Clients & Testimonials
Corporate Clients
Government Clients
Testimonials
Ray V. Padrón, CPA, CFP®, CIMA®
Managing Partner & Wealth Advisor | Brightworth
“Cindy is undoubtedly our firm’s go-to expert on all matters related to Social Security and Medicare benefits for our high net worth clients. Whether our clients have had a loss in the family, are approaching retirement or already there, Cindy helps them navigate through the system’s complexities to find the best solution for themselves and their family. We have worked with Cindy for several decades, including co-presenting customized seminars at a Fortune 500 company, with outstanding results and feedback.”
Gordon Sherman
Former Social Security Regional Commissioner | Social Security Administration
“Ms. Cindy Lundquist worked for me for over 20 years. While she had many jobs within the Agency, she worked directly for me for the last 10 years of her career. Cindy’s knowledge of the Social Security and Medicare laws and regulations are incomparable. Combined with her exceptional knowledge, she is poised and has a caring demeanor with everyone. Without reservation, I would recommend Ms. Cindy Lundquist to anyone that has a need for Social Security knowledge.”
Greg O’Brien
Managing Principle | Medicare Caddy
“Cindy’s vast experience with Social Security issues and your down-to-earth conversational style has made a very positive difference in the lives of our clients that have consulted directly with you about their Social Security options. Your ability to share real life stories across a wide spectrum of situations allows our clients to have much greater peace of mind that they are making informed financial decisions from the complicated options offered by Social Security. We know this because our clients regularly tell us that consulting with Cindy Lundquist was a great investment of their time and money.
Our ability to partner with a Social Security expert such as you certainly elevates the Medicare Caddy Longevity Solutions value proposition to our clients. The fact that Social Security and Medicare are so closely tied together ensures that we and our clients will be counting on your expertise for years to come.”
Kim Thomas
“Cindy Lundquist is an accomplished speaker on Social Security benefits. Social Security is becoming an increasingly important subject in retirement planning and she is able to explain the intricacies of the program for the planning process.”
Jeffrey Sweetin
Former Special Agent in Charge | DEA Quantico Training Academy
“Attending training conducted by Cindy Lundquist exceeded my expectations. Not only is she knowledgeable in all aspect of retirement planning—pensions, Social Security, health insurance, Medicare—she is able to explain each subject in a practical and entertaining manner. Cindy welcomes questions to assure everyone has the knowledge to make proper retirement decisions. Cindy’s professional delivery makes learning enjoyable.”
Brian Whalen CFP®, CIMA®
“I am certain that Cindy’s Social Security and Medicare knowledge sets us apart in our local market and unequivocally gives us a competitive advantage. I have CPAs and attorneys call me for answers because they know how competent Cindy is. Also, she has demonstrated the business experience and empathy to enhance every client relationship that she has touched. I am happy to discuss Cindy’s prowess with anyone – as long as you aren’t in my local market!”
Regulatory Disclaimer
Cindy Lundquist and her affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.