I would like to recognize Jordan for the excellent service he has provided in handling our…read moreprofessional liability insurance since November 2023. Throughout this time, Jordan has always been highly responsive, professional, and helpful. He has consistently answered our questions promptly and assisted us whenever needed. His excellent service has made our experience with your company very positive. We sincerely appreciate Jordan's support and would like your company to know what a great job he has done.

Customer is good! They worked on getting me the best rates possible for my business needs,…read moredefinitely would recommend.

Alison is amazing. Truly worked wonders to find me the best possible option for my individual…read morehealth insurance plan. I have referred several friends to Alison as well...and all have thanked me. Highly recommend!!!

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.

Scott was very professional throughout my experience shopping for new home and auto policies. He…read morewas very quick to respond on any inquiries I had on my end. Not only was he able to save us money but improved the coverage we previously had with our past carrier. I would honestly recommend Scott for your insurance needs! Very responsible and works for you! Bernie

I reached out to Scott regarding auto insurance and he was very honest about what he could offer…read moreand ended up recommending that I go with another carrier, based on his expert analysis. I was very pleasantly surprised at his honesty and generosity regarding information on the insurance options in today's strange post covid climate. He later spoke to me to answer questions I had about recommended coverages, even though I would not be a client in the short run. I would highly recommend working with him. Exceptional integrity and customer service!

What a pleasure to do business with Insurance The Easy Way. Mike was easy to deal with, took the…read moretime to understand the situation, and gave me numerous options to solve my issues. Mike was on my side! It's great to have a person that can help manage the complexity of choosing health insurance. He has won my business with his professionalism, listening and follow-up. I will recommend him to anyone who needs to find the right health insurance.

My partner and I had the most amazing experience using Insurance The Easy Way. It really is the…read moreeasy way! Our rep Mike Primicerio was knowledgeable and kind the whole way through the process. I highly recommend Insurance The East way! Thanks a million! Givanna.

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

Fantastic agent, cannot recommend enough. Ive worked with Mark for years, and am always blown away…read moreby his responsiveness, professionalism, and earnest drive to help find the right solutions.

Mark and his team are super helpful and very quick to respond to any questions or concerns via call…read moreAND TEXT! We moved from a different agent and have been very happy so far with everything. Thanks!

Wow! I cannot say enough fantastic things about Mach 5 Insurance Services! From the moment I first…read moreconnected with them, it was clear this wasn't just another insurance company; it was an experience defined by professionalism, incredible knowledge, and truly outstanding customer care. For years, I stuck with another broker in the Westminster area, primarily because it was a default recommendation from a real estate agent. That experience, frankly, was a nightmare. Our previous broker was unresponsive, and when our insurance company tried to block us from renewing our coverage, citing an "unlivable" roof (despite us having repaired it years ago and providing proof), that broker was the absolute worst to deal with. They wouldn't respond until our coverage had already lapsed and we had to scramble to find new insurance. To add insult to injury, they then tried to charge us for a renewed coverage we never agreed to! All that to say, when we finally made the switch to Mach 5 Insurance Services, it was a NIGHT AND DAY difference! Emails and phone calls are responded to incredibly FAST, which is a breath of fresh air. We worked primarily with Shannon, who is the office manager and hands down the most professional and competent insurance agent we have ever had the pleasure of working with. We love Mach 5 so much that we decided to switch the policies for both of our homes over to them, specifically requesting a change of agent so that everything would be handled by one office and with their team of honest and responsible agents. Even when it came time for our annual renewal, Mach 5 worked diligently with us to ensure we were getting the best bang for our buck. If you get the chance, I would recommend anyone and everyone to go with Mach 5 Insurance Services! They are truly exceptional!

Just got my homeowners insurance set up through Mach5, and the whole process was seamless. Shannon…read morewas amazing -- super helpful, patient, and honestly just a joy to talk to over the phone. She made everything feel easy and took the time to walk me through the details. Highly recommend working with her if you get the chance!

My man Bach did his magic, quick and smooth. Nothing but appreciation for his expertise when it…read morecomes to getting me a sufficient policy. Bach brokered an out of state policy for me when everyone else I checked with declined to write. Love how he actually took the time and explained the current insurance landscape here in Californian too. 10/10

Great people that really want to help.. she gave me good advice without trying to charge me or get…read morea contract

I've been dealing with David for at least 2 years now, but recently, I called to talk with David…read moreabout adding a new car. His assistant or whomever called me back was such an order taker , like the rest, hence the reason I only want to deal with David. Her demeanor, like the rest, definitely changes when I tell them that I only want to deal with David. Though he never called me back, I ended up calling back and he picked up. He and I talked for a bit as I wanted a better explanation to understand the policy. He said he needed to go into a meeting but that he would call me back Monday (7/29/24) morning. He never did. I even gave him a few more days before I tried calling. Since then, I've left him 3 messages and no return phone calls very disappointing at the lack of service.

Both my adult son and I are long time customers of Kessler Alair and we have found their services…read moreto be top notch. I want to specifically mentioned "our agent" from their Upland office, Ms. Tracie Greathouse. In all our dealings with her, the most recent one involving renewal of our auto policy, Tracie has always been professional at her finest. She answers her phones, acts promptly on requests made, and through it all, she is always pleasant and courteous. It is such a pleasure having her as our agent. . I appreciate her very much.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.