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.

Adam was incredible! We will stick with him for the long haul…read more We had worked with Farmers for the past 4 years and been pretty underwhelmed by their service and prices. I reached out to Adam via email after googling local insurance brokers. My goal was to see if we could increase coverage and manage to save any money in the process. Adam responded almost immediately within a matter of hours from when I sent him a message. This was on a Friday. We corresponded via email fairly quickly so he had what he needed to run numbers for us. He told me he would follow up Monday (the next business day), and he did. Adam was able to save us a significant amount of money AND increase our coverage in a lot of different ways. We had a simple call after I had decided to work with him, and he walked me through everything in detail and answered all of my questions. The idea of changing insurance had felt really daunting and so I had put it off - for quite some time. Adam truly made it as painless as possible, and now I can relax knowing we are covered.

I was introduced to the Glazer Team (Adam, Lisa, and Shelly) because I wanted to find an…read morealternative to the insurer I had used for the past 19 years, which doubled their prices on my insurance despite our "clean" record. There was an urgency to find a new auto policy, especially because it was about to expire. The Glazer Team took the urgency seriously as they looked for new policies and made sure we would not be overcharged because of the very low mileage of one vehicle I highly recommend the Adam Glazer Team because they really take care of their clients.

We worked with Azy Susman while buying a home in Los Angeles and needed to coordinate homeowners,…read moreauto, and earthquake insurance on a fairly tight closing timeline. Azy was exceptionally responsive, patient, and thorough throughout the process. I asked a lot of detailed questions and requested several revisions along the way. Azy worked through all of them, clearly explained the different coverage options, and coordinated directly with our lender and escrow team to make sure everything was in place for closing. I actually found Susman Insurance through ChatGPT while researching insurance brokers, which turned out to be a very lucky break. I would highly recommend Azy and Susman Insurance.

My family's house burned down in the Palisades Fire. I called this agency to ask questions about…read moregetting insurance in wildfire prone areas. They were very patient and very informative.

Jake was very responsive, helpful, knowledgeable and clutch in a critical situation. If you're in…read morea jam and need a solution, I highly recommend him. He saved me. Thanks, Jake!

I've literally asked Jake insurance advice for over 2 years now, and each and every time he has…read morehelped me select the right policy, even if it wasn't through his agency. To me, this is what a great agent is all about, not selling you products, rather trying to help you in achieving what you need. I recently cancelled a life insurance policy with my employer and got a better policy through Pullen Family Insurance. What makes it better? Let's just say I was able to double the policy coverage for myself and my wife for the same exact cost, and the premium stays the same for the next 20 years. Process was easy too and Jake walked us through all the applications the insurance companies tend to overcomplicate. Thanks Jake for all the advice on Home, Life, and Auto insurance.

Frankel & Associates is an exceptionally good group, and I strongly recommend working with them…read more I've had some hefty challenges and bad experiences over the past year with other insurance brokers. I found my way to Frankel & Associates in a panic and not only did they pull through, but they jumped into action immediately. In fact, they stayed late the first night I called to help me move urgently. In particular, I want to call out Cynthia and Sharon. I felt like the most important (or even only) client in their entire company, and I was just looking for a modest duplex policy. Weeks later, I reached out again for some help with the policy, again in a bit of panic, and they immediately sprung into action, made me feel assured and valued, etc. They will have my business for as long as I can foresee.

Best Insurance Broker ever. Fights for you like there is no…read moretomorrow, and gets you the best deals.

Steve is a great insurance agent. Very responsive and competent. Answers all emails and calls…read morewithout delay. Provides useful information without being overly talkative. He was highly recommended to me by my aunt. She's used him for years and has always been very happy with his services. I called him last month and was happy when he called right back. Provided immediate quote without any delay and sent a follow up email. Would highly recommend him to anyone looking for a great agent.

Don't like this office I received notice of my policy expiring on July 3 when it clearly states…read moreJuly 5 my policy would expire and renewal due on July 4 he is being a. A** because I called him on his BS with a so called COVID credit of $27 then goes up on my policy for the exact amount I will be changing my agent. My payment was made July 3 for this policy if I have any issues for a policy that expires July 5 I will take further action

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Barbara is very helpful and goes up above and beyond any insurance agent I have run into in the…read morepast.

What a godsend to have a person who knows the intricacies of the options in California. Even if…read moreyou are ultimately using Covered California, Barbara will still help you through all the steps to get there. Amazing!

Yuck! In my opinion, this company is beyond sleazy. They continue to send junk mail addressed to…read moremy beloved sister who died more than 6 years ago. My sister never had any contact with nor interest in Mutual of Omaha, yet this company pesters her loved ones despite multiple attempts to discourage further contact. Shame on them!

For years we paid long term disability insurance premiums. But they kept on hiking the prices in a…read moredramatic way each year. And then comes the process of trying to get the money back. Like getting blood from a stone. Mutual of Omaha is a con.