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    Patrick T Daly

    3.0 (2 reviews)
    Closed 8:00 am - 6:00 pm

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    Services - Patrick T Daly

    Bookkeepers

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    RiskBlock - Liam Dai

    RiskBlock

    (10 reviews)

    We needed home owners insurance but weren't sure where to start. I reached out to William for a…read moreconsultation and he made the entire process quick and easy. What sets him apart from other agents and his company from other agencies is that they're professional but also personable. William took the time to listen and understand our concerns in order to help us find the right coverage. He walked us through all of our options and even explained the technicality behind certain insurance policies. We were offered a comprehensive selection of plans and were able to select an affordable, personalized one that suit our needs. William was also never pushy about a product either. He was always honest about his suggestions and actually explained the differences in quality between policies with regards to his work/experience with the companies. What I also found extremely helpful was that he gives a presentation explaining the insurance process, terms of coverage, and compares your existing quotes with his recommended insurance plan. The best part is, he is reliable and responds to everything in a timely manner. William also made himself available when we had a last minute, urgent request and got everything to us quick. I highly recommend his services.

    It might be odd to write a review about a insurance agent but we've had such exceptional service…read morewith Riskblock. Liam Dai worked on my account for the past three years and he's always been responsive and knowledgeable. He bent over backwards to get us great rates (we got auto, umbrella, homeowners and there's different ways to combine it with the same/different carriers to get the coverage we wanted). He's positively without a doubt, the best insurance agent we've ever worked with!

    Patrick T Daly - financialadvising - Updated May 2026

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