Thank you, Kaiden, for the smooth transition into Great Park Insurance. It is a peace of mind…read moreknowing that my business is in good, professional hands. Great and affordable quotes. Keep up the good job ! Shalom Plumbing & Rooter

InfogreatparkVery disappointed with Kara Agent. It has been 3 months and my BOC still has not been…read morefiled despite multiple promises. Communication is terrible -- emails, calls, and messages are ignored. After receiving my payment, they stopped responding and even ignored my refund request. I kept following up for months with no clear answer. Very frustrating experience. I do not recommend this service.

When you try to get money out of your brokerage account, you will literally go through hell before…read moreyou get any decent amount, they should improve on that. Fi you're even considering an investment advisor that can make good returns on investment for you at no cost, search for Laura jane hertges on google, she has helped me and so many others.

Veronica was a HORRIBLE associate attitude any time i asked any questions .. seems like she doesnt…read morelike her job.

I really don't understand all the negative reviews on here. Either they are new to the industry or…read morenew to lead providers. Nothing works 100% out the door. And your process and timing are key. I've been a customer for a few years now. Jeff Montello is our rep. It would not be the same without him. We have weekly calls to discuss progress and make changes that he can see trending to improve our ROI. He even helps educate my new team members and provides a monthly report on ROI. Smart Financial is the only lead company I have worked with in my 33 years in insurance that cares about my results. Jeff is my partner. I wouldn't have it any other way. Give them a try.

We've had a mixed experience overall. The customer service representative we worked with has been…read moregreat -- very responsive, friendly, and genuinely easy to work with. Communication on that side has been a strong point. Unfortunately, the leads themselves haven't produced much ROI for our agency so far. While we understand that results can vary, the return hasn't met our expectations given the investment. I appreciate the level of support from the customer service team, and I hope the lead quality improves over time, but as of now the performance hasn't quite matched the service experience.

Spoke to Darryl about liability insurance and he got me a great price with friendly and informative…read moreservice! I was very happy with the service, coverage and price received and I actually got to talk to someone and ask all the questions I wanted to. Will definitely use him again for other insurance purposes, thank you Daryll!

Darryl's office was simply a life saver for me! Shout out to Sonia Goodman who helped me navigate…read morethe challenges in getting home insurance quotes in this California market, it's not easy nowadays with what seems an exodus out of this state by many insurers but Sonia was right there anticipating this and having not only plan A in place but also alternative plans in case it didn't work out with the first quote. Sure enough we had some issues with a re-quote and she put plan B to work and we were able to get everything lined up in time before my existing insurance lapsed, like literally on the last day! She educated me on the many nuances with my situation for future consideration as it relates to the insurance market and how her office can help consult. I am pretty sure with any other insurance office I would not have had such great service and valuable insight and Sonia and her team really deserve recognition and hence why I am here writing and sharing this so others who have similar challenges getting home insurance in California can use to their benefit!

What a terrible business for home insurance just keep raising your home insurance and finally I…read morecancelled on 6-17-2025 for policy to end on 7-24-2025 with Contessa so in August I get a email from office mgr Autumn Rios stating I'm late on my payment but I sent her all of my emails stating I cancelled my insurance but yet the still have the nerve to bill me 55.21 for payment from 7-24-2025 to 8-5-2025 30 years with State Farm and David took over for my old agency Robert Sullivan how does he stay in business with such terrible office help I gave plenty of notice I was canceling even proved on emails and they still got to charge me more money what a total ripoff The last 3 years has been multiple increases where I can't afford this agency insurance your not in good hands with State Farm David Misiego agency Newport Beach

Finding the right agent for homeowners and auto insurance doesn't need to be difficult. I recommend…read moreDavid Misiego at State Farm. I recently had issues with some damage to our home and David and his team made the claim process easy. They are always willing to take my calls and their location and office are convenient if I ever need to stop by. Sam on his team even found me more discounts on my auto policy. They are focused on me as the client and I know I am in good hands. Give them a call!

I was initially referred to Sully by one of the realtors I work with. Sully did such an…read moreoutstanding job I ended up having Sully provide me with a quote for our home and sure enough made the switch from St@34 F@&m to Purely Insurance Solutions. I am so happy that I did! Sully is easy to get hold of and Sully provides me with solutions that fit our needs. I continue to use Sully and refer him to all my clients because I know I can always count on Sully to give me a good quote and provide me with excellent service!

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

Tusk insurance was first class! My insurance broker Lisa was so helpful. She answered all my…read morequestions and was very informative. Will be using Tusk for my employee benefits.

We recently were looking to make a change in our company Benefits Broker due to a lack of service…read morefrom our current vendor. After interviewing 9 different companies, the choice was crystal clear. I have dealt with several health insurance brokers over the past decade, and I was absolutely blown away by the difference in service, product knowledge and response time. We are a smaller company, and looking for a more personal touch. Garth not only has a terrific way of explaining the plans and saving us money, but he was the only Broker to provide me with ways to save me time as well. (Which is priceless when you wear a lot of hats!) I'm a tough customer, and very demanding of the level of service my vendors provide, and it was really a win to find someone who takes care of my staff like they are family.

I reached out to Scott regarding auto insurance and he was very honest about what he could offer…read moreand ended up recommending that I go with another carrier, based on his expert analysis. I was very pleasantly surprised at his honesty and generosity regarding information on the insurance options in today's strange post covid climate. He later spoke to me to answer questions I had about recommended coverages, even though I would not be a client in the short run. I would highly recommend working with him. Exceptional integrity and customer service!

Scott was super knowledgeable and helpful! Guided me all the way through from beginning to end…read morewhile explaining the various options we had in having to pick a policy. I highly recommend giving him a call!

Nayeli and her team are great. They helped us understand what was in our best interest for an area…read moremy partner and I know nothing about. I would recommend her anyone needing business financial planning like we did.

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to…read moreexplain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli.

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.