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    Signature Resources

    3.0 (4 reviews)

    Services - Signature Resources

    Investment management

    Life insurance

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    12 years ago

    Helpful 3
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    7 years ago

    Very knowledgeable, professional and helpful. We own both life insurance and investment products that were expertly advised.

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    12 years ago

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    12 years ago

    Poor service, did not disclose all the fees on my policy. Slow response to requests..........

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    Marshall Life and Financial Solutions - Happy Holidays from the Marshall Life Team!

    Marshall Life and Financial Solutions

    (17 reviews)

    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.

    I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

    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!

    Sunpath Financial - Our clients the Billings, such a beautiful couple, Karl and Karen, and we're delighted to be serving you.

    Sunpath Financial

    (17 reviews)

    My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

    I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

    Signature Resources - investing - Updated May 2026

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