John Patterson, a Sr. VP, was instrumental in migrating a disjointed collection of investments and…read moreretirement accounts for me into a single account with Summit. I was also able to get a large insurance policy to protect my family at a considerable discount to what many other providers were offering. I have been with them for over 5 years and my accounts have consistently performed better than my expectations (given the volitility of the market in recent years). They are first class people to deal with and I recommend them highly.

Really enjoyed working with Ryan Owens and the NFM Lending team during my Buyer's recent…read moretransaction. They were very helpful and together we were able to get my Buyer's transaction closed quickly. Look forward to working with Ryan and NFM Lending again!

I'm writing this review to warn others about my disappointing experience with NFM LENDING (Andy…read moreBeigel). Despite putting 25% down and having a credit score over 800, I was charged $19,418.88 for an interest rate buy-down -- a fee that was never clearly explained or justified during the process. With such a strong financial profile, I expected better rates and more transparency. Instead, I felt blindsided by this massive fee at closing. The communication throughout was poor, and it felt like I was being penalized rather than rewarded for being a well-qualified borrower. This was not the level of service or honesty I expected. If you're working with this lender, ask detailed questions about points and rate adjustments early, and do not assume you're getting the best deal just because you qualify for one. I will not be recommending this lender to anyone

I've been with Mark for about 8 years. He has always treated me with the utmost respect and…read moreprofessionalism. He is not one of these agents that when you call his office, you speak to everybody but him. He always has time to answer your questions (though it's not unlimited). Realize that Mark sometimes cannot answer the phone 9-5 like some of the larger traffic agencies, but if you have to leave a voicemail he will get back to you as soon as possible or he may respond via email depending on the circumstances. Mark Spitale has earned nothing short of 5 star service for me.

WORST OFFICE EVER! I've been calling them for THREE days and left FOUR voicemails with no return…read morecall. I even contacted state farm customer service and was told only the agent could help me make changes to the policy.. yet the agent is unresponsive. DO NOT use this agent, find another who you can actually get ahold of!

Innovative Investment Group LLC. is the best company I have ever worked with when it comes to…read morefinances. I'm a 23 year old college grad and I ran into a representative at a business expo I was attending. While speaking with him I decided to get a whole life insurance policy. I had no idea that life insurance had a cash value for the policy! That's exactly what I need. The customer service was phenomenal and one important thing I learned from him is that even though we're in a recession right now, the investment I made in my life is recession proof. I would recommend this company to anyone looking for financial freedom! Check out there website & become a client with them - you won't regret it. FIVE STARS!

This business is by FAR and ABOVE, ALL of the other accounting and financial service organizations…read morein the Baltimore area. The rates are more than reasonable. The owner is VERY knowledgeable and takes time to thoroughly explain all aspects of how to make your money work for you!! She is a CPA and has years of experience in all aspects of accounting and financial planning. She takes her time with each client and makes sure that she provides all of the information you need to make decisions that are best for you and your financial goals. Her staff is great. They are super personable and are always eager to help. TOP NOTCH service that is always tailored to the customer...nothing cookie cutter here.

I had used Veney Financial Group for over ten years as my tax prep group when I was a real estate…read morebroker. I continue to use her and her team even though I am retired and do not have any complicated issues. She still treats me like a professional. I just had my taxes completed by her team. The complete process was seamless from when I signed up on her portal and finally paid for the services online and her staff e-filed my taxes. She and her team make my tax season easy and manageable. I wish her office continued success. Abraham Joshua, Ellicott City MD

Eddie Bleiberg's team has been nothing but excellent since we switched to them. Not only did they…read moreprovide us with better coverage for lower rates, but the staff have been prompt, professional, friendly, and helpful with every request or concern!

Michelle from the State Farm Eddie Bleiberg team is truly outstanding. She is always attentive,…read moreresponsive, and goes above and beyond to make sure we fully understand our options. Michelle takes the time to explain things clearly, listens with patience, and genuinely cares about finding the best solutions for our family's unique and sometimes complex needs. She's helped us identify real cost savings without ever making us feel rushed or overlooked. It's rare to find someone who is both highly knowledgeable and deeply understanding, Michelle is exactly that.

I usually don't give reviews but I just had to give one to Ronnie. The level of professionalism he…read morehas is top notch. He really go above and beyond to make sure your policy covers everything you need. He don't treat you like just another customer. Everybody that i speak to and need new insurance i send them to him because they will be in great hands. Thank you for all your help and don't stop the great service you give.

We dealt with John Councilman in their Fort Myers office. I had always believed in dealing directly…read morewith banks for mortgages; but a friend of ours had highly recommended going with a CRMS designated mortgage broker. Well, John was the only one we could find in the state of Florida who had that credential. And wow, was our friend ever right! A mortgage broker is working for you; and I don't think anyone could have done a better job than John. I will use John for any future Florida mortgages or refinancing; and I would also highly recommend him as the first person to contact for anyone else seeking a mortgage or refinancing. He was unbelievably professional, honest, and helpful. We just got the feeling that he was there to help at every step of the way. It's funny, because I did not do a Google Search on his name until I was looking today for some place to leave a review. The list of accomplishments and organizations he has been an officer with is very impressive. Honestly, we might have felt a bit more intimidated, contacting him had we realized. But John proved not the least bit intimidating.

AMC Mortgage is an outstanding, reputable mortgage company. We closed the refinance of our…read moremortgage with John Councilman, owner of AMC Mortgage, just this month and were extremely impressed by his oversight of the entire refinancing process. He is meticulously detailed and competent and has a long history as a nationally recognized leader in the mortgage industry throughout the United States. We are so glad we found him. John Councilman has the utmost integrity and Ii you search on line you will find many other positive reviews about John because he is honest and very dedicated to his clients. The online document uploads available through AMC's software make the process very easy. John was very careful to make certain that everything was done correctly on our refinance according to the highest standards in the mortgage industry. He is clear and precise and communicated daily by email and phone during the many details of the 4- 5 week refinancing process. As a top broker with over 40 years of experience in the mortgage business, John was able to acquire the very best interest rate with the least possible costs related to our refinance, with no surprises in the transaction. My husband and I could not be happier with the way things turned out. The process was very efficient due to the easy uploading of documents and John's ability to offer excellent advice because of his many years of experience. If we could give AMC and John Councilman 100 stars it would not be enough since we are so very grateful for his advice and direction during a potentially stressful transaction. Instead our refinance turned out to be very seamless and non stressful because of John's competence and watchful care over the transaction. If you are searching for a company to handle your new mortgage or refinance, We believe AMC and John Councilman would be your best choice ! Ed and Joan Brigham