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    Marshall Life and Financial Solutions - Happy Holidays from the Marshall Life Team!

    Marshall Life and Financial Solutions

    (17 reviews)

    Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

    I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

    Friendly Guy Insurance - Friendly Guy Insurance Automobile Coverage Meeting

    Friendly Guy Insurance

    (12 reviews)

    My experience was great! From start to finish, everything was made clear and friendly. James…read moreresponded to my message for a quote in about two minutes and we were off from there! He was very prompt to answer my questions and even communicated with me via text for most of the transaction. (I really don't like talking on the phone) His pricing was fair and offered great coverage and it was nice to be able to communicate directly with a person when I was shopping for insurance. The best part was that he was able to get me coverage for both of my vehicles in the same day! All of the other "Big Name" companies kept telling me they needed 15 days to check with their underwriters. That info was directly from their websites. When I tried to call in to one company to ask to speed up the process I was told by a recording that they don't sell insurance over the phone anymore. (I'll give you one guess). I'm happy to support Friendly Guy Insurance after he supported my family's need for timely, quality insurance coverage today.

    James is always super attentive and always picks up the phone. He's got a wealth of knowledge and I…read morecouldn't be happier with the money I have saved and the heads up James has given me to stay ahead of the game of life! He's not only an insurance guy, but he's an awesome and experienced consultant to what you need and what is best for you! -- he helped advise me through a renters insurance claim when my garage got robbed and always stays on top whenever I need help with my car insurance information or renter insurance information when I move or something. James seems to treat me like a friend in his business dealings with me and always try's to help me out with the best and puts himself in the shoes of his own clients it seems. I'd highly recommend James Freeman because he lives up to his name, Friendly guy! But mostly a friendly guy you can trust.

    The Sexton Advisory Group

    The Sexton Advisory Group

    (2 reviews)

    We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

    He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

    Farmers Insurance - Austin Heiland

    Farmers Insurance - Austin Heiland

    (4 reviews)

    I totally recommend farmers insurance and this insurance office. I lost my home in a fire in 2019…read moreand everyone from farmers made the whole process painless and a breeze to get through. But then two months from the fire I was getting the keys for my new home. They've also been great with car insurance as well. Austin Heiland Insurance office have been great looking out for me with my policies and making it easy to make payments over the phone. I don't plan on switching to any other insurance company. I feel like I get what I pay for with them.

    As first-time-home-owners, we were overwhelmed with all the paperwork and quick decision-making…read morethat comes with the closing on a home. Finding homeowner's insurance is one of those decisions that can be overwhelming due to how many options are out there and how important choosing the right policies and insurer can be. We obtained an abundance of quotes from various providers but after initial contact with Austin Heiland, going with Farmers and having Austin as our agent was a no-brainer. Not only did Austin work to give us a great quote for exactly what we needed, he then took the time to walk through everything listed in the policy so that we fully understood the extent of our coverage. It is clear that, at the end of the day, Austin's priority is to make sure you feel comfortable and at least walk away from the conversation knowing more than you did about homeowner's insurance... the competitive quote is just icing on the top! I would recommend anyone who is looking to take on the daunting task of getting a new insurance policy, or is at least curious about learning more about the world of insurance, to reach out to Austin Heiland. His customer service is top-notch and whether you decide to go with Farmers or not, Austin will make sure you're making the best decision for you and your loved ones. We will definitely be back soon to bundle our auto insurance!

    Eric Tryby - homeinsurance - Updated May 2026

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