I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.

I had been with Country Financial for a long years to insure my car, house, and later started life…read moreinsurance... all because they provide the BEST customer services such as my Rep, Darin Maddy, who definitely is one of the best agents; he's always being helpful and responsive. I felt "guilty" to switch my auto & home insurance to Costco's in order to save me some $$ recently that had nothing to do with him; even though, he actually tried to help me lower my rates. With all my respect, I would like to send him a BIG "THANK YOU!"

We met Heidi YEARS ago when we were with a different agent at Country Financial and I immediately…read morewanted to switch over--which we did... and we're SO GLAD. As owners of a micro-boutique winery and vineyard, it was important to us to work with an insurer who understood our industry and some of the unique factors surrounding it (how do you insure wine stored off site and for how much? what kind of liability coverage do we need for vineyard workers and tasting room guests? how much coverage should we put on all our farm vehicles? You get the idea.) Heidi spent years immersing herself in the wine industry to understand every nuance and detail--and we feel that we are in exceptionally capable hands. I've recommended her to multiple other small wineries in our region, and wouldn't hesitate to do so again. Additionally, all of our personal insurance coverage for our home, vehicles, etc is with Heidi; I wouldn't hesitate to recommend her for non-winery clients as well. If I could give her 500 stars I would.

Cynthia at McMinnville Insurance was the most diligent agent assisting me in getting a quote for…read moreour homeowners insurance. She kept me apprised of her progress every step of the way. She was pleasant and respectful at every turn. I would recommend her to anyone shopping for Insurance coverage Her service was exceptional!

From the owner: JMI Insurance is proud to be a third generation insurance agency in Oregon taking care of our…read morecustomer's needs for several decades. We are proud to expand our reach to Yamhill county, with the opening of our new McMinnville location. Here at McMinnville Insurance, we work for the client, not the company. With so many companies to offer, let us do the shopping! Offering Auto, Home, Business, and Life Insurance, we are your local one stop Insurance Agency. Call us today for a free no obligation quote.

This office decided to take it upon themselves to transfer vehicle policies to their office with no…read morepermission. Then they lied to me about it the day they did and it had already been transferred to them. Then it ended up causing a whole bunch of stuff for me. Pretty ridiculous to be able to transfer multiple policies without my permission for their gain. Terrible business if you ask me especially to boldly lie to me when she had already transferred the policies

Been with State Farm over 30 years, and moved to Oregon a few years ago. We found Mark's office to…read moretransfer our policies. The agent and staff have been extremely professional and helpful. It's good to have someone to talk to when you have a claim or a simple question.

Navigating how to acquire health insurance properly can be difficult for people of all ages and…read moreexperience. When I was attempting (and struggling) to acquire individual health insurance after losing my previous coverage, I was filled with stress because I wasn't receiving the health insurance package that I needed. After being sent round-and-round in circles on the phone with health insurance providers, I decided to take matters into my own hands and searched online for insurance brokers and assistants online- thats when I hit the lottery. and stumbled upon Kate at PDX Insurance & Associates. I called PDX Insurance & Associates with desperate hope (and without making an appointment), asking for insurance assistance and Kate answered the phone. Kate took the time between her own busy scheduled appointments to help walk me through my insurance process. She went step-by-step with me to ensure I got the insurance I needed (as I was needing a specific provider to keep my primary care doctors). Kate was exceptionally personable, answering all of my questions and concerns with ease and depth of knowledge. Within a half hour, Kate had found me the insurance I needed at a price I could afford. She talked with me about plans and specifically detailed (over the phone and through email) what the next steps of my process I would needed and submit to take to ensure my insurance application was processed and approved. Kate and her colleagues at PDX Insurance & Associates are highly skilled, exceptionally kind in their customer service, and have the experience and knowledge to calmly answer any questions or concerns you may be having about acquiring health and dental insurance. I will ABSOLUTELY be coming back to PDX Insurance & associates (with a scheduled appointment next time) for my insurance assistance and I will be recommending them to all of my family and friends. Kate at PDX Insurance & associates made insurance a breeze and I am beyond grateful for this business.

From the owner: Our specialty is providing health and life insurance benefits that protect you today and align with…read moreyour plans tomorrow. We have specialized in the transition to Medicare since 2009. Kate Beck has been CEO of PDX Insurance & Associates, Inc since 2016. Recently, she's become a Certified Positive Intelligence Life Coach. Her focus is on empowering people to achieve more through leadership workshops and choosing the medical plan that fits their lifestyle using her custom made health or life insurance organizer's. Contact today for a free 15min consultation.

If I could give negative stars I would, this car insurance company cancelled our insurance WITHOUT…read morenotification claiming they sent us letters (Which we never received) and on the day we actually need to file a claim they tell us it has not been renewed. DO NOT DO BUSINESS WITH THEM! You're better off going with a more well known insurance company that will actually inform you of changes to your policy and make sure youre aware of what's going on.

Ridiculous, I got a letter of non renewal from my mortgage company. I shouldn't have to hear from…read moremy mortgage company first, they should be directly contacting me before my mortgage company - or least at the same time. It's been almost a month since I received notice from my mortgage company, but still nothing Oregon Mutual. Don't give these people your business, keep shopping around.