Testimonials

What Our Clients Are Saying

…architected an ideal Total Employer Benefits package... at the absolute lowest price points, which have delivered major savings to our bottom-line.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
Like H&H has discovered, all AAAS member companies should fully explore the proven, risk-free cost-savings solutions which are uniquely delivered by The SafeBridge Group - in Strategic Alliance with AAAS.
Don Hall, General Manager —H & H Companies
The ATDA alliance with The SafeBridge Group offers proven & risk-free solutions which further increase member company’s bottom-lines.
Randal H. Ward, CAE, President —Alabama Tire Dealers Association
SafeBridge specializes in delivering a portfolio of proven and risk-free savings-generated solutions which further increase member company's bottom lines. With an outstanding reputation and very positive track record, SafeBridge has delivered extremely impressive results for many companies in our industry.
J. Bart Fletcher - CAE President —The Petroleum & Convenience Marketers of Alabama
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We have been very happy with the outstanding service, support and personalized attention which the SafeBridge Benefits Specialists have provided our employees and their covered dependents. As well, our employees have realized substantial savings through having this new access to superior benefits at significantly lower costs. The consultative and educational approach of the SafeBridge Benefits Consultants has 'been a real breath of fresh air
Ronda South - Administrative Manager —Advanced Rotors
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For starters, the SafeBridge team has already generated very lucrative tax savings / cash flow back to our ownership from the purchase of our commercial office properties. And, we certainly expect much larger savings / cash flow in the tax year to come. This can only be maximized and accurately delivered through engineering-based cost segregation's application. SafeBridge partners with America's leading company in this area of expertise.
Steven T. Kean, CPA, Controller —The RPT Companies
Last but not least - we're now expecting the SafeBridge team to significantly cut our total monthly lighting (electrical) expense for all of our companies and locations, and without our companies being out of pocket a single dollar. SafeBridge has proven to be an extraordinarily valuable partner to the RPT Companies."
Steven T. Kean, CPA, Controller —The RPT Companies
For starters, Charles and his SafeBridge team have proven to optimize the value of my wife's and my Life Insurance policies. And even years later - they helped greatly leverage up my overall net worth of coverage, all at a lower premium outlay. As well, Charles delivered the optimal solution to help my young son secure the optimal solution to provide him with the consummate 'financial head start' in life.
Anthony Scanga - Business Analyst —BNY Mellon
Last but not least, with regards to my retirement nest egg - Charles and his SafeBridge team demonstrated the ability to protect my principal investment, consistently kept me out of harm's way, and delivered consistently impressive tax-advantaged profitable returns year after year.
Anthony Scanga - Business Analyst —BNY Mellon
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Charles and his entire SafeBridge ‘team’ have proven to deliver an exemplary job in exceeding my expectations in terms of asset protection, tax-efficient accumulation of assets – as well as assuring my needed level of tax-efficient retirement income going forward.
Kathryn Fulbright, Retired Paralegal —Sirote, Permutt. P.C.
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The SafeBridge Group is a first-class outfit in every sense of the word and brings unique 'savings' solutions to employers like Rick’s Pro Truck Companies - which further boost our bottom-lines. And best of all, SafeBridge delivers this result on a 100% risk-free basis.
Steven T. Kean, CPA, Controller —The RPT Companies
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I can attest that Charles has been able to brilliantly assemble the very 'best in breed' providers in America (who've contracted with The SafeBridge Group) who specialize in delivering bottom-line savings to businesses by reducing expenses on essential services. These include cumulative monthly utility costs, natural gas expenses, wireless expenses, waste haul expenses, etc.
Tim Pheifer, CEO & Co-Founder —Araddis
I can attest that Charles has been able to brilliantly assemble the very 'best in breed' providers in America (who've contracted with The SafeBridge Group) who specialize in delivering bottom-line savings to businesses by reducing expenses on essential services. These include cumulative monthly utility costs, natural gas expenses, wireless expenses, waste haul expenses, etc. As well, Charles has some of the nation's leading (but little known) tax savings solutions which deliver major cash flow to business owners all over the Southeast, U.S. - as well as the nation.
Tim Pheifer, CEO & Co-Founder —Araddis
I would recommend that any savvy business owner take advantage of The SafeBridge Group's portfolio of greatly risk-free, savings-generating solutions which further greatly increase company bottom-lines!
