Jeff and his team at Washington First Mortgage are great to work with. Very responsive. They…read morework hard to find the best mortgage rates out there. Jeff helped me with at least 3 refinance transactions in the past. When I was looking to purchase a new house recently, I immediately contacted Jeff to start the pre-approval process. Very smooth process, all along.

I've worked with Jeff twice on mortgages and refinancing and he was amazing both times. He takes…read morethe time to ensure he's listened to your needs, explored all possible ideas, explained each option fully, and made recommendations based on what's best for you individually. He's helped me secure the best available rates, both when rates were exceptionally low and more recently when they've been much higher. He is incredibly helpful, thoughtful, and easy to work with. I couldn't recommend him more highly.

I was with the former agency for over 20 years. I stayed with Marc when the agency changed hands…read more I watched my insurance go up for the last 3 years. I looked at another company and for the exact same coverage saved over 50%. The new farmers employees were very nice, but instead of just accepting that I left somewhat abruptly (yes $1200 a year savings) - Marc chose to send me a letter to be sure I understood that they were awesome and my schedule and inability to contact them on their time was a problem. Uh, ok? I think it's about the fact that you were so much more expensive. I am a single mother of 3 - one of my children is severely disabled. I would prefer to not worry about having to contact my insurance. I requested to find out why it was so expensive and told them I would look at another policy... I was told that I could save a tiny bit if I reduced my coverage. I got the answer and I chose to change... Last time I heard, that is my right. I am decidedly offended by the response I received. Maybe you need to look at your rates instead of blaming customers for not being in contact with you- especially when you aren't addressing the issue. ******************UPDATE******* Nice response Marc. So much different than the personal response I got from you. There's more but let me quote. 'I guess I'll have to publicly respond now, because that's what the internet marketing handbook says I need to do to make sure all the temper-tantrum-suffering yelpers out there don't get to have the impact that their self-centered world view has them believing they are entitled to." I guess your customers better behave or they can expect these types of remarks in their mailbox. I am 100% confident I made the right choice.

I've been looking for an agent who will personalize a plan vs just proposing a "package". Marc has…read morebeen great both professionally and personally helping tailor something comprehensive for what we both outlined as objectives. I highly recommend his services and advice.

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

I'm a small business owner in Bellevue, and I needed to make a change to my existing policy. The…read morebroker we started with was unresponsive and when he did respond, gave me information that seemed suspicious and would also have drastically increased my premiums. I called Dee at Pro Benefits and she jumped on helping us on the spot. Within an hour of our first conversation, she sent me an update on the steps she'd taken to look into a solution. All of this was in the middle of the COVID-19 early days of the shutdowns, and while she was working remotely. I felt like a valued client before I was ever an official client at all! By the end of the day I'll have officially ditched the other guy and switched to Pro Benefits. I have high standards for professionalism and service as a business owner myself. These folks impressed me.

The feeling when you've found a trusted partner and all you have to worry about is if they ever…read moredecide to go off and do something else... Been with Pro Benefits for 2 cycles now and they are on-top-of-it. You don't feel like just another paycheck and they are dedicated to doing their best. So much so I felt obligated I had to get off my butt and give them a great review here.

An update to my earlier 1 star review. I was reached out to, but no one helped me. They apologized…read morebut now asked for new documents they should have asked me for 9 months ago and have told me this process will now take over 1 year at the earliest. I have escalated by sending formal written complaints to the processing company Cenlar, to BECU assumption department and BECU office of the president.

Miguel was awesome, fast and courteous when we needed to do a quick loan signing. Highly…read morerecommended.

Calling our agent today was honestly shocking. She cut me off mid-conversation, said she'd call me…read moreback, then immediately hung up without even a goodbye. The tone was sharp... dismissive... like I was an inconvenience. She never called back. She had someone else reach out instead, and they still couldn't help me. The whole interaction felt rude and completely unprofessional. When I call my agent, I expect basic courtesy and real support... not attitude and a handoff. Would not recommend.

I had to break up with my insurance agent after 12 or so years. He no longer served my needs,…read morereturned my calls and my prices skyrocketed. Farmers goodbye. I called Erin's office and got an immediate quote on-a Friday night. I switched over Monday morning and it was a smooth transaction and very welcoming. Thank you Alex! I've owned many houses since 1993 and multiple vehicles.

Barry is the best insurance agent on the land. He replied to questions on my policy on Christmas…read moreDay; how many agents would do that? He's very kind, consumer oriented and he'll explain to you all the terms of your policies along with further options to reduce your premiums if possible . I work with many professionals, CPA, investment advisor, nurse practitioner, Primary MD By far he's the friendliest and most knowledgeable. His assistant Nicole is also very helpful. When you're looking for an insurance agent, call Barry, and as one of my patients said: Now you can go back to work,

Barry Hasson's Allstate office has been there through the most difficult times for me, my family…read moreand my real estate clients. Barry is always available to take my call and his office delivers a level of service I could never have imagined! Barry has been my go to insurer for the past 20 years and I highly recoomend him!