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.

Excellent customer service and a wide variety of insurance coverage needs. They offer the best…read morerates and will work with multiple companies to make sure u get the best rate and plan. A+++

Despite constant calls asking for a home insurance quote (and despite their various assurances)…read morethis company failed to follow through on the most basic aspects of customer service. Avoid like the plague.

Carla has been very helpful with my car insurance and provides excellent recommendations and serviceread more

After I recently traded out my vehicle, Courtney provided me with quotes and advised that coverage…read moreon the new vehicle extends for a certain number of days. Because I am a procrastinator, I waited until the last day, which also happened to be a Sunday (I know). While on the phone with the after hours rep, I texted Jain in a quasi panic. She responded immediately (even the after hours rep said, "THAT'S some customer service!") that she'd log in and complete the transaction within a few minutes.. You really can't beat this service. Thank you, Jain and Courtney!

Lamar Russell License#0M33311…read more Was very good explaining all the options for my mom. His knowledge was extremely valuable in us making the best decision possible for life insurance.

Lamar Russell and Paris Kindred were amazing. They provided amazing customer service. They answered…read moreevery question I had I was not overwhelmed with information.

I have been a customer for the past 12 years, and Julie and Tom are the best. They always return my…read morecalls and give me great advice on how to save money on my auto and home insurance. Two years ago, when I had an incident, Tom followed up every step of the way to ensure I got the right help to fix my van, which had been vandalized. Thanks to State Farm, my van was repaired and reinsured. Three years ago, Julie helped me add my home insurance, creating even more savings. Not only did it lower my car insurance, but I also got a great price for my home insurance. They truly have the best customer service, always following up and making every step easy. For any quote, I recommend giving them a call--you'll find they're very easy to work with!

Julie and Tong are the best! They have been taking care of my family insurance needs for yrs! She…read moreis smart knows my needs and communicates clearly and easily.

My experience with Burns Employee Benefits has been great! My company has had them as our insurance…read morebrokers for over a year now, and it was so easy to get a consultation with them. After that, it's has been smooth sailing. They work very hard with us to make sure that we give our employees the benefits that are the best options for them. They are extremely helpful not only during the open enrollment process, but also whenever we need their guidance and assistance throughout the year. I also really like the portal they use for benefits enrollment. The interface is very straightforward and user friendly. I would recommend Burns Employee Benefits to everyone!

From the owner: We provide Employee Benefits - Health Insurance, Dental, Vision, Life, Disability, Retirement Plans…read more- for businesses and individuals. We also can provide Human Resources outsourcing, including payroll processing, to our clients with less than 50 employees. We are focused on providing excellent service and advice to ensure that you are getting the best deal for your hard earned money.

Another five stars for Marshawn. I'm leaving a second review as I say goodbye to California. She…read moreis an amazing human being and I can't even express my gratitude for all her help with CoveredCA over the years.

I have no idea where to begin, so I will start by saying , Marshawn is amazing …read more I don't want to get into the entire minutia of all that has transpired , none of you would even believe it as it's so pathetically sad . I was in a Royal mess , wrong insurance , no insurance , & back again , until this beautiful soul found Me . Sadly I am leaving Calif or this gem of an agent would be handling all my needs forever , or as long as she was an agent . The unbelievable mess I was in , was NOT her doing or her issue & she could have just as easily said " be gone " alas she did not ! When all is said and done , Marshawn came to me rescue and helped me through the red tape as. BS and basically saved us from despair . What I have found in all this ? Our insurance commission needs an enema STAT! And for a mere $150K before " discounts" THEY SAVE YOU , they can have one , then they can do what insurance companies do , DENY it ! However if you are in need of insurance and truly need someone knowledgeable and ETHICAL she's your agent . Not ever did she make me feel as if I was trying her patience , not ever did she give up until she helped me get out of the mess I was put in . Mershawn , I only wish that the rest of the working world would take your lead , as it stands now , it appears nobody gives a darn about anyone . I wish there were a TEN star button & Yelp doesn't use emojis so I can't put those here either . I am posting a screen shot . Thank you so so much Marshawn

I worked with Norman for a few years before moving out of state. While he was my agent, he was…read moreextremely helpful without being pushy. If I needed a policy change, he would get right on it. Whenever I wanted to explore a new product, like earthquake insurance, he would give me full details, without forcing anything. When we moved out, we mentioned to him that we might cancel our policy, but forgot to officially ask him to do so. A few months later we figured out that we were still paying. Even though it was my mistake, he managed to cancel it backdated, and get us a full refund. A great agent and a great person.

Norman is an exceptional agent. I had was fortunate to have him as our agent for the last few years…read moreand I highly recommend him for your Farmers needs. When we first approached Farmers we had gotten a quote from another agent and Norman did much better for us. When we through accidents he made sure we understood what was going on at each step of the way even if Farmers was not covering (each one not at our fault). He is very receptive to your needs and is very responsive via email, phone or text. Unfortunately we had to move to another insurance company due to Farmer's policy, but if given the chance I hope to work with Norman again in the future.

If you are looking for a very good insurance agent let me recommend trying out Melissa. I have…read moreworked with her for years and I know first hand that she will make sure that her customers needs are attended, she goes out her way to get it done. Melissa has been more than patient with me all this time. I am thankful that she is back with AllState, great job!

Definitely one of the best insurance experience I've dealt with.. Atul was very responsive, and…read morehelped answer with questions that I had a hard time understanding. He really went above and beyond to inform me of all the savings and discounts I could receive on the policy. Thank you for clarifying and informing me of savings on my policy!

I needed to replace my renters insurance; its annual premium had almost doubled from last year. I…read morealso needed to acquire earthquake insurance. I tried researching online on my own, but every company's site required me to answer *many* questions before it would give a quote, and I didn't know if I was checking with *all* available insurance providers. (Turns out I wasn't.) As it happened, I came across an article about finding insurance, and it recommended contacting an *independent* insurance broker, and that led me to finding Avail Insurance Solutions. Avail wound up finding a renter's insurance provider and one for earthquake coverage; the combined premiums totaled about the same as what my new, higher rate would have been for renters coverage only. So, I'm very happy with Avail's service.

I set up a phone appt with Brian to shop for umbrella insurance. He called me on-time and…read moreexplained the process of getting this type of insurance. He asked me questions, and told me he would provide me with several quotes. After a few days, I received a quote from a top insurance company. They said this was the best choice. I asked for additional choices, and I never received a reply. After a week, I contacted another insurance broker.