In all my interactions with Aida Morgan she has proven to be a highly knowledgeable and…read moreconscientious agent. It's clear that she takes customer service VERY seriously. She constantly goes the extra mile to see that her customers' interests are attended to, and patiently answers all questions. In addition to this, I know her to be continually staying on top of her partners' products and offerings, as well as all the necessary regulations and parameters needed to administer a variety of accounts. I cannot imagine trusting anyone else with my insurance needs.

I am from out-of-state, and needed renters insurance for my daughter's off campus apartment. Aida…read moreMorgan was very, VERY helpful. Very polite and friendly, and very knowledgeable. The quoted rate seemed good, but I did not get competitive quotes to compare. I did not shop around since her help and service was stellar.

I've been a customer of this office for more than 45 years -- houses, cars, apartments,…read morecondominiums, etc. -- and their service has always been fast and accurate, and the staff have always been friendly and cooperative and informative. On the rare occasion when we had to file a claim, the payment was always received promptly and with few complications. I recommend them without hesitation.

The team is always available to answer questions. It is such a pleasure to speak to a real person…read morewho is friendly and kind and not an automated system, especially when you are a senior. We appreciate the time they take to explain and give us answers that put us at ease.

This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.

I had small business insurance with Quest and it was terrible. They never answer their phones and…read moremy account executive Brian Yim was incredibly rude and unhelpful. I am glad to not be working with them anymore.

I received extremely professional service from Quest Insurance. My insurance agent was respectful,…read moreconcise, and made sure no options were overlooked; all without overwhelming me with technical jargon. Without a doubt, this should be your first stop when looking for insurance solutions.

I read the positive reviews online about Jon Katz and decided to call him for advice about choosing…read morehealth insurance plans. Even though my husband and I are moving to West Virginia (out of his area of expertise), he took the time to talk to us over the phone and offer suggestions and recommendations that have already helped us on our journey of choosing a new health insurance plan on the exchange. His kind and professional demeanor combined with his breadth of knowledge were noteworthy, and we will definitely use his services once we move back to the area. Thank you, Jon!

This is an update to my last review from over four years ago about Jonathan Katz's associate…read moreKimberly. Kimberly was always available to answer many of my questions and on several occasions there were mistakes in the application to get medical insurance approved for my wife. Kimberly was always very helpful and always very cheerful on the phone no matter how difficult the situation became. After two weeks of trying to get the insurance approved for my wife I was told by Anthem that the application was being denied. Kimberly knew how much it meant to me to get the insurance approved because of my wife's declining health. A couple days went by and I felt all was lost and then I received the most amazing news from Kimberly that she got my wife's insurance policy approved! Kimberly we are so deeply grateful for everything you have done and especially for not giving up on us!! Love, Ken and Nancy

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

I was a customer of Academy Insurance for over 7 years before moving out of state. Academy is the…read morebest insurance agency in Loudoun County. The staff is very professional and Kevin Jackson is great to work with. He is very knowledgeable and helpful and will do all he can to find great insurance for you. I highly recommend Academy Insurance in Leesburg!

This is an outstanding business. In a world of computer menus and endless hold times, Academy…read morestands out. My family received personalized care as well as highly competitive rate quotes. I felt cared for as a customer by honest, competent, friendly agents. If you're tired of "feeling like a number", give Academy a call.

Fair price, very responsive, nice guy. Also knowledgeable and someone who truly cares. I hope to…read morecontinue having Terry do my personal and business taxes.

I highly recommend Terry Grant, CPA. He helped me understand my finances more clearly, build…read morestrategies to budget better, and plan for long-term savings. I appreciate that he asked good questions and actively listened. He took the time to understand my situation and made recommendations that made sense for me - from accelerating my student loan repayment to improving my retirement outlook. He made my financial life feel more manageable, and it was clear that he genuinely had my best interest in mind.