I have my auto and home policies through the Schwab agency. Couldn't be happier with the coverage…read moreand customer service I receive. Alex is always available when I need him, is responsive and thorough in his communications, and finds the most appropriate, reliable, and affordable policy options at renewal time. Highly recommended!

DO NOT USE THIS AGENCY!!! My parents have been customers over 30 years. My mom passed away in…read moreAugust of 2021 and had an umbrella policy. We cancelled the policy and my dad maintained all of his other policies with Allstate. This week my DAD received a collections notice for a month of the premium for my MOM'S umbrella policy. No phone calls, no letters, nothing. They sent him to collections. I just called to resolve the issue and there was no apology, no explanation and I had to pay the mont of the premium. This is absolutely unbelievable and a horrible way to treat a loyal client. The amount of money is inconsequential, the distress this caused my father is horrible. He's 81 years old and has never paid anything late his entire life. He was devastated to receive a notice from a collection company and I am shocked and disappointed by how this was handled when we called in to try to resolve it. The account has been paid in full. I really hope that $45 was worth losing a long term client over.

I needed to make a 2019 IRA contribution by 4/15/20, and of course, I procrastinated until today…read more Due to the Covid-19 social distancing requirements, I was not even sure if they were open. I was pleased to find that the office was open, and had implemented safety measures to protect both their staff and customers. They have installed a monitor and a drop box in their vestibule. So you can step inside, speak to a customer service representative on the monitor, place your transaction paperwork in an envelope, and leave it in the box. They had extra pens and hand sanitizer available. Mission accomplished. Thank you. (Fidelity also sent an email confirmation and then a representative followed up this morning with a phone call since the in person interaction had been more limited).

I have previously had a Fidelity account that I access online, or through the app. I had never…read morepreviously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary.

Wonderful folks to deal with! I have used them for marine coverage for several years and they have…read morebeen professional and responsive whenever I called. I would recommend them without reservation!

Billy was fantastic through out the whole process. He is great for a beginner such as myself. Made…read morethe entire process stress free and easy to understand. Also beat the competition on prices!

I have known Billy for a number of years and trust him implicitly. That's why when I needed a…read moremortgage recently I would consider no one other than him to provide the service. As expected from a man of his character, he was attentive to my needs, took the time to explain the mortgage application process to me, and guided me through the entire process from start to finish. I am very pleased with my resulting mortgage and cannot be more appreciative for the professional guidance he provided me. I would recommend him without hesitation for anyone considering applying for a home mortgage.

this is the worst company to deal with they don't take care of they customers. the people who…read morework they have no customer service skills and they say your in good hands really no your in bad hands and they will ripp you off and they don't pay out claims when your in the right they give you the run around so people stay away i been with this company for over 20 years.you think that would count for something you cancel your policies with them and they still take out your money and when you call them they tell you all well we will refund your money when they can what kind of answer is that stay away people or you will get ripped off buyer beware

Chad and his team at Edward Jones are the ultimate professionals. They have been great assets and…read morehave provided us with the best opportunity possible.