We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Highly trusted and reliable insurance agency. Exceptional customer service and competitive pricing,…read morehighly recommended!

Horrible customer service! Our local insurance broker sold his business to Acrisure. Over 4 days…read morehave called and have told I was anywhere from 5th to 31st in line with the average wait time exceeding 200 minutes. I left my phone number for a call back 3 times and have heard back as yet. Clearly they have expanded and made acquisitions that are far beyond their ability to service their clients. I'm now working with Mercury to find a new broker, one that can be responsive to their client.

Thang and his team have provided stellar service for several years to meet our complex set of…read morecoverage needs comprising 6 policies. Every contact has received a prompt and informative reply, whether to review premiums, change coverage or report claims. The team's focus on customer satisfaction is awesome. Very highly recommended!

Thang has been my go-to agent since his State Farm days, and I truly appreciate everything he has…read moredone to keep me protected and insured. He is highly communicative, responsive, and consistently provides white-glove service. Since we met in 2022, he has always gone above and beyond to ensure my needs are met. I couldn't ask for a better agent--someone I can trust and rely on without hesitation. Thank you Thang!

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

This company is CLOSED. I tried to get a quote for home insurance. I've called and emailed several…read moretimes. No one answers the phone. No service. Can't speak to anyone.

With our mortgage contingent on securing homeowners insurance for our new house, I was referred to…read moreMike Cheng by a family member. Mike responded to my first email and ghosted me after with no response after several follow-up emails. Mike, if you're not interested in my business, just say so. You're holding people up who think you're working on a solution for them when you're really not. Poor business practice and nonexistent customer service.

Darci is amazing! She is extremely knowledgeable about various benefit plans and was able to…read moreprovide me with options. When my husband and I decided that Covered CA was the right choice for us Darci handled the entire enrollment process for us! She also followed up to let us know when our member numbers would be issued and was available to answer all questions we had after enrollment. I highly recommend Darci for a stress free process. You will be happy that you contacted her!

5 stars! A friend highly recommended Darci, and they were right. I truly felt like Darci was…read morelooking out for my best interest. She was very knowledgeable and responsive.

Excellent customer service! Always quick to respond to my inquiries. We are very satisfied with…read morethe services we have been provided.

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the San Jose, CA area since 2020, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0M76525

Thank you to All the previous Yelpers and their Reviews and New York Life, we hit the Jackpot with…read moreJonathan Ebrahimoon!! My husband and I had Little knowledge about Life Insurance until we met Jonathan! For our first appointment Jonathan met us at our apartment. Not having to pack up 2 kids & the husband during traffic is a Plus!!! Now here's what we feel about Jonathan... 1) Easy going!!! Not pushy at All!!! We told Jonathan what we were looking for which is Life Insurance we Got Life Insurance!! He listens to All your needs, my husband and I felt very comfortable with him and he is very patient! They're plenty of other things to factor in our Insurance which we will definitely go back to Jonathan for. 2) Knowledgeable!!! With all my questions I had whether it was stupid or not, Lol, Jonathan had an answer for me. He really knows his stuff about all the different types of Life Insurance and what can help benefit you Now and for the Future!! 3) Works with you!! We have now moved 40min away from our Apartment and Jonathan needs our signature on paper.. What else won't this guy do???!!!! Jonathan took the drive out to our new house and saved us yet another trip to his office!!! We are HAPPY & Content Jonathan!!! Jonathan is Our Life saver and Gas saver!!!

After our last NY Life agent left the business for family reasons, we were in search of a new rep…read more I tried talking to a few different agents at the San Mateo NY Life office - all professional but none that seemed to be as helpful or knowledgeable as our last guy. When it came time to buy another policy I couldn't bare to give my business to a so-so agent, where every question I had felt like pulling teeth. When you're paying thousands of dollars for life insurance, you want to know that the person who's handling your policies knows the business inside and out so that you're getting security that's the right fit for your family. I shouldn't have to explain to an agent why I want to backdate a new policy by a few months right?! So I jumped on trusty Yelp and found Jonathan. From the first phone call, I knew Jonathan was it - he's super professional and knows his stuff. He listens to what we want, doesn't oversell, and is a genuinely nice and personable guy to deal with. I'd give him an extra star if I could for his willingness to drive an hour away to where we live with zero hesitation and a smile on his face. If something horrible happens to our family, I want to know my life insurance agent is going to go the extra mile to be professional, knowledgeable, responsive, personable AND communicate well to make sure my family understands our life insurance benefits. I trust Jonathan to be that person for our family. I highly recommend Jonathan for all of your life insurance needs!

What the hell happened with these guys? I saw the good reviews so I decided to call to ask for a…read morequote. Even if they couldn't write me a policy, I at least wanted to discuss what my options were. Get some clarity on the very confusing insurance process you know? First I couldn't get through to anyone when I called. The receptionist or person who answered sent me to quotes dept like 5 times and no one would answer. They blamed it on "high volume" of customers or whatever. But how do you not have a process to respond to customer inquiries in a timely manner? I can't wait 2 weeks to get a damn quote. I'll just go somewhere else. The person in quotes dept Sheryl was rude and had terrible customer service. She made up excuses about why they couldn't get back to me in time. I filled out their form online explaining what I wanted in my policy and a little of my situation. First I got this rude email (I think she wrote it) telling me they didn't want to talk to me and couldn't write me a policy. The email was short with very little explanation why. Then when I called AGAIN for the 6th time to finally get SOMEONE to talk to me, Sheryl rudely just refused to talk or listen to me, kept repeating over and over how they couldn't write me a policy and basically told me to go away. No solutions, no help, no suggestions on how to fix my situation. Look if you can't write me a policy, fine. I get it. But don't leave a customer twisting in the wind. At least take the time to answer my questions and give me suggestions on where I CAN get help. It's basic decency and politeness. Be warned everyone! Customer service at this place has gone very downhill recently. You're better off going elsewhere!

Tony is the best. He's always happy and willing to make himself available for a call to go over all…read moreyou would ever want to know about your insurance in California. Very personable and easy to talk to; no small feat when the topic is insurance. Made me feel confident in my insurance choices.

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.