Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

At one time, this was an excellent agency with agents that cared about their clients…read more Unfortunately, they have gone the way of far too many "local" businesses. They allowed themselves to be bought up by a larger agency that cares ONLY about the book of business they purchased and NOT about how to maintain that book of business going forward. I have canceled every single one of my policies with them after having to fight them to get legitimate claims covered and other various ridiculous issues. The agents no longer will advocate for you and are, instead, going to push all of the legwork of filing claims and fighting for your rightful coverage on you. Avoid them at all costs and go with ANY of the online companies. You will absolutely pay double for your coverages through this agency compared to other policies you can buy yourself from an online company. Yes, read the fine print in the coverages to ensure that you are getting what you need, but don't fall for the corporate rhetoric garbage that this agency will spew at you about why the policies THEY will sell you are better.

Our insurance agent, Jun Hong, is without question the finest insurance agent I've ever had the…read morepleasure of dealing with. He's always taken the time to answer all my questions thoroughly, and on one particularly memorable occasion he responded to a call from me on Christmas day when I was travelling in Yuma, Arizona! He's the best-- without a doubt!

My Father worked in insurance / re-insurance all his life, and he'd know the good from the bad…read moreinstantly when it came to his own policies. Until his passing, he was with Coe / State Farm- and I switched all my policies to Coe after his death. It was the best move I ever made. I had a disasterous situation a few years back, and State Farm made good on it. Naturally, if they're assisting you on a 23k loss - you have to understand your bills are gonna go up- but in all honesty it wasn't as bad as it could have been...and I'd want the company that was there for me to recoup their losses someday. Two years later, what began as a quick account review by Justin at Coe's office to see if State Farm could meet my USAA rates...became a meet and BEAT by far. Between the rate beat and an added incentive to bundle, I actually decided to up my coverages too(as it was 'found' $, that I didn't have before). To go from 50/100/50 to 250/500/250 was a smarter move now that I actually have things to lose- and I had been being cheap / under protected all along. Was only a small amount of $ to boost those coverages big time, and behind it all - I know it's a company that is gonna do me right because they've done it before. A+ across the board.

We have been clients with Coe for many years. When we…read moreneeded life insurance for my husband with a heart condition, he spent a lot of time with us trying to find a policy. His staff is friendly, knowledgeable, and when they don't have an answer they will find and get back to you quickly. Ilana took the time to make me aware of auto insurance plans I did not know about to help me save money. The office will check in with me from time to time. I do not have to remember to reach them. Here we are cared for as individuals not as a "policy". I recommend Coe and his office to everyone. Dianne N

REBECCA LITWIN IS AMAZING. This young lady goes above and…read morebeyond to put your mind at ease. I suffer from anxiety and Rebecca has always been there to help me through some stressful times. She is always there to take my call and help with my account when ever i need it. I chose State Farm because of Rebecca and i wouldn't have it any other way. She really goes above and beyond for her clients she truly cares! You can't go wrong with this location 5 Stars.

I randomly decided to search online for cheaper car insurance then what I had. I was so…read moredisappointed with all of the quotes I had recieved until my email from Matthew at State Farm. I couldn't believe how much I was saving and when I called he was happy to help me. Not only did he give me a bundle to recieve a greater discount but he even took the time to explain the policies and different options. The next day I was in his office for a signature and my policy was ready to go. He was super knowledgeable and friendly. I even got a swag bag with some goodies. It is so nice having a real agent there to help and knowing he is only a phone call away. Wonderful experience and exceptional service all around. Highly recommended!

Doug and his team have been such a pleasure to work with. If you're looking for auto, home, and…read morelife insurance in Connecticut call or visit his office for the friendliest service.

Our experience with Doug Brown has always been stellar. Not only have we found Doug to be attentive…read moreto our needs and knowledgeable, but a man who cares deeply for the community and the customers he services. His response to any questions or concerns that we have or may have had are responded always in a timely manner and handled with sincere effort to answer our queries. Not only would we recommend Doug,we have and will continue to do so for the reasons stated above and for the fact that he has saved us money and who doesn't want that?

I have been with NAU (home & car insurance) for over 20 years & feel very loyal to them for a few…read morereasons. These are the 2 main reasons: 1. They save us money! Not only did they find the lowest premiums for the coverage we wanted when we moved to CT, but since then, they've reviewed my policies on their own & contacted us, before renewing, to start with a better policy! Which brings me to my second reason.. 2. Terrific customer service! Doesn't matter if I handle things in the office or by phone and email, I'm treated as a valued customer by friendly & helpful people. I don't recall being left on hold for long periods of time, and when I'm promised a return call, it's come in a timely fashion. No aggregation at all!

anytime we've needed to ask a question or get in touch with someone, we get an answer immediately…read more When we sit down with them to go over our yearly insurance questions, they do not try to rush you. They compare all different companies and you discuss what your needs are and which one would help you the best They are wonderful to work with and very knowledgeable

Beware!! Once they've signed you up; you are on your own. Any issues; no return calls. And someone…read morewho works there said we've done our part; the insurance company needs to do theirs. Even tho the wrong plan was done. Very disappointed that they don't take accountability and don't follow through.

A co-worker friend referred me after having had bad service from my current CPA I used from RI…read more Booked with Tricia Feeney and found office location to be convienant; office clean and bright; and staff was warm on the phone. I can't say enough about her professionalism, knowledge and care to ensuring I understood what was expected, going over all details and advising me as to my Tax protection next year. I am the founder of a 501c3 nonprofit in Rhode Island and do not take a salary, but declare a lot of itemizations. This was new to her, she embraced the challenge and i was thrilled with the outcome. Note: you know what you know. Just because youve been with a CPA a long time, doesn't necessarily mean they are as knowledgeable as another. Do your research - i learned the hard way.

Awesome experience with the aag team. Sonia was pleasant and easy to schedule with, and Trish was…read moreamazing at filing our taxes. She answered all our many questions and made us feel extremely comfortable. It's nice to find a spot with such superb customer care. This is a knowledgeable group with great expertise in taxes and accounting. Highly recommend!