In such a saturated space, finding a broker I can trust has always been a daunting task. It can be…read morea tricky process, and I always find myself being skeptical when I start the process. And while the home is the largest purchase most people make, it's seems as though more times than not I've felt like just another 'transaction' that gets lost in the midst of 10's or 100's of other files, losing any 'human' piece of the relationship. I was introduced to Patrick by a friend who had a great experience using him for a purchase, and figured I'd have him handle my recent refinance. From the get-go, I knew this was going to be a different experience. You can tell he genuinely cares, his response times when I called/emailed him were fantastic, he was always patient with me, and most importantly he was honest. He did an incredible job for me from start to finish. I can't recommend Patrick enough, and will definitely be using him for future loans.

I've had the pleasure of knowing Patrick for 20 years, but my recent refinance was my first…read moreopportunity to work together. We started the process by reviewing my goals with the refinance. While my primary goal was simply taking advantage of interest low interest rates, Patrick was able to identify a few alternative strategies through an enjoyable conversation. We arrived at a solution that would not only achieve my goal of better rates and lower payments, but also minimized the fees and expenses I would have been charged by simply getting quotes via the internet. Now more than ever, entering into a business relationship remotely requires trust and confidence. Backed by a phenomenal bank, folks like Patrick are worth getting to know. Thanks Patrick!

Overpriced DO NOT USE THIS AGENCY!…read more My husband has been paying this agency for 41 years for his $250,000 universal life policy. He paid $478 per year or $19,598 over that time period. On or around July 25, 2025, he received a notice from the agency stating that this was a NOTICE OF POTENTIAL LAPSE. He called the office immediately and stated emphatically that there must be some mistake as he had paid $845.89 on 6/10/25. We called the office on 6/25/25 and the woman who answered the phone stated clearly that there must have been a mistake, as she showed the account up to date. (See photo of his various phone calls). The State Farm agent, Lori Emch stated that she "had no record of the call.".... today. Well, we do. Whenever we would call her office, the answerer would state that "she's busy" or "she can't take your call." And then we would never receive a return call. Oh, we would get the random birthday cards, but no other communication. On or around 9/22/25, thinking our policy is paid and in good standing, we received another NOTICE OF LIFE INSURANCE LAPSE. Mind you, we never got a phone call, a text, an email...nothing. But this particular letter fired us. If you want to reinstate your policy, you need to make a new application, pay $1,707.92 and you better be in excellent health. The agent had the audacity to ask my husband if he has HIV/AIDS and a sundry of other possible policy cancelling ailments. Ever heard of HIPPA? This was a thinly veiled attempt to get rid of us and our policy. Then she offered, if he indeed was as healthy as he stated, she would increase the bill by 70%. RUN, they no more care about you than a dead animal in the road. 41 years. You would think we were more valuable clients than this catastrophe.

First time trying out State Farm Insurnace and this agency and it went really good and had a…read moresatisfying experience. Evelyn was very helpful with what I needed. At the end of the day Very Helpful,Respectful, and always answers the phone.

I can't say enough great things about Nancy at Professional Management Agency! She is a dream, a…read morelove, a true professional, going the extra mile to get you your absolute best return! This is the second time I utilized Nancy's services after a divorce a couple of years ago and feeling overwhelmed by the filing process. She took care of everything both last year and this one, and has done my oldest daughter's taxes, too. THANK GOD!! I have complete trust in Nancy, her knowledge, and appreciate her true caring for her clients.