By Melissa Angela Johnson Navarro on June 3, 2026 Verified by Google

I highly recommend! One of his agents was very knowledgeable, professional, and always willing to help. His expertise and friendly approach made him a great financial advisor to work with. If you're looking for someone you can trust, this is an excellent choice.

By Kai Cohen on April 27, 2026 Verified by Google

Be very careful of company and Jared Traum. He is a scam artist. He sold me a whole life policy a few years back. He did not properly explain to me anything about it and made me aware that if I cancel ever all my payments would come back to me which is why I chose whole life vs term. He also sold me a terrible policy that I later found out was so grossly overpriced that other life insurance agents I spoke to were shocked to see it. He is a shark salesman who knows exactly what to say and do to get you to buy the products. I’m writing this to save anyone and everyone who I can from working with this man and company in the future so you don’t go through what I Have gone through.

By Amy Pudil on February 24, 2026 Verified by Google

Mona Puch is passionate about finances and takes a personal approach to what works best for your financial goals.

By Benjamin Brake on February 19, 2026 Verified by Google

I can't recommend Ramona Puch enough!. She is extremely professional, knowledgeable, and takes the time to truly understand each person’s situation. What stood out most was her heart to educate — she explains things clearly, without pressure, and genuinely wants people to feel confident and informed about their decisions. No matter where you are financially, she meets you with respect, patience, and guidance. I highly recommend her to anyone looking for a trustworthy and thoughtful financial professional.

By Jeff Haugh on October 18, 2023 Verified by Google

If I could rate them lower than 1 star, I would. John Bellino sold me a term insurance policy 20 years ago, and then pushed me off onto a guy named Brian Simon several years ago to re-evaluate my finances. After reviewing my information, Mr. Simon seemed agitated and said, "There's no money to be made here". That statement soured me on having any further dealings with Alliance Financial Group. I lost contact with them until this year, when my term insurance ended. I contacted Mr. Bellino to inquire about another policy for my wife and myself. He updated all our information and then advised he would get back with me with different options. After that he basically ghosted me. Thumbs down for this group.