We worked with Steadily to get a Builders Risk policy for a property we were buying and renovating…read more The agent we talked to was super knowledgeable about renovating and flipping policies and guided us on what we need from an insurance perspective. It was super refreshing to have someone with this level of expertise when it came to real estate investing and flipping. Will work with them again.

VERY UNPROFESSIONAL. Without our knowledge or consent AND NO ACCIDENTS OR TICKETS - they Cancelled…read moreour Auto Policy with Travelers. WTF it is OUR POLICY - NOT YOURS! How DARE YOU! And they have the nerve to send an email blaming it on Travelers making the choice - so outright LYING - violating state laws, along with lack of notice. Travelers TOOK OUR ACCOUNT DIRECT INSTANTLY - along with a 12 month instead of 6 month (our choice). - - - - - - - - - - - - - - Now, a month later, they pulled another BS "Ooops we did it again" and informed us that "Travelers Cancelled our Home Owners!". WTF?! Again, we contacted Travelers and they said "NOPE - Steady decided to not work with us anymore", and assured us in writing that we are 100% covered. So - CONTACT TRAVELERS DIRECTLY - get the BEST RATES and No Steadily BS Unethical Behavior.

Leticia was absolutely horrible at communicating with me throughout my first time home buying…read moreprocess. I was lucky enough to have a great agent and title company because they stayed on top of her to get my purchase completed. Sometimes I would be asked for documents last minute and other times she would ask for the same document over and over. She is not organized, but she does put on a good show at the beginning to make you think you are getting a hard worker. My closing was delayed because of the lender and there were multiple mistakes regarding the closing documents as well. She even told the title company I requested certain changes and I had no clue what she was talking about in the closing room because Leticia never had a conversation about it. She will make excuses the whole time. It is always someone else's fault. Stay far away from Leticia. Also, don't ask for her manager if you have issues. It is her husband, and he will do NOTHING to remedy the situation. He even hung up on me while I was explaining the issues.

Leticia made the mortgage process so easy to understand and was very responsive to all my…read morequestions. Emails were answered very quickly and the mortgage calculator was the perfect tool to help me understand all my options.

I'm posting this for my uncle who lives in W.Texas…read more IBEX served as broker and mediator to the sale of my business. I can't imagine doing this without them as they saw the deal through from putting my information together, assessing potential buyers and then getting through the close. I highly recommend.

IBEX just closed the Sale of our Business (10/1/22), and we could not be happier. This is the…read moreSECOND business sold with IXEX assistance. Their expertise was invaluable, and they created real economic value durning the negotiation process. We have bought and sold several businesses - and IBEX is hands down the best at their craft. We plan on using them again! I will never buy or sell a business without their guidance.

I am writing this to warn other business owners about the significant accounting errors and lack of…read moreaccountability we experienced at Rupert and Associates. We worked with this firm for two years, and it proved to be a major setback for our operations. Despite being assigned a "QuickBooks expert," the firm failed to manage our Housecall Pro integration correctly--continually insisting we simply unlink it. As the business owner, I was eventually able to coordinate with the software providers myself and fix the integration settings within just two weeks. Because our books were not being reconciled monthly as promised, we were advised to file 2024 taxes that were admittedly inaccurate to avoid "correction costs." This resulted in us overpaying on our tax liability based on flawed data. After I hired an independent bookkeeper in late 2025, they uncovered over 700 uncategorized transactions dating back nearly a year. Most damagingly, the firm underpaid our Q3 and Q4 Texas state sales tax. I am now personally responsible for the resulting fines and penalties. Despite these documented failures, the firm still charged $1,000 for "work performed" during the period these errors occurred. When I reached out to the owner to dispute this, they refused to take any responsibility for the penalties their mistakes caused. If you value accurate bookkeeping and a firm that stands by their professional work, I strongly recommend looking elsewhere.

