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Your Financial Spectacles

5.0 (1 review)

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7 months ago

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Helen H.

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Allegiance Financial Group - Business Insurance

Allegiance Financial Group

(3 reviews)

Forest Hills

I've been a customer of Allegiance for almost two years. It's been smooth sailing since day one…read more Adam and his team was able to provide us with multiple insurance options for our commercial properties and expertly advised us through which he'd recommend and why. Recently we had an issue, when our bank mistakenly forced placed insurance on our commercial mortgage for mechanical breakdown policy, for no logical reason. Allegiance not only notified us, proactively worked on our behalf to clarify the issue and get back our monies from being overcharged. I can't say enough good things about the customer service and support. The team is prompt, educated on various products, and committed to needs of their clients. I would highly recommend using them to anyone. Wish I moved my business here sooner!

I was shopping for insurance for my investment properties, home/ auto and called few…read moreagencies/brokers. I was not satisfied with any quotes I was provided until I called Allegiance. Allegience was fast and quick to provide me with quotes from different insurance carriers on the same day and explained every coverage in details. They got me excellent bundled coverage for my home and auto from one carrier, and another great dwelling coverage for my rentals from a diffrent one. They will not try to convince you to get extra coverage that you won't need, like other insurance agents. It was a smooth and easy process doing business with them.Highly recommend their service.

GEICO Insurance Agent

GEICO Insurance Agent

(3 reviews)

Forest Hills

I would give zero if I could…read more. Ever since Warren Buffet took over what was a very good insurance company, it has gone to hell. I have been a customer for 29 years and was unceremoniously dumped in a form letter - xeroxed and looking like it was produced in the 1970s - which I literally found today. I talked to a couple of men there who oozed misogyny and spoke to me like I was a foolish child. I got the impression that if I was married this would not have happened. Avoid at all costs, particularly if you are an older woman. I will not go into the details of it all but be aware that their customers are numbers to them and not people. Their offered to reinstate me was $1400 a month for a 2013 Subaru that I was paying $400 a month for with liability only. I had pulled out of parking spaces twice and been slammed into by young men who were speeding - at least 30 mph over the speed limit - but they said it was my fault that they hit me and that I was parked illegally, which were lies as both times I was in legal parking spaces. Both of them also tried to make money off of the insurance and submitted claims for side scratches which I had photos of that were $10,000 plus. One of them claimed physical injury too. And GEICO never investigated, just paid them. I also had another incident with GEICO before this. First I had a conversation with a sales agent about how to lower my insurance costs. Without explaining what she was doing - so clearly without my consent - she dropped my insurance to liability only. When I asked to review the tape of the conversation - since I knew I had never said that - first I was told that was impossible and then sent a "transcript" of the call that had been extensively edited. So when I was hit by a car on the street and it was speeding so fast it bent my undercarriage they refused to pay for it. Also two accidents that I had were listed as illegally parked and there was no truth in that. Avoid at all costs. I literally drove around without insurance because they could not even take the time to tell me there was an issue and I should address it.

Very Bad I would like to give it a ZERO. The Chinese woman…read moreat Forest Hills, at Austin Street, did not attempt to help me with my problems with Geico App. I took 2 buses with my 84 year old mother. She was eating her noodles with a dog beside her desk, how unprofessional is this woman behavior. She said call this number and threw us out of the office. Hire Professional People. GEICO you have to do something about this issue. You don't treat your customers like trash. Because of her behavior . I cancelled 2 of my Auto Insurance, I was with GEICO for 17 years and this how you treat your customers. Fire her. You keep raising my monthly bill and I have a clean driving record. No Accidents No DUI's. BYE BYE FIRE her she gives GEiCO a bad name and you are losing your credibility and customers like me. Here's your rating 000000.

Efficient Accounting and Tax Services

Efficient Accounting and Tax Services

(7 reviews)

Forest Hills

Very helpful service! Answered all my questions before handing me a reasonable quote and has been…read morevery very patient with me which is definitely a plus with any business. Will definitely work with Joe again! Definitely rec working with Joe!

Tax Deadline Crisis Averted! Rock‑Solid Service; Incredibly Kind…read more A few months ago my previous accountant dropped the ball, leaving me in the lurch, with the Oct15 extension deadline just a day away. I reached out to Joe on Yelp; he got back to me within minutes and agreed to take me on--quickly turning a panicky situation into a smooth filing. His astute, efficient, and composed demeanor rescued my sanity, steering through the unexpected chaos I dumped on his lap. Even in my (kinda) frantic state, he remained meticulously organized and kept me calm throughout. Less than 24hours later he called to confirm everything had been successfully transmitted to the IRS--miracle accomplished! And, as the cherry on top, he uncovered a refund I hadn't anticipated--allowing me to finally treat myself to a tech upgrade I'd been eyeing for ages. Joe is personable, highly competent, and runs his business with a rare blend of integrity, intelligence, and initiative. His secure portal made uploads seamless and he was responsive, always a minute away for any question. In addition to preparing my Federal and NewYork taxes, I enlisted Joe to handle our family's Washington‑state estate tax return. All three filings were optimized and completed with care and precision--making the competitive rates a bargain for the rapid turnaround and reassuring peace of mind. What began as a stressful episode turned into a blessing in disguise once Joe stepped in. I've now found a permanent professional for both my personal and estate taxes. Knowing that I finally have "my guy" on board lets me breathe easy and I'll be the first to book his calendar again this season. If you're hunting for stress-free, exceptional tax and accounting services, I wholeheartedly recommend Joe, of Efficient Accounting & Tax Services. He's down-to-earth, witty, kind, and just a genuinely good guy. I feel so lucky to have found him. While I can't guarantee his last-minute availability, I'm confident he'll go above and beyond . Seriously, give him a call--you'll be so glad you did. P.S. Thanks, Joe, for turning chaos into calm. No more midnight sprints--I'll call soon to get us rolling well before April15 this year.

Your Financial Spectacles - accountants - Updated October 2026

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