I love Allstate , I've been a loyal customer of there's for over 20 years . They helped me recoup…read moremy losses from 2 different floods in my home in east meadow and treated me great . I've dealt mostly with Arlene who is a wonderful , professional . Always friendly and helpful . prices and service are the best in the business . Thanks to all who have given me and my family such great service . We are surely in good hands

I have been a customer of this Allstate agent for a few decades now, and have nothing but good…read morethings to say. Through good times and bad (Long Beach and the surrounding areas have had their fair share of bad in 2012), the staff here have always done right by me. From registering new cars quickly and seamlessly, to recommending insurance coverage levels based on conversations about the contents of your home, or walking you through submitting a claim for a loss, the team here are more an extension of your family looking to give you a hand than impersonal agents on the other end of the phone. Give them a try. Walk in, speak to Louis right at the front, and you'll discover the difference.

People who only leave bad comment in yelp just because that's easy place to complaint with no need…read moreresponsible after. At the same time they are lazy to leave good comment in yelp, because they think everything just need to make sense and doesn't need good comment. This is remarkable building with friendly bank associates. I don't see any problem of the service and place. It might be policies or features not the best to compare. Love them all!! FIVE STAR!!

Bank associate at Chinatown hsbc bank refused to open an account for because I look too fat in my…read moredmv photo so I asked for the branch supervisor who asked me "why did you come here you should go to the bank where you live"

Everything went well! Cassandra helped me increase my poor credit score, and I was finally able to…read morebuy a new car thanks to her. Thank you so much!

Had homeowners and auto insurance with him years ago. Was happy but got a much cheaper quote so…read moreswitched no hard feelings.One of his agents called me to see if could sell me a policy told not interested he keeps calling.After telling him not and telling him i resented Paul's robo calls.Yesterday i got his recorded happy birthday wish mesage for my mom who also had a policy with him.Very nice but hes been told several times she passed 7 years ago.Can"t help but think hes really sick and demented.

My name is Jose L, I recently filed a auto claim with Allstate , Paul Bernieri agency and was…read morevery pleased with the quick response and outstanding matter Allstate handled my claim. The claim adjusters , Eileen Derosalia and Richard Cucuzza , were outstanding ,very professional and very understanding of my situation. The office rep at the Allstate office, Crossbay Blvd Queens, Katherine , who we always deal with, went beyond to help me with the claim. She is a lovely person.

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

I attended a Yope financial session on debt and budgeting a few weeks ago and walked away with a…read moregreat foundation on how to manage my finances. Living in New York, it has always been hard for me to save for a rainy day, but the financial consultant who led the session, Garrett Philbin, answered all my questions and also provided easily understandable financial materials and motivation through his "Don't be Broke, Be Awesome" presentation. I can't wait to attend another Yope session, hopefully on investing early.

I attended a financial workshop with yope tonight and the financial advisor they had was great. It…read morewas a small group so he could give individual attention and tailor the talk our specific interests/questions. He was super approachable and helpful, and gave some great tangible advice on debt management that I'm definitely going to be using!

Customer service is really really bad, and good luck getting approved for services. Even worse.read more

I have received bad information from customer service reps and Medicare salespeople. I have…read morereceived emails meant for other customers. All of this put me into an impossible situation that I am still trying to sort out.

Thank you Mr. David appreciate you helping me with my taxes and the laughs. Had a good time great…read morecustomer servic.

Have been using Dave for more than 10 years and he has always been knowledgeable and straight…read moreforward with me. He has given me great advice on how to keep track of my business expenses and have always kept me abreast of the tax changes each year. My whole family uses him. He's has always been a top notch professional and great person.