Whenever we get a new car or need help, we always call Dat. This review is especially for Dat…read more Dat, thank you so much for your help. You're a very honest and helpful person. You always give us the best deals and tell us what's most convenient for us and our family. We will continue business we you and we thank you from the bottom of our hearts! Thanks a lot!

Thang and his team have provided stellar service for several years to meet our complex set of…read morecoverage needs comprising 6 policies. Every contact has received a prompt and informative reply, whether to review premiums, change coverage or report claims. The team's focus on customer satisfaction is awesome. Very highly recommended!

Wake-Up Call of a Lifetime…read more As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my financial health. I didn't grow up with good financial habits, and I've never been someone who felt confident navigating money, retirement, or planning for the future. But getting Sunny involved was the turning point. This wasn't just financial advice -- this was a total mindset shift. Working with Sunny was a real wake-up call, in the best way. He helped me do what I had avoided for far too long: face the numbers -- and gain power over them. Together, we mapped out my retirement goals, created a plan for my daughter's 529 college fund, and broke down exactly how much I need to save and spend each month. For the first time, the fog cleared. The future became real, and possible. And here's the kicker -- I always thought I was overspending... but once we ran the numbers? Sunny told me I could actually splurge once in a while! Imagine that! For someone who thought financial planning meant restriction and fear, this was like breathing oxygen for the first time. Sunny isn't just knowledgeable -- he's relatable, caring, and deeply committed to helping people like me realize: I can do this. He didn't just build a plan. He helped me build belief. If you're on the fence -- don't wait like I did. I only wish I had started this at the beginning of my career. I could've avoided years of waste and guesswork. But now? I'm taking ownership of my financial future, and it feels incredible. If you're ready to stop living in the unknown and start building the life you deserve, talk to Sunny. He's the real deal. Highly, highly recommend

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

Darci is amazing! She is extremely knowledgeable about various benefit plans and was able to…read moreprovide me with options. When my husband and I decided that Covered CA was the right choice for us Darci handled the entire enrollment process for us! She also followed up to let us know when our member numbers would be issued and was available to answer all questions we had after enrollment. I highly recommend Darci for a stress free process. You will be happy that you contacted her!

5 stars! A friend highly recommended Darci, and they were right. I truly felt like Darci was…read morelooking out for my best interest. She was very knowledgeable and responsive.

This company is CLOSED. I tried to get a quote for home insurance. I've called and emailed several…read moretimes. No one answers the phone. No service. Can't speak to anyone.

With our mortgage contingent on securing homeowners insurance for our new house, I was referred to…read moreMike Cheng by a family member. Mike responded to my first email and ghosted me after with no response after several follow-up emails. Mike, if you're not interested in my business, just say so. You're holding people up who think you're working on a solution for them when you're really not. Poor business practice and nonexistent customer service.

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.

Tony and his team are rock stars! Many insurance brokers are responsive when selling you a policy…read morebut hard to reach when you actually need help. Tony and his team have always been there for me. After 14 years with virtually no claims, Liberty Mutual dropped coverage for my rental properties and later my home. While some brokers wouldn't even return my calls, Tony and his team helped me find solutions. They've also been consistently responsive whenever I've needed policy changes--including multiple adjustments to my umbrella coverage over the years. What really sets Tony apart is his integrity. When an insurer he recommended couldn't cover my home because of its proximity to trees, he gave me the names of other companies to try before pursuing surplus lines coverage--even though it meant taking my business elsewhere. His advice worked. After decades of working with insurance brokers, Tony stands out as someone I trust to put my interests first. I can't recommend him and his team highly enough!

Tony is the best. He's always happy and willing to make himself available for a call to go over all…read moreyou would ever want to know about your insurance in California. Very personable and easy to talk to; no small feat when the topic is insurance. Made me feel confident in my insurance choices.

If you are looking for a honest and knowledgeable insurance agent you should definitely call Paul…read more He can help you with car, rental property and home insurance. He explains you all the options so you can make an intelligent decision. My past agent didn't care and never returned my calls. Paul is easy to work with and provides prompt and courteous service.

I have never experienced such amazing and attentive customer service! I was shopping around for…read morerates when I came across Paul on yelp. My review will not give him justice as to how helpful and kind he is. I called after office hours and immediately was able to get a quote and even drove back to his office! He made me feel comfortable with the questions he asked to ensure I was going with a plan that was right for me. Very informative and extremely professional! Thank you very much I'll definitely refer all of my friends and family!

Extremely helpful and easy to talk to, highly recommend for anyone like me who just turned 26 and…read morelooking to enroll in insurance

Arlen was patient, accessible, and very helpful. He is very knowledgeable about the covered…read moreCalifornia system. Very easy to work with him and he got me set up very quickly.

I have used AAA Milpitas to renew Car Registration previously and today to get a Disabled placard…read morefor my injury. I am pleased with the short wait for service and professional handling of my need. Shout out! Well done

Great customer service! Didn't wait too long. Got my sticker…read moreright away. They tried to find ways to help me save money.