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    Archerbennett Insurance Services

    5.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Archerbennett Insurance Services

    Life insurance

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    Catalli Insurance Brokers - Catalli Insurance Logo

    Catalli Insurance Brokers

    (67 reviews)

    What the hell happened with these guys? I saw the good reviews so I decided to call to ask for a…read morequote. Even if they couldn't write me a policy, I at least wanted to discuss what my options were. Get some clarity on the very confusing insurance process you know? First I couldn't get through to anyone when I called. The receptionist or person who answered sent me to quotes dept like 5 times and no one would answer. They blamed it on "high volume" of customers or whatever. But how do you not have a process to respond to customer inquiries in a timely manner? I can't wait 2 weeks to get a damn quote. I'll just go somewhere else. The person in quotes dept Sheryl was rude and had terrible customer service. She made up excuses about why they couldn't get back to me in time. I filled out their form online explaining what I wanted in my policy and a little of my situation. First I got this rude email (I think she wrote it) telling me they didn't want to talk to me and couldn't write me a policy. The email was short with very little explanation why. Then when I called AGAIN for the 6th time to finally get SOMEONE to talk to me, Sheryl rudely just refused to talk or listen to me, kept repeating over and over how they couldn't write me a policy and basically told me to go away. No solutions, no help, no suggestions on how to fix my situation. Look if you can't write me a policy, fine. I get it. But don't leave a customer twisting in the wind. At least take the time to answer my questions and give me suggestions on where I CAN get help. It's basic decency and politeness. Be warned everyone! Customer service at this place has gone very downhill recently. You're better off going elsewhere!

    Tony is the best. He's always happy and willing to make himself available for a call to go over all…read moreyou would ever want to know about your insurance in California. Very personable and easy to talk to; no small feat when the topic is insurance. Made me feel confident in my insurance choices.

    Tessara Wealth - Tessara Wealth Team Picture in Burlingame.

    Tessara Wealth

    (27 reviews)

    We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

    Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

    Burlingame Wealth Management

    Burlingame Wealth Management

    (10 reviews)

    When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

    David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

    Archerbennett Insurance Services - lifeinsurance - Updated May 2026

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