I had nothing but a great experience from my first call to my last…read more Very friendly and knowledgeable to help me navigate condominium insurance. Would highly recommend!

"A rockin' experience DOES deserve a rockin' review", so here's mine: It is rare that I am treated…read morelike a rock star (I'm not, really) and it certainly makes an impression. I insure several things at this Agency with Kristine and consider myself an average client. She and her crew always make me feel like the most important client they have -- even if it is the smallest request or just a simple question. I don't care much for being herded or standing in lines, so when I get timely responses and served cheerfully I truly appreciate it. Many thanks from this fan to a real rock star (Kristine) and everyone in her office who takes care of me, my family and our business.

Navigating how to acquire health insurance properly can be difficult for people of all ages and…read moreexperience. When I was attempting (and struggling) to acquire individual health insurance after losing my previous coverage, I was filled with stress because I wasn't receiving the health insurance package that I needed. After being sent round-and-round in circles on the phone with health insurance providers, I decided to take matters into my own hands and searched online for insurance brokers and assistants online- thats when I hit the lottery. and stumbled upon Kate at PDX Insurance & Associates. I called PDX Insurance & Associates with desperate hope (and without making an appointment), asking for insurance assistance and Kate answered the phone. Kate took the time between her own busy scheduled appointments to help walk me through my insurance process. She went step-by-step with me to ensure I got the insurance I needed (as I was needing a specific provider to keep my primary care doctors). Kate was exceptionally personable, answering all of my questions and concerns with ease and depth of knowledge. Within a half hour, Kate had found me the insurance I needed at a price I could afford. She talked with me about plans and specifically detailed (over the phone and through email) what the next steps of my process I would needed and submit to take to ensure my insurance application was processed and approved. Kate and her colleagues at PDX Insurance & Associates are highly skilled, exceptionally kind in their customer service, and have the experience and knowledge to calmly answer any questions or concerns you may be having about acquiring health and dental insurance. I will ABSOLUTELY be coming back to PDX Insurance & associates (with a scheduled appointment next time) for my insurance assistance and I will be recommending them to all of my family and friends. Kate at PDX Insurance & associates made insurance a breeze and I am beyond grateful for this business.

From the owner: Our specialty is providing health and life insurance benefits that protect you today and align with…read moreyour plans tomorrow. We have specialized in the transition to Medicare since 2009. Kate Beck has been CEO of PDX Insurance & Associates, Inc since 2016. Recently, she's become a Certified Positive Intelligence Life Coach. Her focus is on empowering people to achieve more through leadership workshops and choosing the medical plan that fits their lifestyle using her custom made health or life insurance organizer's. Contact today for a free 15min consultation.

I contacted State Farm in regards to my odometer reading and Carly answered the phone. She was…read morevery professional in addressing my issue and had the answer to correct the situation. Whenever I contact State Farm by telephone they always put me at ease by correcting the problem. Great Work!

Always helpful and responsive! Carla helped me today, continuing that tradition. I needed to add…read moremy daughter to our insurance and she made it simple and asked questions that helped save us money.

These guys are so bad. I honestly had an atrocious experience working with Don Clarke & his team…read more It felt like a very country bumpkin, backwater operation. After moving to Oregon, I transferred from my prior State Farm agent (who was fantastic). Within 3 months of moving over to Don, my monthly car insurance jumped an outrageous 34%. I continued asking Don's team for an auto policy summary request, that breaks down in a line itemized manner where the increases were coming from. The team there simply couldn't explain the math to me, nor could they get me the document that I asked for. I got on the phone with Don, and got a total run around. "Hey so sorry about this. I can't really do anything about it, but if you get into an accident I'll get you the best payout I can." What? This was atrocious. I eventually was able to get my prior agent to coach Don's team on how to procure the document. She jumped on the phone with them, and even after coaching them on what to do - they still couldn't procure an understanding & explanation on why my premium jumped so high despite no changes in my circumstances. Eventually I decided, after being a loyal customer to State Farm for more than 25 years, to seek out insurance elsewhere after my experience with Don Clark & team. I called them & emailed them with more than 2.5 months advanced notice that I was terminating my policy. I got multiple assurances, including emails documenting that they were successful in setting an end date to conclude the policy. I assumed that we were all set - and sure enough, the month after the policy concluded, there's a bill for State Farm on my credit card statement. I reached out to Zeline on Don's staff, trying to understand what was happening despite having an email confirmation that the policy would successfully be concluded. Sure enough, they dropped the ball & didn't confirm the termination of the policy. They couldn't do a reversal on the charge, they told me. So I had to wait for more than a month for a refund to be mailed as a check despite being told it would arrive in 5 days. When I tried to understand what the amount of the refund would be, they couldn't tell me - simply told me "we do not handle billing." Honestly, this group should not be operating as a business on behalf of State Farm. It's a truly atrocious group and I would never recommend working with them. Stay away. Absolute incompetence.

From the owner: Don Clarke State Farm is a dedicated insurance provider serving Lake Oswego and our surrounding…read morecities. We provide an extensive range of insurance products and pledge to honor our commitments to our: employees, State Farm customers, communities and State Farm by holding ourselves to the highest ethical standards. We encourage personal growth and asset insurance through exceptional service and competitive product offerings. License #: OR-3003285137, CA-6014642, WA-1277569

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.

Although I have been with Met Life insurance for many years, I FINALLY have a "get it done" agent…read more She has worked continuously to ensure that my policy is correct and in my best interest. I feel very lucky to have found her.

Laurie is thorough, honest, and so much fun to be around. So far, she has saved me almost $1,000 a…read moreyear on insurance. She knows the ins and outs of this business. Call her if you would like the opportunity to save money, and work with a consummate professional. Thanks, Dino

Laurie Lum is the best insurance agent I have ever worked with! My clients always thank me for…read moreintroducing them to her. Not only is her company great, but she takes great care of her clients. She never considers her paycheck when advising her clients. You are truly in good hands with Laurie!