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Executive insurance & financial services

4.0ยท 12 reviews
Average ratingGreat
4.0/ 5

Based on 12 reviews

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333%
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What reviewers say about Executive insurance & financial services

Generated with AI from 12 reviews on Trustburn ยท updated 70 days ago

Customers generally describe positive experiences, frequently praising the staff as knowledgeable, professional, and helpful in finding the right insurance coverage. Many reviewers say they would recommend the company, and the average rating of 4.0 out of 5 across 12 reviews reflects a broadly satisfied customer base.
What does Executive insurance & financial services do?

Executive Insurance & Financial Services is an insurance and financial services company located at 515 Johnson Ave, Suite 201, Bohemia, New York 11716, reachable at (631) 563-8433. Based on the reviews, they help customers find insurance plans and coverage options.

What are the most common complaints about Executive insurance & financial services?

Based on the critical reviewers, the most notable complaint is that the website could be more user-friendly. Other than that, the low-rated reviews still describe positive experiences with the staff, so clear-cut complaints are limited.

AI-generated from reviews on this page. Verify anything important with the company directly.

Gary McMillan
Reviews 1

I recently used the services of a financial company and I was very satisfied. The staff was professional and helpful throughout the process. They provided me with the information I needed to make an informed decision without pressuring me. I would definitely recommend this company to others.

Awong
Reviews 1

Executive insurance & financial services is an efficient and reliable company. I had a great experience with their services. The agent I worked with was knowledgeable and helped me find the best insurance plan for my needs. The rates were competitive and the process was hassle-free. I highly recommend Executive insurance & financial services.

Laura Sanders
Reviews 1

The financial services provided by Executive insurance & financial services were exceptional. The staff was knowledgeable and guided me through the process with patience and understanding. I am very satisfied with their services and would recommend them to anyone seeking financial advice.

Julia Sick
Reviews 1

I had been looking for a reliable insurance provider and came across Executive insurance & financial services. They have exceeded my expectations in terms of customer service and coverage options. I am extremely satisfied with their expertise and would definitely recommend their services to others.

Derek Martyn
Reviews 1

I recently used a financial service and was impressed with the level of professionalism and knowledge of the staff. They provided excellent guidance and options tailored to my needs. Their services were efficient, and I would not hesitate to recommend them to others.

Team CrossFit Aptos
Reviews 1

The financial services offered by Executive insurance & financial services are exceptional. The staff is knowledgeable, friendly, and always willing to assist. Their expertise in the field helped me find the right coverage for my needs. I highly recommend their services.

Daniel Wong
Reviews 1

Having used Executive insurance & financial services recently, I can confidently say that their services are excellent. I received prompt assistance and the agent I worked with was knowledgeable and helpful. I would definitely recommend their services to anyone in need of insurance or financial advice.

Dick Schmitz
Reviews 1

I recently used a company for my insurance needs and was extremely satisfied with their services. The team at Executive insurance & financial services was professional, efficient, and provided me with all the information I needed to make an informed decision. I would highly recommend their services.

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About Executive insurance & financial services

Executive Insurance & Financial Services 515 Johnson Ave, Suite 201 Bohemia, New York 11716 (631) 563-8433

Executive Insurance & Financial Services is a leading insurance and financial services provider based in Bohemia, New York. With over 20 years of experience in the industry, the company has established itself as a trusted partner for individuals and businesses seeking comprehensive insurance coverage and financial planning solutions.

At Executive Insurance & Financial Services, we understand that every client has unique needs and goals. That's why we offer a wide range of insurance products and financial services to meet those needs. Our team of experienced professionals works closely with clients to assess their specific requirements and develop customized solutions that provide maximum protection at an affordable cost.

Our insurance offerings include auto, home, life, health, disability, long-term care, business liability, workers' compensation, commercial property insurance policies. We work with some of the most reputable insurers in the industry to ensure our clients receive top-quality coverage at competitive rates.

In addition to our insurance products, we also offer comprehensive financial planning services designed to help clients achieve their long-term financial goals. Our team includes certified financial planners who can assist with retirement planning strategies such as IRA rollovers or 401(k) transfers; investment management; estate planning; tax planning; college savings plans; debt management strategies; and more.

At Executive Insurance & Financial Services , we pride ourselves on providing exceptional customer service. We believe that building strong relationships with our clients is key to understanding their unique needs and delivering personalized solutions that meet those needs effectively.

We are committed to staying up-to-date on industry trends and regulations so that we can continue providing our clients with cutting-edge solutions tailored specifically for them. Whether you're an individual looking for personal insurance coverage or a business owner seeking comprehensive risk management solutions - Executive Insurance & Financial Services has got you covered!

If you're interested in learning more about how Executive Insurance & Financial Services can help protect your assets while achieving your long-term financial goals - contact us today! Our team is ready to answer any questions you may have and provide you with a free, no-obligation quote.

Address
515 johnson avenue
Categories
Insurance