The Carlson Agency - COUNTRY Financial - Peoria, Illinois

The Carlson Agency – COUNTRY Financial: A Comprehensive Overview

The Carlson Agency – COUNTRY Financial stands as a respected and established insurance agency located in Peoria, Illinois. Situated at 4726 N Sterling Ave, Peoria, IL 61615, and easily accessible via phone at 96217586, the agency serves a diverse clientele with a comprehensive range of financial and insurance needs. Their website, advisors.countryfinancial.com, provides valuable resources and facilitates convenient communication.

Specializations & Services Offered

The agency’s core competencies encompass a broad spectrum of financial services, making them a versatile resource for individuals and families. Specifically, they operate as an insurance agency, specializing in various types of insurance coverage including:

• Auto Insurance Agency: Providing comprehensive auto insurance policies tailored to meet individual driving needs and risk profiles.
• Home Insurance Agency: Offering robust home insurance solutions to protect properties from various perils, including fire, theft, and natural disasters.
• Life Insurance Agency: Assisting clients in securing life insurance policies to provide financial protection for their loved ones in the event of their passing.
• Financial Planner: Offering personalized financial planning services to help clients achieve their long-term financial goals, such as retirement planning, investment management, and estate planning.

COUNTRY Financial’s backing provides a solid foundation for the agency's services, ensuring access to a wide array of products and support. The team at The Carlson Agency – COUNTRY Financial is committed to delivering tailored solutions designed to meet the unique circumstances of each client.

Location and Accessibility

The agency’s physical location at 4726 N Sterling Ave, Peoria, IL 61615, is strategically positioned within the community. They prioritize client convenience, offering a wheelchair accessible entrance and a wheelchair accessible parking lot, demonstrating a commitment to inclusivity and accessibility for all visitors.

Customer Feedback & Reputation

The Carlson Agency – COUNTRY Financial consistently receives positive feedback from its clients, reflecting a dedication to exceptional service and expertise. Currently, the agency boasts 25 reviews on Google My Business, with an impressive average rating of 4.8 out of 5. These reviews consistently highlight the agency’s responsiveness, knowledgeable staff, and commitment to finding the most suitable coverage options for each client. Individuals frequently commend the team's ability to simplify complex insurance concepts and secure cost-effective solutions. Many clients specifically mention the value of working with Amy and Jim, praising their dedication, understanding, and investment in the local community. The agency’s reputation for dependability and local knowledge appears to be a significant factor contributing to its positive standing among its clientele. It’s evident that the team at the agency takes pride in establishing long-term relationships built on trust and mutual respect. The emphasis on finding the ‘best coverage’ and ‘saving money’ for clients further underscores their customer-centric approach.

Key Benefits of Working with The Carlson Agency – COUNTRY Financial

• Expertise and Knowledge: The team possesses a deep understanding of the insurance industry and financial planning, enabling them to provide informed guidance and recommendations.
• Personalized Service: Clients benefit from individualized attention and tailored solutions that align with their specific needs and goals.
• Comprehensive Coverage Options: The agency offers a wide array of insurance products and financial services to meet diverse requirements.
• Reliability and Trust: Clients can rely on the agency’s integrity and commitment to providing trustworthy advice and support.
• Community Involvement: The agency’s investment in the local community further strengthens its appeal and demonstrates a commitment to local prosperity.

In conclusion, The Carlson Agency – COUNTRY Financial represents a reliable and knowledgeable partner for individuals and families seeking comprehensive insurance and financial planning services. Their commitment to client satisfaction, combined with their strategic location and accessibility features, positions them as a valuable asset within the Peoria community. Their dedication to finding suitable coverage and saving clients money, coupled with their expertise and local knowledge, solidifies their reputation as a trusted advisor.

👍 Reviews of The Carlson Agency - COUNTRY Financial

jeff R.

5/5

Amy and her team are great to work with. She really made sure we had the best coverage for our needs and saved us money. Very knowledgeable in the field. We recommend them to all our family and friends

Matt C.

5/5

Jim and his team are wonderful. My family and I have worked with this office for years and I appreciate their dependability, expertise, local knowledge, investment in the community, and kindness. I would recommend to anyone for their insurance needs.

Haley B.

5/5

I have been with the Carlson team for over 10 years now. They are the absolute best to work with. They are always so quick to response and put me at ease with any questions or concerns I have about my insurance! They take such good care of their customers. I can always count on them. Highly recommend if you’re looking for easy people to work with, great discounts and offers on insurance, and little to no headache! 😊

Nancy O.

5/5

Our agent, Jim Carlson is the BEST! He's professional and a pleasure to deal with. Always has/or finds the answers for us
and is quick to respond to our emails and phone calls. This is one reason we remain a loyal Carlson Team customer. Jim you are terrific to work with. Good rates on our insurance needs, too! Mike and Nancy OBrien

Hwa L.

5/5

After helping us with our home & auto insurance for the past 22 years, Mr. Carlson helped us as our financial advisor for our retirement planning. What a valuable experience it was! He surely was able to guide us to identify financial goals, and discussed practical strategies to accomplish a stable and meaningful life for us. My husband stated, "What a kind, trustworthy professional he is! He's got the integrity and modesty written all over him. We can depend on our retired life on him!

And now how about Kathy? When it comes to serving us with the big sketches along with the detailed information, she has been the epitome of efficiency due to her promptness and punctuality! Ask her any question, and she'll get it to you at her guaranteed earliest convenience! She not only respects our time but also ensures accuracy by checking all sources, knowing that her clients are counting on her! I feel Jim or Kathy are more than employees at Country Financial, they are like our trusted long-time friends and family members in the community! No wonder the Carson Team is always trusted with the best service delivery! Yay to the Carlson Team!

Kitty H.

5/5

Switching to Country Financial with The Carlson Team last month was the best decision I’ve made in quite awhile! My previous insurance company raised my rates over $400/year and I don’t have one ticket or accident on my record. Betsy (Carlson) Tilly not only matched my previous policy, she made it better with a much more affordable rate. The personal attention The Carlson Team gives was worth the switch alone!

Pam A.

5/5

Fantastic team! The Carlson Team is top notch! Very professional and treat you with so much respect. I know my insurance and investment needs are in good hands. They made transferring my accounts so easy, and I know they will stay in touch. I highly recommend them.

Amanda A.

5/5

Amy Nolph is very knowledgeable, kind and takes the time to explain everything clearly about home and auto loans. She cares about doing what is right and best for her clients. She is easily reachable and always takes the time to answer questions and concerns! You are the best Amy!!