We are selling our home to family friends and Ryan is their broker. Ryan has been outstanding. He…read moreworked to find a loan that would work for them and he was a great advocate when we had issues with our appraisal. There were several times when I thought the sale might not happen but Ryan made it work. We are very grateful to him.

Katie is awesome!!! Found several things other tax people missed. She saved me over 10,000 on what…read moreI would have owed to everyone's favorite group the IRS and for the first time in 9 years I actually got a State Tax refund also in the thousands. THANK YOU AGAIN KATIE!!!

If I could give this review 0 stars I would. Katie is the absolute worst. She filed taxes under my…read moreboyfriends dads name and not his causing a big mess up. It's been over a year... still nothing. We've made multiple attempts to get ahold of her via phone and email. Last we heard from her she still couldn't get ahold of the IRS, but insist he can't file this years taxes until last years stuff if handled.. so here we are 14 days away and still nothing from her. Absolutely crickets. The worst business and professionalism I've encountered. How do you not do everything in your power to make it right after you messed up!? I don't understand people these days.

I received a letter from Vanacore International saying that I had some lost funds. At first I…read morethought this was some type of scam but then contacted the office. Turns out I had some outstanding shares from a stock split. They recovered over $40,000 for me! Great company to wok with and very professional. Do not throw away the letter!! It's real!!

I was contacted by Vanacore to inform me that I have an unclaimed property from an insurance…read morecompany. At first I was skeptical, but after checking with BBB and reading online reviews and the informations are positive, I had decided to allow the company to proceed. Within 8 weeks, I received the check, minus its fee of 10%. Nicole Davis, my contact at Vanacore , is highly professional and always answered all my questions within the same day. I am pleased with its service

Dru A. Torvend is one of the best financial advisors our office and myself…read morehave had the pleasure of doing business with. Dru is VERY knowledgeable and he takes the time to get to know you and determine what is best for you and your personal financial situation. My father passed away and I really needed advice and guidance and Dru helped me tremendously. In fact he realized that a particular financial company of my fathers did not do a step-up in basis on an account that I inherited. Dru saved me a lot of money, time and aggravation by noticing this major error. If you want trust, smart financial advice and guidance I can't recommend anyone else but Dru.

Hey buddy thought you like know James passed away in 2017…read more Life goes on. Anyway, have fond memories of our times together. And all the fun prior to life.

I have been with Walt for years now. He handles all of my insurance needs including homeowner's and…read moreauto. He never fails to impress me. When I started, he came to my home and went over my policies in detail. I never expected that kind of personal service from an insurance agent. Most recently, Walt contacted me to go over my policy renewal. He told me that I live in an area where some rates are increasing due to high fire danger and he is calling all of his clients as their policies renew. He went over my entire policy and even showed me where I could save money. I highly recommend Walt Wiesner.

If I could give zero stars I would. Called with questions after a significant rate increase. The…read moreagent I spoke with had a curt and rude demeanor, he actually scolded me after I made a comment in jest that wasn't even directed at him. Explored other options and was absolutely floored at the price comparison for the same coverage. After 15+ years as a customer of this agency I thought I at minimum deserved to be treated with respect. This agency has lost me and my family as customers and would do well to take some lessons in customer service.

I have been with Allstate since I was 18.....I'm 47 now....the office staff are friendly and always…read morewilling to help. Cheryl has always been a pleasure to deal with.....for a while, USPS was misplacing our checks... so we would stop by and pay in the office....unorthadox these days, but always greeted with a smile and a pleasant conversation. I have always appreciated their willingness to look at our policies (auto, life, and homeowners) and ensure we are sufficiently covered. Could I perhaps save a buck or two here and there?....probably....but relationships and a company you can count on when you need them...that's worth my business. Check them out.....they have been good to my family for many years... Bill in Antelope

Super disappointing experience with CoreMark. I needed homeowners insurance quickly and tried to…read morecontact Candace, who my realtor recommended. I got Liz, who said she would work on a policy for me that day (Friday). Liz sent me an application, which I filled out as quickly as I could and sent it back. Liz didn't acknowledge receipt, so I gave a quick call. She told me that I had to wait until Monday (fair enough). Monday came and went- no communication from CoreMark. I emailed again- NO REPLY. Now it's Thursday and thankfully I found someone else. CoreMark ghosted me. I don't know how they sell insurance, treating customers this way. Maybe they had a bad day, week? This is my experience to report. If you need insurance at a fair price and great response, contact Andrea Romo at Van Beurden Insurance: aromo@vanbeurden.com 530.665.4119

When I complained about the treatment we received from one of his agents, Dan Betrand, CoreMark's…read morePresident, sent this is the email: "My name is Dan Bertrand and I am (Person 1's) business partner. I have known (Person 1) for over 20 years and know him to be the most decent, honest, generous, caring, faith-based and family loving person I know. I am honored to be his business partner. We as an agency take pride in helping clients of all sizes and handle over $55,000,000 in premium annually without issues like the ones you have experienced. $55,000,000 is not a typo. We take pride in owning our mistakes and I suggest you do the same." Except they wouldn't own their mistakes. When our agent left, they moved us to someone else with no notice and stopped sending me emails because I complained. Instead they sent them only to my partner. Since my partner doesn't handle insurance, I didn't get notice of our workers comp audit. I was the one who initiated the relationship and my partner never made decisions on these matters nor engage in any correspondence except to request certs. Things got left undone and cost us money. When that agent left, they moved us to one of the partners with no notice and had to deal with a very rude customer service rep who specifically refused to acknowledge that she failed to 1) send me - or even copy me - on the emails, 2) reach out to us by phone when my partner didn't reply to the emails (she thought i must have at least been copied. For the CEO/President of a business to brag about the character of his partner, and about his revenue and therefore his wealth, while berating a tiny family business struggling to survive for not owning up to our mistakes is the MOST egregious example of arrogance I have ever witnessed in 30 years of working for 3 Fortune 100 companies (in the insurance business!). I simply could not believe the lack of self-awareness and aloofness from the needs of their clients. Breathtaking. I went from there to deal directly with a carrier (BiBerk), where all my service is entirely online. When I need a cert, 2 seconds online. Workers Comp audit? Automated. I am 1000% relieved. I am done with useless middlemen. The attached email exchange is between myself and Mr. Bertrand. ALL of the paperwork, ALL of the emails that they only sent to my partner, ALL of the responses Mr. Betrand's company mistakenly sent to my partner and not to me, EVERYTHING is basic tasks that BiBerk automates. Automatic. No responses needed from us and when needed, it comes in an email with a link to our online account and we take care of it in 2 seconds. The $55 million man has not spent money on technology to make his clients' lives easier. He will tell you they instead provide "personal service". Insurance agents for small businesses where all the policies are standardized should have been disintermediated 20 years ago. Instead they get commissions from the insurance companies for doing next to nothing except being a bottleneck for convenience.

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for…read morethe past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!