Affordable Insurance & Tax Service Inc - Rockford, Illinois

Affordable Insurance & Tax Service Inc.

Overview: Located at 4121 Newburg Rd, Rockford, IL 61108, Affordable Insurance & Tax Service Inc. stands out as a trusted name in insurance and tax services. With a phone number 815-394-1800 and a comprehensive online presence at insurance-tax.com, this agency is easily accessible for those seeking tailored insurance and tax solutions. The business specializes in insurance agency services, offering a wide range of coverage options to meet diverse client needs.

Key Features: Affordable Insurance & Tax Service Inc. is noted for its wheelchair-accessible parking and entrance, ensuring a convenient experience for all customers. Although appointments are required, this policy helps manage expectations and ensures personalized service. The agency has garnered significant attention, with 52 reviews on Google My Business, which boast an average opinion of 4.8/5. This high rating reflects the satisfaction of their clientele and the professionalism of their staff, particularly highlighted by positive feedback on their patience, knowledge, and customer care.

Contact Information: For those looking to reach out, the contact details are straightforward, allowing easy access to schedule consultations or inquiries. The website provides an additional resource for potential clients to explore services and understand the company's offerings in more depth.

Specialties: As a full-service insurance agency, Affordable Insurance & Tax Service Inc. excels in guiding clients through the complex world of insurance and tax planning. The agency's expertise is evident in how they assist customers, from selecting the right insurance policies to navigating tax obligations. Their specialists, such as Carrie Moore, who is highly regarded for her knowledge in Medicare insurance, exemplify the personalized service that sets them apart.

Recommendations: Customers consistently praise the staff for their friendly demeanor, detailed explanations, and commitment to understanding individual needs. David and Gretchen's assistance in finding suitable insurance for a client, and Carrie Moore's expertise in Medicare insurance, are cited as standout examples of the agency's exceptional service. These testimonials underscore the agency's dedication to customer satisfaction and its ability to handle complex situations with ease and professionalism.

Additional Points of Interest: For visitors or prospective clients, the wheelchair accessibility of the premises is a notable feature that demonstrates the company's commitment to inclusivity. The requirement for appointments, while standard practice, is communicated clearly, allowing customers to plan their visits effectively.

Conclusion: Affordable Insurance & Tax Service Inc. emerges as a reliable and customer-centric insurance and tax service provider. With a strong online presence, a team of knowledgeable professionals, and a track record of positive client feedback, the agency is well-positioned to assist individuals and families in securing the right insurance coverage and navigating tax requirements. For anyone in need of insurance or tax services in Rockford, IL, Affordable Insurance & Tax Service Inc. is a recommended choice, offering both quality service and accessibility.

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👍 Reviews of Affordable Insurance & Tax Service Inc

Kelly A.

5/5

David and Gretchen are incredible! They helped my mom find the best insurance for her needs, and were so patient and detailed with their explanations of benefits. I can't thank these two enough for taking the time to help us with such a complicated situation! I highly recommend their services!

Neil A.

5/5

Great people. They were very friendly, helpful , and knowledgeable about my taxes. I will definitely go back next year

Kay S.

5/5

Carrie Moore is an awesome agent she is very knowledgeable in assisting with Medicare Insurance choices. Thank you Carrie.

Dzung D.

5/5

My wife and I couldn't be happier with the retirement insurance plan David helped us secure. He made the process simple and stress-free, ensuring we both feel secure about our future. I highly recommend.

V K.

5/5

David really took his time to explain all the different Medicare options available to me. He is very friendly and happy to help. I felt in competent hands. Would use again for other insurance and tax needs.

Connors C.

5/5

Affordable Insurance & Tax is more than affordable... They are a locally owned, family managed, savvy partners with excellent customer service & quick response times. My "walk in" appointment 10 years ago grew to a reliable cornerstone of handling business that eases life & restores faith. They're a great find & I highly recommend.

Maryann B.

5/5

David Cardenas and his dad came to Oak Street Health to guide us Medicare-types through the confusion of it all! I left saving $150 a month by changing my plan! Forever grateful. No pressure. Very kind and compassionate.

Angela H.

5/5

This is a family owned business and they are VERY reliable. We've been going to them for years. Went to another place last year because we got behind and we lost money....we brought last year's return for them to check and the other place missed a huge deductible. Support local business!