Megan from Go Mortgage first helped us in 2020 and we had such a great experience that she was the…read morefirst one we contacted for our most recent home purchase. Just like the first time, Megan was extremely helpful and was able to get us a quick closing along with a rate lower than we expected. She was super responsive and answered all of our questions quickly. The entire process was incredibly smooth and we couldn't be happier! We have several family members and friends planning moves in the next year and we will definitely be recommending Megan.

Rayan Smith is a great loan officer. He kept me right on track. My loan was a commercial office…read morespace purchase and he kept me moving forward. In case a person needs some extra help above the normal lending procedure then this is the right place

Thank you Eric For the Great work and help To close My Two loan…read moreGreat lander company ,helpful, answer my questien any time and very professional

David Elie went above and beyond in finding me a homeowners insurance policy at the last minute…read morewhen mine was canceled. He gave me two options and thoroughly explained the coverage. Great customer service- highly recommend!

Dave is highly responsive and explains things thoroughly. I chose this insurance agency based on…read morethe yelp reviews and I was not disappointed. He was able to work around our busy schedule to get the information we needed. And I was even more impressed that he answered the phone and helped us through additional questions we had after he had signed us. I would definitely recommend!

I own a small painting and home improvement business and needed some new commercial general…read moreliability insurance as my old company had stopped offering this type of policy. I contacted a few brokers and Alliance was by far the easiest to deal with and very responsive. After their initial reply to my online inquiry, I emailed back and explained what I was looking for and that I was hoping to get some new coverage as soon as possible. Paul wrote back right away and asked a few basic questions about my business. I responded late that night, and the next day they were able to get me a very reasonable quote, send me an application, and bind coverage in just a few hours, and I didn't even have to pay any portion of the premium upfront in order to get the new policy in place! Alliance set me up on quarterly payments and told me I would receive my first bill in a few weeks. I also had a couple of big contracts I was about to lose without proof of insurance and Cheri was able to generate a COI and send to me right away that same afternoon, which I greatly appreciated. I was very impressed with the fast, friendly and efficient service I received from Alliance and would definitely recommend them to any small business looking to get affordable insurance coverage quickly and without a lot of the red tape and headaches that you usually encounter when applying for a new policy. Alliance really helped me out!

I am a new business owner and I used Alliance to obtain workers' compensation and general liability…read moreinsurance. I engaged many brokers before going with Alliance, but choose them because their service was far and away better in quality than everyone else I spoke to across the DC area. Not only did they get me the best deal possible, their employees are stellar. When things go wrong and I have to deal with insurance, I'm so relieved that I can rely on Paul and Cheri.

Tim treats you like family. The process is so much easier. You're a fool if you don't use him.read more

If your looking for a mortgage or to refinance an existing mortgage, Tim Kelly and his team at…read moreHighlands Residential Mortgage is the place to go. About six years ago, Tim and his team refinance our mortgage, they made the process very easy and smooth. After retiring recently and moving out of Northern Virginia to Williamsburg, Virginia, we contracted Tim Kelly and his team went to work right away to help us obtain a mortgage, they always were available to answer all our questions and guided us through the long and tedious process. When the sellers wanted to move up the closing, Tim and his team could have easily said it couldn't happen, instead they all moved mountains to approve the loan and ensure all the paperwork was there at the closing. Again, if your looking for a company finance your mortgage or to refinance your existing mortgage, you can't go wrong working with Tim and his team of experts.

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

This was a very disappointing experience. Mike and his team were recommended by our financial…read moreconsultant and were highly regarded. But the whole experience was unprofessional and ultimately unhelpful when it came to doing our actual taxes. First, I didn't hear anything from them for a couple of weeks after our initial meeting. It required me following up to get an update. And then I had specifically asked for a heads up on whether we were likely to owe any taxes, since we were self-employed the past year and unclear whether we were paying sufficient estimated taxes. In the end, I got a response a couple of days before taxes were due to be filed with a report that we $12K in taxes. There was a potential to open an IRA to lowering our tax liability but with no guidance on how to do that and only 2 days to spare we just paid the bill. I would not recommend working with these folks. They seem like nice enough people but were either overwhelmed this tax season or understaffed. Either way, that exactly what you count on a tax account to be prepared for and they clearly failed.

Look no further. And don't waste your time with anyone else. I am usually not so forward in my…read morerecommendations, but this one deserves it. I searched for YEARS to find that needle-in-a-haystack relationship--- an expert who has in depth expertise of all the ins & outs of local & federal tax code, as well as has a personal touch & is always looking out for each client's best interest. It's now been years & his service level just keeps getting better & better. He is insanely responsive, knowledgable & cares deeply about every client. You feel that the moment you meet him. Mike is a machine. If you want someone who will proactively make suggestions & is an invaluable resource, then Finesse is absolutely who you need to use.

I ha dht epleasure of swithcing from 30 years with State Farm (Casey Whitmarsh) to Erie Insurance…read moreand working with Juan Agudelo. He was patient and able to provide the best information amonst all the additional insurance comapnies (including Casey) I contacted. I am glad that I found him and am happy with my decision to switch to Erie Insurance.

I'm workin with Dan Johnson and definitely recommend him as highly professional agent. Everything…read moreis quick and easy to do. I'm new in the country, but with Dans help got good quote for my car insurance. Just today Dan rapidly helped me to make changes and add second vehicle to the policy. Thanks and good luck