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“Great group of people!! Stopped in to meet with my agent to review everything and got to meet the owner and staff. I had an issue come up with my former insurance agent and this group went above and beyond to assist me and my family. Highly recommend.”
“This insurance group responded so promptly when I called for a quote. Laine called me back so promptly and provided several different ways to get in touch. She provided me with a homeowners/car insurance quote within a day. She set everything up quickly and seamlessly. She has responded since with the same sense of urgency and knows customer service. I couldn’t be happier”
“I came to John feeling unsure about retirement, but he helped bring clarity and confidence to the entire process. He built a plan that not only aligned with my goals but also focused on tax-efficient investing — something I hadn’t considered before but now see the real value in.
He made everything easy to understand and always took the time to explain the “why” behind each move. I now feel set up for a secure retirement and finally have the peace of mind that I had been hoping for in my previous dealings with previous planners. If you want a smart, caring advisor who truly knows their stuff, John is the one.
He even meets with me over the weekend to accommodate our busy schedule. He makes our finances a priority!”
Insurance
Insurance
Insurance
“We have used them for many years. During that time we have compared them to other companies and they have always come out on top relative to all four of your categories.”