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    Keri Lin Insurance

    4.0 (1 review)
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    18 years ago

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    Steve Oakes -  C1 Wealth Management

    Steve Oakes - C1 Wealth Management

    (7 reviews)

    Steve has handled my family's insurance since I moved to Washington in 2009. When he changed…read morecompanies, there was no question that we would follow him. I feel so incredibly grateful to have found such a genuine and affable person to help us through unexpected hardships. My husband recently passed away and Steve immediately and compassionately stepped up to help me well above and beyond what could ever be expected. He has been a singular ray of kindness and invaluable source of information helping me navigate a situation I never imagined possible. Thanks to his assistance, a devastating emotional loss wasn't also a devastating financial one. I sincerely cannot recommend Steve enough.

    I would highly recommend Steve Oakes to anyone seeking Financial Planning assistance. I had…read moremultiple 401Ks over the years that were sitting idle, costing me annual fees and losing money. Steve was able to combine them all into one that is growing already. What I appreciate most, because I am so busy, was that Steve did most of the work in contacting the companies and getting the information transferred over to my new account with Country Financial. That is a big plus for me because it is so hard to find free time. My life is crazy: traveling all the time, catching planes, attending meetings, etc. It was great to have the help that didn't pull me from my hectic work day. Additionally, Steve took time to meet with me at length, find out what my long term financial planning goals were, and then he explained options in a way that I could understand. I was able, with his information, to make some choices about where to put my funds to work toward my financial goals. His office personnel are very welcoming, and the atmosphere is comfortable. I would highly recommend Steve Oakes!!!!!!!

    Achieve Alpha Insurance

    Achieve Alpha Insurance

    (56 reviews)

    I have spent months struggling with health insurance, red tape, and clerical errors that weren't…read moremine but left me without insurance. I was at my wit's end recently after being told that I had missed open enrollment (despite having applied before the deadline), and that I couldn't get an exception made. I have medications that I had to stop cold turkey months ago and have been without, and have been dealing with health issues I couldn't really afford to get care for because I was told I had to wait until November for open enrollment to start again. I posted on Facebook asking friends for advice, assuming it was pointless. But then one of them said I should look into a broker - an option I had no idea was available, nor that it was free. I looked through a list of brokers and found Gary Franke and his team; they sounded good, so I requested help from them. And thank god I did, because I tell you what - after months of metaphorically pulling my hair out over how stressful the runaround of insurance was, especially when I don't have much knowledge on the subject - Gary Franke and Heffernan Insurance Brokers had me squared away in a few emails and a single phone call. I couldn't believe how simple the process was. Gary got my information - how much I make a year, what exactly I'm looking for / need help with - and narrowed the insurance plans down to two that he said would be the most affordable and the most helpful for me based on my needs. Then all I had to do was choose from the two, let him know, and he got me enrolled and activated. No fuss, no stress. He was friendly, empathetic, understanding, and answered all of my questions thoroughly and without judgement - even the ones I personally thought were probably dumb questions. He was even willing to discuss my options with a family member that has been trying to help me with the process of getting on insurance, if she had any other questions she wanted to ask him. Even after I was on an active plan, Gary and his team have encouraged me to come to them if I have any further questions, and made sure I know they're available for any other advice I may need in the future. In conclusion, I literally cannot recommend Gary Franke and his team enough. They got done in less than a week - and only took as long as that because I had to make my choice on the plans and slept on it - what I was on the verge of a breakdown trying to do on my own for months. If any of the many people I had spoken to on the myriad of phone calls with WA Healthplan Finder, or any of the insurance companies, had just once suggested a broker, I could have escaped so much stress. If you're on the fence about a broker - do it. It's so worth it, and you can't go wrong with Heffernan Insurance Brokers, and Gary Franke and his team. They are extremely knowledgeable about all this stuff, and genuinely want to help you with what you need and where you're at. There's a reason they have so many 5-star reviews here; and I promise that those reviews are telling the truth, because I know mine is. Reach out to them. I promise you won't regret it.

    Buyer beware, Gary is unethical. Back in 2017, I moved to Bellevue Wa. and was in need of health…read moreinsurance. New to the game I was unaware broker's fees are paid by the health insurance companies. Tamara, who works with Gary, was the agent of record and did a good. However, months after I get a call from Gary stating, "Tamara forgot to bill you." Not knowing, I gave him my credit card info and was billed $75... Pretty slimy for a whopping $75. I would have sued if still live nearby.

    Keri Lin Insurance - insurance - Updated May 2026

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