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.

Never spoke to Jon, only to his subordinates. Rates raised annually with no discussion. Why is my…read moreaging car more expensive to insure each year when the coverage goes down? Nobody knows. Is my condo coverage enough? Up to me to instigate any conversations, but if I reached out to ask a question someone would respond in a decent amount of time.

I have been a client of this office for around 10 years if not more, and I'm currently in the…read moreprocess of transferring to a different office because of the recent decline in service and lack of attention to customer needs. This is unfortunate because I was happy with them for a while. However, the last few times I've reached out to them for time-sensitive important matters, it took an unreasonable time for them to respond or I would get no response unless I followed up. The service I received from a particular agent from this office most recently was very disappointing. Rather than taking the time to talk to me, give me detail options or give me a quote, she just quickly responded that I'd "probably get a better rate through the insurer my mortgage company is using" - even though my mortgage company highly recommended that I go through my private insurer for better rates. It just felt like the person didn't want to go through the hassle of looking into it or even calling me rather than a quick response via email. This is definitely not what I expect from a State Farm agent. I almost gave up and was just going to go with the crazy high rate for the required supplemental insurance through my lender, but then another State Farm agent reached out from a different office and they were more than happy to call and take the time to look up my options, find out more about my situation and what would work best for me - they were also super nice and made an effort to get to know me and offer me other plans I may want/need in the future without being pushy at all. In the end, this other agent was able to find me a rate that was only 1/3 of what my lender was quoting with much more comprehensive coverage! Anyway, like I said - I was happy with the service from this office the first several years, but I would be wary if you get similar service to what I received within the last year.

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.

AVOID BOIZELLE AND ERIE! We have had homeowners insurance…read morewith Boizelle since 2004 and car insurance with them for several years longer than that. Today I got a call from them saying that our homeowners insurance was cancelled and that we are currently exposed without insurance! They said that two notices were mailed by Erie to our home but they didn't receive payment so they canceled our coverage. We have always faithfully paid our premiums when bills have come for the last 20 years. I don't know why we didn't receive their notices in the mail but I told Boizelle that it is a horrible policy to not receive a phone call about this BEFORE TAKING THE STEP TO CANCEL OUR POLICY! The first phone call was after they canceled our policy! We certainly would have paid immediately if notified by phone that it was necessary to do so. I would have even been OK with automatic payment via our credit card in order to stay covered. Bottom line, they said that to get coverage again we'd have to start from scratch by getting one of their people out to our house and drafting up a policy as if we were new customers. This is a boneheaded policy. Being left uninsured by surprise is a big deal and a poor way to treat a loyal customer. I know that there are better insurance companies out there that wouldn't have such ineffective practices. At least I know some good questions to ask other potential insurance companies before I give them our business.

If I could give Boizelle zero stars, I would. Yes, it's a 'family business'...meaning most of the…read morepeople who work here aren't qualified and merely part of this 'family.' Result- a lot of incompetent people all with the last name Boizelle, and yet no one to actually help you when you call. You will be sold on how great Erie is, their customer service (note- you can get Erie from any number of qualified and professional agents in the DC area..this is HARDLY the only option).. but take a look at the limits. This is coming from someone who previously thought insurance was complicated and hard to understand - with a little research, I felt more qualified than the older Boizelle boy who could barely understand what he was reading about my policy from his computer. TLDR- family business gone wrong. Go with another Erie agency in the area

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

Responsive, personable, professional, accurate, and reasonable. Various services available to…read moreassist with tax prep and planning. Mostly virtual interaction which had me challenged at times, but their staff was helpful & encouraging.

I would give zero stars if I could. First, it took almost a month for my taxes to be completed…read more They were incorrect in many ways to the point we had to make an adjustment in the office the day I was supposed to sign them. This should have been my first clue of incompetence. Then I receive a bill in June from the MD Comptroller's office stating that I owe more than what was filed on my taxes. When I bring this to Joye and her teams attention. I don't hear from them for weeks. She goes on vacation for three weeks with no follow up response from the Comptroller's office. Now I am past my deadline for payment and will have to pay additional late fees. AVOID this business at all cost. They do not know what they are doing. In addition, effective, and timely communication with sensitive matters are not a priority.

If you need to have your taxes done properly and able to withstand any scrutiny…read more They remain the only firm I trust. Jacques, Sr. and Maria set the tone. These are the most professional and caring team I've ever even heard of. I consider them family.

This firm had advised me to overpay IRS last October (2019) by nearly 6 figures. A second CPA I…read moreconsulted in February shared that they had me pay far too much AND far too early. I filed and requested the refund in March and just now found out it was approved with interest to be paid me at the end of July 2020. This incompetent advice and giant overpayment had enormous opportunity costs for me, as I could have used these funds to purchase my vacation place. Instead I had to cash even more funds out of the market to do so. Stay away from this firm unless you seek bumbling advice. Incomprehensible.

An amazing firm that makes you feel at home. The staff at Moran really does go the extra mile when…read moreit comes to their clients and as a client myself, I can tell you it shows. Donna is my specific agent who handles my policy and questions regarding (trust that I have a lot, you should see our call log). Even with her busy day and numerous clients, she always took time to answer mine and get back to me within a timely manner, even though some of my inquiries were pretty asinine. She always did so with such care and enthusiasm and always answered her phone with excitement. But that energy doesn't stop with Donna, it extends to everyone! I have had the fortune of interacting with each staff member; and from stunning office staff like Kim to the amazing employees such as Chad, Robin, Kerri, and Kari, all the way to Marc and Matt, the energy and enthusiasm of this office is unprecedented. No client is too small or too big for this team and it truly is worth your time to give them a chance. But what do I know, I'm just a kid who took time out of his day to write a two paragraph Yelp review!

I have been using Matt Lehmann at Moran for the past 4 years. He converted me from a Nationwide…read morepolicy with no service at all. He handled all of the paper work, he handles all of the phone calls and all of the hassles that insurance has. He also was unbiased about telling me what insurance I truly needed. Sometimes that means you pay more but you don't want to pay less and find out that you aren't covered. When I have had a claim he was on top of it and lead to getting quick payment without my policy going through the roof. I have also converted several employees of mine to using his service too. It is like they get a raise when they give him a call since he saves them so much money.