Best insurance agency around. They know their way around the insurance business and always help…read moreyou get the best rates. Brought my insurance down over $1000. I recommend them 100%

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

Patty and her other employees have been great to me over the year. If you want an appointment you…read moreneed to plan ahead, but she does a great job at a reasonable price. I'm surprised about the other bad review on here. I do think you need to do some basic tax diligence before you use any service. I typically grab a checklist for the new year and make sure I bring everything that's needed with me. I wanted to write a review because I do use Yelp to look up places and I was very surprised that K Financial had a 1-star rating. Give them a try, I think you will be happy you did.

For several years using their services, it's all fine except for once in a year. And, because they…read moredid not open every day after tax season, I would have to do the inquiry on my own, and later, paid for assistance in the community to get the rest of the refund for that year then. Pattie may also know this. I hope similar issue won't happen again. We all live in community. Since when, negative issue may have seriously impacted a lot of places. Best luck to all businesses.

Do NOT use this agency…read more Is it possible to give zeros stars? They were highly recommended to me when I started using them about 13 years ago, and I had no issues for awhile. My experience recently has been absolutely horrid. Since they have switched to MAPFRE, that company has been a nightmare to work with, not giving me full information, taking three weeks to assess a total loss vehicle, claiming to cover storage fees and then charging me, not paying the lien that was taken out on the vehicle by the storage facility so I was doubly charged. I am still dealing with the insurance process from that accident more than 8 months later. MAPFRE has been anywhere from unhelpful to downright hostile throughout this process. The agents at Finck & Perras have not been willing to advocate for me at all. Again, please do not use this agency. They have not done their job as agents and the insurer they use has proven to be either incompetent or deliberately manipulative.

I recommend anyone looking for insurance go through Finck and Perras. In over twenty years of…read moredriving in three states I've never had service as good as at Finck and Perras. Just today (7/17/17) I had to buy a car because my mechanic said my old one needed a new engine. Ryan at F&P answered all my questions, worked with me on my quote and we got it done all on a Monday morning so I could get back on the road and back to work. Thank you SO MUCH to Finck and Perras for making my insurance worries go away. Great service and great pricing.

Love ESB have been with them since I was a young girl before I even had children they I wonderful…read morewould never use a different bank

Chris Miarecki has been doing my taxes for close to 20 years now and I can wholeheartedly recommend…read moreher and her services and say that she has always been professional and courteous. She is very detail oriented, very knowledgeable and if she doesn't know something- she will find out for you and get you the best return you can get within the law. I have never heard her be unprofessional in any way, so it is almost funny how the person below posted the exact opposite of my 20 years of dealing with Chris. Highly recommended and I will be disappointed when she retires. Best wishes, Aric

Chris has been helping me with my taxes for close to a decade at this point. She is honest and fair…read moreand my bill is significantly less than anywhere else I have experienced. She has taught me so much about accounting that I can almost file my complex business taxes myself. I choose not to however because she does such a fantastic job it would be foolish to attempt it myself.

I just wanted to hop on here and give Christina Stewart an exceptional review. The process with…read moregetting car insurance for myself and my son was explained clearly and she went above and beyond to find us the most affordable plan because my son was a new driver. I feel confident and well covered and would highly recommend Christina to anyone looking to get a better quote or a new policy. Not to mention that she has wonderful customer service and is incredibly intelligent.

Incredible service and pricing for both home and auto insurance. The options they offer along with…read morethe experience of their agents make White Birch Insurance the best place to go.

Called. Informed them that would like to put my son who just got his license on the insurance. Said…read morethey would take care of it. Called again 6 weeks later to get information and they said they had no record of us ever calling. So my son has been driving around uninsured for 6 weeks without us knowing. Complete lack of awareness and also much higher priced than other places. Don't use these people.

I highly recommend. Always receptive and helpful. I have 3 vehicles with them and they have been…read morenothing but helpful. I switched to them a few months ago after a not so pleasant experience with my old insurance agency. What a difference!