1. Be Well Insurance Solutions

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Santa Clara, CA

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Be Well Insurance Solutions

4.8 (29 reviews)
Open • 9:00 am - 5:00 pm

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Response time

1 day

Response rate

100%

Services - Be Well Insurance Solutions

Life insurance

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3 months ago

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Sylvia O.

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11 months ago

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1 year ago

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Sylvia O.

Thank you Sandy (^-^)

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2 years ago

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7 years ago

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5 years ago

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Sylvia O.

Thank you

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5 years ago

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6 years ago

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4 years ago

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5 years ago

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Sylvia O.

Thank you Mabel- hopefully things went well with the referral.

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5 years ago

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7 years ago

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6 years ago

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Sylvia O.

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15 years ago

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Ask the Community - Be Well Insurance Solutions

Review Highlights - Be Well Insurance Solutions

“We received the attention and service from Sylvia and Raj as though we were their best and only client.”

Mentioned in 24 reviews

Read more highlights

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Essence Wealth & Insurance Services - I had the pleasure to teach a couple of classes at the Harker Upper School annual Business and Economic Conference.

Essence Wealth & Insurance Services

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Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Be Well Insurance Solutions - healthinsurance - Updated November 2026

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