I look forward to the opportunity to help you. I really enjoy 2 things in my work. One is solving a problem when I run into someone that has some health issues. This is where I really have to do my homework and research the ends and outs of what companies will cover the health issue. When I find the solution for my client, it is really exciting. The second is when I am to help my client replace their income with a life time income in retirement, that they didn't believe was possible. Making the impossible possible, is really what inspires me.

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10 employees

15 years in business

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4 reviews

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Tipmanee P.

Jun 28, 2016

Joel did an outstanding job. He was very professional. The entire process was very quick and easy for me. He’s very knowledgeable and able to explain thing in a simple term to make me understand my options better. I will definitely recommend him to anyone.

Donna L.

Jul 1, 2016

Joel is very through and he takes as much time as is needed to clarify any concerns his perspective client (s) have. He also does a great job of following up with his clients to continue to let them know that he is available should down the road just in case the client might have a question they thought of later.

John M.

Jul 26, 2016

Joel is fantastic! He is sincere, honest, and professional. If your looking for life insurance, stop, let Joel do it for you. He took my specific needs, shopped them among highly rated companies and got me the best rate. PLUS if your looking for investment options, Joel truly has some unique plans that I didn't know even existed, and I'm a trader. John Mc, Dallas TX

Secured First Financial (Waco, Texas)'s reply

Thank you so much for your review, I appreciate your business.

Brooklyn W.

Feb 13, 2017

Joel has done a wonderful job of walking me through different life insurance and retirement options! Though I may be good with my money, I have very little knowledge of financial terms, policies, etc. and he has walked me through every step, answering all my questions, and simplifying anything that confused me. He has made me feel very comfortable with the whole process.

Secured First Financial (Waco, Texas)'s reply

Thank you so much for your review and business. I really appreciate it.

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Joel Fuessel

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I do free consultations.
What is your typical process for working with a new customer?
I found out what out what my clients needs are. Then I research out and find the best solutions for them. Once I have everything prepared, I will schedule a time to present their options.
What education and/or training do you have that relates to your work?
I have worked with numbers all my life, from owning a company to being a loan officer and real estate agent. I have been trained and licensed by the state to sell life insurance and retirement products.

Secured First Financial (Waco, Texas)

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