Sentry West - If you are looking for a benefits broker for a small or medium business, this is the…read morecompany to work with. The team works hard for you and your company, driving the entire process from start to finish. As a small business professional, I can say that there is never time and frequently not enough in-house knowledge to make all benefits assessments happen. First West has hand-held everyone in our company through healthcare enrollment, finding the absolute best plan for each person in the Utah Health Exchange - including out of state employees. The team went above and beyond when we faced a business transition that saw everyone with any Benefits experience leave the company. After we made the mistake of choosing a National Benefits/Payroll company to guide us through the transition, only to find out they were expensive, abrasive and unhelpful, the small business team saved us from our poor choice. They stepped in to transition our Flex Spending solution to a more resonsive vendor, and recommended a new, local payroll company whose service matches the quality of First West & is substantially lower in cost than national chains. And handheld us through a series of Cobra challenges as we learned the ropes of our legal obligations. The best customer service experience I've had in years.

Impossible to get answers quickly or to even get the same person on the phone two times in a row…read more I have had a home policy with Sentry West for approx. 5 years. I recently wished to update my policy and add earthquake insurance. Finding someone available to take my calls/answer questions proved difficult, but once I finally got someone live (Kristi), I stated my questions and set up a follow up appointment to discuss the answers after Kristi had time to research. When I called the agency about ten days ago on the day and at the time of my appointment with Kristi, she was not available, so I was passed to Jennifer. Jennifer helped me with the home policy, but questions remained about the EQ policy. I set a follow up appointment for Jennifer to call me today, 3/12, at 2pm. No one called at 2pm. At 2:10 pm Kristi called and I find myself having the same conversation I had with Jennifer 10 days ago. This agency is proving unresponsive and unprofessional. Take your time, money and business somewhere else.

Ricardo is amazing and made the transition from my last insurer to this one as smooth as a baby…read morebottom. He's a great guy and made me feel comfortable by explaining the policy terms and is always available when I needed help or had additional questions. Highly recommend working with him. He'll take care of you.

Well informed and thoughtful service with a real neighborly touch! We recommend TJ and State Farm…read morewithout hesitation!!

Mr Shedden was speedy, concise, adaptable and extremely knowledgeable about both state and federal…read moreincome tax. Without going into too much detail, I was needing more than just a typical tax return prepared for an individual filing. Everything went off without a hitch and requiring minimal effort on my part. I would definitely recommend Mr. Shedden as a personal CPA and I'll be using him for the foreseeable future.

This has been an amazing program to help us with saving. It is not easy to save when you have a…read moretight budget, and this program is an excellent motivation to learn how you can consistently save with minimal lifestyle changes and adjustments in your budget. It is impressive how quickly $1,500 can accumulate and the matching program is wonderful at helping you achieve your financial goals.

I downgraded my rating for a few reasons…read more....... If you miss a payment, you just need to call them and tell them to take off the draft for that month. 1) With that said, I had no $$ in my account and I had to call twice ore to make sure it had been stopped. For the amount of money I'm paying them to handle my debts, I'd expect better service than that. 2) I was told that I needed to contact the creditors themselves and let them know. I did, however the creditors all threatened to dishonor the contract if I didn't send something, even if it's $10. I called back AAA and the confirmed that. It would have saved me a lot of time if they had explained this to me before fighting w/each creditor on the phone. 3) Upon signing up with AAA, they ask you to obtain some sort of documentation to show payment contribution and progress. I again called each creditor and they said they cannot because of AAA having Power of Attorney. I called AAA once again, and they confirmed that. After wasting an entire day of being on hold and speaking to my debtors (I only have 3) AAA could have saved that if they had informed me of these things ahead of time. You can get your payment history online at the website, and they do hold Power of Attorney so only they can provide payment history. In the end, the creditors will call AAA (or whoever you go through) and complain that yes they will drop you if you don't pay the amount that was agreed upon. In reality they will take the payment you send. It's when you DON'T send anything they will drop you.

UMLF is an absolutely wonderful organization. When banks wouldn't lend to my new startup company,…read moreUMLF provided us with financing on totally reasonable terms. Quick, fair process with some very nice people running the show. And (after lending) they set me up with a social media specialist who has met with me once a week for several months, free of charge, and taught me loads about how to use social media to our advantage. I'm so grateful that I found UMLF.

Terrible, they denied our loan after pulling credit which affects our chances with future loans…read more When I asked if they have any other referrals, Brandon Orr said "Yes, yourself!". I did apply to banks where I was denied and they happily took my application, fee, and spent weeks of my time. Not to mention pulled our credit. Very unprofessional.

Just closed on a house in Lindon, UT. Normally I wouldn't even think about writing a review for a…read moresimple closing. In out case however, these guys went out of their way to accommodate our schedule. We had to reschedule three times. Matt came and saw us on a Saturday. He was very friendly and professional. They were very thorough and made closing a breeze for us. Highly recommend using these guys.

Most honest businessman, financial advisor and insurance salesman in Utah! You'd be lucky to give…read morehim your business.

A wonderful place to do business and that cater to your banking needs. Been with them for 2 plus…read moreyears and never been disappointed on many loans I apply for and their approval process. For someone that takes care of their credit and have a stable job, this credit union deserve your attention with their competitive low rates and rewarded perks that sure to bring a smile. My recent loan with P. Christiansen was amazing and she definitely went above and beyond to make my loan process seamless and understand my needs. That is something most banks won't do and cater around them. You get my 5 star and that is truly remarkable what a bank should be. Will do more loans in the future for business and service needs. I finally found my calling and thank you for being members first.

Always friendly & the nicest around. I hadn't been in in 6 months & they remembered me. Flawlessread more