Very nice and helpful insurance agents. As long as I've had them, I've only had to speak over the…read morephone with them and it's been years... since I've been driving! Always pleasant, email confirmations... no problems... .....KNOCK ON WOOD!

I have my auto and home policies through the Schwab agency. Couldn't be happier with the coverage…read moreand customer service I receive. Alex is always available when I need him, is responsive and thorough in his communications, and finds the most appropriate, reliable, and affordable policy options at renewal time. Highly recommended!

DO NOT USE THIS AGENCY!!! My parents have been customers over 30 years. My mom passed away in…read moreAugust of 2021 and had an umbrella policy. We cancelled the policy and my dad maintained all of his other policies with Allstate. This week my DAD received a collections notice for a month of the premium for my MOM'S umbrella policy. No phone calls, no letters, nothing. They sent him to collections. I just called to resolve the issue and there was no apology, no explanation and I had to pay the mont of the premium. This is absolutely unbelievable and a horrible way to treat a loyal client. The amount of money is inconsequential, the distress this caused my father is horrible. He's 81 years old and has never paid anything late his entire life. He was devastated to receive a notice from a collection company and I am shocked and disappointed by how this was handled when we called in to try to resolve it. The account has been paid in full. I really hope that $45 was worth losing a long term client over.

This review is WAY overdue for which I apologize but it needs to be publicized because of the above…read more& beyond customer service that I received by the State Farm office of Mr. James Clark. Last year, I was on a trip to Key West, FL and had someone hit me while I was legally parked waiting for the famous Key West sunset. The well known nationwide insurance company of the at-fault person was very bad in handling my claim and the repairs to my vehicle. Because of my great relationship with State Farm, I called Ms. Mary Goldberg at my agent's office and told her of my predicament. From that moment on, I had daily contact with Mary which involved at least a half dozen calls for the next few days where Mary constantly told me "I would advise you to do the following" over and over and over. Mary also expeditiously sent me whatever policy documents could help ease my difficulties. But what I'm most grateful for is that although this claim was not something that State Farm had to do anything about as it wasn't my fault, Mary never hesitated to provide me assistance, call me back immediately when I left messages and, as I mentioned before, she willingly volunteered to provide me advice as to what I should do, even if that bad insurance company told me that I couldn't do it. For example, the claims department would tell me one thing and Mary would tell me to call the claims adjuster DIRECTLY and let the adjuster know that this was unacceptable and that what I was told by the claims department doesn't make sense and is basically punishing me when the accident wasn't my fault. (I'm happy to give the outrageous details to anyone interested). But for the sake of the length of this review, I just want it known that EVERY SINGLE piece of advice that Mary told me, I followed that advice and EVERY SINGLE TIME I WON the dispute with that horrible insurance company! This shows me that at State Farm, I'm not just a client but employees like Mary Goldberg treat me like family! I hope that State Farm truly knows what an INCREDIBLE employee they have in Ms. Mary Goldberg. If they don't, then they need to read this review. Thank you Mary for ALL your help. I would have most likely cursed out that horrible insurance company if it wasn't for you which I'm sure would NOT have helped my cause! Instead I just followed your lead and everything was resolved as well as could be expected! You are a true blessing! My sincere apologies again for the delay in posting it! :(

I had the miss fortune of my policy being written with James Clark's swindler, cutpurse, marauder…read moreinsurance agency. James Clark and his cohort of misfits are not trustworthy they are wolves in sheep's clothing in the business of plundering your bank account. If you are in the market for any type of policies do yourselves a favor and look elsewhere unless you are interested in being fleeced by James Clark and associates!. If you currently have any policies with James Clark I implore you to take the time out to obtain estimates & due diligence with other insurance providers as I am sure you will notice dramatic savings. In my experience I found James Clarks pricing to be highly exaggerated and unfortunately for me he had taken advantage of my family and I for years.

Billy was fantastic through out the whole process. He is great for a beginner such as myself. Made…read morethe entire process stress free and easy to understand. Also beat the competition on prices!

I have known Billy for a number of years and trust him implicitly. That's why when I needed a…read moremortgage recently I would consider no one other than him to provide the service. As expected from a man of his character, he was attentive to my needs, took the time to explain the mortgage application process to me, and guided me through the entire process from start to finish. I am very pleased with my resulting mortgage and cannot be more appreciative for the professional guidance he provided me. I would recommend him without hesitation for anyone considering applying for a home mortgage.

The Poole accounting firm is a fantastic firm. Justin poole has been doing our pets and business…read moretaxes going on 15 years and I cannot recommend them enough

I am an attorney and have generally done my own taxes. This year posed particular issues and I…read morelooked for an accountant. I interviewed a few and met with Justin Poole. He is efficient, friendly and extremely easy to work with. His entire team was the same. This is a great service group. They do business the right way and I will now be using them going forward for tax returns and tax advice. Highly recommended!

An amazing firm that makes you feel at home. The staff at Moran really does go the extra mile when…read moreit comes to their clients and as a client myself, I can tell you it shows. Donna is my specific agent who handles my policy and questions regarding (trust that I have a lot, you should see our call log). Even with her busy day and numerous clients, she always took time to answer mine and get back to me within a timely manner, even though some of my inquiries were pretty asinine. She always did so with such care and enthusiasm and always answered her phone with excitement. But that energy doesn't stop with Donna, it extends to everyone! I have had the fortune of interacting with each staff member; and from stunning office staff like Kim to the amazing employees such as Chad, Robin, Kerri, and Kari, all the way to Marc and Matt, the energy and enthusiasm of this office is unprecedented. No client is too small or too big for this team and it truly is worth your time to give them a chance. But what do I know, I'm just a kid who took time out of his day to write a two paragraph Yelp review!

I have been using Matt Lehmann at Moran for the past 4 years. He converted me from a Nationwide…read morepolicy with no service at all. He handled all of the paper work, he handles all of the phone calls and all of the hassles that insurance has. He also was unbiased about telling me what insurance I truly needed. Sometimes that means you pay more but you don't want to pay less and find out that you aren't covered. When I have had a claim he was on top of it and lead to getting quick payment without my policy going through the roof. I have also converted several employees of mine to using his service too. It is like they get a raise when they give him a call since he saves them so much money.

Extremely professional and thorough CPA. Have only good things to say about Andrew. Would recommend.read more

Horrible service. We tried working with Roger Mulligan who gave us an initial quote for our start…read moreup company then strung us along for months with little to no communication. Then when we asked him for the fourth time to get a hold of us with any type of response, he said that he was too busy and that we should find another insurance agent. Total waste of time and a truly unprofessional company.

I only gave Roger 5 stars because there weren't 6 available! Emerald redid my personal and…read morebusiness insurance. They explained the coverages, filled the gaps, and saved me more than $2, 000. I feel well covered and I don't think I'm paying too much.