Tim Pheifer, CEO & Co-Founder —Araddis
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Charles Allen comes to us with many strong recommendations as he has almost three decades of successful experience in delivering exceptional value to association member companies with more than 321 of North America’s largest national and international associations. Charles and his top-notch team of Senior Financial & Employer Benefits Professionals have a proven record of delivering great solutions, client service and value. They have helped numerous companies and employer groups throughout the southeast and the state of Alabama improve employee benefits and increase their bottom lines.
Randal H. Ward, CAE, President —Automotive Aftermarket Association Southeast
…will provide you with savvy professional guidance and advice needed to improve your current offerings with the goal of improving employee benefits and your company’s bottom line.
Randal H. Ward, CAE, President —Automotive Aftermarket Association Southeast
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I've known Charles Allen for decades, and through those years, we've developed a meaningful personal friendship as well as an excellent working relationship. Years ago, Charles and his outstanding team, (now SafeBridge Benefits Alliance), were selected to handle our total employer benefits package. They immediately began to greatly help us by architecting an ideal Total Employer Benefits package... at the absolute lowest price points, which have delivered overall savings to our company's bottom-line.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
…demonstrated exemplary client service and professionalism at all times to Bryant & Company, Inc. and our employees – as well as an impeccable degree of integrity.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
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Charles Allen and his excellent team have been successfully handling our employer / employee benefits package for years, and have demonstrated superior performance versus that of any other provider group with whom we've ever previously partnered. They've also helped deliver valuable savings to our company's bottom-line. Last but not least, they've exhibited the highest degree of upstanding character to our ownership, executive management, and entire workforce at all times!
Al Cason, President & COO —Bud’s Best Cookies
superior benefits at lower price points than the others. Last but not least, they've exhibited the highest degree of upstanding character to our ownership, executive management, and entire work force at all times!
Al Cason, President & COO —Bud’s Best Cookies
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I've known Charles Allen for 7 years and counting and consider him to be a genuine and true friend. Charles and his excellent team of employer benefit professionals have proven to deliver a superior, more benefits-rich array of offerings in each benefits category - at lower price points for my company. To be sure, DC Oil has enjoyed realizing the bottom-line savings from their better benefits for less methodology, as well as the significantly reduced FICA / Payroll taxes via payroll deductions - through all of the exceptional value delivered in their best-in-breed 'voluntary' (100% employee paid) employee benefits. DC Oil and all of our employees have significantly benefited from our relationship with Charles and his team. Furthermore, my family and I have considerably profited from Charles' professional guidance and consultation regarding our personal financial affairs.
R. David Collins, President —DC Oil Company, Inc.
bottom-line savings from their Better Benefits for Less methodology, as well as the significantly reduced FICA / Payroll taxes via payroll deductions...
R. David Collins, President —DC Oil Company, Inc.
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delivered the very best-in-breed employee benefits package to our owners, executives and employees that we’ve ever experienced in our over 30+ year history.
Ronald W. Minor, Chairman & CEO —M&N Alloy, Inc.
Charles Allen and his first-class Better Benefits for Less team delivered the very best-in-breed employee benefits package to our owners, executives, and employees that we've ever experienced in our over 30-year history. And, they delivered dramatic savings to our owners, executives, employees, and our company's 'bottom-line'! The Owner/Executive Policies and other key corporate policies they've implemented have been paramount to the continued success and the very future of M&N Alloy, Inc. We'd recommend them to any employer seeking to truly realize Better Benefits for Less.
Ronald W. Minor, Chairman & CEO —M&N Alloy, Inc.
The Owner / Executive Policies and other key corporate policies they’ve implemented have been paramount to the continued success and the very future of M&N Alloy, Inc.
Ronald W. Minor, Chairman & CEO —M&N Alloy, Inc.
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…they have proven to add very significant value for our executives and employees, as well as to our company's 'bottom-line' savings.
David Bowers, VP —McCullough Oil Company, Inc.
Charles Allen and his fine team were highly referred to us over 5 years ago. Since then, they have proven to add very significant value for our executives and employees, as well as to our company's 'bottom-line' savings. Charles carefully evaluated our existing employee benefits and subsequently generated an extremely sage 'recommendation report' which outlined an ideally-suited suite of superior benefits offerings - all at more affordable price points to our company and employees. From the outset, Charles demonstrated a genuine concern for our well-being, as well as that of our executives and all employees. Charles and his exceptional team have maintained our absolute trust and confidence at all times.
David Bowers, VP —McCullough Oil Company, Inc.
