Phil has a vast knowledge of the financial world. I love how he explains things in a way I can…read moreunderstand and never tries to push me in any particular direction. He is wise beyond his years, yet young enough to stay on the pulse of current and upcoming trends. I'm always impressed speaking to him. He also is a great guy who is very involved in the community. I trust him with my money and consider him not only my advisor, but friend.

Phil is the best financial advisor I have found. His method, approach & techniques to help you save…read more& invest your money are unique & they really work!! I use his services both personally & for my business. I don't make a financial decision without consulting him. If you want to get on track, stay on track & be successful choose Phil Henry, you'll be glad you did!!

Jack Kennedy is an extremely knowledgeable financial planner. I am an accountant that has been in…read morepractice for 22 years. I refer all of my clients to Jack when they ask about a financial planner. Jack simply cares about the client. Having your account with a firm like JB Meridian means that you aren't going to be put into investments where the broker makes a large commission. Most brokerage firms use salespeople that have no knowledge of how the market works. From the first time you meet Jack, he will impress you with his knowledge. I am not only comfortable referring my clients to Jack, Jack is also my personal financial adviser.

Jose went above and beyond from the second he took the time to meet me and talk about how to help…read moreme not only get a better rate on my car insurance but manage all the hassles it's been working with my home owner's insurance. I was so impressed I had to leave a review. I'm a State Farm girl from here on out! Hope this review makes it...I've noticed as a business owner myself, Yelp only tends to post bad reviews...no one asked me to write this. I just had such an amazing experience I think people need to know how attentive this business is!

Justin and his team are VERY helpful and courteous! I couldn't navigate my policy without them!read more

Prithi and her team truly excel in all aspects! With their vast knowledge, professionalism, and…read moremeticulous approach, every communication is smooth and effortless. They exceed expectations by offering excellent financial advice, guaranteeing all tasks are completed with precision and promptness. From tax strategies to managing accounts, Prithi and her team unfailingly provide outstanding assistance. I wholeheartedly suggest them to anyone seeking a dependable and well-informed accounting group!

Second update: This…read moreafternoon my wife and I had a Zoom consultation offered to us complimentary. We are so grateful for the time we got to spend with Prithi over Zoom. She was very informative and made sure we understood all the information we discussed. Although we were skeptical of her company's services due to my initial interaction with secretarial staff, we do highly recommend her Zoom consultation. We will be considering using her services going forward, and so should you. Updated review: Received a call from Privi from her personal number shortly after I posted my review. She apologized and explained what happened. Privi sounded very compassionate and offered a free consultation. I will update my review again after our consultation, as after our phone call I am confident the consultation will be quite informative. Initial review on 1/5/2021: Received a call this morning from the secretary to tell me they weren't accepting new clients. Then proceeded to ask me what what service I needed. After explaining she said there would be a $125 consultation fee that would be done over Zoom. I asked if I pay that fee does that mean they would be working with me, the lady proceeded to tell me they cannot work with me. The whole conversation seems very fishy to me.

5-Star Review for Rocco English Insurance…read more I want to give a huge shoutout to Awilda from Rocco English Insurance for being absolutely amazing! I spent an entire day -- over eight hours -- trying to figure out what to do about my home insurance situation. When I finally got on the phone with Awilda, she walked me through every single step, patiently and kindly. Even though it took a long time, she never rushed me once. She answered every question I had and made sure I understood everything clearly. The best part was that she even communicated directly with the insurance company on my behalf, so I didn't have to sit on hold forever like I had been doing with other places. Her communication was outstanding from start to finish -- she always got back to me quickly and kept me updated the entire way through. Honestly, out of all the parts of my home renovation process, Awilda was by far the best part. She made something stressful feel manageable, and I can't thank her enough for her patience and professionalism. Whoever she works with at Statefarm should know they are incredibly lucky to have her. I joined Rocco English Insurance because my wife did a few years back, and I never would have expected the level of care and support we received. Awilda went above and beyond for us, and I'm truly grateful for her help. She deserves all the recognition for how well she treats her clients!

I have been a customer of State Farm for 14 years. Having renters and 2 cars insured with them. I…read morerecently opened my statement and saw a $54 monthly increase to one of my cars, over $600 a year more. When I called Rocco English, they checked with the home office. I learned the did a credit pull (which my credit score is very good) but had a bankruptcy in 2009. I was told my credit, the drive app and my vehicle (which is a 16 pick up) had increased repair cost. What a load of crap. How coincidental that during a national crisis they decide to do a random credit pull (last was 2008). Rocco English did nothing to help. They are only a store front to State Farm. Went with Farmers, saved over $700 for same coverage!!!

Berkely and Bobby were beyond amazing! They both were so wonderful throughout the entire process!…read more I could not have imagined going through this without their guidance!! I so appreciated their honesty, support and kindness! They both were so personable and the humor was top notch! Thank you both for everything

Tom and Bobby went above and beyond to make sure we had a fast and easy home buying experience. My…read morewife is expecting our first child and it was important for us to close before the baby is due. It took 10 days from the time our offer was accepted to the time we closed. Not only were they fast, but they took the time to explain every detail to us. There was never a time we couldn't directly reach them for any questions we had at any time of day. They made this experience flawless for us, we honestly can't thank them enough. Will recommend them to anyone we can!

They were able to cut my car insurance in half. They were very nice and patient with me getting…read moreeverything setup.

Great customer service. I was given a quote and changed my auto insurance within 20 minutes and…read morethey saved me almost $1100 and provided me with better coverage. I would definitely recommend this office.

My experience at ATAX in four corners has been both easy and convenient thanks to Reinaldo. If…read moreyou're looking for an exceptional accountant then look no further! Definitely coming back next year.