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    Personal Tradelines

    5.0 (1 review)
    Closed 8:00 am - 5:00 pm

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    9 years ago

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    American Family Insurance

    American Family Insurance

    (23 reviews)

    Lodo, Northwest

    0 stars because: We went through American Family to get my son auto insurance. they quoted and…read morebilled $1,548 for six months in November 2025. we set up auto pay to get the promised discount. today, January 2026, a little over 2 months later we got billed another $221. their reason was that we didn't set up the correct type of auto pay (it had to be ach not credit card) - this was never communicated in any of their correspondence. I updated the auto pay to ach right away but they were not going to refund the $221 (they would only refund $48)... so I got a new policy through State Farm with better coverage and for less. I would never deal with American Family Insurance again - based on our experience it is clear they have extremely unethical billing practices.

    Terrible company. I never heard of this company before. I got in an accident three weeks ago with…read moreone of their drivers. They ran a red light and hit me. Initially, I was told to file a claim through this company and they did absolutely nothing for three weeks. One of the agents told me they would approve my claim, but then said they had to get approval from their manager and never called me back. After a week went by she messaged me and said they couldn't approve my claim because the driver changed their story. In three weeks time, they did absolutely nothing to investigate. They told me to do all the work basically. Eventually, I had to get my insurance involved to find the police report, the body cam, the witness statement, and footage from the intersection. All of this just prove I wasn't lying. The thing that makes me most mad is that my car sat in a tow yard for three weeks while they did nothing. It's been 22 days and my car finally got to the collision center because my insurance had to intervene and do something. After researching this company, I read, they are notorious for not paying repair costs and denying claims. I just hope nobody gets hit by a driver insured by this company because it was a complete nightmare for me.

    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    CBD, Northwest

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Personal Tradelines - financialservices - Updated May 2026

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