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    Beacon Wealth Advisors

    4.1 (9 reviews)
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    Services - Beacon Wealth Advisors

    Inheritance planning

    Insurance planning

    Investment management

    3 More Services

    Retirement planning

    Tax planning

    Trust planning

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    Kaplansky Insurance - Brookline

    Kaplansky Insurance - Brookline

    (29 reviews)

    My insurance agent was bought out by Kaplansky so got them by default. Never received notice or…read morecontact from them that they were my new agent . Only found out when I called my insurance company. When I called it was the most impersonal call I have had with a person ever. When I told the person I did not like the system they hung up on me. There is no assigned agent to build a relationship with. Truly got the impression that they don't give a #$@!

    The customer service from an Agent Theresa whom I was connected to when I called MAPFRE insurance…read moreto speak with my agent who is on vacation. I called to review my upcoming policy renewal. I was transferred to the above person. I inquired about my insurance policy increase. I was informed that people call all the time regarding the increase cost of their policies. The agent proceeded to talk to me as if she was upset. I inquired how they go about getting the new rates. The agent informed me that they have various ways. When I inquired if rates for customers who have not had accidents and vehicles that are garaged with low mileage are rated. She was very condescending and spoke to me as if I was a child. I asked her several times to please try to understand that I just wanted to know how and why my rate was approaching 3000 dollars. She was rude and informed me that her coworker was listening. She was terrible and at the end informed me that she would review my policy and call me back and hung up. Customer Service appears to be a thing of the past. My husband was in complete shock at this agents behavior. I tried to explain to the agent that I just wanted know how and why my rates went up to almost 3000. Be very careful when calling this company.

    F.I. Patnode Insurance Agency

    F.I. Patnode Insurance Agency

    (10 reviews)

    I am writing to highly recommend Patnode Insurance Agency Inc. for outstanding customer service…read more When transferring my daughter's vehicle title to Massachusetts, the staff at Patnode went above and beyond to help. Everyone I spoke with was extremely knowledgeable and caring. They took the time to understand my needs and answer all questions thoroughly. The representative I initially worked with ensured a smooth transition. But any time I followed up with additional questions, another representative was also able to jump in and provide assistance. It was clear Patnode's priority is making each customer feel supported. From start to finish, the attentive service I received through multiple staff members is what really stood out. Paperwork was seamless thanks to their guidance. Small issues were addressed promptly so as not to delay the process. Patnode's friendly, solution-oriented team clearly works hard to deliver a consistently excellent experience. I would highly recommend them to anyone needing insurance or title assistance. Their customer service is exemplary. Sincerely, Angela L.

    I have used Patnode for many types of insurance policies for the last 10 years or so. This is what…read morean insurance agency should be - service-oriented and able to answer your questions when you call. As an extra-added bonus, they are a family-owned local business, which is the kind we all need to try to support as much as possible. Give them a try. You will not be disappointed. And...great location if you need to do errands or have breakfast or lunch!!

    Beacon Wealth Advisors - investing - Updated May 2026

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