This particular review pertains to David Abel of Barnum Financial Group in Shelton, CT, and David…read morealone. (If I was able to rate David zero stars, I would have in a heartbeat!) My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information (our longtime bank had closed so we had to open a new account, hence needing to update our account information for our monthly auto-deductions). Long story short, it appears the paperwork I completed with our new information and sent to David never went where it needed to be. David dropped the ball and I had no idea that my payments weren't being processed. The life insurance policy on my daughter ended up lapsing and I only found this out by receiving a standard FYI letter in the mail from Brighthouse. Despite the fact that he was working for me, David became belligerent and tossed me to the side when I questioned how something like this happened, making me feel as though my business did not matter. He even went as far as telling me to call the 800 number and that he was done working with me. As anyone could imagine, I was incredibly upset, especially after finding out my daughter's life insurance policy was inactive (God forbid a terrible accident would have happened and we would have not known we didn't have this policy to protect us) and by the way I was treated. I have worked in corporate American for more than 13 years and never, ever treated another or been treated the way I was by him. I am not one to write reviews, however I think it is important for others to be made aware exactly what type of person you are dealing with when it comes to such personal things as your money, investments and insurance policies. The client wants and expects a person of integrity, with values and morals, and David proved to have none in this interaction. I recommend David receive additional training on not only basic customer service skills, but also the importance of professionalism and empathy working in an industry like this. I am grateful for the MassMutual and Brighthouse teams that stepped in and rectified the situation in a matter of just a few days with compassion, empathy and respect. These women even apologized on David's behalf (what kind of man isn't able to do that himself?!). Thank you to Kara and Veronica and Tiffini for going above and beyond to rectify the situation and protect the name of your company. Rest assured, I have already submitted the paperwork to change my agent of record and I highly, highly recommend avoiding David Abel's "services" at all costs.

If you have questions about how to protect what is important to you these guys are the best! I was…read moregiven several options and was able to compare and contrast what was best for my particular situation. They are available to answer questions and are exceedingly knowledgable. I couldn't be happier with the insurance they have helped me purchase or with the customer service they continue to provide.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

Such a wonderful family oriented bank. This is my first Wells Fargo experience outside of New…read moreYork. I must say Nicole demonstrated exceptional customer service with a smile. A smile goes a long way with me! Another point is the neighborhood feel - that's what a true banking experience should feel like. From the moment you step into this bank you are greeted by warm, friendly, service with smiling personalities, that truly shine through. If I lived in the area I would look forward to coming in just for the wonderful interaction. Made my day! Thank You Kindly Everyone At The Wells Fargo Shelton, CT Branch! *** They actually know the names of their customers - that's Gold Star Service!!!!! It's still FIVE STARS!!!!! I had to return the following day, due to my error. Again, as you enter you're transported to another world, where people are kind, friendly, and all smiles. Even the guy using the ATM smiled, and greeted me as I entered. Today, I had the pleasure of working with James, and once again the standard of professionalism was adhered, polished, and a shining example. Hats off to management - happy employees demonstrate effective management practices. Happy New Year!

Not a well Fargo banking customer but i do have my mortgage thru them. Went into this location to…read morepay bill sam (Samantha) was great upbeat and friendly.

Jamie and Stephen were amazing when it comes to my refinancing…read more Fast professional and was the best in the business Thanks again for all your help

Such a wonderful experience with my 1st mortgage and my refi…read more Jeneen came highly recommended by my real estate agent and she assisted w/ the underwriting of my first mortgage. She was always polite , responsive and efficient. After having my mortgage (at a really ridiculously amazing rate) I needed to refi in order to get rid of PMI. I went back to Jennen in order to get help w/ my refi. She got back to me quickly and helped me sort out various options w/ my new loan. She e-mails back so quickly and kept me in the loop through the entire process. Nothing was done without checking with me first, and explaining the entire loan to me. I highly recommend her and her team - just fantastic overall. It made the process so much easier, worry free and simple. I think that my new rate is wonderful, no more PMI - So I am just one huge happy camper. Thank you Jeneen!!!!!!!!!!!!!! :D