Thank you Andrew! I was looking for a new homeowner policy and found a wonderful rates for our…read morevehicles also.

Josh was able to take care of ALL of my insurance needs after Farmers Insurance did away with…read moreLandlord policies leaving me no choice but to shop elsewhere. It was a blessing in disguise leading to savings with more robust insurance! Thank you, Josh, for the exemplary customer service and attention to every single detail. We could not be happier!

Very knowledgeable staff. Anyone in the office can help but Blake is also an active agent who will…read moretake the time to speak with you personally. Super easy to get ahold of the office (Phone, text, email, mobile app) They make it a point to try an schedule annual reviews to thoroughly look over your account to make sure everything fits your current needs and if there are any discounts you may be eligible for but not currently utilizing. I never realized the significance of having a local agent, but now I'll never go back. No more having to deal with 800#s, no call backs, etc.

Received a cold call from them. When the call was disconnected staff took it upon themselves to…read moretext me and lecture me about phone etiquette & manners. Management called the next day and technically apologized but then made excuses for staff in the next breath. Buyer beware is all I'm saying.

Love this office!! Cherie, Colleen & Danielle are all fantastic, always quick to assist and have…read moreseveral ways of communication. So grateful for an amazing group to take care of our insurance.

Cherie and her staff are always so helpful. Hands down the nicest people around. We really enjoy…read moretalking to this team, They keep us in the loop with all of our discounts and changes to our account. We always recommend to friends and family.

Very professional and friendly most important he know what he's doing when it comes to taxes,…read more I been doing my taxes here for 2 years and referred few people they are as happy as me with the outcome! Ask for Aziz

Submitted power of attorney twice to help me out, but no follow up for months on first one. Taxes…read morenever got done. Finally responded several months later went back to her office, she submitted again. Received letters from IRS my information was submitted incorrectly. No response to emails or texts once again until I finally stated I had found someone else to handle my issues only to finally receive follow up to thank me for letting her know. Requested my documents back, no follow up. Nice personality. Made me believe she could handle my unique situation only to be continually disappointed and left hanging. Terrible experience.

They saved us a lot on vehicle & home insurance They give great service. Very friendlyread more

You will not find an agent or team that will work harder for you, or one you can trust more than…read moreJanis.

I've had such a positive experience with Yue and his staff. The communication is always clear and…read moretimely, and I never feel left in the dark about my coverage or claims. Yue is passionate about his work and genuinely wanted to save our family money. He is personable, friendly, patient, and truly goes the extra mile to answer questions and provide support. The process was smooth and would highly recommend connecting with him.

HORRIBLE! We started going to this place about 3 years ago. At first it was great, and then each…read moreconsecutive year after we kept getting billed more and more for things they never communicated to us about and we didn't agree to. When we finally decided to pull the plug, we found out that they signed us up for quickbooks and we are now being forced to pay a bill for 2 years we had tried to sign up for but were never given the information needed for. DO NOT USE THIS CPA! He is raking his clients over the coals.

I REALLY wanted to like Jay because he has mutual friends! But, after the job completed and…read morecomplete lack of customer service, I cannot recommend him. In my opinion, he must be too busy! I don't think it would be wise for him to accept new clients. Several disappointing things happened in this experience. It started off with my dropping off my tax documents in February. His front office staff contacted me soon after to tell me that only $2,500 of deductions would be applied for the 2022 instead of $98,000 because they didn't understand how long term capital gains taxes work! This issue was fixed but it stressed me out thinking it wasn't going to be right because I had to explain it to them. Jay left off thousands of dollars in deductions on charitable donations which he had the receipts for and which were included in an orderly fashion. It was fixed when I pointed it out but I FOUND the issues myself. Why am I paying an accountant to make HUGE financial mistakes? The difference in my tax bill had I not found the mistakes was roughly $1500 that I would owe (between federal and state!) That's significant!!!! Several times in the process, I'd ask a question and he'd meet with me a..."this form would need to be filled out. Do you want me to fill it out?" Well...I want you to fill out whatever necessary forms need to be filled out! Considering this is your job, you should know the proper forms and make it happen. Never have I ever had to tell my accountant what form I want them to fill out. With my previous accountant, he would call me to go over things to make sure we were on the same page and to clear up any issues. I only changed from him because 1) he was scared of Covid and didn't want to meet in person and 2) he had made a few errors. But goodness, at least he was quick to call me, apologize, and immediately fix the issue. Well, I sent Jay an email asking if we could go over it since he wasn't there when I picked it up the first time. To which he responded "he's just too busy this time of year to meet with people." Yet, he wasn't too busy to send me a $650 invoice for an incorrect tax job. $50 of this invoice was for a meet & greet where he basically sold himself to me on how aggressive he is and how he will ask all of the right questions, etc. Mind you during the actual process, I had to ask ALL of the questions, find the mistakes, and basically do the work. It was an expensive fee for very little communication (emails could go a week without being answered), very few of my questions being answered, errors galore, and a 2 month long tax process. In the end, he did make the changes but it was not an efficient process. We had to pick up our documents twice since they don't do anything electronically either. It was the most expensive accountant bill that I ever received, with the least amount of work done. And, I received my corrected taxes back 2 days before the deadline. Talk about stressful. I would have been better off using Turbo Tax and doing it myself. This was an expensive lesson learned!