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Rosales Financial

5.0 (3 reviews)
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Services - Rosales Financial

Debt management

Estate planning

Inheritance planning

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Insurance planning

Investment management

Life insurance

Retirement planning

Trust planning

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1 year ago

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Kyle Cline - State Farm Insurance Agent - State Farm Logo

Kyle Cline - State Farm Insurance Agent

(25 reviews)

Tracy was extremely helpful and patient with me - I was transferring auto from CA to AZ and adding…read moreAZ homeowners. She made it so easy & pricing was very competitive. I still have CA insurance with this firm and happy everything is under one roof, and I know I can call and get excellent, professional and timely service. Thank you Tracy!!

I have been a State Farm customer for 35 to 40 years. I have auto, rental homes, an umbrella…read morepolicy and my personal home covered with State Farm. The great part about Kyle's office is that if you call during normal business hours there are a number of employees that are more than willing to help. If they don't have an answer they will call you back with the correct information, usually that day. For me this is a big plus as my last State Farm Agent only had an answer machine and would call me back, sometimes days later. Appointments had to be made to discuss insurance matters 2, 3 and 4 weeks down the road, but not with Kyle's office you can get same day answers. The downside with State Farm and I guess with all insurance companies is that for the last 5 plus years they no longer insure homes (rental or primary) in Big Bear, CA. and homeowners must use CA. Fair Plan and a wraparound policy at a much higher cost. Some of my neighbors have just had policies cancelled no matter how long they have had with these companies. While our coverage cost has gone up dramatically at least were not getting cancelled. Ralph S. Big Bear City, CA.

Vosberg Wealth Management - New Social Security book launch! Now Available online on Amazon and Barnes and Noble.  ISBN (Search book #): 9781494257811

Vosberg Wealth Management

(28 reviews)

Vosberg Wealth Management is a company we highly recommend because we are a by product of what this…read morecompany can do for you. My husband and I are living a wonderful financial life that this company has helped us achieve. Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves or tell on themselves! We met Brian early on in his career. A business associate of his and a friend of my husband introduced us to Brian. To say we were impressed at his own financial accomplishments for being so young is an understatement! Brian walks his talk. He is an outstanding family man and father. He is strategic in his roll as a family man that's not something he's told us but it's the example we have witnessed throughout the years. Brian is relational not in the sense of the life of the party or the smooth operator sales person type but truly cares about building relationships. We believe Brian is a successful business man because he is what you see. Nothing in him is dishonest or deceitful. My husband and I may be shinning but we're not new we've been around for awhile and unfortunately we have experienced "nice personality types" that did not have our best interest at heart. This review is long because we're not talking about the best restaurant or hair salon to go to. We're talking about trusting your hard earn money to someone coaching you in what to do to build wealth to live out your best financial life for the rest of your life. Brian and his staff are a team that places you first. You're not rushed. Brian is patient. My husband has a greater understanding of financial things than I do. Lots of people like me know how to work hard to earn money but not all know how to make our money make money for us. I say this because Brian takes the time to make sure I understand everything. He knows the questions to ask to get you to know what you want to achieve and that does not mean just making your money multiply but why! What's important to you? I was a business woman for over 40 years constantly coming in contact with couples especially women that had a sudden loss of a husband or mate that now didn't have a clue in who to trust with their finances. I've witnessed financial institutions that were trusted while their mates were alive completely take advantage of the wife left on her own. I've even seen close family members take advantage of grief stricken people as well. This is not isolated only to women but men too. Definitely there are women who are excellent in understanding investments. I'm speaking to those who struggle in this area. That maybe had a spouse who was more the overseer of their financial situation. Brian doesn't want to ever see anyone taken advantage of. We know this first hand. This is going to sound contrary to wealth building but Brian is not motivated by money is why he and his company will always be successful! He is motivated by helping people live their best lives. The financial part is his gifting but his heart to see you thrive is our gift!

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

Rosales Financial - lifeinsurance - Updated May 2026

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