“Ryan Baker was able to determine how to do Required Minimum Distributions that will process annually, and automatically to the federal government, from my account, once I fill out the form that I am to receive in the mail.
He also explained how he will update my account with my new trust name and number, once my lawyer provides me that packet of data. This will help my family members to settle my estate, when I am no longer alive...no probate.
Dorothy Scheitlin”
“I have tried several times in the last several years to check out State Farm insurance for my auto insurance needs. They solicit me by mail on a regular basis.My most recent attempt at doing business with SF was when i traveled 13 miles to go purchase a policy in person at the Shepherdsville Ky office, money in hand, on a week day mid morning. Door locked, office dark.Another example of lack of customer service was several months ago when I called the number on the advertisement THEY SENT ME in the mail and got a generic message saying that all agents were busy helping other customers.I have finally given up trying to do business with SF. I have many more convenient and accessible choices. I make an effort to do business with local representatives of companies in my area but I don't have the time or the patience to beg them to take my money.”
“Nancy was an absolute lifesaver during a stressful time with my car. She was so kind, helpful, and took the time to walk me through everything without ever making me feel overwhelmed.
After dealing with a not-so-great experience with my previous insurance company, this was such a breath of fresh air. Nancy completely changed my perspective and made a tough situation feel so much more manageable. I’m beyond grateful for her help.
I’ll definitely be recommending her to all of my friends who are looking to switch—she’s truly amazing at what she does!”