I have worked with Brian Kenedy for two decades. He has always come through for me and my clients…read more He works to find the right product and financial approach for each individual borrower. He is your advocate when it comes to lending.

Thanks for the information and breakdown It's the most…read moreyou've given me all this time from you personally.

My wife and I were in the market for new auto, renter's and life insurance. We did some searching…read moreand found All Insurance. We worked with Erik Reidesel and he did a great job. Erik found us good coverage with a good company at a great rate. Erik went out of his way to make the process as quick and easy as possible. We highly recommend All Insurance and Erik Reidesel for your insurance needs

Fabulous staff, committed to personalized and exceptional service. State Farm places value on their…read morecustomers, and provides thorough coverage for peace of mind.

Ms. Waldrop's office did an exceptional job helping us understand our insurance needs. She was…read moreable to help save us money and offer us better services. Highly recommended.

Excellent job Jacqueline! Thank you for your exceptional customer service with answering my…read morequestions. Keep up the great work!!

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

We found Steve Fitzpatrick with BEST Mortgage through our realtor, Justin Burleson, and could not…read morehave been happier with the process. We've tried other mortgage companies or lenders and Steve Fitzpatrick is by far the easiest and most enjoyable professional to work with. From the first time we worked with him on a loan back in 2019, he made the process so smooth we didn't realize that the process was over - in other words, we thought it was going to be MUCH more of a headache and stressful than it was. Steve took care of everything start to finish so we didn't have to stress. We are so grateful for all his help and walking us through that first mortgage experience. Now we are working with him AGAIN on a new home and once again, we are so impressed!!! Highly recommend Steve and BEST Mortgage to anyone who wants to take the headache out of getting a mortgage, experience a streamlined process start to finish AND get the best advice in the industry! He always had solutions ready when we needed it most. Go to Steve!!!

Steve was our mortgage broker for our first home, and he was incredibly helpful and responsive…read morethroughout the whole process. We had a million questions and he helped walk us through anything we needed to know. Would recommend for first time buyers, or anyone needed mortgage services.

I am so grateful to have found Lauren. We had fallen behind in our relationship with the IRS, and I…read morefelt wounded, stuck, nervous, and ashamed. It was affecting our lives and our relationship. With Lauren's help, we caught up quickly last year, and now we're completely on track--this season, we even filed our taxes early! It feels miraculous--truly a great gift. Lauren brings a remarkable blend of professional excellence and genuine humanity to her work. She is dedicated, trustworthy, and maintains great boundaries while fully supporting our goals. I never once felt judged or invalidated--and I am sensitive to such things. I couldn't recommend Lauren more highly. I'm so thankful we found her.

For those of you who contacted this professional and received great service, you got lucky. I…read morecalled this morning and they told me they would not be able to assist me even though according to their website they should have been able to. I called with a bright chipper hello after reading great things about the business online, but the person answering the phone (Kayla) adamantly told me they would not assist me without even providing a consultation. It was a weird experience. Here is a quote from their website, "We offer a free consultation where we listen to your tax issue with compassion in a judgment-free atmosphere. We understand life happens and that sometimes tax issues are part of the journey!" The person who answered my call would not listen to my tax issue. I told her that the website indicated they provide consultations, but she told me she did not know what I was talking about and that they would not be able to help me. Oh well, I will move on to someone else. They may not be lacking for business, but at least they could provide the basics to a potential client by listening to their issue and determining if they could assist. Wow, my experience with this business was unnecessarily unpleasant. Oh well. I just thought everyone else should know just in case they have a good, bad, or other experience with this business. They certainly made a bad first impression on me (I read the reviews prior to reaching out and felt they would be a good fit for me).

My family has been with State Farm for as long as I can remember, when I moved to NC I needed an…read moreagent, Jeff and his office were the closet to me and unfortunately will be my last State Farm Office. His team is incredibly unhelpful when it comes to doing things. I have had my insurance policy changed, and canceled due to this office not just once but three times. They took Comp and Collision off of my policy without notifying me, and I would never have known because they stopped sending me bills (which was why my policy kept getting canceled). When I asked why I wasn't notified of the change, cancelation, and nonpayment status towards my bill they said "Phone calls are really just a courtesy and not a requirement, we don't have to inform you if your service is going to be canceled due to an unpaid bill." When I asked to speak to Jeff about this situation I was informed that "Jeff doesn't deal with clients, he prefers to let his Associates do the talking, but I'll be glad to inform him of the situation." I was very diligent about my payments and calling to double check when my payments were due, as I said my bills were not making it to me, which they had been informed of as well. Then I received a letter in the mail from the DMV informing me that I was in delinquent status for not having insurance. Of course I thought, how could this be, I've been calling and paying my bills. Unfortunately, I was told an incorrect date and my policy had been canceled due to nonpayment. For the second time I was thrown under the bus by this office. I try to be as polite and understanding as possible, I go in and explain the situation, I ask them to do me a favor and please try to inform me if my payment hasn't been made. Again, I informed them of the mailing situation. I was informed that indeed "I personally called both numbers on the account and left multiple messages." Which I would have gotten on both of the cellphones related to the account. Of course, I didn't actually get these calls or messages as I have their number saved to my phone as Jeff Stephenson's State Farm. Not a missed call nor a message. After sending Jeff an email personally about the situation, with well documented notes I was greeted almost three weeks later with a reply. "I have passed your information off to one of my associates and I definitely hope this doesn't happen again." Well Jeff don't worry, it won't, because as soon as I can I'm getting new insurance through another company. Sorry that your office as soiled State Farm's neighborly name for me and my family.

Jeff is one of the good guys. I recommend him and State Farm to new homeowners whenever we get on…read morethe subject of insurance. Great friendly staff, and "like a good neighbor"...always there!