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“Rose did an excellent job on giving me my quote. My name is Kenneth Hart and i also left a voicemail. Customer Service was top of the line and she went above and beyond and i thank her for her help and quote she got me. Thank you dearly Ms Rose :)”
“From my first phone call to Everett in 2023 to today, he has provided me with prompt and professional service. All of my questions were answered, which made me feel very confident in selecting the right Medicare plan. His service is impeccable!”
“I worked with Michael who helped me figure out if Allstate was a good fit for bundling home and car. He was patient as I needed many details repeated or interpreted. I feel confident that Allstate was a good choice for my house and car.”
“Rich helped me create a retirement plan for my staff and me. He helped me understand the type of plan that fits our business best, and made it quick and easy to create the plan. He met with each employee to help them determine their contributions and investment options. Rich is really knowledgeable and my go to person for personal and business financial planning.”
8:30AM - 5:30PM
348 Washington St, Wellesley Hills
Life Insurance
“My financial plans for retirement were nonexistent. Connor broke down my earnings/spendings and put me on a plan that will set me up for where I want to be. He helped me realize how important it is to start early and have your money working for you. Great guy great advisor!”
Life Insurance
Life Insurance
Life Insurance
Life Insurance
Life Insurance
Life Insurance
“Great agency all around! Zach and his team have handled all my Insurance needs for years and I can't say enough about the agency. Not only did I save money but Zach somehow makes talking about Insurance palatable. I wish I could give 6 stars.”