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“Steve Purdy was recommended to me seven years ago. He has helped me with investments, insurance, annuities and Long Term Care (a must in the 21st Century). Steve is not a ‘hard sell’; he tailored a plan according to my needs and taught me the ‘how’s and whys’ of financial planning. Just wish I had met him sooner.”
Charles Hunt
"My wife and I attended a seminar Steve gave a few years back. We found him to be the most knowledgeable individual on LTC with whom we had discussed this issue. Steve shared information with us on the different providers of LTC and various options of their programs. When we chose a program, he was most helpful in resolving some questions that the provider had during the issuance process. We have been very pleased with the guidance Steve provided and the policies that he custom designed for us."
Cal and Ann Fowler
“With a small, 26-acre farm and five horses, Steve Purdy still made time to come and see first-hand what my insurance requirements were. He gave his time and effort to produce the best possible rates and be sure my property is protected. I trust his judgment on my farm insurance needs, as I believe he is a sincere and intelligent person.”
Helen Hartt
Active Member: United States Equestrian Federation, American Saddlebred Association,
American Saddlebred Association of Virginia
“We have known Steve Purdy and his family since he was a young boy. Over the years, he has frequently given us financial advice. We have always appreciated his concern, integrity and thoroughness. During the recent financial crisis we feel that he has protected us from serious losses.”
Charles and Jane Carter
“My family has called on Steve Purdy for all of our insurance and financial needs since 1986. He has helped my mom, my sister and my own family with all of our tough financial decision. Steve has provided sounds advice that has allowed us to successfully maintain our portfolio during this tough economy. Steve has and will always protect our family like we are his family.”
Catherine Boylan

Testimonials may not be representative of the experience of other clients. No guarantee of future performance or success.

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