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    Sunpath Financial

    5.0 (17 reviews)
    Closed 9:00 am - 7:00 pm

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    Services - Sunpath Financial

    Investment management

    Life insurance

    Retirement planning

    1 More Service

    Tax planning

    Sunpath Financial Photos

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    Recommended Reviews - Sunpath Financial

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    8 years ago

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    10 years ago

    Extremely knowledgeable in the investment sphere. They will help you carve out a smart path towards the future.

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    8 years ago

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    Ask the Community - Sunpath Financial

    Review Highlights - Sunpath Financial

    We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio.

    Mentioned in 10 reviews

    Read more highlights

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    Purely Insurance Solutions - Purely Insurance

    Purely Insurance Solutions

    (146 reviews)

    I have been with Purely Insurance for over 10yrs! We have worked with Nicole and she has been…read moreamazing. Very responsive, and overall a pleasure

    Working with Travis Von Bartheld at Purely Insurance was a refreshing experience. I had reached out…read moreto several companies while shopping for quotes on multiple policies, and most of them wanted me to jump through hoops by filling out endless forms. It felt like they were making me do all the work just to give me an estimate. Travis took a completely different approach. He simply asked for my existing declaration pages, reviewed them, and came back with clear, straightforward feedback. Instead of trying to push me into switching, Travis told me that my current policies and pricing were already very competitive and recommended I stay with what I had. That level of honesty and professionalism stood out immediately, especially compared to others I spoke with. He also went a step further by pointing out one specific adjustment I could make to improve my coverage. That advice was thoughtful, practical, and focused on what would actually benefit me, not him. The process was fast and efficient, which I greatly appreciated. Travis respected my time and made sure every conversation was productive. He was direct when it mattered, but also patient in explaining the details so I could understand exactly what my options were. His knowledge of the industry was obvious, and his ability to translate that into meaningful guidance gave me confidence that I was making the right decisions. Insurance can feel complex, but Travis made it simple. He combined expertise with genuine integrity, which is rare to find. Based on my experience, I can confidently recommend talking to Travis at Purely Insurance if you are considering your options. Having an expert who is both highly honest and professional makes all the difference, and Travis proved to be exactly that.

    Choice Plus Insurance Services - Choice Plus Insurance Services office located in Anaheim, CA

    Choice Plus Insurance Services

    (32 reviews)

    I just got back to work after not being able to work for two months due to covid…read more I shopped all around and talked to several different insurance companies that work with dog groomers.(btw they are in Kahootz with several other insurance companies, but hid that knowledge from me- so a great deal of that research was wasted time because I was looking for quotes and services from what I thought were different companies) I was aware that I needed a special insurance that covers my van, bailee insurance for the dog, and would cover loss of wages if my van was out of commission for whatever reason. Well- my Van gets damaged and needs to be in the shop for two weeks. "It's ok-" I tell my partner.. "Zach Davis assured me that we're covered" Wrong! Apparently, Zach hooked me up with an insurance that would only cover my loss of wages if I was to incur damage at my address! If you can't understand the irony in this: I'm a mobile dog groomer- my house could burn to the ground and it would not affect my work.. Here is how I was mistreated: 1. I was tricked into thinking that several different looking insurance companies were all different, but found out later that they all work together- effectively wasting my time. 2. I was mislead into getting insurance that can't come anywhere close to helping me in the real world situation that I am now in. 3. Once I pointed this out, I got a quick "sorry you feel that way" and no wanting to make things right, just a suggestion to go somewhere else. (Keep in mind I lost two weeks of pay that I was just expecting would keep me above water after being down for two months.) 3. They refused refund the money that I have been exchanging for a worthless insurance after I cancelled-their reason for this is that If another claim was made, they would have to respond to claim if something was to arise when the policy was in place... I can sign a paper stating that no other claim will be made-then can I have back my stolen money?! I hope you all take this to heart and at least get a lawyer to read whatever the entity of - choice plus/the hartford/Pet careinsurance/pet biz insurance, etc. -wants you to sign Screwed over mobile dog groomer, Adam French

    Zach is my first and only call for insurance…read more My girlfriend Alyssa and I just moved out for the first time. I needed renters insurance as I have lots of expensive musical equipment. Zach is very knowledgeable and clearly explained all the relevant policies and contingencies. I was under a tight timeline, but Zach was able to get me set up on the spot after I decided on a policy he recommended best fit my needs. If you need insurance, Zach is definitely the one to call. He's extremely friendly, professional and passionate.

    Sunpath Financial - financialadvising - Updated July 2026

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