While I ended up going a different direction with my Medicare health coverage, I can't begin to…read moretell you how much I appreciated Joyce Feldman's help and assistance with the process. There are a bunch of "technical" reasons why it didn't make sense for me to go with the products Joyce was able to offer, but once I turn 65, I will revisit this all with her. Joyce was extremely knowledgeable, responsive, and she was willing to find out more info when she wasn't sure about something. I don't think anyone could go wrong, picking Joyce to navigate the insane landscape of Medicare health insurance (and I'm sure she also doesn't all of the other types of health insurance as well) - by all means, give her a call!

I have been with Joyce for 3 maybe more years. She returns calls and answers questions promptly and…read moreis very experienced with the Insurance Industry. She is also a neighbor living in the same Community.

We have a four-building condo project in Grass Valley and lost our coverage because of the risk of…read morewildfire which is typical of most homes and businesses in Nevada County, California. Tom Dax shopped the insurance market and found us competitive coverages for the three policies that we need. These building pose complected risk issues and Tom really came through for us in a timely and professional manner. I cannot recommend him highly enough!

We have Leah Baretta as our Broker Representative from Inzone. She always bends over backwards to…read moreget us answers and does the perfect shopping for us, so we get the best possible coverage. We have been with her for several years and she has never disappointed us! Leah is very knowledgeable and you will consider her a friend, not just someone who is assisting you. You will not go wrong choosing Leah to help you make the best possible decision for your health plan.

Highly recommend Kristen. She is top notch and not only professional, she goes the extra mile…read morewhile at the same time being personable and engaging.

We obtained home insurance through State Farm in 2020. We received a letter in Dec. 2023, stating…read morewe needed to make several updates, to the tune of reroofing our home for $40,000.00!!!! Our annual policy nearly doubled and we did everything that was asked of us in a timely manner, yet just received notice that regardless, State Farm would be dropping us ultimately. I wish I had something good to say about anyone I worked with or spoke to at this agency, but I don't. They were all rude, short and really didn't seem to care, nor were they helpful in suggesting alternatives or providing any helpful direction. I'm sorry I wasted our time and money with this agency and State Farm should implode, greedy bastards. Funny how there aren't ANY positive reviews about this agency beyond 2019....hmmmmm....speaks volumes.

Kathie did a great job of converting our home and auto coverage to State Farm, after AAA cancelled…read moreus after 18 years of premiums with zero claims. We highly recommend this agency for anyone having difficulty getting fire insurance in the Sierra foothills.

2023 has been a challenging year in dealing with home insurance, and after having a couple of less…read morethan optimal experiences with other brokers, I am now committing to a policy through broker Brittany Luckie of the Witzke Family Insurance Agency in Grass Valley. Dealing with Brittany has been a breath of fresh air - she listened to my frustrations and desire to be provided with some options to address my insurance goals, applied her expertise in coming up with solutions, and took the time to present me with multiple options to choose from. Thanks Brittany!

Everyone at William Witzke has always treated me with great service, and the thing I like most is…read morethe fact when I need someone or have a question, they get it two me within an hour or sooner no mater where I am at,

Covered California's hotline recommended Wanta Mertens to me and she was incredibly helpful and…read moregenerous with her time giving me a detailed answer to the ACA question I was dealing with based on her long experience. Highly recommend.

Laura helped me today and took the time to answer my home insurance and fair plan coverage…read morequestions in great details. In the past they have helped us make sure we were getting the best deal and they are very knowledgeable, friendly and responsive. Highly recommend them!

Where do I start, 1st off, my car was hit, I put in a claim, and they did NOTHING to help despite…read moreseveral calls and texts. I finally just went to the police station and got the police report and filed a claim myself with their insurance, and within 2 weeks, I had a check for the damages to my car. Now roll around to getting dropped because of fire insurance, not their fault, but it took over 3 weeks to get ANY assistance they said they haven't gotten the quote yet from the underwriter, but I went to a different agent and they had a quote with the fair plan and secondary within an hour of me calling. The agents their have been incredibly rude, even arguing that I was wrong, and this was at least two different women. Go with a different agency.

I wish I could give more stars because the agent I talked to recently was awesome, her name is…read moreRobbin and I do recommend her. However I do not recommend Jena, she was only responsive to my emails when I was looking into purchasing home insurance. Once it went through she was not responsive and did not return my emails or phone calls! So rude and unprofessional.

Greg Dunton was my instructor for a Retirement Planning class I took though Santa Rosa Junior…read moreCollege. The information he provided was very pertinent as I was a recent retiree from local government and my wife was a currently employed school teacher. Greg's class was terrific but I completed the class wanting more information about how to manage and prepare for retirement. My wife and I had questions regarding Social Security and how best to handle a moderate sized investment portfolio. We wanted low risk and high security. We also had questions around annuities and other financial instruments. For example, we wanted to know more about the differences between fixed and variable annuities. We invited Greg into our home for a couple of get-acquainted sessions. After the second session we became comfortable with Greg and developed confidence in his extensive knowledge and experience. Yes, he was thoroughly professional, but not at the expense of overlooking our personal issues around retirement planning and budgeting. As to budgeting, at least 50% of the time and energy we expended dealt with budget issues. Greg was not afraid of hurting our feeling over saying what needed to be said. He was always objective, frank and right to the point, but never judgmental. He answered all of our questions, no matter how simple or redundant. He never took more than a day to respond to a telephone or email question. Greg was very generous about dispensing printed information that could be helpful in our understanding of retirement issues. My wife and I are very happy with Greg Dunton's recommendations and suggestions which have been implemented. We feel very secure about our retirement future. For this we thank Greg Dunton. He has our strongest recommendation. Tom and Marion

From the owner: Specialties As a…read moreretirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that YOU Don't Run Out of Money Before You Run Out of Life. And to make sure your beneficiaries receive your assets in the most tax favored way. Planning highlights include.... - Retirement Planning - Buckets of Income - Review of - Lifetime Income Buckets - Review of - Income Distribution - Most Tax Favorable Way - Medicare Planning - Medicare Supplemental Plans - Part D - Prescription Drug Plans (PDP) - Social Security Claiming Strategies - Better Financial Decisions with the use of Wealth Index Report - Estate Review - Online complete Estate Plan Portfolio - 401k and IRA rollovers - Asset allocation - Review of - Educational Workshops - Long Term Care and Life Insurance - Travel Medical - Evacuation Insurance - Trip Cancellation Insurance We're here to help you! History Established in 1999. Meet the Business Owner Gregory P Dunton Business Owner Greg calls himself a Retirement Guide whose job is to 'Guide' you through a successful retirement. His #1 goals is to make sure You Don't Run Out of Money Before You Run Out of Life