We reached out to Jeff and were meet with positivity and prompt responses. He quickly found us a…read morepolicy that met our needs after other insurances companies had started to make things difficult and complicated. I would highly recommend to anyone looking for professional and quick service.

I had a great experience working with Jeff. He was very responsive, professional, and knowledgeable…read morethroughout the entire process. We were in a challenging situation trying to secure a personal umbrella policy due to having a young driver and a prior at-fault accident, and our previous carrier was canceling our umbrella. I was speaking with a couple of agencies at the same time, and Jeff was by far the most responsive, proactive and resourceful. He clearly put in the effort to find a solution that actually worked for our situation, and he explained everything in a clear and straightforward way. He was able to put together a strong package for auto, home, and umbrella coverage with the right liability limits, and made the process smooth from start to finish. We're really happy and appreciative. I actually found Jeff through a Google search, and I honestly feel lucky that I did. If you're looking for an agent who is efficient, thorough, and looks out for your best interest, I highly recommend Jeff.

I rarely leave reviews, but I had to following my experience working with Maura at Sagacious…read more I was facing nonrenewal by my homeowners insurance, as so many Bay Area folks / Californians have been in recent years. Stressful to say the least! Maura calmly and expertly guided me through my options, and patiently answered my questions. I felt zero pressure simply to sell me anything. She was genuinely guided by my best interests. She also knows her stuff: she was aware of what was happening with my particular insurer in my region, and the industry generally. She generously shared her time and expertise with me, providing clear, actionable steps during a fraught moment. I didn't end up needing to get a new policy through Sagacious, but she helped me anyhow...who does that? Almost nobody. Also, compared to other insurance brokers I'd found through Yelp and contacted as well? Night and day difference in terms of knowledge, responsiveness, sound advice, and all around professionalism and peace of mind it gave me. So, when I actually do need to buy a new insurance policy of any kind, I'm contacting Maura at Sagacious, and also feel comfortable recommending her to friends and family.

Great initial impression over the phone when I called looking for a new homeowners policy. I was…read morepromised a return call within a few days but then I was totally ghosted. No response when I attempted multiple times to get in touch after not hearing back. I get that it's a rough market and maybe she couldn't find anything for me but at least have the courtesy to let me know that.

Karen has been my savior. In a moment of panic I called her on Christmas eve, practically in tears…read more She helped me through a very rare and extremely challenging scenario-one in which I was facing not having health insurance for 6 months. As a disabled person, this was not an option for me and I was very scared. She brainstormed with me and did a bunch of research to help me figure out my options-which were limited. She eventually came up with a creative idea that I didn't think would work because it meant trying to convince a company to change a part of their health insurance policy just for me and my rare situation. They agreed. The solution worked and it was all thanks to Karen. I've returned to Karen and am now her client for health insurance and will stay her client for as long as I can. She takes care of you, is patient, kind, and funny. She by far the smartest, most up-to-date agent I've ever worked with. Please listen to her when she suggests things to help secure your life!

Lucy was a great agent and got me exactly what I needed from BC/BS for a good price and in a timely…read moremanner. Thank you CalHealthAgent

My review is overdue! Sallie has been my insurance agent for over 5 years and before me, my…read morehusband was insured by her for our home. When my husband died, Sallie worked patiently with me to change over the insurance and to make sure the home was fully protected. My husband had failed to contact her with the updated work we done on the home, and by talking with her, the home was appropriately insured. When I moved to a smaller home, Sallie assisted me with insuring the new property and then changing over my prior home to rental home insurance. All along the way, she was informative, helpful, and patient-- all of which, I truly have appreciated. Thank you, Sallie, for your help and support through the years. I truly appreciate you and your assistance.

Sallie was extremely helpful with homeowner's insurance advice even though she was unable to get us…read moreany coverage. She went out of her way to explain things in detail and provided some great guidance about what to consider with the CA FAIR Plan. Five Stars!