The initial consultation went great. Seemed very attentive and ready to help with my 1st full…read moreyear's business taxes. That couldn't be further from the truth. This firm didn't help, guide or strategically do anything for us. I'm a small owner operator plumbing company. Every dollar helps as I'm sure most can understand. They weren't punctual. Weren't professional. Weren't courteous or friendly in the least. Expected us to know everything they needed. Multiple times came back saying more information was needed after us asking that question ahead of time. I don't suggest using these people. After further communication and finalizing the taxes, absolutely nothing changed. I still recommend finding a company who actually cares about thier clients. After acknowledging my concerns, they said take it or leave it basically and they weren't doing anything else. Unless I paid additionally $250per hour for more advice or strategy basically. I couldn't be less satisfied and feel we did all their work for them. The response is comical and extremely vague to cover the truth. Blain is the office manager. She made that extremely clear by answering EVERY question with "I'm not a tax person so I'm not qualified to answer that". So in theory yes You were responsive but accomplished absolutely nothing. The phone call that I personally had with you, I had to ask you at least 10 times to quit interrupting as you tried picking apart every sentence I said. Instead of listening to the whole experience you were asking about, which would help you better understand that situation in entirety. But yall are a spam tax shop and nothing more from mmy experience. I got absolutely no tax advise. No tax strategy talk. I paid yall in full what you asked got months ago. Took until the last day to get it done because nobody cared to help. Terrible all around

Was referred by a friend when we started our business and we have always been plesantly suprised by…read morethe attention to detail and timely responses. Jen is prompt, knowledgeable and extremely helpful. We have since referred several people and I will continue to do so.

I have been with SK & P Insurance for many years now. They handle all of my personal and business…read morelines. They are very easy to contact and the staff answers any question you may have in a very prompt and courteous manner. My personal advisor, Ruben Valderas, is always there to help me out in any situation I encounter. They shop your policies for you to make sure you are getting the best deal that you can for your money. They are a growing business and though I have had various parties assigned to my accounts over the years, they have always been there to help and assist me.

I have been using JMJ Benefits as my insurance broker for the past 2 years and couldn't be happier…read more Jeffrey Jones is extremely personable and always available to answer any kind of questions I have on my policy. He doesn't charge for his service b/c he is paid by the insurance companies, so I get his fabulous service for FREE! He's also great about shopping out other options and making sure I'm getting the lowest rate possible. I recently recommended him to one of my friends and now he is helping with their group policy and all employees seem to be very happy. All in all--great service, well-educated and great person! Highly recommend using him next time your looking for individual or group health insurance!

After spending months researching different health plans for our small business (needing to switch…read morefrom a COBRA plan), I got so frustrated. The ACA plans were terrible, TriNet was too expensive, and there just weren't good plan options going direct to the insurance companies myself. One call to Jeffrey and he made it all seem so easy - before I knew it, he had helped me pick the best plans for our business and family, sent me forms (that he had mostly filled out), and the plan was approved! After so much frustration and heartache, Jeffrey turned a huge pain point into something so easy, I wish we had known about him from the beginning! You won't regret have Jeffrey help you with your insurance needs. He turns an extremely complex process and market into something that couldn't be simpler, and easier.

I am impressed with the service offered by Steve Decovic at Silver Key Benefits. Steve was…read morerecommended by supervisor as I am planning to retire. I was acquainted with some Medicare benefits but a little unsure, Steve was very proficient in discussing the pros and cons of the available options and helped to make the decision. Steve also talked to my financial advisor to make sure I did not go over the next higher range cost for Medicare. I would recommend Steve at Silver Key Benefits as help to anyone needing advice for Medicare enrolment.

Caller ID Steve Decovic Cold calling sales have no idea WHO…read morehe is and they Sail through caller blocker software. When messaged not to call back, fire back many calls again overriding blockers and even redialing when hung up on, in order to resume use of your own paid phone line IRRITATING beyond any other telemarketeer

This is the WORST bank I have ever encountered. They keep trying to say they couldn't verify my…read moreidentity and ultimately said someone else was using my social security number. I have LifeLock and they alert me if there is EVER any issues like that.. and I know that is completely incorrect. They are lying.. I have absolutely no idea why they are lying but I called LifeLock and there is absolutely nothing showing up as anyone else using my social security number. I am going to guess that someone miskeyed someones social in THEIR banking system and that is the problem. They REFUSE to call you back.. you can never speak to a supervisor and there is no one who is ever willing to call you back. What a terrible way to operate a business- especially a bank! DO Better FIFCU! Anyone THINKING their rates sound good.. DONT DO IT! RUN!!

Eric is the best insurance broker I have ever worked with. As a mortgage lender, I request quotes…read morefrom agents daily, and Eric is the most responsive out of the dozens I have worked with. Cannot recommend anyone better!