A++ HIGHLY RECOMMENDED!…read more I'm a recent college grad that is relatively new to the work force, so enrolling in benefits through my employer and understanding the benefits was completely new to me. Honestly, it was pretty daunting and overwhelming when I first began looking at my options. Crystal provided excellent customer service and made me feel comfortable in discussing my specific needs and my unique situation. I was able to walk away feeling confident in what benefits I had available to me through my employer and in knowing my insurance advisor has my back when it comes to educating me on my coverages. I can't thank you guys enough. Keep up the great work!

My family and friends have been clients for years. We've only seen and heard the best about…read moreSahouri. Significant changes over the past few years as the company doubled in size. They've gotten better with technology/communication/expertise and even invested in an in-house "concierge team" to improve client experience. They don't budge on advocating for their clients' best interest. Recommend them for business, personal and benefits!

Oberryman Agency, managed by Orlando Berryman, is an exceptional agency. At every turn (my…read morequestions or filing a claim) Orlando is there promptly to provide advice and support. I can speak most highly of his professionalism!

Starting to get spammed with promo emails. I've unsubscribed multiple times. It's a huge peave of…read moremine when I get automatically enrolled by having my email taken (that was given only for our transaction) and brought into these things without signing agreements. I find it to be bothersome that I was never asked.

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.

I went to see Mr. Ahmed because my best friend recommended him since she's being going to him for…read moremany years. I recently received a letter from the IRS for taxes done in 2014. I was panicking because I don't like to owe money or mess with the IRS. I went to him and explained my problem, we discovered other things in another previous returns. He did a fantastic job and explained to me of things to look for on my returns to avoid anyone doing them wrong. He was very knowledgeable, good listener, very smart and polite. He works by word of mouth that's why this is like the first review on Yelp. I wanted to put a word out for him because he gave me peace of mind knowing my taxes are prepared correctly and whatever mess I had going on is now fixed. Thank you Mr. Ahmed for an amazing service and for all your help.

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

I recently opened an investment portfolio with this company. It was important to me that the money…read moreI contribute to my Roth IRA goes to companies that advance an agenda that I can support, and I felt that demand wealth allowed me to do that. The website was straightforward and easy to use, even though I don't know a lot about finance. Overall, I would recommend this company to anyone looking for an intuitive, user-friendly way to invest in the businesses that promote the values that you believe in.

Matt Stone and his staff are the most friendly I've seen. They are more interested in helping me…read morewith what I really need than just selling me as much as possible. I feel I can trust them because they know their stuff and they really do care about me.

Insurance agent- Tania Akmal has been so helpful through our insurance process. She always ensures…read morewe are well aware of all the policies and procedures. I highly recommend her as an agent because she prioritizes her customer at every step.