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    Legatus Wealth

    5.0 (2 reviews)
    Closed Closed

    Services - Legatus Wealth

    Current year tax preparation and filing

    Life insurance

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Baldwin Insurance Agency

    Baldwin Insurance Agency

    (2 reviews)

    If you're looking for the lowest insurance rates in Massachusetts, I'd look elsewhere. There are…read moremany other insurance companies in the area. My overall experience with this agency is unsatisfactory. I began by calling to get rates from them to get a second opinion after getting a rate from Commerce Insurance online. I was told they would get me the lowest rates among 9 different companies they represented. The lowest rate that Judy could offer me was about 20% higher than the rate I was given by a Commerce Agent. I fwded the quote that was given me and was later told it could be matched after some more discounts that were missing before could be applied. That should have been my first reason to walk away. I then got other quotes for renters insurance and after calling a few times, the quotes were different each time I called for for the same coverage. 2nd reason I should have walked away. Then I agreed to pay the quotes that I was given and needed to also register my car which was from out of state. I called the morning before I was going to head in to ask if I could register my car even though my effective date was 1 week later and was told right away that I could. I should have done more research as it's not possible to register a car without effective insurance. Stupid me, but shouldn't that be common sense to the agents who deal with this everyday. It wasn't until I was in the office that I found out I could not register my car that day. I wasted a 30 mile drive and about 2 hours of my time dealing with registration that couldn't even be processed until a week later. These agents do not tell the customers everything they need to know. There are many hidden fees that are applied on the quotes that I was never informed of. I even messed up and had signed up for EFT but wasn't aware that EFT and paperless billing could not be combined and added paperless billing and did not realize I canceled the EFT. I was then charged a fee for switching. Now it has been a whole month since my policy has been effective and I still do not know what I'm paying. Granted I've made a few changes and it takes commerce way too long to update my policy, but I have no idea what fees I've been charged and what my overall policy is. This agency doesn't follow up when they promise to and seem to just not care once the policy has written and signed. Overall a terrible experience dealing with this agency. Now I'm stuck with them for a year. I didn't even write all the problems I've had the last month, but the important ones that would easily make me never go to this agency again. Guaranteed I will be rewriting my policies with a difference agent representing Commerce once this year is up. Please contact me before going to this agency and I will explain and point out the mistakes they made probably over and over again. Many tips from lessons learned to save money on auto insurance policies.

    I recently shoped around for insurance for my business, and Mike from Baldwin Insurance, was able…read moreto save me over 50% on some of my insurances. The other types of insurances, they were able to save me a little, but it wasn't nearly as noticable. I don't think it was just their underwriters, I think they actually listened to what I needed, and were able to tailor the plan to make it much more affordable, while covering everything that I needed.

    Legatus Wealth - financialadvising - Updated May 2026

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