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We've been working with Charles Allen and his exceptional team (now Safebridge Benefits) for almost six years with regards to our employee group benefits. From the outset, they helped us considerably lower our overall health care costs - while helping us realize superior overall health care benefits for all of our valued employees at the same time. Thereafter, we selected them to handle all of our employee group benefits. No other agent or broker group has ever demonstrated the level of expertise, knowledge, attention to detail and outstanding customer service that they've consistently delivered for our organization and employees. All of our employees are exceedingly happy to have SafeBridge Benefits handling all details surrounding theirs and their family members' much-needed & best-in-breed benefits at the lowest possible price points!
Diane Hester, Interim President —RiverFall Credit Union
No other agent or broker group has ever demonstrated the level of expertise, knowledge, attention to detail and outstanding customer service that they’ve consistently delivered for our organization and employees.
Diane Hester, Interim President —RiverFall Credit Union
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…have been greatly benefiting and profiting from the professional guidance of Charles Allen and his top-notch team…
H. Craig Winn, Principal —Structural Design Group
For many years, my family & I have been greatly benefiting and profiting from the professional guidance of Charles Allen and his top-notch team (now SafeBridge Benefits), as he's successfully helped guide us in the direction of our long-term financial goals. Charles and his team's sage recommendations, guidance and first-class, ultra-responsive client service has been a real breath of fresh air to my family and me. He's effectively helped us to dramatically grow our retirement nest-egg very profitably, he's also helped us realize the very best values for our personal Insurance Policies of all types. And, now - we're meeting with him regarding helping us optimize our employer group insurance benefits!
H. Craig Winn, Principal —Structural Design Group
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Charles Allen has successfully served my family and me with our financial affairs, which began over 30 years ago. During that time, he has proven to be an exceptional Financial Advisor/Benefits Specialist in serving us with highest degree of competence and integrity.
Preston Beck, MSBME (retired) —School of Dentistry, Division of Biomaterials, University of Alabama at Birmingham
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I've known Charles Allen for 32 years, and I can attest that he's been an exceptional Financial Advisor in every facet of my wife's and my life. First of all, he's optimized the value of our insurance policies - helping us secure the absolute most amount of face value coverage.... at the lowest possible price points.
Preston Beck, MSBME (retired) —School of Dentistry, Division of Biomaterials, University of Alabama at Birmingham
Charles and his team are in a better position than ever to deliver superior employer benefits packages to client companies, while delivering valuable savings to their ‘bottom lines’ by securing significantly lower price points.
Mitzi West, General Manager —West Oil Company, Inc.
It has been a real delight having Charles Allen and his team of Senior Financial & Employee Benefits Specialists serving West Oil for years. Now SafeBridge Benefits, Charles and his team are in a better position than ever to deliver superior employer benefits packages to client companies, while delivering valuable savings to their 'bottom-lines' by securing significantly lower price points. This group is hyper-competent, and represents a first-class team in every sense of the word! Without hesitation, West Oil strongly recommends SafeBridge Benefits.
Mitzi West, General Manager —West Oil Company, Inc.
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…selecting them to help us with our Employer & Employee Benefits, such to deliver a truly Optimized Total Benefits Package and Retirement Plan our company and employees have most certainly benefited and profited from their innovative solutions. …I’ve been quite surprised at the amount of impressive participation their team was able to generate through their highly efficient and consultative enrollment methodology. …have most surely benefited and profited from acquiring more benefit-rich offerings for less. …we can most certainly count on them to continue consistently delivering on our primary objectives… Last but not least, they’ve continued to go to great lengths to always go over and beyond the call of duty to make certain that our expectations are always exceeded!
Bob Cornick, President —Malin Industries, LLC
…I’ve been quite surprised at the amount of impressive participation their team was able to generate through their highly efficient and consultative enrollment methodology.
Bob Cornick, President —Malin Industries, LLC
…have most surely benefited and profited from acquiring more benefit-rich offerings for less. …we can most certainly count on them to continue consistently delivering on our primary objectives…
Bob Cornick, President —Malin Industries, LLC
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In seeking the very best value in our overall Employer & Employee Benefits package, we selected Charles and his outstanding team (now SafeBridge Benefits Alliance) of senior employee benefits specialist. This team is very easy and professional to work with and has proven time and again to be an asset to our business. SafeBridge has an exceptional enrollment process which proved to be most effective and delivered maximum participation from employees who selected the benefits they and their loved ones needed – at dramatically lower price points. Their client service has been consistently excellent on both the employer and employee levels. The availability of a consultant has proven to be an asset to our company as well as our employees. Our employees have been able to contact them directly with questions or for help processing a claim without any problems. Bowden Oil strongly recommends SafeBridge Benefits Alliance to any employer group seeking to maximize value, employee retention and bottom-line savings.
