I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.

I have worked with Homestead Insurance for 3 years. Justin Hively's level of customer service is…read moreextraordinary. His follow-up and follow through gave me a level of confidence that was beyond my expectation. If you need help navigating your health insurance needs, Homestead and Justin Hively should be your choice. Jim Chillicothe, OH

Justin has been handling my medical insurance for Medicare for several years. After asking what…read moredoctors you would be seeing & what medication you are taking he searches for the best health insurance for you. He is very knowledgeable & easy to understand & there is no high pressure to sign. Justin always gets back to you in a timely manner if he isn't available when you do have to call him. I even get Happy Birthday cards from him, he is SO NICE & thoughtful!! Betty

Newman and Tucker did a great job supporting the purchase of an investment property. Not only did…read moretheir rates on similar coverage beat the competition by a good bit, but their service was proactive to the point of volunteering to do things (handle xxx or take care of yyy). Other brokers assumed not only that we would know and do (regarding the purchase of the investment property), but other brokers assumed our business, not asking if we wanted to re-quote pending a significant portfolio change. Jessica Wainscott was excellent to work with, proactive, but not pushy, and patient in awaiting our responses. They won our business.

Well they were very kind and helped me a lot with finding car insurance I was comfortable with and…read morecould afford. Thank you!

Pauline has done my taxes for over 10 years! Very proficient and has saved me money! Pelle will…read morealso file both your federal and state and local taxes too!

New hours for the summer are 9-2 Monday and Thursday. The…read morewebsite is down and Google hours are incorrect. We start back up 6 days a week in January through April 15th.