I have worked with DCF a little over 2 years and have found Nathaniel and Ross the most knowledgeable owners I’ve worked with. In addition, their products are exceptional as I have sold them in IRAs, personal retirement, for Grandchildren, for college expenses and replacements for low yielding CD’s. I will continue to offer them to all clients that need a guaranteed Fixed Rate from Major Insurance Carriers.
“Most definitely now is A Generational Opportunity….“
Most definitely now is “A Generational Opportunity in Bonds (And Fixed Income!)” which is why I am doing what I’m doing – 6+% with COLA, wow!
I’ve had many conversations with one of the firm’s Principals, Nathaniel Pulsifer , and he is extremely knowledgeable in every aspect of this asset class, and is always willing to customize his inventory to fit my clients’ needs, when possible. ALSO, the DCF illustration system is very easy to use for client presentation and to do what-if scenario modeling!
I have purchased a few payment streams and am in the process of purchasing another one today. Nathaniel and his staff are great to work with. The transactions have been easy to finalize and the monthly payments have all been received on time, as expected. I have purchased payment streams from 3 other companies and, working with DCF is, by far, the best experience. Nathaniel and his staff really care about providing good customer service. They are responsive and work to earn your business. I have been very happy with my experience with DCF Exchange.
Fast, easy process for sale of SMA’s. ACH and wire of money, and the GoldStar relationship make this a very easy process. The DocuSign system used makes it easy to work with clients since there is no in person meeting required. Although we do like to meet in person with clients… will use DCF Exchange for all SMA sales!!!!! A ++++++++
This is the second transaction I did with Nathaniel Pulsifer at DCF and both went very smoothly. Clients are very happy. I try to incorporate these types of secondary annuities when appropriate. I would highly recommend Nathaniel Pulsifer and DCF to anyone who wants to incorporate these in a clients financial plan.
These guys are the absolute best! I’ve been working with Nathaniel and Ross for many years now, and there’s nobody better in the business. Their knowledge of the industry is unsurpassed, and most importantly they are HONEST and TRUSTWORTHY. I look forward to working with DCF Exchange for many years to come.
Thank you for putting your platform together. Very nice work, easy for everyone to complete transactions. Almost as easy as writing annuities was 20 years ago –you probably weren’t around when the entire annuity application was 1 sheet of paper, front and back. You could send in that one piece of paper with a check and the deal was done!
DCF performed far above and beyond my expectations from beginning through the end closing process and beyond. When there seemed to be an issue with the trustee, DCF stepped in and cleared up all misunderstandings and insured everything was correct. I should note that the misunderstandings were really on my part and, once I was finally clear, I now fully understand and agree. Thank you DCF.
DCF has the investments in inventory ready for me to place with my clients…. instead of many “wait & see” situations offered by other firms. Additionally, Nathaniel has on several occasions “carved-out” just the right size investment amount to fit one of my client’s needs out of a larger case in inventory, or combined parts of several cases to create a combination that fits my clients’ needs perfectly!