I have been a client of this agency for over 15 years and have had situations where claim assistance was required. The office was always available and very helpful, they go out of their way to make sure you are clear regarding what is to be expected and even followed up after the event to ensure satisfaction. The financial service is outstanding, offering patient guidance only after fully understanding the situation and desired outcome (with routine discussions each year to tweak the plan as life changes happen).
I could not more highly recommend this Full-service agency.
They listen, plan and react! A++ !
All USA
I have been a client of this agency for over 15 years and have had situations where claim assistance was required. The office was always available and very helpful, they go out of their way to make sure you are clear regarding what is to be expected and even followed up after the event to ensure satisfaction. The financial service is outstanding, offering patient guidance only after fully understanding the situation and desired outcome (with routine discussions each year to tweak the plan as life changes happen). I could not more highly recommend this Full-service agency. They listen, plan and react! A++ !