Family run trucking insurance company. Great people, loved working here!read more

Before diving in, I will say that the front desk staff at Verbout is very kind and they were as…read morehelpful as they could be with my situation. They heard my frustrations, however, that is not enough for me to trust Verbout for anything in the future. I don't typically write reviews but I do want to speak on my experience working with one of the CPA's on Verbout's team. I am a young adult and a new business owner and I started working with Kerry last year on my taxes and my first year filing as an LLC hoping she could help since taxes aren't my area of expertise. My first year filing taxes with her, I went to my meeting and she was over 15 minutes late. That time wasn't added to my appointment due to their running late, it was just cut short. She rushed through the meeting, the staff came in and warned her time was running out, and frankly the appointment was a waste of time because she was unsure if I should be filing for sales tax so we spent a majority of the appointment debating this until she decided I should. I ended up going home, doing some research and talking to some other business owners in the same industry and they all came to the same conclusion that sales tax was not applicable for me. I reached out to her to discuss my concern of the incorrect filing. She called me and told me I shouldn't "listen to my friends". We had to reach out to the state for a final verdict. Turns out myself and my "friends" were correct. The filing was reversed and the appointment was pretty much a waste of time and money. This year I decided to go back to Kerry because I figured it would be a smoother experience considering we figured out the sales tax snafu. However, I am sad to say it has been an incredibly disappointing experience. We had a virtual meeting for our appointment that I would say went well. There were a few documents she suggested I add to help me out. I got off the call and promptly got ahead of those things (adding most the same day). I got my part done. From that point, I had not only waited well over a month to get any kind of substantial update from her, but she ignored questions entirely that I would ask in my emails (mainly ones asking for transparency with her charges for working with her), we scheduled a phone meeting that I cleared my client meetings for and I never received the call, I never received a follow-up on why she didn't call, and from that point on she just said "working on it" over email and that was essentially the only communication I was given. An update from this point (a few weeks after writing the first half of this review): I had to call the front office for updates a few times before one of the women said she would force me onto her schedule and that if she missed that phone call again I could continue to call her so I could be placed on her schedule until she finally answered. I don't fault the front office for this, as they were working to help me, but I do find it unprofessional that it would even get to that point with one of their CPA's on staff. I finally got onto a final call with her where she said she had questions for me before she could finish her job, but those questions were just making sure I uploaded the forms she originally requested I upload (That I uploaded 1.5 months prior, which tells me she didn't look at our portal or messages at all since our original call). She offered me a small discount for the inconvenience and that was that. Even after my taxes with her were completed, I had a few follow-up questions and again was given a flippant response. After deciding I wouldn't receive any proper communication from her, I shared my experience with her and requested all future appointments to be canceled. She didn't address any of my feedback, seemingly had no care that I had a poor client experience, and I just received confirmation of my canceled appointment for 2026. I am very new to business ownership, it is an intimidating world in general to be stepping into as the first in my family, and maybe this office would be better suited for people who are well into adulthood and have a little more understanding/may garner a little more respect being older. I am not naive to the fact that there is much for me to learn. When it comes to finding a CPA that is going to help me as a new business owner and young adult, this was not the place nor the person. It's been incredibly stressful receiving any kind of communication, I've been talked down to like I am a child with "friends" when talking about industry professionals in my field, and I've been ignored and ghosted when it comes to meetings, emails, and questions pertaining the services I am paying for. Like I said, maybe this is a good office for those who don't have a business, work regular W2 jobs, and have a more simple filing. I had an awful experience and will not be returning (neither will my family that were previously long-standing clients) or recommending Verbout to anyone I know.

We were having issues with our business and personal tax preparations. We spoke to the office…read moremanager, and she stated she would have a partner call us back today. Karl called back and as we were trying to explain to him what our concern where he stated, "Shut up, stop talking and listen"! We then said, "do not speak to us that way". Karl then said, "you have a good day mam" and hung up. This is completely unacceptable and unprofessional. As a fellow business owner, the lack of professionalism is appalling. We called back and spoke with the office manager again and she was very willing to listen to us and refund the retainer that we paid to VerBout back in 2 months ago.

We have been with Curtiss Stark Agency for over 20 years and we couldn't be more pleased with the…read moreservice! Joyce Stark is wonderful to deal with. She explains things thoroughly and is very patient. She knows me and my family and always looks out for us when we have insurance needs. We have had several claims over the years and they have all been handled smoothly and quickly. I highly recommend them for all of your insurance needs.

Amazing personable customer service and dedicated financial adviser. Jake has helped ensure my…read morefamily has a financially secured future. Jake and his team are very attentive and listen to our questions and ensure that they are doing what is best for us.

Prior to Joe, My husband and I sat down with a financial planner and were given so many options and…read moreeven more forms to fill out. We had to do a physical and not just one, but they came multiple times, it was an awful experience. I knew that I needed to get life insurance, but did NOT want to go through the process again. Then I met with Joe and he came to my office, I answered a few questions, did a phone interview and a short physical, within a few weeks I had my policy. Not only do I have peace of mind that if something were to happen to me MY family is protected, but I got to work with someone who truly cares about their customer. Joe didn't over sell me, didn't pressure me and in the end gave me exactly what I needed.

Joe manages my life insurance for my whole family (kids and adults) as well as my business…read moreinsurance. He is truly as good as it gets. He's honest, forthright, and guides the insurance process so that you have the right amount of insurance for YOU. I love working with Joe and his team!

Working with this amazing team of highly skilled professionals, now named "TruMix Advisers." It's a…read morenew name for the firm, but the old dedicated Team that we trusted in the past. I enjoy working with Grant at GTS Financial now renamed to "TruMix Advisers." He and his dedicated team have been very knowledgeable in helping us navigate retirement and all of the complicated decisions that come with it. I truly value the relationship we share.

This is our second year I've used Excelsior for my tax preparation. Kay sat down with my partner &…read moreI and in under an hour, our taxes were ready to be submitted. Miraculous. And reasonably priced.

I found Kari's financial advisory and planning services online after searching for a…read moreMinneapolis/St. Paul located fiduciary advisor who could review my mother's overall finances and answer some questions about annuities, which I was not very knowledgeable about. If you do not have a lot of time to read the rest of this review, I will just say this: I have now been working with Kari and Adaptive Financial Design for over two years, and I highly recommend her and her company. I have sent several friends and family members her way for help with financial planning. Kari was able to help us greatly when it came to my mom's finances. My mom had an annuity that I personally did not understand, and Kari helped us make sense of how it worked. She also helped us review and reallocate my mom's 401(k), IRA, and cash on hand. At one point, Kari even got on the phone with us and my mother's annuity provider to help get some questions answered. At the end of our first session in 2024, my mom, my sister, and I all walked away feeling a lot better. We finally had a clear plan for my mom's finances going forward. We now touch base with Kari one to two times a year to review my mom's overall portfolio. Kari was so great to work with that I have encouraged several friends to hire her as well. They did, and they had nothing but positive things to say when we talked about their experience. My sister also had Kari review her finances, and I recently hired Kari to review my own personal portfolio too. It is worth noting that if you are looking for ongoing investment management, Kari also offers AUM services. I also love that everything can be done remotely. She offers a free initial consultation, which is really nice because it gives you a chance to understand what she offers and how her pricing works at no charge to you. Overall, I am still referring people to Kari whenever money topics come up. I plan to keep working with her, and I know my friends and family members do too.