My Medicare Part D drug plan was going to double for 2026…read more My agent didn't warm me??? And then I met Alison. Wow She showed me the right away a good way to save the money and STILL have all my drugs covered.It was so easy,I was amazed and impressed! And I'm so relived that someone like Alison knows exactly what to do.I know I can talk to her whenever I need more help.

Where do I begin? To…read moresay my experience with this broker has been frustrating would be an understatement. I was originally enrolled in my health insurance through her back in 2017 by my former partner. After our separation, I needed to explore more affordable options since my financial situation had changed. Naturally, I contacted my insurance provider, Anthem, directly to discuss cancelling or modifying my plan. To my surprise, I was told I could not make changes through them and would need to go through my broker. That's where the difficulty began. When I attempted to contact Ms. Gordon, I was met with a voicemail stating that I needed to provide my credit card information just to speak with her. She would not answer questions via email or text--only through a paid phone consultation. This immediately raised concerns for me. I was trying to cancel my plan and transition to a different provider, Kaiser Permanente, and did not feel comfortable sharing my credit card information in that situation. Given today's environment, I believe it's reasonable to be cautious about providing sensitive financial information--especially when I was not trying to make a payment, but simply cancel a service. Interestingly, my former partner--who originally set up the policy--confirmed he was never required to provide credit card information just to communicate. It seemed that once my intent to cancel became clear, the process became significantly more difficult. Eventually, after I informed her that I had already secured new coverage independently, she reached out to me. During that conversation, she attempted to get me to state that she had enrolled me in the new plan, which I declined. At that point, I had deliberately chosen not to work with a broker due to how complicated the cancellation process had been. To be fair, when I spoke directly with Anthem, they were helpful--until they realized I had originally signed up through a broker. That experience made it clear to me that consumers can enroll directly with insurance providers and may have more control by doing so. In hindsight, it felt as though there was little incentive to assist me in cancelling, especially given that brokers often earn commissions tied to active policies. Whether intentional or not, the process felt unnecessarily obstructive. I'm sharing this experience as a caution to others: if you work through a broker, your insurance provider may direct you back to them for support--even for basic account changes or cancellations. That can create an added layer of difficulty when you're trying to make decisions about your own coverage. As a client for over seven years, I expected clearer communication and more flexibility--especially during a time when I needed to make a change. At the very least, alternative ways to communicate (email, basic support, or a receptionist) would have made a significant difference. Due to this experience, I plan to file a complaint with the California Department of Insurance so the situation can be reviewed.

Adam was incredible! We will stick with him for the long haul…read more We had worked with Farmers for the past 4 years and been pretty underwhelmed by their service and prices. I reached out to Adam via email after googling local insurance brokers. My goal was to see if we could increase coverage and manage to save any money in the process. Adam responded almost immediately within a matter of hours from when I sent him a message. This was on a Friday. We corresponded via email fairly quickly so he had what he needed to run numbers for us. He told me he would follow up Monday (the next business day), and he did. Adam was able to save us a significant amount of money AND increase our coverage in a lot of different ways. We had a simple call after I had decided to work with him, and he walked me through everything in detail and answered all of my questions. The idea of changing insurance had felt really daunting and so I had put it off - for quite some time. Adam truly made it as painless as possible, and now I can relax knowing we are covered.

ZERO help, for anyone reading this do yourself a favor and call an insurer directly. Save so much…read moremoney and less headaches. All this Adam Glazer team does is charge you more and give you phone numbers to call for your insurer when you have questions. Adam's team couldn't even tell me about submitting a claim with costs from previous 6 months. "Here's the phone number" I was told. Tell yourself, what exactly are you paying for with Adam's team?

My family's house burned down in the Palisades Fire. I called this agency to ask questions about…read moregetting insurance in wildfire prone areas. They were very patient and very informative.

As a mortgage broker working here in West LA, I have seen Susman consistently deliver excellence…read moresince the 90s, so when my wife and I stumbled into a great home and we needed a FAST quote and binder I called April Rarick. When I told her that the home was 100 years old, I expected her to start talking about the insurance crisis and to prepare me for several declines and to deliver a policy with a super-high premium, but she simply went to work and gave us a reasonably-priced policy that allowed us to close quickly and on time. All in all, the most impressive thing about April is that she kept following up with a backlogged company and ultimately provided a policy that had better coverage and a substantially lower premium which she was able to reduce even further when we added an umbrella and our 4 cars...not an easy task since this included a recent accident from a new driver. April, thank you very much for your hard work and your fast and excellent communications!

Elka is super helpful and informative and has been a great guidance in selecting Medicare options.read more

My Dad went to these guys to move over our family plan. They saved us SO MUCH TIME, MONEY and to…read moretop it all off gave us a really good program. We are so grateful to the team at Simpler Horizons for helping us with our family health insurance plan. I'm pretty sure my Dad even said he wanted to get in the business because he feels the way he was taught the plan, the more he understood insurance, the more professional he feels now!! haha! Thanks guys!

Jake was very responsive, helpful, knowledgeable and clutch in a critical situation. If you're in…read morea jam and need a solution, I highly recommend him. He saved me. Thanks, Jake!

I've literally asked Jake insurance advice for over 2 years now, and each and every time he has…read morehelped me select the right policy, even if it wasn't through his agency. To me, this is what a great agent is all about, not selling you products, rather trying to help you in achieving what you need. I recently cancelled a life insurance policy with my employer and got a better policy through Pullen Family Insurance. What makes it better? Let's just say I was able to double the policy coverage for myself and my wife for the same exact cost, and the premium stays the same for the next 20 years. Process was easy too and Jake walked us through all the applications the insurance companies tend to overcomplicate. Thanks Jake for all the advice on Home, Life, and Auto insurance.

Frankel & Associates is an exceptionally good group, and I strongly recommend working with them…read more I've had some hefty challenges and bad experiences over the past year with other insurance brokers. I found my way to Frankel & Associates in a panic and not only did they pull through, but they jumped into action immediately. In fact, they stayed late the first night I called to help me move urgently. In particular, I want to call out Cynthia and Sharon. I felt like the most important (or even only) client in their entire company, and I was just looking for a modest duplex policy. Weeks later, I reached out again for some help with the policy, again in a bit of panic, and they immediately sprung into action, made me feel assured and valued, etc. They will have my business for as long as I can foresee.

Best Insurance Broker ever. Fights for you like there is no…read moretomorrow, and gets you the best deals.

Don't like this office I received notice of my policy expiring on July 3 when it clearly states…read moreJuly 5 my policy would expire and renewal due on July 4 he is being a. A** because I called him on his BS with a so called COVID credit of $27 then goes up on my policy for the exact amount I will be changing my agent. My payment was made July 3 for this policy if I have any issues for a policy that expires July 5 I will take further action

Stephen has already been great to have for my auto insurance. He explains things well, works with…read moreme to get a great rate too. I shop around and he is a great deal.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

What a godsend to have a person who knows the intricacies of the options in California. Even if…read moreyou are ultimately using Covered California, Barbara will still help you through all the steps to get there. Amazing!

Barbara is the best when looking for health insurance. She responds quickly and she is very…read moreefficient and easy to understand.