1. KV Financial Services

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    Westminster, CA

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    KV Financial Services

    5.0 (6 reviews)
    Closed • 10:00 am - 6:00 pm

    Services - KV Financial Services

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    5 months ago

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    1 year ago

    He takes great care of my taxes! I would recommend him! He fast and easy, inexpensive

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    5 years ago

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    Farmers Insurance - Phil Dong Agency - The passionate Team who made us a decade's worth of President Council's trophies, signifying consistent accomplishments, top 1% & MDRT Award

    Farmers Insurance - Phil Dong Agency

    (87 reviews)

    We've worked with Phil Dong Insurance Agency for many years, and I can't recommend them highly…read moreenough. Owning an older property in San Francisco has made finding and keeping insurance increasingly difficult. Over the years, several insurance companies have decided not to renew our policy, and each time Phil and his team have been there to help us navigate the process. They have consistently found new coverage options for us when we weren't sure where to turn. They've also been incredibly helpful in guiding us through the various property upgrades and requirements that insurance companies have requested before renewing coverage. Instead of just selling us a policy, they've taken the time to explain what was needed, answer our questions, and help us through every step. What I appreciate most is their responsiveness, knowledge, and genuine willingness to help. It's reassuring to know we have a team we can trust, especially with something as important and increasingly complicated as property insurance. If you're looking for an insurance agency that is experienced, dependable, and truly advocates for its clients, I highly recommend Phil Dong Insurance Agency. We are incredibly grateful for all of their help over the years.

    This place is so amazing! Every time, I need anything, regarding on auto, or home insurances, Thuy,…read moreis a person I called/emailed. She is fast, quick, and directly resolve the problems asap. I'm appreciated her works and trusted when coming to insurance matters. Meanwhile, all the staffs are good! Thank you chi Thuy!

    Mach 5 Insurance Services - "Mach 5 insurance, Shannon Speaking"

    Mach 5 Insurance Services

    (24 reviews)

    Wow! I cannot say enough fantastic things about Mach 5 Insurance Services! From the moment I first…read moreconnected with them, it was clear this wasn't just another insurance company; it was an experience defined by professionalism, incredible knowledge, and truly outstanding customer care. For years, I stuck with another broker in the Westminster area, primarily because it was a default recommendation from a real estate agent. That experience, frankly, was a nightmare. Our previous broker was unresponsive, and when our insurance company tried to block us from renewing our coverage, citing an "unlivable" roof (despite us having repaired it years ago and providing proof), that broker was the absolute worst to deal with. They wouldn't respond until our coverage had already lapsed and we had to scramble to find new insurance. To add insult to injury, they then tried to charge us for a renewed coverage we never agreed to! All that to say, when we finally made the switch to Mach 5 Insurance Services, it was a NIGHT AND DAY difference! Emails and phone calls are responded to incredibly FAST, which is a breath of fresh air. We worked primarily with Shannon, who is the office manager and hands down the most professional and competent insurance agent we have ever had the pleasure of working with. We love Mach 5 so much that we decided to switch the policies for both of our homes over to them, specifically requesting a change of agent so that everything would be handled by one office and with their team of honest and responsible agents. Even when it came time for our annual renewal, Mach 5 worked diligently with us to ensure we were getting the best bang for our buck. If you get the chance, I would recommend anyone and everyone to go with Mach 5 Insurance Services! They are truly exceptional!

    Just got my homeowners insurance set up through Mach5, and the whole process was seamless. Shannon…read morewas amazing -- super helpful, patient, and honestly just a joy to talk to over the phone. She made everything feel easy and took the time to walk me through the details. Highly recommend working with her if you get the chance!

    KV Financial Services - taxservices - Updated October 2026

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