Jeanie is absolutely phenomenal! As a small business owner, I've always found navigating the…read morecomplex world of insurance to be overwhelming -- until I started working with Jeanie. She made the entire process clear, stress-free, and even enjoyable! She took the time to understand our unique needs and helped both me and my employees find the right coverage at the right price. Her professionalism, patience, and genuine care set her apart from anyone I've worked with before. If you're looking for someone who truly has your back when it comes to insurance, Jeanie is your go-to gal. I can't recommend her highly enough!

What a great experience. Jeanie makes insurance enjoyable!!…read moreI look forward to working with her each year.

Thankfully, I got my life & long-term care insurance before I became un-insurable. I was generally…read moreunaware of long-term care insurance before consulting Ms. Rao for life insurance. Two years after buying the policy I had an injury that would have made me completely ineligible for long-term care insurance. Thankfully, I insured my insurability by getting the policy while still young (41 years old) and healthy. For purchasing a policy with my significant other I got a 40% discount and with the preferred health I had at the time, I got an additional 10% discount. Ms. Rao was a great resource and is not a typical, pushy sales person. She just provides the information you need to make a decision for yourself. I feel fortunate having bought the insurance before it was too late.

From the owner: Long Term Care Planning…read more Long Term Care Insurance

I recommend Ezra very highly for your insurance needs. He solved a health insurance conundrum for…read moreus that we have had for years. All under a tough timeline. He also went the extra mile to notice other places we could use services and recommended some really capable professionals. I am so grateful that there is someone who still has creativity and the time of day for smaller businesses. Its hard to come by these days.

What would I do without Ezra?…read more Taking care of my own health insurance is complicated, and scary. Multiply that by 10 employees and their families, and the situation freezes you in your boots.. I was overwhelmed, and Ezra took me under his wing of knowledge and care, and helped me feel at ease through the process. Thank you Ezra for being there, times 10x for me and my people. Brad Butler, Bicycle Coffee

The best. Ron is amazingly responsive & trustworthy. Many people I know work with him and everyone…read morethinks the same. Highly recommended.

This independent broker was very helpful and patient, securing insurance for my mother's house…read moreafter being cancelled by State Farm.

She is HORRIBLE, left out important details on my policy and they tried to over charge me $545…read morewtf?? Never sent me papers I asked, so I cancelled after a few days because it's garbage!!!

When we moved to Marin from the city in 2013, I decided it would be better to choose an insurance…read moreagent closer to our new home. We had State Farm in San Francisco, so naturally, we looked at switching to a local State Farm agent. Unfortunately, the State Farm agent we met was somewhat unprofessional and didn't seem to be interested in our business whatsoever, so we decided to shop around. I went to Allstate's website to get a quote, and because they had great rates available, I took their suggestion and signed up with Ms. Crockett's office. The signup process was quite easy, but from that point forward, my interaction with her office has been anything but. Over the last two years, I've had questions at various times about our policy, and I would estimate that I've sent Ms. Crockett's office at least half a dozen emails and left at least as many voicemail messages (several to her office staff, and two to her directly). In that time, only one of these voicemails has been returned. All other times, I have had to call the general Allstate customer service number to get questions answered about my policy. Granted, I've been able to get the answers eventually, but what's the point of having a physical insurance agent if you can't ever speak to them? The only reason that I've stuck with Ms. Crockett's office is because Allstate rates were very competitive. However, when I was informed of my policy renewal two months ago, the rates increased by almost $70 per month. When I called her office to ask about the rate increase, the gentleman said it was because they are automatically using a higher estimate for yearly miles driven. (This, by the way, is the only time I've ever actually gotten to speak with someone at the office.) When I told him that we haven't increased yearly miles driven, he said he needed to send me forms to fill out to prove it. That was two months ago. I still haven't received any forms, my policy just renewed at the much higher rate, and I'm tired of dealing with her office. While I realize that the rate increase is no fault of Ms. Crockett, she and her staff have been terrible at customer communication throughout the life of my policy, and I would definitely not recommend her to anyone.

