Dan is really easy to work with and found me a great deal on house insurance. I highly recommend…read morehim.

Can you imagine an insurance agent helping you save money on your premiums while getting the just…read morethe right amount of coverage? Well, imagine no further. Dan was A-MA-ZING and I would strongly recommend him to anyone looking for Insurance. He will be my go-to for any further insurance needs we may have... thank you Dan! You are wonderful!!!!!

with the medicare "mafia" surrounding us from all sides, hitting 65 has NOT been fun. but finding…read morejim, and having him guide us through the tricky maze of everything MEDICARE? JIM ARCHER has been a lifesaver! the man knows everything about this issue, but what i was so impressed with was his patience & kindness with me (O.M.G., my endless questions!), and his step-by-step explanations, which helped tremendously. you don't pay him - he's paid by medicare, so you'd think he would want to hurry things up, right? our appointment was at noon at our home (he was right on time) and this wonderful man left at three p.m.! and, as my husband told me later - he & jim had already figured out what plan was to my & hubby's benefit (michael hit 65 a year earlier), but being as committed & dedicated to his clients as jim is, he NEVER rushed me and, as others have stated, left us with a LOT of future savings and glorious peace of mind. so, people! call jim about any of your medical insurance needs. i PROMISE that you won't be sorry.

I can't say enough positive things about Jim Archer. His patience and knowledge of the issues are…read moreimpressive. He has been a reliable source of information and was able to explain the quagmire of Medicare bureaucracy. Jim was always responsive to phone calls and emails and was an indispensable guide through the entire process!

I called Travis today planning to have him locate less expensive homeowners insurance for us. He…read moreasked specific questions about our current policy and took the time to explain the calculations. He assured me that we have the best available policy and ultimately he didn't get a new customer. However, he took the time to help me think through some aspects of our current policy that I could control the cost of and that resulted in a lower premium (for this coming renewal anyway). He may not have a paying customer, but for his honest expertise he has a customer for life when and if our current insurance companies changes our policy options (ie. hail/wind deductible %). Travis, thank you for taking the time to speak with me! I will reach out in the future to no one else should I believe we may benefit from switching companies.

Travis is your guy when you're looking for an independent insurance broker…read more I hadn't reviewed my coverage for home/auto insurance for price competitiveness in over a decade and decided to review it again. Travis gave me his honest opinion that my rates were well in line with industry standard, and pointed out that I likely wouldn't retain certain grandfathered perks if I were to switch. This shows a high level of dedication and professionalism, when he could have instead steered me to another company so he could get a commission.

Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

The last few years (possibly longer) our business was treated poorly by our complacent, long-term…read moreinsurance company, one that we would have been with 18 years. Last year they ran out the clock and hit us with a $8k/mo premium increase (over double what we were paying). This year our renewals came around and, once again, the increase was outrageous, staggering in comparison to last year's increase. THAT insurance agent used veiled threats, withheld information and basically did everything they could to keep us from shopping, but our new Financial Director told us she has a guy.......and he ended up coming in right under the deadline and saved us a staggering amount of money, with higher coverage that will open up new markets for us. "There's no way there can be that big of a difference", I told the Financial Director. "That can't be right", said the owner of the company. It was right. Constantin patiently answered every inquiry. Unlike my other agent, he was able to intelligently articulate the reasons behind the decisions, the wording, the coverage, the exclusions. Once again the renewal will carry a huge impact on our company, this time for the better, all thanks to Constantin and our new Financial Director, his long time loyal customer.

Always there when we need him. Customer service is real with this man. Appreciate all you have done…read morefor our family. 1 stop shop, thank you Constantin!

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Rondy is fantastic! He offered the best home insurance quote and was very responsive and helpful on…read moreseveral occasions when I used his service. Other than that, as a former Israeli, I would always be more inclined to use the services of a U.S. Army veteran.

I was the victim of fraud. Mr Kilpatrick was misleading and dishonest. Because of his shady…read morepractices I was entitled entitled to a full premium refund plus some. Beware!

Great company! Customer service is amazing, and the best rates I have found. I can call or email…read morejust about any time of day and someone always reaches out within minutes. I call and add things on as needed and they always get it done so quick. Love having great customer service and someone you can trust with all of my business insurance!

Marilyn and her team of awesomeness will work hard to find the best deal for what you need. When we…read morewere looking for coverage for our store, I have many quotes from different insurance company including TWFG. After looking over the details on all the paperwork, I have found TWFG's quote has better coverage with similar cost to other. I told the other company about it and they even told me that they can't beat what TWFG offered. Been their client since and now they handle all our insurance needs for both business and personal.

This man while I'm sure means well and has good intent but he has listening issues, enjoys speaking…read moreover you and might not recognize his condescending choice of tone and vocabulary. Do not recommend unless you enjoy being talked to like a child.

I have been with State Farm for many years now and wouldn't think of making a change to another…read morecompany. They have been always helpful answering my questions and addressing my concerns. Always friendly and such a great disposition. Special thanks to Jill for assisting me with some matters regarding my life insurance policy recently. She is always so pleasant and friendly making me comfortable they way my persona policies are being handle by State Farm. Thank you Jill! And to Barbara ( I believe that's her name) the receptionist, she is such a wonderful person, always patient and caring whenever I have called, great customer service. Thank you for always being so nice, kind and friendly :)

Just cut my motorcycle insurance in half, in fact, better than half!!!…read moreHighly recommended this company!! Going to switch home and auto next!!

Been doing business for two years both auto and home. Assistance and personal contact has always…read morebeen more than just professional but friendly. Have spoken personally to Bill Muench and he has treated me like family although I am not.