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.

In 2026, I stepped on a few bureaucratic landmines trying to enroll in a Covered California health…read moreplan on my own. It cost me a lot of time and money, and I ended up in a plan I wasn't happy with. I wanted to avoid a repeat, so I got in touch with Alison to help me with my 2027 application. She really knows her way around the system. She patiently answered my questions and was able to get me signed up for a plan in less than an hour. I feel a lot better knowing it was done right and that I have a real expert I can contact if I have questions. Very highly recommended.

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.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

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.

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

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.

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:)