Client Testimonials & Reviews
Choosing someone to help with Medicare and retirement decisions is personal. Professional knowledge matters, but so do patience, responsiveness, clear communication, and taking the time to understand your circumstances.
At First Choice Consulting, LLC, our goal is to educate first so clients can make informed decisions with greater confidence. We appreciate every client who takes the time to share their experience with Jim Lambert and our team.
What Our Clients Are Saying
Knowledgeable, Patient & Personalized
“Jim is knowledgeable and professional. He is also very patient - which I particularly appreciate. He does his research thoroughly in order to come up with the best plans for each client. To get such personalized service these days is a rarity and all the more appreciated.”
— Ruth K., Google
Help Through Different Stages of Medicare
“Jim is an excellent insurance agent. First he helped me find the right insurance coverage for my elderly mother's changing needs. Then he helped me find the right Medicare supplemental plan when I turned 65. I can't recommend or thank him enough!”
— Patrice Perillie, Google
Years of Trusted Guidance
“My name is Henry Booth and I have used First Choice Consulting for many years. The service is excellent and the knowledge of all the financial situations is the best. It’s the only service I u
— Chip Booth, Facebook
Informed and Responsive
“I’ve turned to Jim for advice about my insurance and financial needs for years now. He’s always so well informed and up to date on these matters, and always responds quickly to my calls and questions.”
— Jessica Rae, Facebook
An Advisor Who Listens
“Jim is a consummate professional, extremely versed in what he does. Not only does he advise he listens you don’t feel like you’re working with just an advisor. Jim makes you feel like a friend.”
— Geraldine P., BBB
Helping Multiple Generations
“Jim Lambert has proven invaluable to two generations of our family over the past 18 or so years. Jim is always knowledgeable on what seems to be the constantly changing landscape of health insurance and estate planning. He takes time to listen, fully explain, and ultimately offer the best solutions for each family member's unique needs. We plan to enjoy and expand our relationship with Jim and First Choice for years to come.”
— Stacey Q., BBB
Helpful and Available
“Jim has been a wonderful help with our retirement portfolio. Very helpful and readily available to his clients.”
— Peggy Rowley, Alignable
What These Reviews Mean to Us
Every client comes to First Choice with different questions. Some are approaching Medicare for the first time. Others want help understanding existing coverage, Social Security, retirement income, asset protection, or estate-planning considerations.
Whatever brings someone to us, we believe the process should begin by listening.
The themes reflected in these reviews—patience, responsiveness, education, personal attention, and long-term relationships—represent the experience we strive to provide. Our goal is to help clients better understand the decisions in front of them without making the process feel unnecessarily complicated or pressured.
Read More Reviews
Want to hear more from people who have worked with First Choice Consulting, LLC? Visit our profiles to read additional reviews and recommendations.
Looking for Clear Medicare or Retirement Guidance?
Your questions and circumstances are unique. Our team is here to listen, explain the considerations that matter, and help you understand appropriate next steps for Medicare or retirement planning.