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Your free guide — Before You Renew Your CD — is headed to your inbox right now.
Check your email in the next few minutes. If you don’t see it, take a quick look in your spam or promotions folder and mark it as “not spam” so future messages come through.
While you wait — one quick question worth asking yourself:
When does your CD come due?
If it’s within the next 6 months, now is exactly the right time to take a look at your options. Rates and terms can be locked in before your renewal date — which means you don’t have to make any rushed decisions at the bank.
A 15 – 30 minute phone call is all it takes to find out whether there’s a better fit for your situation. No paperwork, no obligation, and no pressure — just a straight conversation.
EXCELLENT Based on 43 reviews Posted on Nathan WardTrustindex verifies that the original source of the review is Google. Scott is very knowledgeable about various financial plans and explains them very thoroughly. He provided me with information about multiple types of plans I could convert my current investments into. He walked me through the plans and was able to answer every question I had. He is easy to get in touch with and will provide suggestions if you ask.Posted on Dean neffTrustindex verifies that the original source of the review is Google. Very experienced expert on insurance and retirement planning. My experience ended in confidence in knowing that my financial future was in good hands. Highly recommend this gentleman.Posted on Riley HouserTrustindex verifies that the original source of the review is Google. Very helpful and always has patience with all my questions!Posted on Joseph HallTrustindex verifies that the original source of the review is Google. My sister recommended Lunsford Insurance to us. From our first conversation many years ago I felt at ease with selecting a long term financial advisor. Scott Lunsford listens to each person’s unique circumstances, concerns and expectations. I trust his research, connections and recommendations to obtain the best rate and terms that work best for us. Scott is very knowledgeable, professional and friendly while making investment decisions as simple as you want them, but keeping investment safety and return top priorities. Although we live quite a distance from his office, he makes it almost as easy as being next door.Posted on Rod RhymerTrustindex verifies that the original source of the review is Google. Scott has been very helpful in listening to what I want and offering product I am interested in. Very easy to work with; always quick to return calls, answer questions, and offer suggestions when asked. Good guy!Posted on Troy ThomasTrustindex verifies that the original source of the review is Google. Scott listens carefully to your needs and offers different ideas for success. Very knowledgeable of all Insurance products.Posted on Obadiah HarrisTrustindex verifies that the original source of the review is Google. I have been the vast recipient of the Financial experience, expertise and constant Availability of Mr. Scott Lunsford! The Harris Family is now 3 generations deep in his wise economic counsel! I highly recommend “Great Scott” as Mr Availability! 👏🏾👏🏾👏🏾👏🏾 Sincerely Bishop Obadiah E. Harris LUJC Chillicothe OhioPosted on Scott MontgomeryTrustindex verifies that the original source of the review is Google. By far the best advise I received by numerous financial advisors I spoke with. SCOTT walked me through and explained every concern I had about my particular interest at hand and handled everything with me on the phone . I couldn't have done it on my own. He was easy to talk to and really listened to my best interest. I would recommend Scott to anyone with financial advise about investing money exactly where you want to go. Again I can't thank him enough for everything he done for me.Posted on Jill Cory-SmithTrustindex verifies that the original source of the review is Google. Scott is a great financial/ insurance advisor/agent!! Very honest and trustworthy! He is a live long resident of Chillicothe an a great person to work with and get to know!!