The agent, Attee, here is very knowledgeable about AllState products and policies. He listens to…read morewhat you are looking for and he makes sure that you are in the correct policy that works for you. They return your phone calls and goes to the extreme with finding an answer for you. The only negative I have about this location is that the front desk person is ALWAYS on their personal cell phone. A lady name Andrea held a 5 minute conversation on the phone with her friend name Pam before assisting me in the lobby. This is something that always happens when you enter the agency. That is very unprofessional and upsetting. Other than that, I recommend Attee!

Dan and the whole team are great, responsive, and professional. I don't need to talk to them often,…read morebut when I do, stuff get handled quick, fast, and in a hurry. Would have no reservations about referring others.

Great Until They Weren't…read more Have been clients since 2007. Paid our premiums on time. Made one small auto claim. They got in touch about our crumbling cement steps and cautioned that if we didn't fix them that we "might not be covered in the event of an instance involving the steps." We kept meaning to get to the steps. Then we get a notice saying that we have been CANCELLED because of the steps. Steps are fixed. No one returns our calls or emails from Robert K. Jones. When I call, I am deflected by the receptionist. "She'll call you right back." An hour passes. When I call back and am connected to the agent "Lisha," she has excuses but no apologies. We have been without homeowner's insurance for two-and-a-half weeks and it seems they just don't give a damn. Nice folks, but not in the trenches for you. Keep shopping.

I first heard about Golden Reserve ("GR") on the radio, while driving an hour each way from our…read moreDayton-area home to my former job in Cincinnati. My wife and I had been clients of Fidelity for DECADES, and we trusted them to grow/manage our retirement savings. Fidelity had recommended that we transfer the bulk of our money to an actively managed account, mostly to reduce the risk of losses during market downturns. For this service, we paid a fee of 1% of assets under management (AUM). That fee seemed "normal", since most fees seem to run 1 - 1.5% AUM. But then, I heard GR's radio shows & started to think.... While Fidelity did a good job of managing/growing our savings, I eventually realized (after I retired) that there was still something lacking. As silly as it might sound, saving money is "easy." Throw money into a S&P Index fund....keep adding money....more money....more money...shake/stir/WAIT. Time value of money, eh wot? In our case, our money wasn't going into just a S&P 500 Index Fund. It was going into a variety of funds, with very low loads. Over the last 2-3 years, we also paid a 1% AUM fee. As a result, our money grew. GREAT, until both my wife & I retired. OK, now what? You've got all this money built up over the decades, with a goal of providing funds for a good retirement. After listening to GR, I learned to consider TAXES and ESTATES. Saving money is easy. Withdrawing money is also easy. You just make withdrawals whenever you want, out of any of your random accounts. Right? NOPE. While it's "easy" to just pull whatever funds you want out of whatever account, that might result in you getting smacked with unnecessary taxes. This brings me to WHY my wife & I dropped Fidelity (after decades) and went with GR. GR offers a holistic "package" of services. Their approach is not so much focused on saving money before you retire, but helping you wisely SPEND your money without throwing money away to Uncle Sam after you retire. GR not only offers financial services (helping to set up accounts through Schwab), but they look at your individual tax burden. How much can/should you withdraw from which of your accounts (401K, IRA, Roth IRA,....), given your Social Security or Pension incomes. When should you take that money out? In addition to their CPA-driven advice, they also offer multiple other GREAT services. Their associates do your taxes every year. No extra cost. Their associated law firm offers you the ability to create or update your Will, Living Will, Healthcare Power of Attorney (POA), Financial POA, ......and Irrevocable TRUSTS. A properly set up Trust can help you preserve your home & some other assets so they're not forcibly liquidated if you go into a nursing home. Trusts are good if you're fretting about going into a nursing home in the random future. Nursing homes cost $$$$......$7-$12K/month here in Ohio. So you've got $500-$900K saved for retirement. Take that money, divide it by $12K/month.....you can see how your money might be quickly gobbled up by the nursing home. A properly set up Trust can help you preserve your home & some other assets so they're not forcibly liquidated. NOTE: I'm not a lawyer (just a retired engineer & ICU RN) ...all my vague mumbling words are merely from the perspective of a happy GR client. Your mileage may vary....void where prohibited by law...hug your kids, pet your critters. YES, GR bribes me. During our annual visits/reviews with Ed Wright at GR, my wife & I am offered free bottles of water or soft drinks. GR also offers occasional "thank you" events for its clients. I recently got to see the latest Tom Cruise Mission Impossible movie, with free soft drinks & popcorn. Goodie for me! In any case, I'd encourage you to at least consider GR as you approach (or are "in") retirement. Great folks. Excellent communication. No games.

I left Edward Jones after hearing Golden Reserve commercials. My experience with Golden Reserve…read moreseemed ok at the beginning. Then I noticed they love to put immediately put my money into annuities, saying making it "safe from the market". Just don't ask what commission they got. It influences their choices, even though they deny that. Do your taxes? Yeah, if you upload all your paperwork to some firm you've never heard of, and with whom you'll never meet. Make a trust? Yeah, if you don't mind different attorneys or clerks sitting in on zoom conversations each time you try to understand your options. Good luck trying to proactively plan how you will pull money out once you retire. I was told to wait until the day I didn't draw a paycheck, and trust them, they'd figure it out, depending on the moment. Those commercials and TV advertisements promise the world, don't they? For me they did not deliver. I see lots of gushing reviews for them these days.... very surprising. Sound like solicited smiley faces to me....

This is a good (not great) insurance agency. They are very helpful finding discounts such as a…read morediscount for being Farm Bureau member. There is also a discount for direct payments from your bank. I stopped by a few days ago to talk over my coverage. I was there at 9:45 and the sign on the door said they open at 9 am. Nobody home. So I called them later and one thing I discovered was I had full coverage on a 8 year old vehicle. I didn't set that up that way.

Very good Insurance for both home and car. I had Progressive (oh they are so special.... they kept…read moreraising my rates and my wife and I have been accident free for years...) saved $50 a month on the vehicles and $75 a month on the home. All for the same or better coverage!!! Worth looking into these days to save a buck.

This place does I-9 verifications among other services, which is why I stopped by. The staffer…read moretook my forms of ID, scanned them into their system, and I was off. This visit lasted approximately 5 minutes.

Kyle was recommended to me. It is refreshing to have a representative who is not pushy. Kyle…read moreexplained everything and made a recommendation of the plan that best met my needs. Kyle builds trust, he is personable. He knows insurance and was efficient and professional. Thank you Kyle for a great insurance experience!

Kyle was such from the lebanon office he saved me a lot of money and was very patient and friendly ​read more