Jerry and team have been excellent to work with. We are a new, start up business. We had shopped…read morefor liablity insurance, and were quoted crazy rates elsewhere. Other brokers couldn't find a reasonable policy. Jerry and team worked extremely hard to meet our needs. And while our policy is still pricey, it is 1/2 of what I could find elsewhere. They have identified other issues, now handle our worker's comp, and will be our first choice for insurance coverage as we continue to grow. Highly recommend their team.

Jerry, Carlos and the team are a great help to my real estate brokerage and investment business…read more Excellent service and timely product placement elevates Barbary Insurance above the competition. They give me VIP treatment. Give them a call or email. All the best in 2021! Redmond Realty

We have been working with Caffrey Insurance Solutions for over 3 years and are over the moon with…read moretheir services. Gabriel goes above and beyond in supporting our team and coming up with workable solutions. He helped us set up our Gusto account as well as getting the best rates from health care services for us. I would recommend their team to anyone! It has been amazing working with Gabriel and his team!

Incredibly positive experience again this year with Gabriel (4th year in a row!) in managing,…read moresetting up, presenting information about, and implementing our nonprofit's annual benefits. Gabriel is a strategic planning and thought partner in making sure we find the best solutions in taking care of our employees within budget, which is a challenge in the current environment. He's a great resource for our HR team, for individual employees, for leadership in planning and budgeting. Highly recommend!

The best Agent ever! She was able to identify our needs in…read morelooking for a Home and Auto coverage right away and help us set a realistic expectation of the current insurance market. Always put our interest as the priority in every step and most of all she managed to make the stressful and tiring process of shopping for coverage enjoyable. My wife and I really enjoyed working with her. There is no others, Tina is best Agent.

From the owner: We work with a wide range of quality, reliable insurance companies and can provide coverage options…read morefor any business or personal insurance. We are here to satisfied your individual, unique needs. We're always here for you, whether to provide quotes, assist with a claim, policy change, or just answer your insurance questions. We speak English and Mandarin. 我们可以说中文。

Super helpful and really nice to work with. She understood what I was looking for and then narrowed…read moreit down to the best option for me. I really appreciate the time it saved me from tracking down all that information!

I had a small insurance need and Kerry at Mahoney Walker was very helpful. She guided me through…read moreit and provided the policy I needed for a low price Bonnie

I don't have anything against the David he's a nice guy, it really Farmer's policy and practices…read morethat I have issues with. I don't want to hurt a small business owner because he can't change the company practices of how the company handles clients claims.

David is an excellent insurance agent. Friendly, available, knowledgeable, and professional. I…read morehad a bad experience with other agents, and David came to the rescue! I highly recommend him!

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.

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

I have worked with Jorge (insurance broker) for the past 15 plus years both for my car and home…read moreinsurance, and I couldn't be more impressed. From start to finish the process was seamless. All my questions were addressed quickly. Most importantly the service was friendly, knowledgeable, and incredibly efficient. They took the time to understand my needs, explained all my options clearly and genuinely focused on finding the best coverage for my situation. What really stood out was their attention to detail and genuine care for my family. They made the entire process stress-free, handled all the paperwork, and ensured I felt confident in my choices. It's rare to find this level of professionalism and customer service these days. Jorge even reaches out periodically to make sure our family coverage is still maintained and no changes need to be made to our policies. Very informative with all the recent changes in the industry. I highly recommend Jorge to anyone looking for reliable and personalized insurance support. Absolutely five stars! Thanks to their guidance, I ended up with excellent coverage maintained for over 15 years now.

Been with this agency for over 10yrs for my cars and home insurance needs got good rates and…read morecoverage easy to renew and make adjustments. Just sold my old house and he even delivered and champagne to congrats for new purchase. Even with the difficulties of today's home insurance got it covered no problem. Thank you Andy!

Heidi was very helping when I called explaining the billing questions that I had in a way I could…read moreunderstand.

I would like to give a huge shout out to Tiffany Palmer for assisting me with the service she…read moreprovided. Quick, hassle free and really responsive through email/phone and text messaging. She was able to get my vehicles insured, sent over my ID cards and set me up with life insurance over the phone before my lunch break was even over! Thank you Tiffany!!

I really appreciate the expertise of Christie and her team! They know their stuff and can help with…read moreall of your insurance and financial services needs. (Auto, life, and health!)

Superb! We have been with State Farm, first for our first…read morevehicles, then over the years for our newer vehicles and our home. We have had only excellent experience(s) with State Farm overall and with each individual agent we have ever dealt with. Fortunately, we have not have reason to interact very often with State Farm, but any and all times we have, we have always been treated well, quickly, professionally, and with kind helpful actions. We first had Sig Gudall (sp?), then Mary Bailey (and Jo), and now Christie Kennett and her staff. Can not recommend State Farm and specifically Christy Kennett's office more highly and without any reservation at all. Thank you.