Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

Adam Droker of Waterrock Global has been my go to guy for investment and financial planning advice…read morefor nearly a decade. He is a wealth of knowledge and has helped grow my portfolio through the downturn and the current bull market. He's also been a great resource and consultant for me on a variety of other investment opportunities. Occasionally we disagree...sometimes I've been right, but usually his is advice is better then my gut and I go with his recommendations. One of the great things about Adam is he truly wants to see his clients fulfill their financial dreams and goes out of his way to be available as well as to call with potential stock opportunities as they arise. It's been a pleasure working with Adam and I look forward to many more prosperous years of growth...and an early retirement :)

I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

The staff is friendly and helpful. Everyone is willing to do what it takes to help you get the…read moreanswers that you need.

LRS has a live agent available to chat on their participant portal in case I have questions, which…read moreI usually do. They have a little bit of a wait for email responses, but it is understandable when there are several compliance items to get through. I appreciate the explanations we have gotten over the past few months, as I am navigating using the portal more in my role. Also, online enrollment has been so good for our employees!

Highly recommend working with Chris. He is very personable, has a lot of patience, and is quick to…read morerespond and answer questions. It is hard to trust people with your money but he has all my confidence. I believe he is truly there to help clients achieve their financial goals as he is helping me with mine.

Chris has been an amazing guide when it came to managing my portfolio, and keeping my best…read moreinterests and goals at the forefront of his plans to ensure that I'm seeing returns and also understanding and learning about the market and how my personal plan for my investments fits into the overall larger equation. He is one of the most trustworthy people I've met in a long time and he went from becoming just a money manager to someone I now truly consider a friend. He has been willing to and given advice in other areas of my life as well where he has specific expertise and I just can't thank him enough. Anyone would be lucky to have him as a wealth management partner! Thanks again Chris!!

Worked with one of Marcel's agents. He was very thorough and reduced our insurance quite a bit…read more However our driving will now be monitored. Not sure I like them keeping track of all my driving info but it works if you are in a fixed income.

When Dan Peterson was there, we were very happy customers and well taken care of. Before he was…read morethere, I was very unhappy with my experience and on the verge of leaving when he took over my account. Since he's left, I made the decision to leave the Marcel Dore agency, I am still with State Farm and a happy State Farm customer, I just chose to request to change agents. Here's why: When they want to sell me something, the agency has called me upwards of five times a day. I had the same conversation with the same sales representative within a 30 minute time. And he completely forgot he spoke to me. That is how high volume this agency is. When I had a question regarding my daughter going off to college and any production in coverage or discount that may be available, I left a message for Stephen my new representative twice and never got a returned call after waiting three weeks. It took an angry voicemail for him to finally return my call and send me an email, never acknowledging that he failed to return my prior to messages. When I finally got Stephen on the phone, he proceeded to "educate" me, explaining that I've never met or heard from Marcel because he's so successful. He never has to work anymore and that's why he hires people to do the work for him. He didn't apologize or acknowledge that he never bothered to return my call, but he explained to me that I'm always welcome to log onto the app or call the 800 number. What is the point of having an agent and one who apparently never works if I have to constantly go to an app or call an 800 number and hold when I have a general question about my policy and I thought the purpose of the agency was to be available and have a local connection. Stephen also explained that they have thousands of customers and that they're incredibly busy when explaining why I could never get someone on the phone and would always have to wait between four hours and three weeks for a call back. I've decided to continue my relationship with State Farm and move to an agency that has three agents in it all who answer the phone during business hours. I'm also switching to an agency with women. I find it incredibly weird that in the nine years I was a client of Marcel Dore's agency, there was never a single woman working there that I saw or interacted. Thank you to Stephen for educating me in the ways Marcel Dore's agency feels about their client relationships. I am really excited to have my business transferred to an agency that values their clients and relationships.

Lori Johnston is deeply knowledgeable, responsive, professional, and patient. She helped us and our…read moreattorney make quick work of complex insurance-related contract language that left a previous broker flummoxed.

Lori at Bordelon Insurance has provided excellent service for my insurance policy regarding a…read morevehicle that was imported and very tough to insurance. I had called all the big name agencies and they would not even touch the car due to not having a normal VIN number on the classic car. Lori however was able to get me a range of different options to insure my collector vehicle despite what all the other insurance agents had told me. On top of that it turned out to be the most affordable one too. She was always very patient and never pushed me into a decision. She is dedicated to her work and providing professional service. I would not hesitate to suggest anyone talk to Lori about insuring their vehicle.

Worked with Art at this office, referred by my mortgage lender. Art was quick to respond, yet…read morepatient as we worked through our process. Informative and professional all the way. On top of this, the insurance quotes were SUBSTANTIALLY better than the other quotes received. Highly recommend working with this group.

Clear, helpful, informative, patient in setting up a homeowner's policy for my Mom. Definitely…read morerecommend Chuck and his team.

Bruce turned a bad situation good for us. He brought to light some irregularities caused by a…read moreprevious agent (who my dad disliked intensely) and recommended a course of action for making things right. I really appreciate him taking the initiative on our behalf. It changed my mind about NY Life.