5 /5 Smith Kevin (kc7eph): The Rockett family has been our go-to financial folks for two generations of our family, and three generations of theirs.
Super helpful and communicative, thank you!
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.
Ceeasia32 They are professional, on time with appointments. Taxes done in about 30min. Prices have gone up but ranges between $70-$100 for service. I was over charged this year. They say they have the right to charge extra for services but I didn’t have any. Last year I paid $60 this year I was charged $100, When posted new price was $70 with 4 W2, we had 3. I didn’t ask because what goes around comes around.
Brooke Nelson We truly appreciate the attention to detail and the attention to our changing goals. Our investments are evaluated on a regular basis followed up with an annual meeting with Jennifer Ciarlo our financial advisor. I have referred my friends and family. Highly recommend!
Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.