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.

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!

We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

I am a self employed attorney with offices on the Peninsula and in the Greater Sacramento region…read more Tammie has been my insurance agent for at least 10 years now. She has always come through and recently was able to get me signed up for a policy where the underwriting was difficult. I knew that she would get the ball through the hoop and she did! I highly recommend Tammie and her staff!

Trying to get insurance in this day and age can be a huge pain. You need smart, dedicated,…read moreexperienced agents to get you what you need. Tammie and Nicole went above and beyond and I couldn't recommend them more!!

1. Gave me some outrageous quotes. 2. When I told him about…read moremy other quotes he told me they must not include such and such. He was wrong about that and he had not seen my other quotes. How did he make that assessment? Only an attempt to justify the ridiculous quote. 3. The worst part and why I'm writing this review is that now I'm getting a ton of spam from farmers insurance in the mail. I did not ask them to send me these letters. They are often the same exact letter sent 3 times wasting paper and filling my mailbox. Overall, my recommendation is to shop around and don't trust what they tell you.

Roger and team are my go-to insurance providers. I have all my insurance policies through them…read more(home, car, umbrella, etc.) - I am also a realtor and I regularly refer my clients to them. Roger is very professional, an excellent communicator, and he truly looks out for his clients best interests. Roger's prices are competitive but most importantly Farmer's is a large company and pays out it's claims (at least in my past experience for an investment property in Arizona I had). Roger and his team are very organized and respond very quickly to all my requests. I have found my insurance agent for life and I highly recommend him to anyone who is in the market for insurance services.

I've worked with Ana and Aries from their initial launching and I've witnessed their evolution. As…read morea #Realtor, our home owner clients expect great service and reliable folks, not to mention exceptional customer service and, most importantly, the right insurance protection money can buy. That, in a nutshell is what Aries Insurance delivers... and all done with a smile! Great work! #TheBrokerWithAHeart @San Francisco CA

I highly recommend Ana and her team at Aries Insurance. My company was needed Worker's Compensation…read moreinsurance and liability insurance. She was able to accomplish all that for us really fast. I am super happy with her service. I recommended.

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.

I bought John Hancock insurance with their subsidiaries sedgwick and Starr…read more This is the worst I have ever had in 60 years of traveling. I went to Mexico and had my luggage stolen at the airport. I filed a police report there, this was in February. I never got paid.They fraudulently said the report was a plea bargain when it says clearly on the first line it is about the theft of luggage at the airport. I went back and forth many times, and they just added more hoops for me to go through. It still is in limbo this April.

I have been VERY disappointed in the service I have received from John Hancock while trying to…read moresurrender (a.k.a. "cash-out") a small life insurance policy. Unbelievably, in 2025 this process cannot be accomplished online, but requires paper forms which must be mailed to a post office box in Boston. When contacting "Customer Service," calls are sent to an overseas call center where the representatives seems to specialize in saying, "I apologize," and "All I can do is send an e-mail message to (insert department name)." It really is quite ridiculous that this company seems to be so technologically behind the times and more focused on making excuses than actually providing service. I would never even consider doing business with John Hancock again.

I've been a customer of David's for almost 20 years, when he began his operation in San Francisco…read more I currently have my life insurance, auto, and umbrella policies with his company. David and his staff are always prompt to reply to any questions or concerns about my coverage. His prices are excellent and you can't beat the solid reliability of a top tier company like Farmers. He has since moved to his new office in Burlingame, but continues to provide the same high quality customer service and portfolio of services that I have come to expect from his office. Bonus: fluent in Mandarin & Cantonese, in addition to English, of course. Highly recommended.

Unfortunately we experienced very poor customer service from the David Sok Insurance Agency. After…read moremany years as a client, we ultimately moved our business to another provider, closing our final billing. We received an additional bill, went ahead and paid it to put a close to the account -- and soon received a refund check for that amount. We then began receiving notices from collections agencies for the same invoice. After months of back and forth with collections and trying to contact Sok's office with no response, we finally just paid the bill again. Look forward to our next round of collections agency inquiries!

I've been with Brian since 1997 when I purchased my first home, Brian has been my insurance agent…read morenot only for my homes , but my cars, bikes and life policy. Super friendly, knowledgeable, sincere and most of all a great guy. I highly recommend Brian to take care of all your insurance needs. Thanks Brain and your team :)

Brian is very professional, responsive and a pleasure to deal with. He has taken excellent care of…read moreour insurance needs for years and is like a member of the family.

This guy was legitimately helpful. I had a very specific insurance product that I knew was tough…read more Most other places, brokers, I called didn't answer the phone or you had to leave a voicemail but he answered right away and pointed me in the right direction.

I am a small car dealership that has been in business for 6 years. When I first looked for…read moreinsurance, I came across a rep. of this company at an auction. I decided to get their insurance since it was a very low price. I have stayed because the value is outstanding. I am impressed with the accessability to Kirk Hawkins to answer any questions I have. I call him often and he always takes the time to completely answer my question. If he doesn't have an answer, he does the research and gets back to me immediately. I used to shop each year to see if the prices were competitive. I stopped doing that years ago as I know that I don't need to change. I have piece of mind and know I am covered the way I need to be. It is a bonus that his prices are the lowest I have found. If Kirk has the type of insurance you need, Go with him. He won't let you down.