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Finance Advising reviews in Northampton

  • A
    The Jamrog Group
    I had a conversation with Amy Jamrog, the firm?s principal, several years ago.  While that conversation did not lead to any business then, I was suitably impressed by her.  Having interest in Northwest Mutual for long-term care insurance, I again contacted The Jamrog Group knowing of their affiliation with the company.  This time, I spoke with Jessica Holloway and it is she who worked with us in this matter.  It proved to be an excellent partnership.
    The Jamrog Group offers long-term care insurance from both Northwest Mutual and Massachusetts Mutual, both considered the gold standard in this field.  I?d previously met with other agents about other insurance companies, so I had a pretty good handle on the varieties of coverage available.  Jessica did an outstanding job explaining the in?s and out?s of the offerings of these two companies and what makes them different and special.  She provided support materials and many different quotes from both companies.  Our initial meeting lasted about an hour in her office.
    Later, Jessica stayed in close contact via email and was very good about answering my many questions as my thinking evolved.  She also updated our quotes as necessary.  This was a process over several weeks and she was patient and helpful the entire time.
    Once we finally selected policies, she provided all of the paperwork to me in advance so that I could read it through in full.  We then met in her office once again and the entire application process took about a half-hour.
    I came away from this experience feeling that my wife and I have solid coverage for our future, which is the most important outcome.  I also feel like I?ve found a firm that does business the way that I like and provides excellent service to its clients start to-finish.  I would work with both Jessica and The Jamrog Group again and will not hesitate to recommend them to others.
    - Matthew M.
  • A
    Accounting & Tax Associates Inc
    They are very personable, knowledgable, helpful and I feel very confident with them handling my financials. Not only do you get an appointment to see them if you have any questions during the year they are willing to go above and beyond and help out. They are always accessible.
    - Liz B.
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Financial Advisors in Northampton

Companies below are listed in alphabetical order.

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  • 1st US Gold

    1295 Boston Road
    Springfield, Massachusetts
  • Hadley Tax

    229 Russell Street
    Hadley, Massachusetts