Seem to do an ok average job on the investment side,other than that not good on follow through on…read moreother issues. Then when you go to discuss or question they want to kindly tell you "perhaps this is not the best place for you client to do business with " OUCH!

I've had the pleasure of working with Yasmine for several years, and she's been nothing short of…read moreamazing. The trust and relationship we've built over the years mean so much to me. She's always responsive, knowledgeable, and genuinely looks out for what's best for me and my family. It's hard to find someone you can truly trust, and Yasmine has earned mine. I highly recommend her to anyone looking for an insurance representative who truly cares about her clients. The only real improvement that I hope for is that State Farm as a corporation does something to lower rates for current customers and not just new customers. I am truly happy with our agent, Alejandra De La Torre, and Yasmine they are definitely 5 star!!!!

Since I was transferring units in my apartment complex, I thought it was a good opportunity to…read moreexplore my options. So, I went on the State Farm website to try to get a quote, etc., and one of the questions was whether I had ever had damage at an apartment I lived in, regardless of whether I filed a claim. I answered yes, as back in May 2024, my then-apartment was flooded due to negligence/incompetence by the tenant in the unit above me. Answering truthfully then caused the website to say I couldn't continue and my quote request/information would be passed to a nearby agency. From past experience, I know these agents are aggressive when new business opportunities arise and call immediately, so I wrote "do not call" on the contact form. So, instead, I got a text shortly thereafter about my quote being routed to this office and a "check-in" from an agent at this office named Morgan. I didn't respond to it as I had other things to do at that moment and went on with my business, which included going to an afternoon movie. So I'm in the movie, and at 5:04 PM, after hours, I get another text from this guy. "Do you have a few minutes to chat?" at the end followed by his name and a smiley face emoji. Again, I ignore it. I don't do business after 5 pm. The next day, I'm busy with move in and move out stuff and haven't responded. This guy texts again, at the end of the day, about working on the quote, he needs a few details. I text back and say yes, but not right now. That 2 unsolicited texts near or after 5 pm are not any better than incessant and repeated phone calls. He texts back a few minutes later apologizing, saying it's been a busy day. He needs to know more about the claims for water damage, ie the nature of the incidents and was it from an appliance, or weather. I texted back in a few minutes; I explained that the water damage was from 2 years ago at my previous Austin apartment. 2 incidents, one being due to my directly upstairs neighbor not knowing the basic life skill of how to use a washing machine, water was pushed backward in the pipes to her water heater, which overloaded and came down the pipes into my water heater, flooding the entire apartment. The other, a few months later, was a buried pipe outside getting blocked, affecting multiple units in the complex besides mine. Then I said I was merely answering the question honestly on the website and expressed dissatisfaction over having to jump through these hoops caused by answering the question honestly when trying to do self-service. I thought that would be the end of it until Monday, but no. This guy texted on Saturday, saying he is in the office on Saturday too. What a hard worker, aggressively trying to get my business. Another text outside of business hours, distracting/disturbing me while I'm with my friends and relaxing. He says that because it was a claim, they have to review it and submit the information to be reviewed by the back-end team. To be reviewed and sent to another team to review, LOL. He's going to take it and add it so we can get the quote set up. Pardon me, what are you going to review? Do you want pictures of the entire floor of that apartment covered in water? Water going out the small crack in the doors because there is so much? And I'm no longer with AAA. but I still have all the claim information stored in OneDrive. Do you want that too, for you to review for your back end team, Morgan? I reply with a no thanks, and a plea to discontinue the texts. Then went on a diatribe. The continuous after-hours/not business hours texts are disrespectful to my privacy and time. And this thing about the water damage at an apartment I HAVE NOT LIVED IN SINCE OCTOBER 2024 seems shady. Particularly since the water damage was not caused by any negligence on my part. I closed with a statement about how, since I was transferring units, it was an opportunity to explore options, but for now I was going to continue with Allstate. A totally ridiculous situation. I feel like I dodged a bullet; if I had gotten renters insurance via this agency, I have a sneaking suspicion they would disappear when I had a claim for something. Aggressive messages to get my business, but nowhere to be found when my home has been disrupted by the negligence/incompetence of someone else. I don't even know why I was routed to this State Farm agency. I'm in NW Austin and these guys are 11 miles away east of 35. Surely there are agencies in NW Austin/or closer. Jake wasn't a good neighbor here. No Aaron Rodgers touchdown dance for Morgan. Whatever the response will be, like to my similar review of this place on Google, is nonsense.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Poor communication from everyone involved. Vague inaccurate billing agreements. Estimates are…read morealways WAY off from real charges. Sudden unexpected charges for them to correct their own mistakes. Gaslighting to blame clients when they make a mistake. They spam you incessantly when any bill is due which is usually another hidden charge. Good luck getting someone to answer the phone. I can't emphasize enough the poor communication and lack of advice regarding tax prep. You basically have to know more than them to get reliable, fair service.

