I had a great experience working with Jeff. He was very responsive, professional, and knowledgeable…read morethroughout the entire process. We were in a challenging situation trying to secure a personal umbrella policy due to having a young driver and a prior at-fault accident, and our previous carrier was canceling our umbrella. I was speaking with a couple of agencies at the same time, and Jeff was by far the most responsive, proactive and resourceful. He clearly put in the effort to find a solution that actually worked for our situation, and he explained everything in a clear and straightforward way. He was able to put together a strong package for auto, home, and umbrella coverage with the right liability limits, and made the process smooth from start to finish. We're really happy and appreciative. I actually found Jeff through a Google search, and I honestly feel lucky that I did. If you're looking for an agent who is efficient, thorough, and looks out for your best interest, I highly recommend Jeff.

Jeff and his agency always been great to work with, whether it is auto, home , or business…read moreinsurance, he's got you covered! I've been a client and friend for 15+ years. Highly recommended!

I rarely leave reviews, but I had to following my experience working with Maura at Sagacious…read more I was facing nonrenewal by my homeowners insurance, as so many Bay Area folks / Californians have been in recent years. Stressful to say the least! Maura calmly and expertly guided me through my options, and patiently answered my questions. I felt zero pressure simply to sell me anything. She was genuinely guided by my best interests. She also knows her stuff: she was aware of what was happening with my particular insurer in my region, and the industry generally. She generously shared her time and expertise with me, providing clear, actionable steps during a fraught moment. I didn't end up needing to get a new policy through Sagacious, but she helped me anyhow...who does that? Almost nobody. Also, compared to other insurance brokers I'd found through Yelp and contacted as well? Night and day difference in terms of knowledge, responsiveness, sound advice, and all around professionalism and peace of mind it gave me. So, when I actually do need to buy a new insurance policy of any kind, I'm contacting Maura at Sagacious, and also feel comfortable recommending her to friends and family.

Great initial impression over the phone when I called looking for a new homeowners policy. I was…read morepromised a return call within a few days but then I was totally ghosted. No response when I attempted multiple times to get in touch after not hearing back. I get that it's a rough market and maybe she couldn't find anything for me but at least have the courtesy to let me know that.

Lucy was a great agent and got me exactly what I needed from BC/BS for a good price and in a timely…read moremanner. Thank you CalHealthAgent

Karen has been my savior. In a moment of panic I called her on Christmas eve, practically in tears…read more She helped me through a very rare and extremely challenging scenario-one in which I was facing not having health insurance for 6 months. As a disabled person, this was not an option for me and I was very scared. She brainstormed with me and did a bunch of research to help me figure out my options-which were limited. She eventually came up with a creative idea that I didn't think would work because it meant trying to convince a company to change a part of their health insurance policy just for me and my rare situation. They agreed. The solution worked and it was all thanks to Karen. I've returned to Karen and am now her client for health insurance and will stay her client for as long as I can. She takes care of you, is patient, kind, and funny. She by far the smartest, most up-to-date agent I've ever worked with. Please listen to her when she suggests things to help secure your life!

Sallie picks up her phone on a late Friday night when my wife was in a serious car accident.she…read moreassisted us immediately.she came by our business on a Sunday and helped us open a claim and walked us through every step of the process.we appreciate having an agent that is available evenings,weekends and holidays.

Sallie has taken care of our auto and home policies. We had coverage with a different company and…read moreher coverage's are better and she reduced our cost. Highly recommend her for home and auto insurance.

