Brian Sneed Amazing experience working with the portage office! Sharon and her team go above and beyond to make sure all their customers are well taken care of. If you are looking for any financial planning, or life insurance don’t hesitate to give them an opportunity to serve you!
Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.
calvin P Ted Drussel took the time to help me get my account ready for tax time. Everyone could not have been nicer. The wait time was minimal & the parking garage was convenient.