1. Rosales Financial

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San Dimas, CA

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Rosales Financial

5.0 (3 reviews)
Closed • 8:00 am - 7:00 pm

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Services - Rosales Financial

Life insurance

Debt management

Estate planning

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2 years ago

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Michael R.

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2 years ago

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Jackson & Jackson Insurance

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I called a lot of insurance agencies to get General Liability Insurance and Workers Comp Insurance…read morefor my business. Jackson & Jackson Insurance are the only ones that paid attention to what i was looking for and they gave me advice on how to go about buying insurance. they took the time to show me step by step what needed to be done. I really liked their costumer service and they gave me the attention i needed to make this decision.

After a few emails, back and forth with the president of Jackson and Jackson, I belive that J and J…read moreare on the receiving end of an on-going and apparent problem in the California insurance industry today. They are merely the agents, and it's the insurance companies themselves that are coming up with "make believe" reasons for getting out of California. An article in a local newspaper yesterday sites a pending class-action suit against Liberty Mutual for cancelling a policy due to "excessive mold, mildew, algae and moss" on the roof of a home near San Diego. This is the exact same reason SAFECO gave for cancelling the homeowners policy on my mom's home. The insurance companies simply want out of California for a variety of reasons and they aren't being very cooperative with the agents who write their business. So, while J and J wasn't very helpful initially through this cancellation procedure, I now understand their hands are somewhat tied and often times it is out of their control. Blame the big companies, not the agents. I now change my rating to four stars.

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I have been a client of Kyle Cline for over 15 years. He has provided the utmost in customer…read moreservice under all circumstances. I have every type of insurance health, home, auto, life, etc. and am always impressed by the promptness of the response I receive. If Kyle, by chance, is not available his staff is amazing and most times takes care of situation on the spot. You could not find a better agent, person, or staff to meet all of your insurance needs. Mark P.

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

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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 October 2026

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