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    Caffrey Insurance Solutions

    5.0 (101 reviews)
    Open 9:00 am - 5:00 pm

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    Huge shout out to Mary Thomas. She's incredibly knowledgeable, patient, and helpful. Took so much time to explore my needs and help.

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    Ask the Community - Caffrey Insurance Solutions

    Review Highlights - Caffrey Insurance Solutions

    Mary Thomas was super helpful in getting us enrolled and covered for our medical insurance.

    Mentioned in 46 reviews

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    Samantha N Dinh, CFP - Paragon Financial Planning - Samantha N. Dinh CFP®

    Samantha N Dinh, CFP - Paragon Financial Planning

    (54 reviews)

    I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

    Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

    Mancheno Insurance

    Mancheno Insurance

    (78 reviews)

    Montclair Village, Oakland Hills

    I have worked with Jorge (insurance broker) for the past 15 plus years both for my car and home…read moreinsurance, and I couldn't be more impressed. From start to finish the process was seamless. All my questions were addressed quickly. Most importantly the service was friendly, knowledgeable, and incredibly efficient. They took the time to understand my needs, explained all my options clearly and genuinely focused on finding the best coverage for my situation. What really stood out was their attention to detail and genuine care for my family. They made the entire process stress-free, handled all the paperwork, and ensured I felt confident in my choices. It's rare to find this level of professionalism and customer service these days. Jorge even reaches out periodically to make sure our family coverage is still maintained and no changes need to be made to our policies. Very informative with all the recent changes in the industry. I highly recommend Jorge to anyone looking for reliable and personalized insurance support. Absolutely five stars! Thanks to their guidance, I ended up with excellent coverage maintained for over 15 years now.

    Been with this agency for over 10yrs for my cars and home insurance needs got good rates and…read morecoverage easy to renew and make adjustments. Just sold my old house and he even delivered and champagne to congrats for new purchase. Even with the difficulties of today's home insurance got it covered no problem. Thank you Andy!

    Caffrey Insurance Solutions - insurance - Updated May 2026

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