I needed to leave a review for TrustPoint Insurance for a couple reasons. My insurance advisor,…read moreSky Merit, helped me in finding homeowner's insurance for my new home in Rancho Santa Margarita, CA. Because of annual brushfires in Southern CA, it is sometimes difficult to get insurance depending on your location. That challenge didn't scare off Sky. He searched his network of providers and eventually found one for us. Sky was friendly, courteous and professional. I never felt rushed on the phone, and he was always willing to answer any questions I had in full detail. Yesterday I reached out to him to add earthquake insurance, and within 24 hours we met over the phone, and he had a fully researched option for me with a company that had a A- credit rating. Not only was he prepared, he is super efficient as well. To put my mind at ease, we had a policy in place within 10 minutes of being on the phone. I highly recommend Sky at TrustPoint Insurance for insurance needs. It is a great feeling to be more than a number and have someone with experience having your back!

Sky is an insurance pro! He is very knowledgable, professional, responsive, and passionate about…read morewhat he does. He pays attention to the needs of each individual client and finds the best solution possible. I highly recommend!

Thank you Dennis for taking such good care of me. You've got a top notch well trained staff. I've…read morehad to call on you a few times recently and your group has taken care of me each time. They always answer my questions and get me whatever documentation I need. Hannah Nickell especially works hard to get me the best rates and makes sure I've got the coverages I need for my situation. Keep up the good work. Tom

We are moving to Edmond and chose to go with Dennis Chaumont at State Farm as my sister and her…read morehusband have been working with him for over 20 years. We have already received great service and look forward to a long relationship as well! Thank you Dennis and your team. best kristin

Kathy Williams and her Advance Financial Lighthouse team have been exceptional. Their financial…read moreexpertise helped us make informed decisions confidently, even during economic uncertainty. They ensured our investments stayed secure and poised for growth. With a tailored plan, we feel secure now and in the future.

I really have to tip my hat to Lesley Saxon of Saxon's Bookkeeping. I stumbled upon her profile on…read moreYelp near the deadline for my personal taxes and overdue on my business taxes. Turbo Tax had given me the runaround and passed me from one tax preparer to the next for a month if not longer, only to finally inform me that they could not prepare my returns. They said it was because I would not pass their quality process check or something to that effect, due to my books not being in the best order. Fortunately, they filed an extension on my behalf. I took that opportunity to seek help elsewhere. That's where Lesley came in. She's all about business, thorough, communicative, expressing exactly what she needed, via email and phone conversation when necessary. I initially thought Saxon's Bookkeeping was a startup business because her profile bio and makeup lacked what I normally see in business profiles from which I acquired services. But what she said in her bio drew my attention. She referenced how other CPAs charge an arm and a leg for their services and she was absolutely right. Her rates, however, were very reasonable, an obvious a selling point. Initially, I'd just planned to have her clean up my books. But when she offered to do my taxes as well and at such a reasonable rate, I couldn't refuse. To make a long story short, she cleaned up my books for my business in which I partner with other members. She cleaned up my books for my sole owned business. And she prepared the tax returns for both, as well, as for me personally. This was all at a rate much less than her competitors, including Turbo Tax. Now, I'm not the most savvy when it comes to this kind of thing. So, if at some point down the road I get audited, this review will obviously change. But for now, as far as I can tell, excellent work! I highly recommend Saxon's Bookkeeping for your financial organizational needs. Thanks Lesley!

Great service. Very responsive! Handled my messy bookkeeping and made it into an organized return…read more They handled from beginning to filing. Very nice!

Exceptional tax preparation. Professional, detailed oriented and trustworthy. Made a complex…read morereturn painless. Clear communication and fast turn around. Highly recommended. I will use again!

Having been disappointed with our previous year's choice for a tax preparer, we were very pleased…read moreto meet Robin and be presented with strength of character, confidence and a no-nonsense attitude. There were a couple of hurdles to overcome: 1) We are not fans of e-filing; Robin will bowl you over with reasons why you should. 2) She wants your paperwork in by the first week in March -- preferably February! Some of our documentation isn't in our hands by that time, so we had to have her file for a Late Filing Extension -- something we'd never done before. Through it all, Robin was patient in her explanations and believable in her assurances. We were pleased with her work effort and that of her courteous staff. We'll be back next year -- in February!

Great help in finding home insurance. Very patient and informative! Answered all my questions and…read morehelped me understand better the way insurance industry works on pricing, redress, coverage, and roofs!!

My husband and I just moved here from Arizona. We discovered our current insurance company does…read morenot provide coverage in Oklahoma. After becoming frustrated with the impersonal process of an on line search on my own, I found VIP Insurance Agency on Yelp. I called and spoke with Theresa and right away she began searching for the best deal on our 2 vehicles and RV. She even got us set up with a renters policy for our tiny apartment and our storage unit that became effective today. Teresa went above and beyond for us and has helped take away the stress of moving. Thank you for making us feel welcome to our new community! We will use VIP for our future home owners policy soon I am sure.