Ms. Montoya is a consummate professional. She has been instrumental in assisting me with both…read morepersonal and business tax matters, and her attention to detail ensures that nothing is overlooked. What truly stands out is her responsiveness--she consistently makes herself available to answer questions and provide guidance, even during the busiest times of the year. It's clear that she goes above and beyond for her clients, often working long hours to ensure everything is completed accurately and on time. She is amazing to work with.

Erickson and his team were very helpful in determining which insurance products fit my family…read moreneeds. They were very professional, and I know from experience that they go the extra mile to ensure their customers are taken care of during those unexpected life events. We are very happy with this agency and will continue to remain a loyal State Farm customer!

I believe I've been with this office for a total of 8 years and have had exceptional service,…read morestraight forward, and never had to call about payments or issues with the plans. I just never had any issue before. After removing my old car and adding my new car to my account, I was quoted a great price but never paid the price I was quoted and agreed to pay. My payments were either more than double what I was quoted or $10 a month. I was never given a rationale to help me understand what was going on with the payments. I called numerous times to get an explanation and was given gray rationales each time but no answers. Lisa (staff) only added to the stress and was incredibly insulting and told me, "you're finally caught up on your payments." I was confused by this statement as I have automatic pay set up and never been informed of any delinquencies. On a previous conversation, I explained to Mr. Sullivan I didn't care to speak with Lisa as she's not solution focused but understand he's busy and not readily available to converse with. Perhaps Lisa needs more training so she can offer solutions for customers instead of circular conversations that seem almost antagonizing. I ended up calling another State Farm office and they explained that the fluctuating payments may be "balloon payments" as there are changes in how State Farm bills now. I'm staying with State Farm but moving to their office where they attempt to explain and aren't argumentative with clients. It's unfortunate I'm switching offices but need less stress, straight forward answers and a place that offers educates clients through changing processes.

Dan has been my insurance agent for over 40 years. He has done amazing work for me and me family…read more Rose and staff members are hopeful when needed. I feel like he is one of my brothers instead of my insurance agent. Thank you Daniel Ruiz... YOU ARE AWESOME! Cynthia Owens

Dan has been my families insurance provider for years! He and his team have done one amazing job…read moretaking care of us. I want to always give a huge shoutout to employee Rose for being so helpful on such a short notice. As cliche as this sounds, this agent and his team has truly been there for my family.

Well, I am the first to post for this business, but I have to tell you, these folks really know…read moretheir field. This is not a "one man shop" but actually a collection of several professionals from various expertise. When one sees they are at the extent of their knowledge on a subject, they get the other expert in their field to review it further. I took my 401K to them and, I have to say, I was impressed by their professionalism and extent of knowledge of all of the fields of investment as well as the individual attention they gave to me. I give Kent and his crew an all star rating!

Ismael and Morgan were extremely helpful as we dealt with a total loss car accident. Another driver…read moreran into the rear of our vehicle while my son was stopped at a light. They both helped assist in making the process go smoothly.

I have tried to resolve an insurance issue with this man and his office staff for years. They are…read morepolite, say that it's taken care of, then nothing is done. I finally got tired of dealing with them and went in person to my local State Farm Agency. I explained my problem and asked if I could please move my policy to their office. Before I could do this, I had to have Mr. Cantu's office release and transfer my policy . I asked the local agent to call them, hopefully, to get something done. Mr. Cantu became defensive AND rude to my local agent. I was in the office listening to Mr. Cantu's unprofessional response. I then called him directly, from the local agents office, a Mr. Cantu gave me an apology for his people and admitted they had not handled things well. Then he lied to me saying everything was taken care of and he had transfered my policy as requested. Since no one in his office asked where I wanted the policy transfered or to which agency, that was a lie Because he refused to do as asked, it took another week of waiting for paperwork to go through channels before I could have my account moved. There is more to the story but it's too much to include here. Don't do business with this unprofessional lier. I am escalating this with State Farm. No one should be treated like I've been treated.