1. Edward Jones - Financial Advisor: Mike Phan

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Tracy, CA

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Edward Jones - Financial Advisor: Mike Phan

5.0 (1 review)
Closed • 9:00 am - 4:00 pm

Services - Edward Jones - Financial Advisor: Mike Phan

Investment management

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5 years ago

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Sayed helped me a few years ago when he was with a large insurance company and was highly impressed…read moreby the way you explained the process and products. He used to constantly check in with me. After being with online insurance companies for a very long time, it was a very unique experience. He was always staying on top of my mind. Whenever I needed something I knew he will be there and he was always super prompt in his responses. I was getting terrible service after he left that company with the new agent assigned to me, who never took time to talk to me and was happy with auto-renewals. When I had finally reached out to the agent after 2-3 years, I didn't get any satisfactory response in addition to delayed responses and always voice mail. I really missed talking to the agent who can really understand what I'm looking for and help me. Finally, I reached back to Sayed again, and as always even after 3 years or he still remembers me and was available to talk and provided great options. It was a no-brainer to switch and save some money. More importantly, he provided great advice without any aggressive sales tactics. Just recently I needed some documents for my mortgage and he and his team jumped on it and addressed it within few mins. Normally, I wouldn't write long reviews, but I believe anyone can benefit from an agent who really cares and I would strongly recommend anyone looking for insurance products to try out Sayed even just to learn about the different options available, I'm sure you will not be disappointed.

I am a first time car buyer, so buying an auto insurance was overwhelming. Frank helped me with…read moregetting the right auto insurance for my wife and I. He is very professional, and he really listened to our needs. He got us an affordable and great auto insurance with everything that we've asked for. He is fast and efficient. Thank you very much Frank! You're an angel! I highly recommend Hashimi Insurance Agency. I am a very happy customer.

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The person who hit my car has this insurance company and the assigned adjuster did not return our…read morephone calls after the initial week. It's been well over 30 days since we have heard anything from her and our damaged car has yet to be fixed. We have sent emails and left many voicemails for her and did not receive any information until we contacted another adjuster who was only able to give us limited information. This is frustrating and like other comments have said, this company may not be holding their employees accountable for their job. So annoying that we are without a car for over a month now with no word from them. Just wanted to put this review here in case others are going through the same thing or are forced to work with them. UPDATE: We got connected with another adjuster and the manager of our original adjuster and things turned around super quickly. Both were so helpful and quick with their responses and actions. So it seems like a problem with just the assigned adjuster, which we already complained about.

I had a very disappointing experience with this insurance company. Communication was poor, and…read moregetting answers to simple questions took multiple calls and emails. When I needed assistance, representatives were either unavailable and did not return phone calls. When I tried escalating to the appropriate mangers, they did not return calls after repeated attempts. As such my car repairs have been delayed for over 3 weeks now and still not resolved/approved. Customer service is especially important when dealing with insurance, and unfortunately this company fell short of my expectations. Based on my experience, I would not recommend them to others looking for responsive and reliable service.

Renee Davidson - State Farm Insurance Agent - State Farm Logo

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Renee is awesome! Super friendly and quick to respond to every inquiry. She definitely knows what…read moreshe is doing because she answers every question without hesitation. We had a horrible experience with Farmers insurance and Renee helped me bundle our homeowners insurance and multiple auto insurances together. She even gave me advice throughout our horrible time with Farmers and I wasn't even a customer of hers at the time. Now that's dedication! I have 4 small children so taking care of everything over the phone is my preference and Renee completely understands and always gets it done. Definitely recommend Renee!!

I retired from State Farm after 20 years handling both large property and liability claims, as well…read moreas supervising on the State Farm Catastrophe Response Team. With that background, I am very selective about who I trust to handle my family's insurance needs. I chose Renee as my agent because of her deep knowledge of policies and her ability to guide me toward the best coverage for my family. Over the years, she has gone above and beyond--always willing to take the extra time to answer questions, explain options, and make sure we're fully protected. What sets her apart is the personal service. She doesn't just sell policies; she truly cares about her clients' well-being and peace of mind. Whenever I've needed help, she has been responsive, professional, and genuinely invested in making sure things were handled quickly and correctly. If you're looking for an agent who knows her stuff, provides exceptional service, and truly looks out for her policyholders, I highly recommend Renee for all your insurance needs.

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i got life insurance through kulwinder after being recommended by a friend. wasn't even really in…read morethe market for life insurance, but after kulwinder explained how certain options with farmers invest your money into the market, so that even if you never have a reason to cash out early, you get money back once you retire if you choose, i was sold. kulwinder was really thorough and easy to work with. i can't compare her to other life insurance agents, since this is the first time i've shopped around, but i have no complaints! also she has candy on her desk and let's you a ton without judging haha

I found her on Yelp and called her up to get an auto insurance quote for my vehicle. (I guess) She…read morenoted down all my details and promised me to follow up with a quote, which she never did even after a week. I tried calling her again multiple times, but she never responded. Adding insult to the injury, I started getting automated emails from Farmers regarding questions about the quote I received and about thanking me for giving them the opportunity to do business with them. Seriously? "You may have questions about the quote you received, so I am here to help. Also we can talk more about exploring discounts available to you and help you find the coverage you want." "Thank you again for giving me the opportunity to earn your business. Have you had the chance to review your quote? If you're not sure about something, just give me a call.I am happy to answer your questions."

Edward Jones - Financial Advisor: Mike Phan - insurance - Updated November 2026

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