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    Fortunium Wealth Management

    5.0 (1 review)
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    Services - Fortunium Wealth Management

    Inheritance planning

    Insurance planning

    Investment management

    3 More Services

    Life insurance

    Retirement planning

    Trust planning

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    5 months ago

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    Iron Rock Insurance

    Iron Rock Insurance

    (4 reviews)

    Changing to Iron Rock insurance for our home and auto needs was simple they handled everything. We…read morehad to turn in a few pages from our prior insurance company. They made all the necessary calls. They offered pricing options from other companies, but suggested the best one we should go with that we meet our needs. I highly recommend Iron Rock.

    I had the pleasure and then displeasure of working with Iron Rock that didn't last very long. If…read moreyou're looking for a quote, they can help., If you're looking for an Agency to represent you, your out of luck. When I had my first and only problem with the service, I continued to ask for a manager which took 3 conversations until one was placed on the call. Each person had NO customer service skills. I was, at this moment upset because they simply dropped the ball. (trust me they don't want to hear it) Upon talking to the Broker Lisa, she said "We're sorry, were just so busy". Then clearly, she didn't want to listen to me and said, "Clearly we are not a fit for you, you moved your insurance with someone else, so we seem to be done". To me, we hire the Agencies for the service and customer service, should we have issues because they are the experts to advise us. Buyer beware; this is not the Agency to help you with that. You would think in an Industry the works off retention of Clients, this would be handled differently. I can only pray that other insureds start to feel the same way and cancel, cancel, cancel. I'd give them a "0" in review if it allowed me to.

    Fortunium Wealth Management - financialadvising - Updated May 2026

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