I would like to recognize Jordan for the excellent service he has provided in handling our…read moreprofessional liability insurance since November 2023. Throughout this time, Jordan has always been highly responsive, professional, and helpful. He has consistently answered our questions promptly and assisted us whenever needed. His excellent service has made our experience with your company very positive. We sincerely appreciate Jordan's support and would like your company to know what a great job he has done.

Customer is good! They worked on getting me the best rates possible for my business needs,…read moredefinitely would recommend.

Nayeli and her team are great. They helped us understand what was in our best interest for an area…read moremy partner and I know nothing about. I would recommend her anyone needing business financial planning like we did.

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to…read moreexplain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli.

My man Bach did his magic, quick and smooth. Nothing but appreciation for his expertise when it…read morecomes to getting me a sufficient policy. Bach brokered an out of state policy for me when everyone else I checked with declined to write. Love how he actually took the time and explained the current insurance landscape here in Californian too. 10/10

Great people that really want to help.. she gave me good advice without trying to charge me or get…read morea contract

I was referred by my real estate agent and I was overwhelmed by the customer care I received by…read morePatty Mason. She went over and beyond in helping me and I would not hesitate to reach out again regardless of my insurance needs.

I reached out for a commercial auto insurance quote and made that very clear in my initial email…read more They were quick to respond at first and asked for a ton of information, including my current insurance declarations, which I sent over right away. Then... nothing. After waiting about a week with no update, I finally hear back only to be told that the agent I had been dealing with doesn't even handle commercial auto insurance. That was literally the entire reason I contacted them in the first place. They said someone else would follow up, but that never happened. Super frustrating experience. If you're going to request sensitive documents and detailed info upfront, at least make sure you can actually handle the type of policy being requested. Total waste of time.

Peter Green Insurance sold me CNA Insurance I paid my expensive premiums monthly. When I was in a…read morecar accident, CNA Insurance, from the very start, continued to deny coverage sleazebag. I've had major surgeries in spinal cord, left shoulder, and physical therapy treatments for my other body parts. I lost my business because of this accident, lost my house, got disabled, and I have to file bankruptcy CNA Insurance would not honor their policy. Don't be a victim and dupe by CNA Insurance, Valley Forge Insurance, and other affiliates scammers!!!!!!!! Bad for Business, JINX, OMEN!!!!!

Best insurance agent I've ever worked with. My motorcycle was stolen and Peter was with me every…read morestep of the way throughout the claim process. Keep up the good work Peter!!

If you need a reliable yet friendly person to talk about finances and investments, she's the one to…read morego to whether you are new or knowledgeable about these kinds of topics. She was able to help my family and I with investments which immediately helped us with our financial situation with a recent family member's passing. She will help you through the whole process and even talk to agents on the phone for you in Vietnamese or English for those who don't know who to contact and what to say. My family and I have been working with her for years and she's always been there for us. I appreciate her and her commitment to help her clients like my family with finances and investments.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I'm a very happy new client I was planning on changing my…read moreauto insurance and after 3 try to get a quote with my previous agent who didn't get back to me I contacted Mr Kessler. I had directly to do with Mr Michael Kessler and he sent me all the info I requested and called me back on promised time, several time until I was happy with the coverage I got. I am very happy with his professionalism and the insurance I got and will recommend him to all my friends and family.

I've been dealing with David for at least 2 years now, but recently, I called to talk with David…read moreabout adding a new car. His assistant or whomever called me back was such an order taker , like the rest, hence the reason I only want to deal with David. Her demeanor, like the rest, definitely changes when I tell them that I only want to deal with David. Though he never called me back, I ended up calling back and he picked up. He and I talked for a bit as I wanted a better explanation to understand the policy. He said he needed to go into a meeting but that he would call me back Monday (7/29/24) morning. He never did. I even gave him a few more days before I tried calling. Since then, I've left him 3 messages and no return phone calls very disappointing at the lack of service.

I was looking at some financial advising. I got to meet Phil. He was awesome. Very fun guy to work…read morewith. He build out a roadmap for financial planning for my wife and I. I am very impressed by it. Phil and team was very informative and made the whole process very smoothly. I'm recommending all my family now.

I gave Phil a call and he responded right away. He was very diligent with his work and made me felt…read moreat ease with my finance. Definitely recommend friends and family!

I've been working with William Zuniga for the past month and he has helped me beyond my own…read moreexpectations. William is able to recognize my needs and helped me narrow down leads in my area. He also provides great coaching as to what I should say to potential clients. One of the key factors is that William has truly helped to boost my morale and encourages me to keep going. Being in the life insurance industry can feel you feeling isolated and support is not always readily available, but William is consistent, he checks in with me weekly and his follow up is profound. He totally understands the personal issues I'm dealing with and is empathetic and patient. In a culture where customer service does the bare minimum, William has given me new hope in trusting in a company like Smart Financial. Please know you have a true gem working for you. I want to continue growing with Smart Financial and of course having William as my on-going support and coach. Maxine S.

Do not fall for the promises of this company. Their team will sell you what they do not deliver…read more We received leads for car insurance that have been sent to another 17 agencies (same company) in the last year, all over 70 years old and not one answer the numerous texts or calls. Bogus leads! Feels like a big scam!