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Terrapin Financial Group

1.0 (2 reviews)
Closed 9:00 am - 6:00 pm

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Life insurance

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Bridge First Insurance - Dave golfing at the Travelers leadership conference

Bridge First Insurance

(34 reviews)

I strongly do not recommend Bridge First Insurance. My experience with them has been frustrating,…read morecostly, and revealing of serious gaps in their knowledge and customer care. I had an SR22 filing, a legal requirement that only the insurance company can see--not the customer. In June 2025, I sold my car and canceled the title. I then asked Bridge First to cancel my insurance. They did so without warning me that canceling an active SR22 policy would lead to automatic suspension of my driver's license. The cancellation was processed by Jessica, with no mention of the SR22, no questions asked, and no warning. A simple reminder would have saved me from losing my license, paying $175 in fees, and going through the stress of reinstating my driving privileges. When I called to understand what went wrong, I spoke with Wade, who was dismissive and unhelpful. Instead of assisting, he said it wasn't their responsibility to check my file or remind me about the SR22. Worse, he tried to shift the blame to Progressive, insisting that they--not Bridge First--should have warned me. He also claimed he couldn't discuss the SR22 further unless I showed it to him or got it from the DMV--a clear sign he doesn't understand that SR22 filings are only visible to insurance providers, not consumers. As a result, I wasted another hour on hold with the DMV, only to confirm what Bridge First should have known all along. This is unacceptable. Bridge First Insurance acts as if they are only here to sell policies--not to support or protect their customers. They take no responsibility when things go wrong, and their staff clearly lack basic knowledge about what they're selling. They also refused to continue communication, leaving me to clean up the mess alone. If you're looking for a company that understands insurance and values its customers, look elsewhere. Bridge First will not stand by your side, and their negligence will cost you time, money, and unnecessary stress. They do not deserve the ratings they currently have.

Jack is responsive, knowledgeable and treated me - a new customer - like I was a longtime client…read more He is friendly and does very well at balancing value and ensuring the coverage that's safe and proper for the client. I am very impressed.

Insurance First - We love reading feedback from our customers! Thanks so much for your review.

Insurance First

(3 reviews)

My wife and I relocated to this area four years and rushed to get homeowners insurance due to the…read morerapidness of our move. We went with our home builder's recommendation, given that our previous insurance company in this area was at a high cost. After meeting with Insurance First, we became educated on just how bad the builder's recommendation was. Once we moved all of our insurance over, we feel much better given the coverage and understand the documentation. The agent also took the time to explain what an umbrella policy is, how affordable it is and the peace of mind that comes with it. We now actually have more coverage (and an umbrella policy to boot) and it cost less than the other companies we used for home, car and personal articles policies combined. We are very happy customers.

I've been a loyal customer for decades, I had both car and home insurances. After my agent…read moreretired, who contacted annual for coverage updates, I never heard from a new agent until I closed on my new home. Turns out Steven Puziss was our new representative. He was rude and unprofessional on original meet. Kelly Babashan, manager, was also so disrespectful. Months later, administrative assistance Linda Pflug started sending me false home and auto claims in both email and text. After 30 years, you have lost my business (which turns out that I was overpaying for auto). I'm appalled at the lack of professionalism and disrespect to a long-time customer.

Josh Gonzalez - Agent - The very best service for all your insurance and investment needs

Josh Gonzalez - Agent

(5 reviews)

Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

Terrapin Financial Group - lifeinsurance - Updated May 2026

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