DCF Exchange & Secondary Market Annuities Reviews 22

TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

The Team @ DCF are all mazing folks to work with and very knowledgeable about secondary market annuities. I have purchased 3 deals from them over the last year. As a CPA, I understand these types... See more

Rated 5 out of 5 stars

Than and Ross are not only good and honest professionals, but also admirable as we share the same goals of simply getting the deals tightened up and without any hiccups. As you know, in this busine... See more

Rated 5 out of 5 stars

Thank you for putting your platform together. Very nice work, easy for everyone to complete transactions. Almost as easy as writing annuities was 20 years ago --you probably weren't around when the en... See more

Rated 5 out of 5 stars

DCF performed far above and beyond my expectations from beginning through the end closing process and beyond. When there seemed to be an issue with the trustee, DCF stepped in and cleared up all misu... See more

Company replied

Company details

  1. Non-Bank Financial Service
  2. Financial Consultant

Written by the company

We make a market in structured settlement cash flows. These Secondary Market Annuities offer higher yields and lower prices than comparable safe-money assets, and are an excellent alternative fixed income asset in retirement portfolios. We are experts in the acquisition of structured settlement payment streams and make approved, reviewed, and perfected payments available to our nationwide network of financial advisors We distribute these high credit quality payment streams to institutions and through a network of agents nationwide to their end retail customers.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

22 reviews

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Rated 5 out of 5 stars

The Team @ DCF are all mazing folks to…

The Team @ DCF are all mazing folks to work with and very knowledgeable about secondary market annuities. I have purchased 3 deals from them over the last year. As a CPA, I understand these types of transactions and the low risk and security of strong rated annuity companies.
Team DCF makes the purchase process clean and straightforward for the average investor looking for steady and safe income streams. A +++ to the DCF Team:)

27 April 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service

Excellent service. Very friendly and professional. Pricing was very good and I would highly recommend them.

Stewart Kelly

23 April 2025
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Thanks Stewart- I apprecaite the feedback on us. Thanks from all of us at DCF Exchange!

Rated 5 out of 5 stars

Excellent customer service and communication

Excellent customer service and communication. I've made several purchases through DCF and have never had an issue. In fact, the DCF team has gone out of their way to help with a problem that wasn't related to DCF.s actions. Outsatnding group to work with.

22 January 2025
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Thanks so much Debbie (and Brad!) - I really appreciate your kind words and being able to help you out- Thanks!

Rated 5 out of 5 stars

Consistently GREAT Service!

I've been working with DCF for about 4 years, and they always are so good at personal service, and holding a case if I need it, and even carving-out cases to fit a particular client purchase price requirement. They always have an excellent selection of structured payments investments to choose from too.

9 January 2025
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Thanks Dale- It is always a pleasure to work with you, my favorite advisor! You're always calm and professional, and handle of all the little details for your clients. You are a real pro and I'm honored to work with you-Thank you!

Rated 5 out of 5 stars

I have worked with DCF a little over 2…

I have worked with DCF a little over 2 years and have found Nathaniel and Ross the most knowledgeable owners I've worked with. In addition, their products are exceptional as I have sold them in IRAs, personal retirement, for Grandchildren, for college expenses and replacements for low yielding CD's.
I will continue to offer them to all clients that need a guaranteed Fixed Rate from Major Insurance Carriers.

27 September 2022
Unprompted review
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Reply from DCF Exchange & Secondary Market Annuities

Thanks Chuck! Really appreciate the kinds words and I enjoy doing business with you.

Rated 5 out of 5 stars

Smooth Transactions

The transactions with DCF always go smooth.

15 September 2022
Unprompted review
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Reply from DCF Exchange & Secondary Market Annuities

Thanks! We try to make it smooth and easy for everyone!

Rated 5 out of 5 stars

Purchasing payment streams from DCF

I have purchased a few payment streams and am in the process of purchasing another one today. Nathaniel and his staff are great to work with. The transactions have been easy to finalize and the monthly payments have all been received on time, as expected. I have purchased payment streams from 3 other companies and, working with DCF is, by far, the best experience. Nathaniel and his staff really care about providing good customer service. They are responsive and work to earn your business. I have been very happy with my experience with DCF Exchange.

