Excellent advice and a pleasant experience from Ron. We were able to navigate retirement plans with…read morehis help. Thanks!

Competent tax advice for current year and also for planning in the future…read more Brianna has been excellent at submitting our tax returns, but she also provides a checklist so that we know and understand what she requires ahead of time.

Although I've been a State Farm customer for years, we recently started working with a local agent…read morethat our community uses. This office stands out for their exceptional service. We first connected during a move, and they made the process of insuring our home and vehicles very smooth. Even though their office is not in our immediate area, they have continued to be responsive and helpful. The team is patient when explaining policies and always willing to help us understand and apply additional coverage when needed. They are also quick to respond and easy to understand. Their professionalism and willingness to go the extra mile make an impact!

I have had a very positive experience with this State Farm office since I moved to Colorado in…read more2017. Actually, even before I moved here, I had been in touch with Baille Barbour. She, Jeff and the whole team have been very helpful over the last nine years. All of my questions have been answered thoroughly and communication has been perfect. I highly recommend this State Farm office in Erie.

I looked into becoming a client with Accountability Services. They very strongly want you to buy…read moretheir services for what they call a strategic roadmap and wanted me to pay them $9500 just for that. When I asked for an example of strategic roadmap or for a list of what was included in it they would not give me a direct answer. They pontificated about how it depends on clients situation and said it's a heady and complicated subject. They were very prompt in sending me requests for payment after every interaction I had with them but didn't answer a single one of my questions asking what was included in their services. My experience aligns with the poor reviews here. They like to say "our teams knowledge and experience makes what we charge worth it". But I'm sorry saying that you're knowledgeable does not make it so. When they can't even show a basic understanding of what a good financial plan should include by at a minimum putting into a list what it includes for potential clients that does not instill confidence.

I recently received a letter from the IRS saying I owed over $130K in back taxes that nearly gave…read moreme a coronary. I was referred to Ernie by a close friend. He talked me off the ledge with his down to earth demeanor and patiently walked me through how to respond to this egregious error on the part of the IRS. He was extremely knowledgeable and professional. I just heard that the government is admitting their mistake and I that I no longer owe them this exorbitant amount. I am incredibly grateful to Ernie for helping be with what could have been a completely devastating financial situation.

I can honestly say that Chrisp Insurance makes insurance easy…read more They took the time to walk me through everything and made sure I actually understood my coverage -- no confusing terms or pressure, just clear answers and great service. It's rare to find an insurance agency that truly cares and helps you find the best fit for your needs. If you want peace of mind and people who actually explain things the right way, I highly recommend Chrisp Insurance.

Would not recommend! I requested to cancel life insurance policy. Max Chrisp is very unprofessional…read moreand non responsive to calls and e-mails. Delayed the cancellation forms and finalizing the cancellation took over a month?! This was clearly intentional in order to get another month's payment instead of doing the right thing and canceling our policy at the time requested. Max Chrisp clearly does not care about his clients.

I have worked with Pure Risk for 6 years. They now insurance, are professional, responsive and…read moretruly care about their customers. You can't go wrong with Pure Risk!

Dave Godel and everyone at Pure Risk have gone above and beyond to help my family and I get…read moreinsurance coverage. I have and will continue to refer my friends and family to them because they are quick, caring and knowledgeable. Thanks Pure Risk!

I've been working with Jorge and Exceler Inc. for the better part of 10 years. As an independent…read morecontractor I rely on Jorge's expertise. Jorge has always done excellent work and I look forward to working with him for a long time.

I came to Jorge with my 2022 tax return, letting him know that I had to finish my crypto tax…read morecalculation before filing. I sent him everything except for the crypto numbers and when I met with him, he told me he had already done my return. I reminded him that I still needed to finish the crypto calculations and that we'd have to add those in. He asked me to pay for the work he had done so far, which I did. When I got the crypto information, he told me he had finished the return so I came in to pick it up. I noticed he had forgotten to include the largest portion of my taxable income. He also told me that my 8949 form was too many pages to print and told me I would have to print it myself. I asked if he could send it as a PDF and e-file it and he said that e-filing would take a long time and he would charge me way more if he had to e-file. So he added back in the income that he had forgotten, printed the rest of my return, and sent me on my way with my return in an envelope addressed to the IRS. When I got home, I looked through the return only to find that he had failed to include the Schedule 1 income form that was an important part of my return. At this point, I no longer trusted that he was capable of doing a correct return and hired someone else. I expressed my disappointment at the job he had done and asked for a full or partial refund. He said that the fact that the schedule 1 was not included "wasn't on him." Not sure how that's possible since he gave me a return in an envelope to mail to the IRS that was missing crucial documents. He told me he would not refund me anything and that he should have charged me more. So in summary, I never received a fully complete return, there was no accountability or willingness to make right the many mistakes that were made, and I don't recommend this service.

No follow up and I got blown off multiple times. If you aren't rich they aren't interested.read more

We have been long time clients at RPC and are exceedingly pleased with the care and attention we…read morehave received. Everyone working there seems genuinely interested in you as a person as well as a client. It was worth our while to look for and find such a great company.

I called Jeannie's office to get a quote on my condo insurance. Elizabeth called me back and over…read morethe course of a week, answered my questions and quoted me prices. She was very patient and very informative. I feel that I was given great support and immediate feedback. Of course, I always recommend Jeannie. She managed a claim of ours many years ago and we were satisfied with the outcome.

Did business with Brian,well prepared, very knowledgeable and professional…read more Saved us major money on our condo insurance.