I'll tell you what, I couldn't be more impressed and more grateful after getting off a phone call…read more A phone call that I was EXTREMELY LUCKY this gentleman in particular even picked up. As the Saturday wore on and all three of the companies I called to get Homeowners Insurance with a Renter Property Insur Policy Packet quotes from ALL went to VM. I did my due diligence and made a short list of 4 companies to call, checking each name prior to calling 1) Proximity to the property/us 2) Better Bus Bureau rating 3) Yelp rating. The 4th and last phone call actually was one that made the list on all three counts! AND the owner of the company answered the phone himself at 3:30 pm on a Saturday. Rob Salvo of Mt. Diablo Insur answers! Instead of blowing smoke up my wazoo and gladly telling me he would love to take my business, he gave me the honest down and dirty. Telling me what was going on in the industry currently, THAT I SHOULD STAY PUT and here's why. Information that was 5,000 percent invaluable. In less than 15 minutes he, convinced me NOT to move my policy to another company and why, wait 6 months to revisit when the industry has likely ironed out these problems, be thankful my current provider has renewed us, and how to solve the LLC issue that was forcing me to change in the first place, not only THAT, but to call him back if I had trouble getting my current provider to add the LLC endorsement and he'd help me with that too!! Color me flabbergasted! All out of the graciousness and kindness of his heart. There was nothing in this phone call for him. And I will remember this for the rest of my life and tell 100 people to call Mt. Diablo Insurance because you will get honesty, fairness, loyalty and exceptional business. Thank you Rob Salvo. You made a believer out of me. You had better believe Mt. Diablo will be my first phone call in 6 months down the road.

I was trying to shop policies and it seems like they're not interested in FAIR plans with DIC…read morewrappers. Once they found out I wasn't going to be covered by any admitted carriers they ghosted me and stopped responding to my emails.

This is a great company in general and my personal experience with my advisor consistently meets or…read moreexceeds my expectations as a client. My advisor is responsive, available, takes time to listen to my questions and provides thorough answers. As well as sound, thoughtful advice.

Beware these fast talking advisors. They should be used car sales men. They ask for family and…read morefriend referrals, actually more like harass you until you give in and give names and numbers. The guy literally said" you have a cell phone don't you,? Just give me some numbers out of you contact list, haha. I literally laughed in his face. Luckily I was a seasoned wealth advisor before I got into venture capital, I saw right through the scam. I won't get into the industry jargon to ensure that everyone understands what I'm talking about. The employees will lie and say what ever is necessary in order to get you to sign up with them. You are throwing money into a hole with this company. To try to convince me further they brought in the office director Wayne Hill. Very condescending and unprofessional. I asked for the corporate office number to make a complaint and he became very aggressive, walked out after using less than professional language and demanded that I leave his office.(you gotta love good old fashioned customer service) They pray on people that have no knowledge of the industry and ask you for family and friend references so that the element of trust is there and they can scam them as well. Again I don't want innocent people to get hurt and lose hard earned money. A friend of my was a former employee and informed me that yelping would be a waste of time because they will have their employees post "FAKE" yelps to overwhelm the truth. One star is way too generous for this joke of a company! Wolf of Wall Street all over again!!! BEWARE!!!!! and good luck if you deal with them.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

I came to Mary for some advice on how to best fund a large charitable contribution I am planning to…read moremake. Mary checked out my recipient to make sure they were legit. She looked over my tax return. She then gave me some very practical advice on how the taxes might or might not flow from my funding sources. She introduced me to the concept of a Qualified Charitable Contribution from my IRA - something I had never known about and which will be extremely useful in my planned charitable giving. Mary more than earned her fee for the consultation.

It was excellent working with Connie on my Medicare choices. Connie laid out all the options, gave…read moreme her opinions when I asked for them, but never tried to push any particular product at me. She answered all my questions clearly and concisely and walked me all the way through the application process, both over the phone and via Zoom. I would definitely recommend working with her.

Helped me through the Medicare Maze. Very knowledgable and made it much easier. Connie and Gabriel…read morewete both very helpful and easy to work with.

Everything went well. The employees were very courteous and answered all of my questions, and…read morebelieves me I had a lot. The mobile app is very user friendly

I am not currently a client of Stephanie's, but if you are searching for an absolute expert of the…read moreinsurance market you should contact her today. I called Stephanie to explore our options with respect to a CA Fair Plan policy and a Difference-in-Conditions policy. I received a complete education and a strong suggestion as to how to move forward. Stephanie is intelligent, selfless and supportive. I hope we find a way to work with Stephanie.