Debbie Rogers, Vice-President —Bowden Oil Company
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We all have consistently profited and benefited from his exceptional expertise – as well as his successfully improving our overall financial situations by delivering significantly greater value with regards to our various insurance policies. ...he was able to greatly reduce our retirement investment fees – while improving our consistently positive annual returns.
Dr. Sheila W. Kirk, Optometrist & Owner —The Eye Place
…he was able to greatly reduce our retirement investment fees – while improving our consistently positive annual returns.
Dr. Sheila W. Kirk, Optometrist & Owner —The Eye Place
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For years now, I have been looking for a way to provide my dental staff and myself with a quality group healthcare plan. Charles Allen and his team at SafeBridge Benefits sat down with me and explained what was available and how to find a configuration that worked best for us. His team was thorough and patient as each member of the staff had their own interview and ultimately arrived at what was best to fit their individual needs. I greatly appreciate their help and would recommend them highly to anyone who is seeking benefits for their business.
Drayton Smith, DMD —Southern Dental
His team was thorough and patient as each member of the staff had their own interview and ultimately arrived at what was best to fit their individual needs.
Drayton Smith, DMD —Southern Dental
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He then proceeded to produce a total financial plan which greatly advanced my wife's and my families whole long-term financial objectives. This included the optimization of the value of all of our insurance policies - from Disability to Long-Term Care, to Life Insurance policies. In the insurance realm and in the investment realm, Charles, was able to achieve growth of our financial assets while minimizing risk of my retirement investment portfolio. This occurred while concurrently helping us achieve seven consecutive years of consistently profitable 'tax-advantaged' growth...
Dr. Adam J. Scheiner, M.D. —World-Renowned Facial & Eye-Lid Plastic Surgeon
In the insurance realm and in the investment realm, Charles, was able to achieve growth of our financial assets while minimizing risk of my retirement investment portfolio. This occurred while concurrently helping us achieve seven consecutive years of consistently profitable 'tax-advantaged' growth...
Dr. Adam J. Scheiner, M.D. —World-Renowned Facial & Eye-Lid Plastic Surgeon
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…they proved to consistently and tax-efficiently grow my wife and my retirement assets to a degree which has certainly exceeded all of our expectations. In fact, they’ve been able to help us consistently and tax-efficiently deliver very impressive accumulation of our retirement nest egg… Whether it relates to Long Term Care planning, optimizing value from Life Insurance policies, or the best Retirement-Income vehicles, I would recommend Charles Allen and The SafeBridge Group…
Jerry G. LeDoux (Col)(Ret), President —LeDoux Enterprises, LLC
In fact, they’ve been able to help us consistently and tax-efficiently deliver very impressive accumulation of our retirement nest egg…
Jerry G. LeDoux (Col)(Ret), President —l
Whether it relates to Long Term Care planning, optimizing value from Life Insurance policies, or the best Retirement-Income vehicles, I would recommend Charles Allen and The SafeBridge Group…
Jerry G. LeDoux (Col)(Ret), President —LeDoux Enterprises, LLC
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…you and your team made a great effort in educating our employees and making this campaign to have the 'best in class' benefits a tremendous success for our company, as well as our employees. We have had so many express their gratitude for your offerings!
Joe Dismuke —General Manager - Gadsden Fabrication, Inc.
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…with so many of the industry’s top A-Rated providers, and their large 'blocks of business' with each - allowing SafeBridge to negotiate, develop, design and deliver an employee benefits package which was custom-tailored for us.
Fran McGraw, Director of Human Resources —Community Neighbor Bank
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This strategy allows SafeBridge to work for us and provide our employees with the best benefits for the best price. As a result, our company now enjoys premium benefits from various top benefit providers.
Alesia McGraw, President —McGraw-Webb Chevrolet
Lastly, no other benefits provider has ever offered us all of the additional value-added benefits which SafeBridge made available to our employees free of charge.
Alesia McGraw, President —McGraw-Webb Chevrolet
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This new optimized 'Total Employer & Employee Benefits Package’ represents the best overall value that we at Southern Skies Dermatology and Surgery have seen. Our work force is very happy with all of the Benefits Specialists from SafeBridge, and appreciated the professional, interactive and consultative communications they experienced during our open enrollment.
Mike Ingram, Administrator —Southern Skies Dermatology & Surgery
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