Top Insurance agencys in New York, United States
Top Rated Insurance agencys in New York
Top Reviewed Insurance agencys in New York
Reviews
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Unprofessional cold calls - I got a cold call today from this company (on my work phone as well which I hardly give out). I respectfully stated that I was not interested in their service. The gentlemen on the call was very disrespectful, and kept trying to dig for my information. In addition to stating that I am not taking my finances seriously unless I work through them, which is also insulting since he knows absolutely nothing about me. If this is how they treat someone they are trying to get business from, I wouldn't want to know how they treat their current clients.
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I have been working with Brian Kaplan for over 10 years and he is an excellent financial advisor. He stays very well informed on an array of products, he’s very accessible, thorough and patient. If you are looking for a terrific advisor or just adding products to your portfolio, I recommend him very highly. Kudos to Lenox for retaining such a high quality resource!
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great professionals, excellent strategies, I recommend them.
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Great company with a wonderful social conscience.
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Management team has ethics 👏