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    David Munson - State Farm Insurance Agent - Potomac

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

    Services - David Munson - State Farm Insurance Agent - Potomac

    Car and truck insurance

    Life insurance

    Homeowner or property

    1 More Service

    Vehicle

    David Munson - State Farm Insurance Agent - Potomac Photos

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    4 years ago

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    David M.

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    4 years ago

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    Principal Financial Group

    Principal Financial Group

    (1 review)

    Worst financial company I have ever had to work with. I have tried to do a 401k rollover not once,…read morenot twice, but three times. Still no gas. I was worried about this being done incorrectly in the first place, then everyone treated me like I was paranoid and every fear I had has easily been surpassed at this point. I could not imagine it being this difficult. I set up a three-way call with the other company to make sure this was handled correctly the first time and you still managed to mess it up. You sent my 401k to me instead of the other company. They must have had no idea what the other company's address was, but did not think to tell me that the first time or ASK for some incomprehensible reason and just sent it to the address on file they had for me. I had just moved, so of course, they sent my check to an address I no longer live at. What if someone had cashed it before I noticed this was not done correctly? Do not trust this company with your money. I did not think about it for a month, because who expects after having set up a three-way call between all needed parties that this would not be done correctly. So, I had to call back a second time to issue a replacement check. I immediately asked to speak to a manager, because I had no faith in the random person on the phone. The guy I got on the phone was nice and talked me down and assured me I did not have to worry about being charged taxes until the check was cashed. However, yet again we ran into problems. This time I did request he send it to my new updated address, because I didn't trust them to send it to the other company at this point. I did receive the check and thought finally I was home free, but wait....there's more! The check was apparently addressed to me and not to the company - I didn't know at this point, because what is the point of opening an envelope you are resending elsewhere? So, I unwittingly sent this check to the new company to find out it was addressed to me and not the company, so they could not cash it. Now, we're on try #3...I get the address for the new company and have them send the check again this time with specific instructions to address it to the new company and not my name. I just found out after sending a check in email to the other company, they still have not received the check. I called for assistance with this 21 days ago, so that gave them plenty of time for their 1-3 business day window and mailing times. So, I know its messed up again and I'm now sitting on the phone wasting yet another hour of my time waiting on hold to hopefully fix this issue. This is my first time trying to do a rollover. I've explained this multiple times. REAL customer service asks questions to make sure they are doing things right. Basic questions like - where/to whom should the check be mailed? Basic questions like - who should the check be made out to? I understand if it gets messed up once (especially if someone doesn't bother to tell you you're new to the process), but THREE times! Stay away! The customer service is friendly in demeanor, but not invested in doing things right or listening to or anticipating needs at ALL. I need someone competent to speak to, an actual human being on the line without waiting hours on hold. I shouldn't have to ask for a manager and go to social media for any hope of resolving this. It's been MONTHS... Word of advice - if they are managing your 401k and you're new to rollovers - just have them send the check to you at a valid address, open the check to make sure its there (who knows at this point) and filled out correctly. If its made out in your name, just cash it into a 401k account with another company like Fidelity. My mother has worked with them for years and NEVER run into anything like this. The one star is for friendliness of demeanor only.

    Foresight Insurance - Jessie Mendoza Reyes- Our insurance guru & super star. Always willing to help.

    Foresight Insurance

    (9 reviews)

    Jessie Mendoza was extremely prompt and efficient in assisting me with my auto insurance policy…read more It is good to know she is there to answer my questions and solve my problems. Excellent customer service!

    When I moved into my neighborhood years ago, I went the easy way with picking my insurance agent,…read moreusing the same State Farm agent that the community was using for its master policy. In retrospect, that was a really bad decision as the agent pretty much took all of our business for granted, between being pretty much unresponsive when it came to customer service, never doing policy reviews, and ever-increasing premiums despite never having filed a claim. The last straw was when I reached out to my agent to help solve a problem about some of my policies not displaying online several times, finally receiving a response telling me to get in touch with State Farm's IT department directly. Excuse me? What's an agent for if they don't work on behalf of their customers? It was obviously time to leave State Farm and shop around for a new agent. Several of my friends have used Erie for years and spoke very highly of them, so I hopped onto the Erie web site and found Foresight Insurance quite literally a few blocks away from my house - and this was indeed my lucky day, landing in the hands of Michael Cruz and his team. I made an appointment to meet Michael in person, and he spent well over an hour with me reviewing my old policies, asking me a lot of insightful questions about my home, car, and umbrella liability policies, then going through some options with me. By the end of our meeting, I not only had better coverage that were well-tailored to my individual needs, but my premiums actually went down significantly. The excellent customer service experience didn't end there - not only did the folks at Foresight arrange for canceling my old policies so I wouldn't have to deal with State Farm directly, Michael followed up with me about a week later to bring me up to date on the transfers and to make sure everything was to my satisfaction. When I traded in my old car for my new wheels a few months later, getting the new insurance in place couldn't have been smoother, with Michael's team also making sure that I knew what to do when - including not cancelling my old auto policy before turning in my tags! All of my questions have always been answered very quickly, often within an hour of me sending an e-mail. You can't ask for better responsiveness than that! I'm just coming up on my first year with Foresight, and once again, Michael has shown how focused his firm is on customer service, doing a policy review with me and making some minor changes to my policies to bring things up to date. You really couldn't ask for better people to work with - they're very good at what they do, they put their customers first, and they're incredibly nice people as well. So, the next time your renewal paperwork arrives in the mail, give Michael and his team a call and get an 'insurance check-up'. You'll be very, very glad you did!

    David Munson - State Farm Insurance Agent - Potomac - autoinsurance - Updated May 2026

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