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    Eagle Trust Insurance

    4.5 (35 reviews)
    Closed 9:00 am - 5:00 pm

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    Response time

    2 hours

    Response rate

    100%

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    Great customer service. Ivone was very quick to respond to my request and get me what I had requested in no time!!

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    Ask the Community - Eagle Trust Insurance

    Review Highlights - Eagle Trust Insurance

    Cindy is a true professional who patiently explained all the intricacies and took care of all the paperwork.

    Mentioned in 14 reviews

    Read more highlights

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    My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

    JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

    Adaias Souza: Allstate Insurance - Adaias Souza, Allstate Agency Owner, Somerville, MA

    Adaias Souza: Allstate Insurance

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    I've never actually met Adaias, so this review and rating is mainly for the staff with whom I've…read moreworked with. In general, they are very helpful in setting up a new insurance and changing policy types. Even though I did some homework on my end to make sure I was selecting the insurance options I needed, any questions I had every staff member has been able to answer with satisfaction. They also recommend any adjustments for areas I was unclear with, and are more than happy to find ways to help you save your monthly/yearly payments with applicable discounts. Compared to other major auto insurances in the Boston area, I haven't had any issues thus far with having my policy set up exactly how I want it to be. All staff members are courteous and I have not had any issues with them so far. Fortunately I have not had to make calls to file a claim yet, so I am not sure how claims are handled. I took away one star because I had to make a call to fix a typo in my name, and I was initially hung up because there was confusion on the policy number, which took me by surprise, but after I clarified the situation they were very helpful in fixing the issue.

    They are nice and helpful enough when you can reach them - but good luck reaching them. They answer…read morethe phone one time out of ten on a good day, and frequently ignore emails. They require a good deal of hounding if you have something time-sensitive to address. It is a huge waste of time and causes unnecessary stress.

    Eagle Trust Insurance - homeinsurance - Updated June 2026

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