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    Probate Advance

    2.6 (24 reviews)
    Open Open 24 hours

    Services - Probate Advance

    Inheritance planning

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    6 months ago

    Simple process, quick approval and processing times, excellent funding source as well.

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    5 months ago

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    1 year ago

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    1 year ago

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    3 years ago

    Helpful 9
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    8 months ago

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    9 months ago

    Jon has helped on a few advances and has been great! Great communication and very efficient! I highly recommend!

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    2 years ago

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    2 years ago

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    2 years ago

    Terrible Spam. Leave grieving people alone. Stop sending unsolicited mail. Wasting paper on junk mail.

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    2 years ago

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    2 years ago

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    3 years ago

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    3 years ago

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    3 years ago

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    2 years ago

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    2 years ago

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    3 years ago

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    2 years ago

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    3 years ago

    These people are liars that write fake contracts and steal your money. Stay away from them They don't keep they work and are broke

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    5 years ago

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    3 years ago

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    7 years ago

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    5 years ago

    Probate Advance was an absolute pleasure to work with. They walked me through the process and made sure I was comfortable. Highly recommend!

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    USALLIANCE Financial

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    Horrible! Horrible! Horrible! USAlliance was once the IBM Credit Union and for many years was an…read moreexcellent financial institution. About 7 years ago my accounts were scammed and hacked and USAlliance accused me of providing my PIN to the hackers and offered no assistance, no support to recover the money stolen from my checking and loan accounts. I withdrew all other accounts to another financial institution. I am not permitted to have online privileges and no access to the loan account still paying off. Recently called USAlliance to get information about the account, as it is close to being paid off and to change the address since moved 3 years ago and was treated disrespectfully by the Customer Service Representative. Still have no access to the account. Still do not have a statement. Still cannot get address changed. There is a dispute on my Credit Report for 5 years USAlliance ignores and won't clear up. This is Gestapo banking! Stay away! There are so many other financial institutions offering comparable or better rates providing superior customer services. Unfortunately, this system requires at least 1 Star rating. Should be -5 Star to be accurate.

    I opened an online checking account. with them last month and was curious about the hold up with my…read morecard, and I was told the fraud department decided to deny my account without any explanation. I never noticed and was accused of fraud! The nerve. She said not to bother coming to the branch.

    Barnum Financial Group

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    Sends spam email claiming that there has been a change to my employer group benefits. Victor…read moreGarra, sent back to back spam. A financial group literally sending illegitimate spam is disgusting. I would never do business with this company.

    This particular review pertains to David Abel of Barnum Financial Group in Shelton, CT, and David…read morealone. (If I was able to rate David zero stars, I would have in a heartbeat!) My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information (our longtime bank had closed so we had to open a new account, hence needing to update our account information for our monthly auto-deductions). Long story short, it appears the paperwork I completed with our new information and sent to David never went where it needed to be. David dropped the ball and I had no idea that my payments weren't being processed. The life insurance policy on my daughter ended up lapsing and I only found this out by receiving a standard FYI letter in the mail from Brighthouse. Despite the fact that he was working for me, David became belligerent and tossed me to the side when I questioned how something like this happened, making me feel as though my business did not matter. He even went as far as telling me to call the 800 number and that he was done working with me. As anyone could imagine, I was incredibly upset, especially after finding out my daughter's life insurance policy was inactive (God forbid a terrible accident would have happened and we would have not known we didn't have this policy to protect us) and by the way I was treated. I have worked in corporate American for more than 13 years and never, ever treated another or been treated the way I was by him. I am not one to write reviews, however I think it is important for others to be made aware exactly what type of person you are dealing with when it comes to such personal things as your money, investments and insurance policies. The client wants and expects a person of integrity, with values and morals, and David proved to have none in this interaction. I recommend David receive additional training on not only basic customer service skills, but also the importance of professionalism and empathy working in an industry like this. I am grateful for the MassMutual and Brighthouse teams that stepped in and rectified the situation in a matter of just a few days with compassion, empathy and respect. These women even apologized on David's behalf (what kind of man isn't able to do that himself?!). Thank you to Kara and Veronica and Tiffini for going above and beyond to rectify the situation and protect the name of your company. Rest assured, I have already submitted the paperwork to change my agent of record and I highly, highly recommend avoiding David Abel's "services" at all costs.

    Probate Advance - financialadvising - Updated May 2026

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