We've used NYL for wealth management/financial planning for around a decade. Our guy, Ben Houseman,…read moreis not only savvy, he's great at explaining options and easy to work with. Even though we're probably one of his clients with the least amount of $$, he treats us and our little retirement fund seriously. I love that. One thing that I like about NYL is that they are loyal only to their customers. They don't have to please shareholders also like most others do. And when you switch jobs, your investments can move with you. For us, we consolidated some and invested some based on future needs. Ben Houseman talked to us about how much risk we wanted to take and then gave us feedback about what that would mean for us. We were able to make more informed choices that way. It's never too late to start saving.

I have worked for Dave for over 8 years now. Great boss and Agent who loves to help his clients!…read moreGive us a call for a quote today!

Everyone is super nice in the office and easy to work with. Highly recommend for any insurance…read moreneeds!

Super nice, great interactions with all the staff. Accomplished what we set out to do with no…read morehassles

I have been using Russ Siebert for a number of years along with most members of my family. Their…read moreservice has always been just ok, nothing spectacular, but nothing to remind me to shop around until recently. Last week I couldn't find my car insurance card and called to ask for a copy to be sent to me. At that time I was informed that our entire insurance policy had lapsed: cars, home, RV, jewelry, umbrella. They informed me they left a message for us the night before, which was after the policies lapsed. I was shocked, it turns out our mortgage company had a computer glitch of some kind and the payment was stuck and never sent. When I asked how did we not know about this before it lapsed? Russ Siebert's employee Lisa informed us: "that they do not monitor billing, 'they did nothing wrong' and it isn't their responsibility." We had to pay $3800 on the spot to reinstate our insurance and then try and figure out what happened, again Russ Siebert in no way provided assistance or even an apology that this was happening. It was some of the worst customer service I have ever received and Lisa informed me she had been there 30 years. After making numerous phone calls on my end it turns out Secura who holds the insurance sent at least one letter a month ago to Russ Siebert's office letting them know the payment hadn't been received and that the insurance would lapse if they didn't receive payment. Again, Russ Siebert is not even acknowledging they could have been aware of this. While I understand the mortgage company is at fault as well, Russ Siebert was in the position to alert their customer. What if my house had burned down or one of my kids had gotten into a car accident? We had no idea we had no insurance coverage until WE called. They left one message the night before - they should have done everything in their power to make sure we got the message. They are completely negligent and I am already working to get family members out from underneath their services as well.

Russ Siebert Insurance Agency:…read more If you want good sound advice, a friendly voice, and great insurance prices these are the people to call! Home and auto insurance experts! They got me the coverage I want and saved me 100's of dollars. I could not be happier!

Both Stacie and Allie were very helpful, willing to go the extra mile to help me with getting the…read moreState Farm App and the Drive Safely in place. They got the answers I needed and persisted in being sure I was properly set up. Will

Great staff! Very proactive office. They have been with us throughout the claims process.read more

What an outstanding Insurance Agency! I've always been pleased with the efforts of the staff to…read moretake care of our insurance needs, but Heidi goes the extra mile to get the job done! Her persistence to help the customer is evident with her tenacity and willingness to help. A big thanks to her for finding and successfully correcting an error on one of our policies! Heidi is definitely an asset and always looking out for the customer.

Keith Wolf State Farm is the best State Farm agency! Him and Neala will give you the best customer…read moreservice possible. If you have a claim you won't even have to think about it and they'll get everything taken care of before you can blink.

We have used Capital Advisory Group's services for about 10 years. Jeff and his team are great…read more They have helped us grow our nest egg, maneuver through taxes, assisted with our parent's finances and taxes for a Medicaid asset split. Margrit is great and gets it done! Amy, Ellen, and everyone we have met has been awesome. This company is highly recommended and the people there strive to provide the best service and support!

I am a 5th year returning client of Capital Advisors Group and am pleased with the services…read moreprovided. Organizing write-offs for my small business is no simple task (it's an absolute headache really) but Jeff is extremely knowledgeable and able to guide me through the process each year. He's pretty savvy when it comes to investments too. I have experienced the benefit first hand! Jeff, Ellen, Margrit, Brendan and the rest of the team are competent and eager to assist with my inquiries time and time again. Working with Capital Advisory Group really is the only bright side to tax season.

I've worked with Wright Criscione & Co for 3 years now. I've been very pleased. Jim and his staff…read moreare very knowledgeable and have been so easy to work with. I came across some new situations last year after moving from the county to the city and Jim did a great job of helping me navigate the change. 5 STARS!

My wife and I have used Wright Criscione & Co for the last two years to prepare our taxes. We have…read moreoften been disappointed by their customer service in retuning phone calls, meeting committed dates for turn around of documents, and general availability. But we will no longer use them becuase of an error in preparation resulting in an additional tax bill and interest on the amount due.