I just relocated to the area from another state and the representative who helped me was very…read morethorough with his review of my information. I was missing key retirement info from the government so he sent me home to download what He needed. He gave me a list of the items needed and I returned the next day. The staff was very accommodating and helpful because I have health issues and they tried to make the experience as easy and stress free as possible. They also gave me guidance to help me relocate my business to this area. Great staff!

If you're an international person, do yourself a favor and stay away from this company. They…read moretotally screwed up my family's tax return and had zero competence about anything. They didn't even bother to check my visa type and ended up filing me as a non-resident by mistake. Because we needed ITIN number for my husband, we were paper filing. When I caught their error, I called them and asked not to send the papers until they fixed the petition. But they sent it anyway and advised me to file another one online as a resident. And they filed a new petition in a single week. As a result, the IRS got all confused and slapped us with a $3,000 charge. I bought "peace of mind", but guess what? It didn't cover anything for me. I could have filed myself better without paying for this "service".

Doing business has been very easy with Mr. Davis. I have been a client for many years and Mr…read more Davis has always been very efficient in taking care of my business. He is very knowledgeable and answers questions in a very timely manner and quickly takes care of any changes I ask for. Mr. Davis treats every client with personal care and is always available when you need him.

I was looking for ways to lower my bill. Went to the office and met with Mr. Davis. He invited me…read moreto have a policy review. Long story short, we were able to find several ways to accomplish the task and save a significant amount off the bill.I was very impressed. Then, he suggested while I had the time to review all my policies. Once again we were able to shave an impressive amount off my other policies. It was worth my time to do this as I have had the policies for a good while and the review and updates gave me more current coverage and substantial savings. The office staff was respectful and professional. I felt more like a friend had visited than a customer complaining about money. I left feeling I was honestly in good hands. Thank you Mr. Davis