24 February 2022
Unprompted review
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Reply from DCF Exchange & Secondary Market Annuities

Thanks so much for your kind words! We really appreciate your repeat business and are glad to be of assistance!

Rated 5 out of 5 stars

DCF bought my payment streams- They…

DCF bought my payment streams- They were quick, Nathaniel was very responsive and easy to work with, and got it done in just a few days.

16 January 2022
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Absolutely! we can tailor payment streams to your needs- just let us know what you need!

Rated 5 out of 5 stars

FAST EASY PROCESS FOR SALE OF SMA'S

FAST EASY PROCESS FOR SALE OF SMA'S. ACH WIRE OF MONEWY AND THE GOLDSTAR RELATIONSHIP MAKE THIS A VERY EASY PROCESS. THE DOCUSIGN SYSTEM USED MAKES IT EASY TO WORK WITH CLIENTS ANYWHERE SINCE THERE IS NO IN PERSON MEETING IS REQUIRED. ALTHOUGH WE DO LIKE TO MEET IN PERSON WITH CLIENTS. ... WILL USE DCF EXCHANGE FOR ALL SMA SALES !!!!! A ++++++++

7 September 2021
Unprompted review
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Reply from DCF Exchange & Secondary Market Annuities

Thanks John. Its a pleasure doing business with you!

Rated 5 out of 5 stars

I have worked with Nathaniel at DCF for…

I have worked with Nathaniel at DCF for years. Everything is always professional and seamless. A pleasure to work with.

1 February 2021
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Thanks so much for the kind words- Its always a pleasure!

Rated 5 out of 5 stars

DCF performed far above and beyond my…

DCF performed far above and beyond my expectations from beginning through the end closing process and beyond. When there seemed to be an issue with the trustee, DCF stepped in and cleared up all misunderstandings and insured everything was correct. I should note that the misunderstandings were really on my part and, once I was finally clear, I now fully understand and agree. Thank you DCF.

23 August 2020
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Thanks David!

Rated 5 out of 5 stars

This is the second transaction I did…

This is the second transaction I did with Nathaniel Pulsifer at DCF and both went very smoothly. Clients are very happy. I try to incorporate these types of secondary annuities when appropriate. I would highly recommend Nathaniel Pulsifer and DCF to anyone who wants to incorporate these in a clients financial plan.

1 April 2020
Unprompted review
DCF Exchange & Secondary Market Annuities logo

Reply from DCF Exchange & Secondary Market Annuities

Repeat business is what I strive for so work hard to make sure each and every transaction is done right- thanks!

Rated 5 out of 5 stars

Highly Recommended

Great rate for the client, smooth and easy transaction. Nathaniel has put together a nice resource for anyone dealing with money. Highly recommended.

6 September 2019
Unprompted review
Rated 5 out of 5 stars

Thank you for putting your platform…

Thank you for putting your platform together. Very nice work, easy for everyone to complete transactions. Almost as easy as writing annuities was 20 years ago --you probably weren't around when the entire annuity application was 1 sheet of paper, front and back. You could send in that one piece of paper with a check and the deal was done!.

2 September 2019
Unprompted review
Rated 5 out of 5 stars

How fast was that

How fast was that? VERY!
I was most pleasantly surprised how quick and efficient my payment was processed. Very safe, efficient and accurate.
Lou R, Florida

28 June 2019
Unprompted review
Rated 5 out of 5 stars

Than and Ross are not only good and…

Than and Ross are not only good and honest professionals, but also admirable as we share the same goals of simply getting the deals tightened up and without any hiccups.

As you know, in this business it’s hard to find honest participants on both the retail side as well as the end investor/buyer side of the payments rights. You are a breath of fresh air.

12 March 2019
Unprompted review
Rated 5 out of 5 stars

These guys are the absolute best

These guys are the absolute best! I've been working with Nathaniel and Ross for many years now, and there's nobody better in the business. Their knowledge of the industry is unsurpassed, and most importantly they are HONEST and TRUSTWORTHY. I look forward to working with DCF Exchange for many years to come.

27 February 2019
Unprompted review

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