I'm reviewing this insurance agency because I helped one of my subhaulers get insurance here…read more(Commercial insurance). It was a Friday afternoon, 4:00pm to be exact, I emailed Irma Catching with the necessary documents. My sub's insurance would expire that Friday 11:59pm. By 4:40pm Irma had a formal quote generated and payment was made. The insurance was binded that day and my sub was good to go. Irma just made it so easy. Other companies wanted to insured my sub at astronomical amounts. With Irma it was a very fair premium. Irma was very thorough with everything, I would recommend her to anyone looking for commercial insurance. You won't be let down. Thanks Irma!

SCAMMERS TOOK 10k for 2 months of insurance When I try to…read moreget my refund I was told that they needed me to cancel my CA AND MY DOT, to don't make this long they wanted me to pay them more instead of giving me my refund. I was told the if I didn't pay them they were going to sent me to collection, which I said fuck it do it, you guys won't get any more money from me. And here we are few months later no refund no collection, nothing. GOT ROBBED BY CAL-VALLEY INSURANCE, Stay away from this people and place.

I needed a notary public, looked on Yelp and found Central Valley Multi-Service. They were friendly…read moreand courteous. Being tax season, they were quick.

Not even worth one star for me. I'm not talking of the whole business in general im talking about…read moreBrenda Solis. She made my taxes on febuary been waiting now 4 months have past, just to know she made an error on my tax return. Ok evryone makes mistakes, gave her a chance to amend dident even care to call and say ill work on them or anything past 4 days did not do them now i paid 130 for shit. Very disappointed.

I have had my retirement plan and personal assets managed by Whelan Financial since 2006…read more Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I've made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients' retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients' money as if it's their own. I've been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-k and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

My experience with Whelan Financial has been second to none. Portia White has been my personal…read moreadvisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.

Thank you Alex for helping me with my LLC. Easy and…read moreconvenient! Always there to answer my call and my questions.

Quick, Fast, Easy, helped in seconds, got my tags and registration paper right away. very helpful…read moreand friendly person. Really about her money

Very poor experience with this organization. I attempted a pay a debt and was told it was not in…read morethe system and they would call me back when it was. Next thing I know they sent me to collections with absolutely zero contact.

Very professional and compassionate. It is nice to have someone who understands and is sympathetic…read moreand helpful on the other end of the phone.

We have had life insurance for over 7 years. So this review is long overdue. We were introduced to…read moreFred by a very good friend. We were shopping around and have previously met with another life insurance agent. What they were trying to sell us was way out of our price range so we didn't end up getting any life insurance. As we were getting our car insurance quote through our friend, she asked if we were interested in getting life insurance. We told her about how we met with someone and they were trying to pressure us in getting something we couldn't afford. She told us about Fred and that she trusted him and will help us. We were skeptical but trusted our friend. We end up meeting with Fred one evening. He met with us for a couple of hours and it was already after hours. Because of our work schedule we couldn't meet during his regular business hours. So it was great that he made time to meet with us outside of his regular hours. He explained the whole life and term to us and wanted to help us to be able to afford life insurance that way if anything happened to my family, we would be covered. We did not feel pressured at all! He said he wasn't here to upsell so he can get paid more he really wanted to help people. I genuinely feel that that was true. He was very friendly and we ended up talking about our lives and it wasn't just business. We ended up signing up for life insurance to cover my family for our future. It was so affordable that we have had it for seven years now and will continue to keep it. Fred and his assistant have kept in contact with us yearly. We get really busy so it's hard to get back to him sometimes. He would reach out by phone, email and postcards. He wants to connect every year to make sure nothing has change and if we needed to make any adjustments to our policies. This year was different. He met with us through Zoom. He was still able to explain to us the changes and policies and gave us options on our insurance if we wanted to make any changes. He continued to keep in contact by email and phone. Fred is very professional and friendly. He knows what he's doing and is definitely looking out for his clients best interest. Need a financial advisor? life Insurance? Check him out, we definitely recommend him.

Wow! My husband and I had a great experience here! We are a young couple in need of some financial…read moreguidance and direction. We had already created a budget and stared using a cash system but we felt we needed to get some advice from a professional to make sure we were heading in the right direction. First off, when we arrived, we were a little lost. The security guard came out and kindly asked if we needed help. He directed us into the building and told us where to go. The inside of the building was very nice, professional, and clean. Upon entering, we were greeted with a warm hello and welcome. We were seated and told that Clay would be right with us. A few minutes later, we were greeted again by another kind woman named Candace. She was just the sweetest. She was very warm and friendly. She took us down the hall and seated us in the office. She talked to us a little and had a very genuine, warm, and kind energy. A couple minutes later we were greeted by Clay. He was very nice and welcoming towards us. Once the meeting started, we talked a little about what we were in search of and Clay was very honest and kind about the type of client cases he handles. He then directed us to his partner Fred to best suit our needs. We met Fred and he was also very nice and welcoming. He sat with us and got to know us a little. We were able to explain our situation. Fred was very patient and very understanding. He was easy to talk to and never made us feel bad. He was very down to earth but also very professional. He took his time and truly gave us very honest advice and pointed us in the right direction. We are so grateful for our experience and we highly recommend Falcon Financial. We will definitely be returning in the future especially when our wealth grows and we are able to look into investing. We trust they will give sound advice and help us to go in the right direction. We truly appreciated everyone treating us with such warmth and kindness. It's not often you find a business/company that provides such genuine and great service as a whole. Thank you!

Daisy & Scott are the best! Great business culture and they made everything so easy. Highly…read morerecommend coming here if thinking of buying a house or need help with brokerage.

This is my second home purchase with a new build, currently Bonadelle on this and I must say…read moreMichelle along with her team Josh has exceeded our expectation. They had been patient and stuck with us through muddy waters when the tides were turning. (READ THAT AGAIN). Her and her team is who you would want to dive in and look for options to make things work. They are who you want on your corner! Utilizing all resources they had to make sure they got us our loan. When dark clouds were above us, they lifted us and made plans, and we all executed it as a team staying in communication. I appreciate all they had done along with their crew and team to get me and my wife into a home we were after. Michelle, Josh and the rest of the crew if I missed any (I apologize in advance) Thank you deeply for the work that was put in. Thank you for setting the bar of showing what an experience veteran Loan officer can do vs new upcoming rookies that can learn from your company "Western Pioneer". Keep in mind as the consumer it's also our responsibility to make sure you (The Purchaser) show up on your end on what's needed and TIMING IS EVERYTHING! -Stay Blessed

She is an amazing person always calls you or emails you ASAP .Always does her best to help youread more

Still waiting for service since 10ish AM To have car towed It's already 1:30 pm still not her e We…read morepay too dollars and this is the kind of service we get. That's pretty sad!!!