My husband and I opened up a restaurant a few years ago and had tried to purchase insurance…read moreindependently. Well, after a friend's restaurant burned down without proper insurance to rebuild, we revisited our policy and realized we didn't have adequate fire coverage either. We ended up seeking recommendations from others in the local industry and several mentioned Mike. Biggest pros: A real, live local person. Mike answers calls himself. You're not routed through some impersonal 800 number where someone in another state or country is trying to "pull up your account." Mike remembers you and provides that old-fashioned personal service that's hard to find these days. It has been so helpful to have a go-to person for all of our questions. In the end, Mike got us a plan that gave us a lot more peace of mind with a reasonable price. Definitely a 5/5 experience.

My cousin recommended Mike and I had some interest In getting commercial insurance for my truck and…read morevan, im in the restaurant business and we shop at restaurant depot about 4 timed a week. It's not heavy work like junk haul business but we do put lot of miles since restaurant depot we go to is In hb. We are located in south oc. So you can imagine how many miles that is practically everyday. Mike tried to make sure we had enough coverage so that If there is major accident they couldn't come for personal assets. Mike has really been a good adviser so very happy with his recommendation on policy and limit amount.

Arika not only helped me select the perfect healthcare plan but also supported me with billing…read moreissues after seeing an out-of-network clinic. She saved me from having to pay hundreds of dollars by advocating for me. Cannot recommend her and ALC enough!!

Jessika helped my grandma with her Medicare supplemental plans and we're so thankful. She took the…read moretime to explain all the different options in a way that was easy to understand and never rushed us. It can be really confusing, but she was patient and made sure we felt comfortable before making a decision. We really appreciate the time and care she gave us! So happy we came in contact with this broker!

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

1st time customer and definitely plan to use them for all my Tax needs. NyNy Tran was super…read morefriendly, very knowledgeable and helpful. She explained everything and actually finished and completed my Tax Return way faster than I had thought. Would highly recommend for sure.

Unfortunately, I have to come back and update my review after years of using Oliver's services and…read moresending at least two referrals his way. Oliver gave me dates and times he's available, and after I selected and confirmed a time, I was ignored for two days. When he finally responded, he told me that the appointment time was given away by his assistant. Despite it being "first come, first serve", the time I claimed first was given to someone who contacted them after me. Now he has no more evening appointments, because they were booked up during the two days he ignored me. The sooner I file my taxes, the sooner I can get my refund to put toward my kitchen remodel. I don't feel it's fair at all to tell me that I need to pick a new date and time, when I requested the booking first. I guess the person who got the appointment time was more important than me. Obviously, this was disheartening after all the business I brought this place between me and my referrals. ***In response to your comment Oliver, I understand that family emergencies happen. However, why am I the one that needs to pick an alternative date or time when I selected the date first? It should be the person that called after me that should reschedule... this is assuming that it's "first come, first serve "as you stated in your email. Second, I also have a client facing career. I recently had a medical emergency come up... that is not foreign to me. However, I utilize an out of office response as a means to notify my clients when there is an absence or extenuating circumstance. Had you set up an out of office encouraging clients to call your assistant to book an appointment, I would have most certainly done so. Instead you left me in the dark and booked someone else during my designated time. It's a lack of customer service that cost you my business. You booked someone else during my time, and instead of apologizing, you made excuses. Even in your response to this review, you state, "I'm sorry you felt..." instead of apologizing for your mistake. My feelings have nothing to do with it.

I was referred by my real estate agent and I was overwhelmed by the customer care I received by…read morePatty Mason. She went over and beyond in helping me and I would not hesitate to reach out again regardless of my insurance needs.

I reached out for a commercial auto insurance quote and made that very clear in my initial email…read more They were quick to respond at first and asked for a ton of information, including my current insurance declarations, which I sent over right away. Then... nothing. After waiting about a week with no update, I finally hear back only to be told that the agent I had been dealing with doesn't even handle commercial auto insurance. That was literally the entire reason I contacted them in the first place. They said someone else would follow up, but that never happened. Super frustrating experience. If you're going to request sensitive documents and detailed info upfront, at least make sure you can actually handle the type of policy being requested. Total waste of time.

I had a need to transfer my IRA account from uDirect to another brokerage company. After…read moreinitiating the transfer, I found out there were some issues that needed to be addressed before the transfer can be completed successfully. Lesly Segura from uDirect IRA Services stepped in and provided excellent service with detailed information and instructions. I followed the instructions provided by Lesly and was able to make the proper corrections and completed the transfer in one day. Great job Lesly! Thank you so much for your help!

Very difficult to work with and have horrible, slow, procedures. We have one investment and get…read moreperiodic checks from it that go into our UDirect account. UDirect happily pays virtually no interest on this money. Transferring this money to our Fidelity account is a nightmare every time and UDirect and the bank they work with are unable to figure this out even though it occurs twice a year. I am going to move our IRA investment unless they come-up with a way to make this work smoothly.

Great team here. Jessica at State Farm was very helpful in making sure I understood my coverage…read more She proactively reached out to review my policies, and took the time to walk me through available discounts. She also went a step further and recommended a strategy to save about $800 a year by paying my premiums through a specific credit card. I really appreciate that level of attention and care.

I've been insured with Steven Wang Insurance Agency (State Farm), Lic. #0C7509 in Irvine for almost…read moretwo decades, and I truly can't say enough good things about this team. They handle my auto and renter's insurance here in California, and throughout the years they have consistently been communicative, prompt, and professional. A special thank you to Audrey Yip, the Office Manager, for her exceptional service. She was incredibly responsive and helpful via both email and phone while assisting me with a recent personal matter. It's rare to find an office that combines efficiency with genuine care, and they absolutely do. Highly recommend if you're looking for reliable insurance support in Irvine!

Mehdi "Sean" Hooshmand is a great insurance agent. He knows all about the different policies…read morewhether it be for a house, car, watercraft or renters insurance and others like umbrella insurance. I have already recommended him to my friends in the Orange County area and my personal experience with Farmers is that they are a little more expensive but when you have a claim it is paid quickly and the claims process is seemless. I ended up getting above market value for a totalled car I had insured with them. Sean is the best contact for Farmers in Orange County!

My experience with Mehdi was very unpleasant. When it came time to renew my home insurance with…read morehim, he lured me by urging me to also take out auto insurance with him, by promising an unbeatable rate. I therefore terminated my previous policy. When signing the new policy I discovered that the statements did not correspond to the truth, as it was stated that I had over 20 years of driving experience while I got my license four years ago. But Mehdi advised me to sign a FALSE declaration to benefit from the price. Obviously I refused, being afraid of not being covered in the event of an accident. Finally, the advertised price was 80% higher than the initial promise. This experience gives me the impression of something dishonest and amateurish. Mehdi has only one obsession, to sell you his policies without worrying about your interests. I will never work with him again nor recommend him. I'm now waiting for my refunds and consider reporting him to the CA department of insurance.