Joel Chavez Todd and the team at Trask Insurance work their hardest to get the best coverage for you and your loved ones. They have been a reliable, dependable, trustworthy company for me since I first became a customer many years ago. I recommend them to anyone searching for an insurance agency that will do their best work for you every time.
Andrew Paye Jay has been my financial advisor for 2 years. He is extremely hard working and someone you can trust. I would recommend him to my friends and family.
Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.
Jon Montgomery Perry has been very helpful in handling my individual, custodial, college, and retirement accounts. You can count on honesty and integrity from Perry - with your best interest in mind. I highly recommend him.