I have been working with Anne Marie Foley from Sutro Insurance Solutions for over 10 years. She is…read morehands-down the best insurance broker I've ever worked with. She takes her time to make sure you understand all of the different options and explains everything in plain English. She's an expert when it comes to compliance and she always gets back to me immediately when questions come up. I would not hesitate to recommend her for all of your company's employee benefits needs.

Anne Marie @ Sutro has been the most comprehensive and professional benefits broker I have had the…read moreopportunity to work with. I have been a CFO in the startup world for almost 20 years and I always use Anne Marie and her expertise in my companies. She is genuinely interested in helping her clients and investing time to make sure they are educated in making the right decisions.

He gets an F for failure…read more A total lack of response has caused me to seek another insurance company after over 20 years. Way to ruin a long-term customer relationship I had with State Farm. It's not like I don't have choices. This guy just works from home by himself since when you call no one ever picks up and then he might call you back later from his cellphone, but usually just ignores your voicemail. He doesn't seem to be able to make any policy corrections quickly (or at all) like other State Farm agents can, and he just does nothing. I've been with other State Farm agents who not only have an office, but can put in policy corrections pretty much immediately, which triggers an updated rate and bill. But with Nima Rad, I'm going on a month and he has done nothing for me at all. You would think he would want the insurance policy to be correct, and get it corrected ASAP, but instead he's just stalling making the corrections probably hoping that I will forget about it and needless pay more money. I only drive like less than 5,000 miles a year yet on my latest bill, he put that I drive over 15,000 a year. And now I can't seem to get him to correct this error. I've had it with this and have sent noticed to the corporate office about it and also am closing all of my multiple policies with State Farm. Good riddance.

I have been with State Farm and Nima and company for a few years now. Not only do they help me get…read morethe best prices for my insurance needs but when I have had claims their main concern has been the client first then everything else. Appreciate the great customer service and rates.

I'll make it short. I actually was hoping to transfer my accounts from Edward Jones to Fidelity as…read morethey have fewer fees I hear but it turned out to be simply impossible! Called them multiple times trying to set an appointment, was assured multiple times someone would call me back and nothing! Haven't heard from them and I must have called and spoke to at least 5 of their representatives... so no matter how low their fees are I still want a reliable office that I can reach and depend on. They are NOT that

Avoid working with Fidelity National Title. My experience was a bad one, from beginning to end. It…read morewas not just a matter of having a bad escrow officer (Donna DiBasilio) either, it seems the whole organization could use a refresher on customer service and just plan doing their jobs right. I had a few initial questions, which all went unanswered. For the signing, they had my gender wrong. I was happy never to work with this company again. Unfortunately, I found out later that they also had my name spelled wrong in certain places. You would think they'd return my calls after making such a blatant and consequential error, but I went through another few weeks of being ignored until I was finally able to get someone to address the problem. I had to take more time off work to return to the Fidelity office and sign the name correction. At this time, I asked to speak with a manager. I wanted it known that the level of service and incompetence was not at all what I expected to get given the thousands of dollars I paid Fidelity. After hearing a few half-hearted excuses (my escrow officer tends to take Thursdays and Fridays off, I should have used a team email, rather than the one on her business card, etc.), I was assured I'd get a call back from the district manager, Uyen Nguyen. I was not surprised never to hear from anyone again but continue to be disappointed. I hope this review helps others make better decisions in choosing not to work with Fidelity for their titling needs. It's the last thing you need to worry about during an already stressful process.

I would give Philip and Ethelynne 100 gold stars for their excellent services and help to me and my…read morefamily in obtaining health insurance to cover all our needs. Philip guides me through choices that save money and offer the best care available.

I've been working with Mr. Philip Huffman since 2020. He helped me find health insurance and has…read morestayed in touch to make sure I'm getting the coverage I need. I've sent him several clients because I know they will be in good hands.