We just recently refinanced our home with Jen Welch. Given that we did so during a pandemic…read moreeverything was done virtually, which was super convenient and easy. Despite taking care of everything virtually, the process never once seemed impersonal. Jen answered all our calls and emails expeditiously, even on weekends. We really enjoyed working with her and have recommended her to family and friends.

I have my auto and home policies through the Schwab agency. Couldn't be happier with the coverage…read moreand customer service I receive. Alex is always available when I need him, is responsive and thorough in his communications, and finds the most appropriate, reliable, and affordable policy options at renewal time. Highly recommended!

DO NOT USE THIS AGENCY!!! My parents have been customers over 30 years. My mom passed away in…read moreAugust of 2021 and had an umbrella policy. We cancelled the policy and my dad maintained all of his other policies with Allstate. This week my DAD received a collections notice for a month of the premium for my MOM'S umbrella policy. No phone calls, no letters, nothing. They sent him to collections. I just called to resolve the issue and there was no apology, no explanation and I had to pay the mont of the premium. This is absolutely unbelievable and a horrible way to treat a loyal client. The amount of money is inconsequential, the distress this caused my father is horrible. He's 81 years old and has never paid anything late his entire life. He was devastated to receive a notice from a collection company and I am shocked and disappointed by how this was handled when we called in to try to resolve it. The account has been paid in full. I really hope that $45 was worth losing a long term client over.

I needed to make a 2019 IRA contribution by 4/15/20, and of course, I procrastinated until today…read more Due to the Covid-19 social distancing requirements, I was not even sure if they were open. I was pleased to find that the office was open, and had implemented safety measures to protect both their staff and customers. They have installed a monitor and a drop box in their vestibule. So you can step inside, speak to a customer service representative on the monitor, place your transaction paperwork in an envelope, and leave it in the box. They had extra pens and hand sanitizer available. Mission accomplished. Thank you. (Fidelity also sent an email confirmation and then a representative followed up this morning with a phone call since the in person interaction had been more limited).

I have previously had a Fidelity account that I access online, or through the app. I had never…read morepreviously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary.

The website is archaic at best, they actually purge your login info if you don't log in for 90 days…read moreand then you cannot without calling and receiving physical mail to set up the accounts again. We will be switching banks, this is absolutely crazy.

5 star to counteract Karen that gave them 1 star despite not ever going to this branch.read more

Wonderful folks to deal with! I have used them for marine coverage for several years and they have…read morebeen professional and responsive whenever I called. I would recommend them without reservation!

Jacob was excellent. He was able to work with us to get the loan approved and closed right on…read moreschedule. His knowledge of the loan process was essential in getting everything gathered and approved on time. In addition, his team was prompt, courteous and easy to deal with when gathering all the required documentation. Highly recommend.

Anna- Rose . Is an excellent employee she's well knowledged about the insurance business …read more Very friendly well spoken , I was able to switch policy from USAA to now state farm, and saved money .

Billy was fantastic through out the whole process. He is great for a beginner such as myself. Made…read morethe entire process stress free and easy to understand. Also beat the competition on prices!

I have known Billy for a number of years and trust him implicitly. That's why when I needed a…read moremortgage recently I would consider no one other than him to provide the service. As expected from a man of his character, he was attentive to my needs, took the time to explain the mortgage application process to me, and guided me through the entire process from start to finish. I am very pleased with my resulting mortgage and cannot be more appreciative for the professional guidance he provided me. I would recommend him without hesitation for anyone considering applying for a home mortgage.