I would like to recognize Jordan for the excellent service he has provided in handling our…read moreprofessional liability insurance since November 2023. Throughout this time, Jordan has always been highly responsive, professional, and helpful. He has consistently answered our questions promptly and assisted us whenever needed. His excellent service has made our experience with your company very positive. We sincerely appreciate Jordan's support and would like your company to know what a great job he has done.

Customer is good! They worked on getting me the best rates possible for my business needs,…read moredefinitely would recommend.

As my 65th birthday approached, the stress from knowing I would have to switch to Medicare…read moreincreased because I was having such a hard time finding proper guidance. Adding to the stress was the fact that I could be financially penalized if I did not switch to medicare in a timely matter. Then, I was referred to Alison Gordon, the insurance mom. She sent me one email that demystified the entire process. From there, we had one phone call where she clearly explained all my options. With that, a giant weight was lifted from my shoulders and life was good again. I found Alison to be knowledgable, experienced, thorough, kind and witty. I highly recommend her.

Where do I begin? To…read moresay my experience with this broker has been frustrating would be an understatement. I was originally enrolled in my health insurance through her back in 2017 by my former partner. After our separation, I needed to explore more affordable options since my financial situation had changed. Naturally, I contacted my insurance provider, Anthem, directly to discuss cancelling or modifying my plan. To my surprise, I was told I could not make changes through them and would need to go through my broker. That's where the difficulty began. When I attempted to contact Ms. Gordon, I was met with a voicemail stating that I needed to provide my credit card information just to speak with her. She would not answer questions via email or text--only through a paid phone consultation. This immediately raised concerns for me. I was trying to cancel my plan and transition to a different provider, Kaiser Permanente, and did not feel comfortable sharing my credit card information in that situation. Given today's environment, I believe it's reasonable to be cautious about providing sensitive financial information--especially when I was not trying to make a payment, but simply cancel a service. Interestingly, my former partner--who originally set up the policy--confirmed he was never required to provide credit card information just to communicate. It seemed that once my intent to cancel became clear, the process became significantly more difficult. Eventually, after I informed her that I had already secured new coverage independently, she reached out to me. During that conversation, she attempted to get me to state that she had enrolled me in the new plan, which I declined. At that point, I had deliberately chosen not to work with a broker due to how complicated the cancellation process had been. To be fair, when I spoke directly with Anthem, they were helpful--until they realized I had originally signed up through a broker. That experience made it clear to me that consumers can enroll directly with insurance providers and may have more control by doing so. In hindsight, it felt as though there was little incentive to assist me in cancelling, especially given that brokers often earn commissions tied to active policies. Whether intentional or not, the process felt unnecessarily obstructive. I'm sharing this experience as a caution to others: if you work through a broker, your insurance provider may direct you back to them for support--even for basic account changes or cancellations. That can create an added layer of difficulty when you're trying to make decisions about your own coverage. As a client for over seven years, I expected clearer communication and more flexibility--especially during a time when I needed to make a change. At the very least, alternative ways to communicate (email, basic support, or a receptionist) would have made a significant difference. Due to this experience, I plan to file a complaint with the California Department of Insurance so the situation can be reviewed.

I am grateful for Dan's knowledge and experience to recommend coverages I was not aware of for my…read morehomes. His top rated company helped me save money and his customer service keeps me happy and in line. He has helped me, my family, my home and friends with insurance coverages for at least 9 or so years. He is honest, trustworthy, experienced and humorist with all my coverages. He and his staff has always returned my calls promptly and sent over documents right away making his service invaluable. I had an unfortunate insurance claim and Dan was very prompt and helped me get back on my feet quickly. I could not have done this so quickly without his expertise and professionalism. I would highly recommend Dan for any and all your insurance needs.

We turned our homeowners, earthquake, property, and umbrella policies over to Anzai Insurance. The…read morereason? Dan educates; he doesn't sell. Buying insurance can be like buying a new car: the only person with all the information is the seller! With Dan, however, he's transparent. Educating the client is his number one priority. If that means losing a sale, he's willing to do it because his moral compass guides every aspect of his business. Think I'm overstating it? Give him a call, and see for yourself. My pillow has been much more comfortable since we made the move 4 years ago.

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

Monica Rangel is an excellent financial advisor , I highly recommend her for guiding on Roth IRA ,…read moreopening accounts for kids 529 college funds account, with 20 years in experience she has the knowledge and patience and ethic to work with people and helping people to put their money on their best interests . Thank you Monica

Monica Rangel with NY Life was excellent & very patient as she walked my wife & I through our…read morefinancial and life needs. At the end of the day we had a few great options in regards to policies and we able to make a very informed decision that worked for us. Thank you NY Life & Monica!

Unbelievable patience and great service. As an elderly person I often have to call Heidi and she…read moreis always professional and pleasant. Never complains about calling often with questions and changes. This is where you should get your insurance if this is the kind of service you need. I love doing business with her we often laugh like good friends.

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the Anaheim, CA area since 1989, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0768767

I've had an excellent experience with SMD Diversified. He's knowledgeable, reliable, and explains…read moreeverything clearly, which makes the whole tax process stress-free. He's always responsive, detail-oriented, and ensures I get the best possible outcome while staying fully compliant. I highly recommend his services to anyone looking for trustworthy and efficient tax support. He also is a great Medicare broker !

He has been in the business for 20+ years. Thorough and reliable. I love his professionalism and…read morehonesty. Life Ling client.

My man Bach did his magic, quick and smooth. Nothing but appreciation for his expertise when it…read morecomes to getting me a sufficient policy. Bach brokered an out of state policy for me when everyone else I checked with declined to write. Love how he actually took the time and explained the current insurance landscape here in Californian too. 10/10

Great people that really want to help.. she gave me good advice without trying to charge me or get…read morea contract

Another 5 stars for this wonderful agent ! It's all true Jennifer is amazingly helpful , went above…read moreand beyond to help with my insurance needs. When moving from a broker with farmers she was able to save me over twohundred! On my 6 month policy!! I have life, home ,and auto with Jennifer and won't go anywhere else ! They have a dedicated staff and are always willing to help ., and get this she will answer your calls or call you back !!! Amazing!!! Thank you Jennie !!! So if your looking for an honest , reliable, helpful, upfront broker who takes her job seriously. You found one .

Jennie and Fabiola are the best in the business ! They work well to get you the best service you…read moreneed. Amazing customer service. Best deals in San Bernardino county! I highly recommend all my family and friends to Jennie:)