Excellent customer service. Have both home and auto insurance with them. They actually take the…read moretime to listen to your insurance needs.

My family has been with State Farm for almost 30 years. We've had two agents through the years who…read morehave always been great to us. Definitely recommend.

For those who are trying to get services from them you have to be super early because I was 3…read moreminutes late so I had to wait 2 weeks to get seen and I said no. Thank you

From the owner: Throughout the years, our firm has continuously sought to evolve based on the ever-changing…read morefinancial industry and to better serve the increasing demands and needs of our clients, and the community. Our team consists of fully licensed financial advisors, enrolled agents, certified bookkeepers and support staff all working to provide our clients a deeper understanding of financial systems, products and services to help them reach their goals and objectives. Through our “wealth transformation” process, we will seek to better understand you, your needs, and your goals so that we can help you implement the concepts that will set you on the path to financial freedom. We understand that our relationship starts with you and not money.

I had a pleasant experience purchasing my house with the help of Alterra's Donn Rubin in Boca…read moreRaton, Florida.