I don't recommend AARP New York Life for insurance at all. They send out "offers" to AARP…read moresubscribers, but then provide horrible customer service. First they want money from seniors up-front with the application, but then ghost you afterward. The agent I had, Nelson Costa, didn't call me back when he said he would on two occasions. The first non-response was when he said he would call me. The second non-response was when I called and tried to track down answers. Again, he said he would call me. Even now, I don't any place I can complain to except here on Yelp. The worst part was getting the long letter explaining why they won't insure me. I read it today and thought about this past year with Covid-19 Pandemic, community shut-downs, and the very recent loss of my mother. I looked again at what they said in their denial letter and I thought, what a horrible way they do business! I don't need anything they have to offer and I bet most people don't either. Rating - Pretty poor. Never doing business with this company.

Scott Herrell at New York Life provided me and my family life insurance coverage we needed and a…read morephenomenal experience to go with it. Our needs were unique, and a whole life insurance policy was the right investment for us. But making this decision was only after reviewing all of the options available to us. I highly recommend Scott to anyone who wants real advice when making such an important decision.

Lesli has always been more than accommodating to help us with claims or quotes when we changed…read morevehicles. My family (parents, sibling, self) has been with Lesli for close to 20 years, and have had nothing but stellar interactions. It has been unfortunate when inflation or company policies have caused stress, but Lesli and her team have ALWAYS helped to ease the pain. I highly recommend using Lesli as an agent, she is very knowledgeable and willing to make things happen in the best interest of our assets (vehicles, homes, jewelry, etc.)

Absolute Dumpster Fire - Stay Away…read more My family has been with State Farm for decades and Leslie for 16 years. After all theses years, we decided that we wanted to reduce our auto insurance bill by removing some extra coverage that we never really used. With inflation eating into our savings, we needed to adjust. Specifically, I wanted to get rid of comp and collision coverage for our second car which was about 60% of our bill. Reasonable enough of a request right. When we contacted Leslie, she fought us on removing the coverage. We were upset that she was trying to make decisions for us. We persisted and it took her 3 weeks to get us a simple quote with comp and collision removed. Also, this was for a 2nd vehicle. After requesting quotes from other insurance companies, we got a pleasure classification from them due to its low annual mileage. When we emailed her why it was taking so long to get a quote, this was her angry response: -- "You had me do so many different quotes last week-and you kept going back and forth with what you wanted. The only mistake I made was not removing the comp and collision. The classification of pleasure/school/work is ONE classification. I cannot remove the "school/work" it is ALL THE SAME. The other classification of FARM does NOT apply to your rating. It has taken so long to quote because you have gone back and forth with what you have asked for. I will send another quote without comp and collision shortly." -- We were confused. All we asked for was one quote and the Only thing we initially asked for the removal of comp/collision. We never asked her to do anything else and it was her that was bringing up random things and complicating our simple request for a quote. She muddied-up the water. Also, I was unsatisfied that she said State Farm has no pleasure only or 2nd vehicle only classification when other companies did. It makes no sense. So I had to go out of my way and contact State Farm Customer Service to Fact Check her claims. And low and behold, customer service said that state farm has a low mileage discount to compete with other companies pleasure only classification. I emailed her saying just that and no response. Rather than giving us the discount, she wrote a confusing and almost non-sensical email about cancelling our insurance with state farm. We had one week before our insurance ended and she was asking for our Confirmation to start the lengthy process to cancel and pro-rate our insurance. One week before our insurance was set to renew, she was trying to get us to cancel our insurance. WHY? We never asked to cancel our insurance. Was she Confused? Was she acting in Bad-faith? I don't know what her Mental state was for her to try to Unilaterally cancel our auto insurance One week before it ended. Obviously we said No, we don't want to cancel our auto insurance one week before it ends. Again, we asked for a quote with the low-mileage discount applied. She didn't respond and went on "vacation". She just left us hanging while insurance ended and renewed. We contacted State Farm Customer Service again and explained the situation. We were Shocked to find out that Leslie went ahead and made changes to policy. She removed comp/collision but didn't give us the low-mileage discount. Without my Permission, she Single-handedly made decisions on our policy coverage. She asked us for confirmation to Cancel our policy, but did not ask for my Consent to accept the new quote. I would have said no because the quote was still missing the discount that I qualified for. It is as ridiculous as if someone asked for a quote from multiple insurance companies and without further communication, all those insurance companies sends them an insurance bill for every quote. Utterly ridiculous. This was one of the most outrageous things I have experienced in my life. And it concerns something as serious and important as insurance. I don't trust Leslie, I am concerned about her mental state, and at the end of the day she's not worth the headache. We are in the process of getting a new agent and talking about our options with State Farm. Just stay away from Leslie Kight Insurance.

I would not recommend this company to anyone. we had an unfortunate time of working with Eric who…read moreis a manager. In middle of our loan process he decided to go on vacation without letting us know. We wanted to refinance and take some money out for a business opportunity, after three weeks of waiting we lost the that opportunity because of Eric's lack of professionalism and timely communication of the loan process. As I mentioned I WOULD NOT RECOMMEND this company to anyone!

I found my self struggling to get financed for a home, due to circumstances in my business that led…read moreto an employee embezzling and ultimately hurting my credit and ability to buy a home. I was Referred to Eric, by Silicon Valley Credit Repair, after my credit was cleaned up, as someone that I could rely on and help me navigate thru the process. I was bit skeptical, as I had been turned down numerous times because of my situation, and for the amount I was applying for. After meeting with Eric and his team, I was put at ease, and gave me plenty of information for me to make an informed decision on how I was going to finance my new home. The process was quick, and got it done! I just closed on a beautiful home in the Los Gatos Hills, and I owe it to Eric and his mortgage team for making it happen! I highly recommend him!

I wanted to share my experience with Brandon Pugh. He was very responsive and always willing to…read morehelp. He had extensive knowledge of the real estate industry and was excellent as a lender. The transaction went smooth from day one. Highly recommended!

So many things about working with Andrew Hunter proved that he is the only lender I will ever work…read morewith. First, many of my docs were automatically pulled up through Stearns' digital system, which was so much easier than previous experiences. Also, Andrew gave me confidence as he was extremely knowledgeable, working seamlessly with my agent and the buying agent. Lastly, Andrew was able to provide me with a quick, 15 day close. I'm sure this only happened because he was on top of my loan, going above and beyond. I have referred Andrew to family and friends and he has consistently delivered this kind of excellent customer service.

It's an okay place. No problems. Quick service. Friendly staff. Reasonable price for liquor store.read more

Because they don't cash money orders even if you are on file with them for years.And very rude .read more

I have had my retirement plan and personal assets managed by Whelan Financial since 2006…read more Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I've made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients' retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients' money as if it's their own. I've been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-k and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

My experience with Whelan Financial has been second to none. Portia White has been my personal…read moreadvisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.

I have been with State Farm Insurance for over 40 years and have always received excellent customer…read moreservice from Rufino and his team. Noelle has been our primary contact person and is always friendly and professional. She has assisted us with our vehicle and home insurance questions. A couple of days ago our truck would not start, Noelle made a call for us and got a tow truck service in just 10 minutes when our "extended warranty" service wanted us to wait almost 2 hours! Noelle is an asset to State Farm, service with a smile!