I've been with State Farm for over 10 years, and when I moved to California about six years ago, I…read moretransferred my policies to Jim Breen. From the beginning, he's been incredibly supportive and consistent. Jim always takes my calls or gets back to me quickly, and he genuinely makes me feel valued. He's patient, takes the time to explain things clearly, and never makes me feel rushed. What I appreciate most is that working with him feels like a relationship, not a transaction. I believe in long-term relationships and supporting people who truly show up, and Jim does exactly that. I'm grateful to have an agent who is dependable, approachable, and truly cares. I highly recommend him.

Shayna... well what can I say, she was wonderful throughout out the entire experience. She was…read morepatient, flexible, and completely understanding as well as helpful. She worked around my schedule, and she answered every question I had throughout the entire process. She definitely was able to find a great policy for me, especially since she was able to show me that I was being extremely overcharged by my previous insurance company (something I requested) by showing me the difference between what I currently pay and was covered for vs what I would be paying and having coverage for if I decided to be insured by State Farm... I honestly hope to speak with her personally if I were to ever need assistance again as I know she's looking out for me. Thanks again and I'm happy to be insured by state farm definitely made me feel that I'm being taken care of when it comes to the best insurance. -Andres

Wow! It's said that there is nothing certain, but death and taxes; but one other certainty is that…read moreI will always use Sam Dorrance as my tax man, and my personal financial advisor! I have done my taxes with companies, and personal financial services both over the years, and never have I felt more comfortable, and well taken care of when preparing to get punched by the government. Sam followed up with me consistently and answered ALL of my questions, with patience, and wisdom. Truly remarkable!! I have already referred friends, and business associates!

Great service and very affordable pricing, plus a quick turnaround for the work I needed. Also has…read morea convenient private online account for uploading and storing documents, which is nice. Highly recommended for bookkeeping and taxes!

Marilyn has been our State Farm agents for several decades, she and her team have always been…read moreprofessional, responsive and helpful especially during tough times. Trust them, we do!

Marilyn and her team have helped with me with multiple insurance policies over 20 years. Home,…read moreAuto, Rental, Business, Work Comp, Life. Her explanations and guidance have never steered me wrong. She is quick to respond and never grumpy.

I have been working with James for many years now and only have good things to say. He is very…read morekind and helpful along with keeping my money safe and growing. I highly recommend him!

My husband and I have been working with Jim for a few years now, and couldn't be more pleased with…read moreour professional relationship. Jim breaks things down into manageable, understandable explanations, and always offers various scenarios. He listens carefully and fully considers our input. His market insights and guidance have been very helpful, and we've seen our portfolio steadily grow. We feel confident about our financial future as old people! In addition to being so smart, Jim is a pleasure to talk to. He is matter-of-fact, kind, and funny. I truly appreciate being equally included in all meetings and decision making. I highly recommend Jim and his services!

Kent is honest which is rare! He answers tough questions and does not get annoyed by them. He is a…read morefiduciary, fee only financial planner, he will give you a hourly rate and the number of hours up front. His rates are reasonable ~200-250 an hour. He has a ton of experience and seen the ups and downs of the market. He is a realist who will get you to your goal and simplify your portfolio doing it! I was expecting Suze Oman's "How am I doing" section. His writeup and analysis is long but not like Suze's "How am I doing"! I have a few more questions for him and based on his responses I will update this review (e.g. bond funds vs individual bonds in this market)

Glen Monroe (the founder and advisor at Monroe Wealth Management) is approachable, honest, and…read moretalented. He offers competitively priced services ranging from financial plans to ongoing asset management. He even limits himself to a manageable number of clients to ensure that all his clients get the close attention they need. My meetings and communications with him were easy and informative. It is very clear that he is qualified, experienced, and successful. I ultimately hired someone else to handle my particular situation, but I'm confident Glen would have done a great job. I'm leaving this review anyway, because I think anyone who is even remotely uncertain about their financial situation should schedule a meeting with Glen for an honest opportunity to hear how he can make it better.

Mr. Sun and his team are professional, sharp, and always reliable. I've worked with them for over…read morea decade and the experience has always been pleasant. I would recommend Mr. Sun's services to anyone without hesitation!

Unfortunately, I had a really messy tax situation and desperately needed assistance. I found Ken on…read morethe California Board of Accountancy website (http://www.dca.ca.gov/cba/lookup.shtml) and could not be more than pleased with his services. Ken did an amazing job helping me with my tax situation on such short notice. He clearly explained anything I didn't understand right off the bat which I really appreciated. Ken is knowledgeable, friendly, flexible, reasonably priced, and gives excellent customer service. HIGHLY recommend.

We have been using Brian as our insurance agent for many years now - Home, Auto, PLUP, etc. Brian…read moreand his team, Ian and Marina, are great to work with! Always responsive with our emails, calls and very helpful in explaining all things insurance - highly professional team and very honest. Brian and his team really look out for their clients, explaining insurance coverage until you are comfortable understanding the coverage you are buying. Most recently, we were in a car accident and our car was damaged beyond repair. From the moment we called State Farm, Ian picked up immediately, we knew we were being taken care of by the best. We can't say enough about the high level of service Ian provided us immediately after the accident occurred - getting us connected with claims and staying on the phone with us with the claims agent, helping us navigate the tow truck situation so the city didn't impound our car unnecessarily, staying on the phone with us until friends came to pick us up because it was dark outside and following up with us the day after to make sure we were alright still and if we had any questions about the claims process. Brian and his team treat their clients like family. Thank you for all the years of taking care of us!

Called the office to make some inquiries on HO6 policy, which State Farm stopped offering last year…read more(I was unaware of this policy change). The staff Ian patiently explains alternative options to me and made helpful suggestions. Great customer service and professionalism!