This place used to be great, now it is trash…read more On their website, Connell & Curley says "We go the extra mile in everything we do - from helping you decide how much insurance you need, to filing and tracking a claim until it's settled". This is laughable. Our agent was Jason Thomas. I have met very few lazier, non-caring employees in my life. Anytime I would need anything I would contact Jay, and every time he would blow it off and make me feel like I was bothering him. And these were BASIC insurance questions, nothing complicated. I had Connell & Curley as my agent to be an in-between so I did not have to sit on the phone for hours with the huge insurance company. Every question was always met with an "I could not care less" attitude, and was always told to do it myself. Why do I pay you then? Why don't I just go through the insurance carrier? I left about a year ago, and have had such a better experience elsewhere. Back in the day, this place had the best customer service. Then they lost their way. The owner seems more concerned about making Instagram videos and shameless self-promotion, then actually seeing what is going on in her company. She is clueless about how bad it is. I always stayed with this company due to being a longtime customer, and due to the way that it used to be. I also like to support local business. It no longer resembles the company that it was 20 years ago. I am so much happier since I switched, and saved a TON of money. I'd stay away from this place. 0 STARS

courteous, knowledgeable, and very responsive. They helped me get car insurance really quick.read more

Dr. Dave T. I have been a client of Katz Financial Services…read morefor over 40 years. Jeff Katz has always been available to me for key decisions as I built my business, raised my family, sold my business, and planned for retirement. He enabled me to create a benefits program for my employees, provide security for my family and weather the economic storms of market volatility. When the economy was down, I still felt secure in my retirement due to the annuities he advised me to purchase. When the markets were up, I was able to benefit from my investments. He has guided me in all my investments, whether he was managing the funds or I was self-managing. I respect his knowledge of market trends and look forward to him taking over more fund management duties. Through the years Jeff has become not just an advisor, but a trusted friend.

I was introduced to Jeff Katz by a mutual business acquaintance that felt Jeff and I share the same…read morevision for our clients....honesty, integrity and a strict fiduciary commitment to our clients. Jeff and I have gone on to work together and I consider him a trusted advisor who does not consider me to be 'just another client'. Jeff continues to demonstrate his sincere commitment to provide me with honest advice that will help me and my family accomplish our short and longterm goals. Jeff is no-nonsense and knows his stuff! Highly recommended!!!

El servicio muy bueno Realice mi declaracion de taxes por segunda vez y con GLORIA RAMIREZ es muy…read moreamable y atenta me senti en confianza y ha sido genial

Josh is super friendly and attentive to detail. He makes the whole process very easy.read more