David was great! Very kind and understanding. Moving to a new area was WAAAAY easier thanks to him…read more Also, did not ever get the sense that was being "sold" things with my insurance coverage. He was very genuine and down-to-earth. Clearly cared more about me and the coverage that worked for me rather than piling things on to bring revenue for the branch. Absolutely recommended to anyone in the area!

I shopped around for homeowner's insurance when mine wanted to dramatically increase premiums. Out…read moreof three options, this was by far the lowest. I ended up having my mortgage reduced by a few bucks and my car insurance went way down without even having to switch companies. I'm sticking with these people and making it a to-do to insurance shop every year after taxes are done.

Dakota Biwer was very professional and provided excellent service. He loves to educate his clients…read moreto find their best options based on their needs.

Ben and his team were outstanding to work with. We needed to move quickly, including getting…read morebusiness insurance in place on a tight timeline, and they handled everything with urgency, professionalism, and care. What stood out most was how thoughtfully they reviewed our current policies and walked us through our options so we could make informed decisions across our homeowners, auto, and business coverage. The entire experience felt thorough, well managed, and genuinely client-focused. I would absolutely recommend Ben and his office to anyone looking for responsive, knowledgeable, and high-quality service. In the end, we ended up transitioning all of our policies to his team! Looking for a winner? Sign with Ben Nauman and his team!

Absolutely Love these agents! Always immediate positive response and outcome. And I absolutely love…read morethe mini calendars at Christmas!!

If you want an agent that will go above and BEYOND for you, Rick Bell is your guy! Rick and his…read moreteam are incredibly knowledgeable, always friendly, provide top notch service and are just all around great people. Highly recommend!

To the past reviewer CW - In 2016 there had been brand new software - e-filing and IRS were a…read morecomplete headache. I bet you received your refund and within a much quicker time period than you expected, as we all were wondering how long we may have to wait for our refund. I have had my taxes done with Darlene Haack for over 40 years. Greg Nelson takes care of my retirement accounts (running with a software he wrote and made himself.) Darlene Haack continues to take care of my personal and small business income taxes. Bill Groby has since passed on, bless his soul. I know there are more than 1500 of us that have been with Darlene Haack for many, many years - as we all were nervous switching from Haack Tax to Strategic. It was a smooth process and now have our income taxes and all retirement and financial planning completed in one place, by amazing, dedicated, and efficient people.

I want to caution individuals considering having your taxes done at Strategic Tax & Retirement…read more Bill Groby prepared our 2015 taxes in April 2016. We had a refund on the federal income tax. He emailed me an e-file form to sign and I specifically stressed the importance of receiving a check versus a direct deposit into an account over a couple of telephone calls as well as the utmost necessity of this. Bill reassured me he was unchecking a box on his end so the direct deposit would not happen and a check would be sent. A direct deposit was done anyway. When I called to question him, Bill's response was it was an error. This firm's service is very untrustworthy and unethical dealing with your finances.

Very nice people, very helpful and responsive, always pleasant to work with. I do live in Florida…read morebut I make sure to stay a member in Rochester

A good bank. We've used other banks that we've preferred, but Mayo Employee's Federal Credit Union…read morefits our needs right now. Setting up our account was easy and the employees are always friendly and professional. If you are driving, this branch is a little difficult to get to. You need to find parking on the street because the bank does not have a private lot. Most of the "parking" in the area is marked as "Unloading Only: 15minutes Max." I noticed that a lot of people abuse this and just park anyway. If you are like me, you'll either need to drive around a bit or park a few blocks away to find a meter. I parked up at the meters near the library. To get to the branch from the street, you walk into the US Bank Building (see picture), go straight underneath the escalator, and to the back through glass doors. If you are in the Skyway, it's right on the bottom floor and probably very convenient.

Love this bank. I have had an account here for many years. They are very helpful and are very…read morehelpful when I have had issues. Will never leave this bank.

We have been satisfied customers of Agent Sue Madden for over 30 years…read more When we have had to make a claim, the response has been prompt, informed and fair. We have both home and car insurance. Needing to make an insurance claim means an event of some level of trauma has occurred. It has been reassuring to know that our personal events will be handled in a professional and sensitive manner. Virge & Jackie T.

I needed to purchase a little policy for my daughter's personal belongings while in school and so…read morewe decided to go with Sue as I am a big fan of supporting woman busness owner's and I felt like she was honest, open, and would explain things and basically treat my college student just like her own. We got the coverage we needed at a good price but the service and comfort of knowing you are in good hands is what I am most happy with. Her office is warm and welcoming--lots of free parking behind the building--i was offered cookies and coffee and even a cute little houseplant as they recently had a promotion of some kind and they had some leftovers. I had a quick conversation with one of her staff Teresa and she was such a joy to visit with. She had children in college also and I felt she knew exactly what we needed without over-selling..Just a great group of ladies working here---I could have stayed and had coffee and chatted with them all day long.....