Wimberly and Associates

First in Mississippi to Earn Senior Approved Certification

Wimberly & Associates is the first financial and estate planning service to be awarded the Senior Approved Certification in the state of Mississippi. This distinction clearly separates Andy Wimberly and his staff from other financial planners in MS. Only those that achieve a 90% (or higher) customer satisfaction rating receive Certification and Wimberly & Associates far surpassed this requirement.

Andy Wimberly is also a Parent Care Solution Specialist (PCS) receiving certification upon completion of the stringent training series offered by Dan Taylor, creator of the Parent Care Solution.

Committed to excellence, Andy Wimberly, founder of Wimberly & Associates, contracted with Senior Approved Services, a survey company, to conduct a confidential consumer driven survey process with the hope of attaining the Senior Approved Certification.

"We are very pleased that Wimberly & Associates is now Certified to help seniors and their adult children (baby-boomers) within the state of Mississippi," states Barbara Mascio, founder of Senior Approved Services. "The fact that Mr. Wimberly is also a Parent Care Specialist lends an extra added plus to his arsenal of services."

Clients completing the survey welcomed the opportunity to add comments in confidence, such as:

"Good business practices, very ethical. One of the few professionals I can emphatically say I can trust, no matter what." "They listen carefully. Then, they map out the best options specifically for you. They never try to get you to purchase something that isn’t beneficial specifically for you."

"The fact that Andy contracted to do a survey says it all. He really does care about the person and asking our opinion in this manner is further proof of his commitment to serve and not just to sell to his clients."

"Generous with information and ideas. Truly cares about the person, not the pocket-book."

"Our goal is to help seniors and their adult children connect with safe reliable companies that we can verify a history of quality care and/or service. We cannot hope to accomplish this lofty mission without services such as the ones offered by Wimberly & Associates," states Mascio. "We are proud to include this service within our exclusive network of other Certified Senior Approved Services."