I'll tell you what, I couldn't be more impressed and more grateful after getting off a phone call…read more A phone call that I was EXTREMELY LUCKY this gentleman in particular even picked up. As the Saturday wore on and all three of the companies I called to get Homeowners Insurance with a Renter Property Insur Policy Packet quotes from ALL went to VM. I did my due diligence and made a short list of 4 companies to call, checking each name prior to calling 1) Proximity to the property/us 2) Better Bus Bureau rating 3) Yelp rating. The 4th and last phone call actually was one that made the list on all three counts! AND the owner of the company answered the phone himself at 3:30 pm on a Saturday. Rob Salvo of Mt. Diablo Insur answers! Instead of blowing smoke up my wazoo and gladly telling me he would love to take my business, he gave me the honest down and dirty. Telling me what was going on in the industry currently, THAT I SHOULD STAY PUT and here's why. Information that was 5,000 percent invaluable. In less than 15 minutes he, convinced me NOT to move my policy to another company and why, wait 6 months to revisit when the industry has likely ironed out these problems, be thankful my current provider has renewed us, and how to solve the LLC issue that was forcing me to change in the first place, not only THAT, but to call him back if I had trouble getting my current provider to add the LLC endorsement and he'd help me with that too!! Color me flabbergasted! All out of the graciousness and kindness of his heart. There was nothing in this phone call for him. And I will remember this for the rest of my life and tell 100 people to call Mt. Diablo Insurance because you will get honesty, fairness, loyalty and exceptional business. Thank you Rob Salvo. You made a believer out of me. You had better believe Mt. Diablo will be my first phone call in 6 months down the road.

Thank you, Cynthia, for always getting the best prices and figuring out what I need. Thank you for…read moregetting my son's car insured so quickly. Top notch service. Best prices around!

This is a great company in general and my personal experience with my advisor consistently meets or…read moreexceeds my expectations as a client. My advisor is responsive, available, takes time to listen to my questions and provides thorough answers. As well as sound, thoughtful advice.

Beware these fast talking advisors. They should be used car sales men. They ask for family and…read morefriend referrals, actually more like harass you until you give in and give names and numbers. The guy literally said" you have a cell phone don't you,? Just give me some numbers out of you contact list, haha. I literally laughed in his face. Luckily I was a seasoned wealth advisor before I got into venture capital, I saw right through the scam. I won't get into the industry jargon to ensure that everyone understands what I'm talking about. The employees will lie and say what ever is necessary in order to get you to sign up with them. You are throwing money into a hole with this company. To try to convince me further they brought in the office director Wayne Hill. Very condescending and unprofessional. I asked for the corporate office number to make a complaint and he became very aggressive, walked out after using less than professional language and demanded that I leave his office.(you gotta love good old fashioned customer service) They pray on people that have no knowledge of the industry and ask you for family and friend references so that the element of trust is there and they can scam them as well. Again I don't want innocent people to get hurt and lose hard earned money. A friend of my was a former employee and informed me that yelping would be a waste of time because they will have their employees post "FAKE" yelps to overwhelm the truth. One star is way too generous for this joke of a company! Wolf of Wall Street all over again!!! BEWARE!!!!! and good luck if you deal with them.

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

Mary was very helpful in working through my tax situation and provided excellent advice on how to…read moredetermine my estimated tax requirements and plan for next year's withholding. I would highly recommend her for people needing expert income tax support.

It was excellent working with Connie on my Medicare choices. Connie laid out all the options, gave…read moreme her opinions when I asked for them, but never tried to push any particular product at me. She answered all my questions clearly and concisely and walked me all the way through the application process, both over the phone and via Zoom. I would definitely recommend working with her.

Even though Connie has 100% five star reviews, I still felt that I needed to add one more to her…read moretrophy case. Connie is smart, personable and knowledgeable. When you age into Medicare, you start to receive a ton of mail from insurance companies who want you to buy a supplemental policy from then. The process of deciding whether or not to get insurance to supplement original Medicare and then which supplement to buy is daunting, to say the least. Connie expertly cuts through all the junk to explain just what you need to know. Then, she very patiently listens to what your specific needs are and comes up with a short list of policies to consider. She'll help you choose from that list if you need the help. Can't say enough good things about her. Just sent a friend to her and will consult with her again myself when my policy comes up for renewal to see if there's a new policy I should consider.

Everything went well. The employees were very courteous and answered all of my questions, and…read morebelieves me I had a lot. The mobile app is very user friendly

I am not currently a client of Stephanie's, but if you are searching for an absolute expert of the…read moreinsurance market you should contact her today. I called Stephanie to explore our options with respect to a CA Fair Plan policy and a Difference-in-Conditions policy. I received a complete education and a strong suggestion as to how to move forward. Stephanie is intelligent, selfless and supportive. I hope we find a way to work with Stephanie.