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    Allegiance Financial Group

    5.0 (3 reviews)
    Closed • Closed

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    Response time

    20 minutes

    Response rate

    100%

    Services - Allegiance Financial Group

    Homeowner or property

    Car and truck insurance

    Life insurance

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    Your Financial Spectacles - Smarter Tax Strategies. Stronger Protection. Lasting Wealth.

    Your Financial Spectacles

    (1 review)

    Forest Hills

    Aside from Helen acquiring her CPA life and annuity license in NY and CT, she has an MBA in…read moreinternational finance, an MS in Public Accounting and 20 years of banking experience, but above all else, she is a great listener. We discussed my personal financial goals for the near and distant future and with her insight she was able to pinpoint what I needed to do in order to put my plans into action. Helen showed me how I could offset my income taxes with my expenses, and having previously worked with a multitude of tax professionals, I found her business acumen far more valuable and easier to understand. I would highly recommend Helen and her team of financial experts to help you make the most of your money!!

    From the owner: Accounting, Tax Preparation/Planning & Life Insurance…read more We protect assets, plan for college and retirement with life insurance solutions. We enable individuals, families, and business owners to reduce taxes, protect assets and lifestyles, and build lasting wealth. With a trusted network of CPAs, tax and estate attorneys, former IRS agents, investment bankers, and licensed life insurance and annuity professionals, we provide personalized financial strategies tailored for each client. We specialize in Tax Preparation, Tax Compliance & Tax Planning by offering Income Tax Mitigation; Capital Gains Tax Mitigation & Estate Tax Mitigation solutions, Estate Planning, & Bookkeeping Services. For Estate Tax Mitigation solutions, we are New York State Estate Cliff Tax Mitigation Specialists. We have a network that makes us unique to offer third-party loans to allow high net worth clients to secure substantial life insurance coverage with minimal out-of-pocket expense, enabling them to preserve their capital and maintain cash flow for other priorities. We protect assets, plan for college and retirement with life insurance solutions.

    GEICO Insurance Agent

    GEICO Insurance Agent

    (3 reviews)

    Forest Hills

    I would give zero if I could…read more. Ever since Warren Buffet took over what was a very good insurance company, it has gone to hell. I have been a customer for 29 years and was unceremoniously dumped in a form letter - xeroxed and looking like it was produced in the 1970s - which I literally found today. I talked to a couple of men there who oozed misogyny and spoke to me like I was a foolish child. I got the impression that if I was married this would not have happened. Avoid at all costs, particularly if you are an older woman. I will not go into the details of it all but be aware that their customers are numbers to them and not people. Their offered to reinstate me was $1400 a month for a 2013 Subaru that I was paying $400 a month for with liability only. I had pulled out of parking spaces twice and been slammed into by young men who were speeding - at least 30 mph over the speed limit - but they said it was my fault that they hit me and that I was parked illegally, which were lies as both times I was in legal parking spaces. Both of them also tried to make money off of the insurance and submitted claims for side scratches which I had photos of that were $10,000 plus. One of them claimed physical injury too. And GEICO never investigated, just paid them. I also had another incident with GEICO before this. First I had a conversation with a sales agent about how to lower my insurance costs. Without explaining what she was doing - so clearly without my consent - she dropped my insurance to liability only. When I asked to review the tape of the conversation - since I knew I had never said that - first I was told that was impossible and then sent a "transcript" of the call that had been extensively edited. So when I was hit by a car on the street and it was speeding so fast it bent my undercarriage they refused to pay for it. Also two accidents that I had were listed as illegally parked and there was no truth in that. Avoid at all costs. I literally drove around without insurance because they could not even take the time to tell me there was an issue and I should address it.

    Very Bad I would like to give it a ZERO. The Chinese woman…read moreat Forest Hills, at Austin Street, did not attempt to help me with my problems with Geico App. I took 2 buses with my 84 year old mother. She was eating her noodles with a dog beside her desk, how unprofessional is this woman behavior. She said call this number and threw us out of the office. Hire Professional People. GEICO you have to do something about this issue. You don't treat your customers like trash. Because of her behavior . I cancelled 2 of my Auto Insurance, I was with GEICO for 17 years and this how you treat your customers. Fire her. You keep raising my monthly bill and I have a clean driving record. No Accidents No DUI's. BYE BYE FIRE her she gives GEiCO a bad name and you are losing your credibility and customers like me. Here's your rating 000000.

    Allegiance Financial Group - homeinsurance - Updated September 2026

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