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    Diddel & Diddel

    5.0 (1 review)
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    Services - Diddel & Diddel

    Individual filing for current tax year

    Current year tax preparation and filing

    Debt management

    11 More Services

    Estate planning

    Inheritance planning

    Insurance planning

    Investment management

    Life insurance

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Trust planning

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    Joe Namy - State Farm Insurance Agent - State Farm Logo

    Joe Namy - State Farm Insurance Agent

    (1 review)

    Customer I'm not one to usually leave reviews, but my recent experience with State Farm's agent…read moreFrancisco Colon left me no choice. I called to clarify a charge on my father's bill for "Instant Answer Term Insurance," something we never requested and that my father had declined multiple times. When I asked about it, Francisco claimed this insurance would give us a 25% auto discount and mentioned an email that was supposedly sent in February. Well, guess what? There was no such email, and nothing in my father's documents mentioned this either. When I pointed this out, instead of helping, Francisco got defensive and downright hostile. He even used some inappropriate language, which was completely unprofessional. This is not the kind of service I expected from State Farm. I hope they take this matter seriously and address this issue. If you're considering this agent, I'd recommend you think twice.

    From the owner: State Farm's mission is to help people manage the risks of everyday life, recover from the…read moreunexpected, and realize their dreams. We strive provide both individuals and businesses the insurance and financial resources necessary to live and work confidently. Through our State Farm products and services we help people manage life, live confidently today and in the future. We know your life evolves and changes, we want to be here every step of the way! License #: CT-15953121, NY-LA1167690, NY-PC1167690

    Malloy Insurance

    Malloy Insurance

    (9 reviews)

    Malloy insurance is great! I use them for my car insurance and Kelly at the Glenbrook office is…read morewonderful. they are attentive and knowledgeable and their rates are comparable. give them a call when you are looking to price out car insurance.

    I don't recommend at all. I thought bringing my policies to a family owned/smaller business would…read moreprovide better service and attention to detail but that has not been the case. The quotes were really good, so I decided to switch a few of my policies over and it has been nothing but a hassle. I have to constantly send reminders for quotes until literally the last day of a policy end date to get a quote. Matt says one thing but doesn't seem to follow through unless you pester him. The final straw for me was 2 major things that have never happened to me before. 1) Malloy not submitting my proof of insurance to my mortgage and my mortgage company threatening to charge me for their own insurance. Matt assured me he would do on June 14, 2023 but on July 10, 2023 I got a final notice that I needed to submit the proof of insurance. Matt was of course on vacation, so I had to call and make sure this got done with someone else. My previous brokers would do this automatically and include my mortgage onto the policy so they would get the proof automatically. The kicker in this was that all they needed was the certificate to be emailed. Matt said he would do it but that never happened. I don't know why I never followed up. I really thought he would do it since its important. My mistake! I also finally paid the premium a month later when getting the certificate. 2) I have been asking for a quote on anther property that I have insured with them since June 14, 2023 for the renewal date of July 30, 2023. Matt said he would look into for me. With my past brokers I always get a renewal notice 60 days in advance with the new premium price so get ample time to price it out. Matt never got back to me so I called the office on July 17, 2023 and to my SURPRISE! my policy was cancelled in October 2022 without my knowledge. Basically, I was without home insurance for that property since October of 2022. I asked why I never got any notification and Suzanne told me that they sent a notice to the investment address. Now my mailing address which they should have on file is not this investment address but a PO Box. So now I have to wait to see if they can re-send me my refund check. I just don't understand why Malloy did not contact me directly regarding the cancellation. My previous brokers would have emailed me directly and helped make other arrangements for insurance. I won't be renewing this property with Malloy. This is my final straw. I don't have any confidence in doing business with them anymore. I will hold out until all my policies are expired and just stick with my previous brokers. To not be notified that my policy was cancelled is just not acceptable to me. The broker I use should be on top of these policies to make sure there are no problems. This is my honest and real experience.

    Coastal Insurance Solutions - High Value Home Insurance and Private Flood Insurance Quote

    Coastal Insurance Solutions

    (6 reviews)

    I rarely give 5-star review but I feel Coastal Insurance and their team deserve this recognition…read more Recently I purchased a house and my mortgage broker pushed me to use their insurance company for obvious reason. While the pricing is great, I wanted to compare both the rate and the coverage. I emailed 5 different insurance companies and 4 of them immediately said "we'll get you the same policy for the same money" but only ONE came back to me and said you are not being covered properly and there's conflicting info in the underwriting language. That firm was none other than Coastal Insurance (see attached email). While their policy came back to be $200 more, but their policy also offers substantially more coverage. I would've rather pay the extra money than to leave myself exposed to a potential loss and claim denial b/c I didn't read the fine print. In a society where speed and cheap trumps service and common sense, it's refreshing to see a company that is thorough and didn't "sell me on price and price alone." Just an FYI, they also have an affiliate that provide tax grievance service and have saved me thousands of dollars with my commercial and residential properties.

    For many of my insurance needs, I work with the Claussen Agency, specifically with my Rep Dan…read moreGorman. He is terrific(efficient, friendly and at the end of the day does what is best for my circumstance.) I use Clausen Agency for Work Comp, Landlord Ins Policies as well as Vacant Property Policies on Real Estate Investments. Keep up the good work

    Diddel & Diddel - financialadvising - Updated May 2026

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