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June 2023 by Leota Z.
Mr.blank is a people person thru and beyond. I've known him for nearly 40 years. B.b.b. Recommended
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March 2022 by Cheryl Baerg
We really like having Richard Malotte as our Bankers Life Agent because he answers all of our questions and we feel comfortable taking his recommendations. We like having a local person that we can speak with whenever we have questions.
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December 2019 by Sharlene H.
I have been dealing with Jeff Hood and can't sing enough praise about him. We transferred all of our investments from another local SLO investment company after losing a lot of money and paying her commissions for a pretty worthless job managing out retirement accounts. We have been very pleased with Jeff who always answers phone calls or text messages promptly. We moved out of California 2 states away but intend to leave our money with him. He is smart and answers my questions whereas the other financial advisor never had an answer for me. I recommend setting up an appointment to see for yourself.
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March 2015 by C. M.
I don't like leaving bad reviews unless something goes really bad and this did. I had a bad experience with an agent from the Mill Street Branch. He was either completely uneducated in the practices and procedures of his company or he was absolutely dishonest. I'm still not really sure which one it is was because his communication turned non-existent once we decided not to purchase with him. Long story short, it took a branch manager, a corporate office and a couple of superiors to return 3 monthly premiums that were taken from our checking account without our permission for a policy that was never started. I'm confident that our agent knew what was happening, but he never communicated with us again once we stated we did not want to start a policy, except to say he was out of compliance. However, three premiums were withdrawn from our account and since these agents work solely on commission I'm sure he knew what was happening. In the end the SLO branch was able to get my money refunded and was slightly apologetic for the problem, but we never really got an explanation. Thankfully our money was returned and we can move on....it took 4 solid months. Disappointing.
