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    BML Wealth Management

    4.2 (13 reviews)
    Open 8:30 am - 5:00 pm

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    Ask the Community - BML Wealth Management

    Review Highlights - BML Wealth Management

    As a small business owner, it is important that I have an advisor like Brian that I can trust.

    Mentioned in 7 reviews

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    KCAL Insurance Agency - The open enrollment for 2023 health insurance in California 
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    Simon is really responsible and knowledgeable for my case. He helps to solve my difficult case…read morereally fast. It is incredible.

    I have been a customer of Mercury Insurance for many years for both my auto and home insurance. On…read moreAugust 14, 2026, I visited KCal Insurance Agency in Irvine to clarify some questions regarding my coverage, which was coming up for renewal. Unfortunately, the experience was very disappointing. The associates I initially spoke with did not appear to have adequate knowledge of the insurance matters I was asking about. Eventually, the Branch Manager, Bruce, stepped in. However, he was also unable to explain what endorsements were included in my policies and some other issues. Rather than addressing my questions or helping me understand my coverage, Bruce became hostile and rude, which I found particularly disappointing from someone in a management position. After spending more than 40 minutes at the office, I left without having my questions properly answered or my concerns clarified. I hope KCal Insurance Agency takes this feedback seriously and provides its associates with better training to ensure they can confidently and accurately address customers' insurance questions. More importantly, I believe the Branch Manager should set the standard for professionalism, courtesy, and customer service for the entire team. I sincerely hope KCal improves its customer service and professionalism so that long-standing customers receive the level of assistance and respect they deserve.

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    Mr. Julius Yang is one of the best insurance agents that I have known. Julius is a sincere,…read moreconsiderate, and hard-working agent, who is willing to invest time to find the best for clients. He had done an outstanding job for me when he was at another insurance firm. So I was looking for him when searching for an agent for my insurance needs, and luckily found him again. I would highly recommend him to anyone.

    I'm a mortgage broker, and I was introduced to Julius by one of my clients who uses him as their…read moreinsurance agent. In my business, one of the most important things during a home purchase or refinance is speed, communication, and service -- and Julius absolutely exceeded my expectations. From the very beginning, I was blown away by how responsive, knowledgeable, and efficient he was. After seeing firsthand how well he took care of my client, I started referring more of my clients to him whenever the opportunity arises. Whether it's residential or commercial insurance, I know my clients are in great hands with Julius. The feedback I continue to receive from them has been incredible -- they consistently mention not only the outstanding level of service, but also how competitive his pricing is. I think it speaks volumes when another business professional is willing to confidently refer their own clients. I highly recommend reaching out to Julius for all your insurance needs. You won't be disappointed.

    Scott Stevens - State Farm Insurance Agent - State Farm Logo

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    After my longtime State Farm agent retired after serving the community for 40+ years, I was…read moreautomatically assigned to another agent who was unresponsive. I decided it was time to find someone new, and I'm glad I found Scott Stevens. Scott is honest, clearly explains pricing, coverage, and your options, and works with you to find the products that best fit your needs, and not what benefits him or State Farm. He's also incredibly responsive. If he's out of the office, he lets you know who's covering, so you're never left wondering why someone else is reaching out. Great service, great communication, and someone I look forward to working with for years to come.

    We want to take this opportunity to share our comments and let everyone know how pleased and…read moreimpressed we are with our State Farm agent, Scott Stevens. We had several policies (Home, Auto, and Life) with a different State Farm agent in northern CA. We made the decision a couple years ago to move to an office closer to our primary residence in Woodbridge so we could visit the office and have a closer relationship with our agent. Scott did a thorough walk-thru of our policies, listened to our needs, and made sure everything was exactly what we needed. He identified several opportunities for savings and helped us evaluate and mitigate a number of risks. Scott has stayed in touch on all requested follow-ups, and he has taken the lead to ensure everything on our to-do list moved forward to completion. All this was done without any pressure to buy new products or services. He is truly the best State Farm agent we have met, and we could not be more thrilled with the personalized service from him and his staff. We highly recommend Scott Stevens.

    BML Wealth Management - financialadvising - Updated August 2026

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