Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

I have been with Amy for years since she first started WFG and opening up my life insurance policy…read morewith her. She exudes professionalism, thoughtfulness, and is extremely knowledgeable in her field. She makes it easy to understand what you're signing up for and makes sure it fits your budget and needs. She courteously performs an annual review of my family's policies with us to let us know where we currently are and it's going in the direction where we want it to go. She's very accommodating to your schedule to ascertain you get the personal one-on-one time. In this day and age, there are so many agents out there but whenever I find someone in need of one, Amy's my highly recommended referral. I look forward to continuing my relationship with her for my life's financial benefits!

Amy is such an incredible agent. She is very knowledgeable in the inusrance industry. I have worked…read morewith her for many years, and trust her completely with our financial goals. I also referred her to my family and friends, which she was able to help as well. Because of her, I can sleep better at night knowing my family will be cared for when i am gone. She is more than an agent, She became part of our family.

They are very unprofessional and didn't help me to bring down my payment I don't recommend anyone…read moreto have insurance from them or please don't work with this agent Mr.Moody. I have asked and make schedule with him to talk over the phone but he ignored my calls. If I could I would give them zore in rate.

Although I did not get insurance with Anthony, he was friendly and very responsive in getting me an…read moreinitial quote and I appreciated this.

Thank you to All the previous Yelpers and their Reviews and New York Life, we hit the Jackpot with…read moreJonathan Ebrahimoon!! My husband and I had Little knowledge about Life Insurance until we met Jonathan! For our first appointment Jonathan met us at our apartment. Not having to pack up 2 kids & the husband during traffic is a Plus!!! Now here's what we feel about Jonathan... 1) Easy going!!! Not pushy at All!!! We told Jonathan what we were looking for which is Life Insurance we Got Life Insurance!! He listens to All your needs, my husband and I felt very comfortable with him and he is very patient! They're plenty of other things to factor in our Insurance which we will definitely go back to Jonathan for. 2) Knowledgeable!!! With all my questions I had whether it was stupid or not, Lol, Jonathan had an answer for me. He really knows his stuff about all the different types of Life Insurance and what can help benefit you Now and for the Future!! 3) Works with you!! We have now moved 40min away from our Apartment and Jonathan needs our signature on paper.. What else won't this guy do???!!!! Jonathan took the drive out to our new house and saved us yet another trip to his office!!! We are HAPPY & Content Jonathan!!! Jonathan is Our Life saver and Gas saver!!!

After our last NY Life agent left the business for family reasons, we were in search of a new rep…read more I tried talking to a few different agents at the San Mateo NY Life office - all professional but none that seemed to be as helpful or knowledgeable as our last guy. When it came time to buy another policy I couldn't bare to give my business to a so-so agent, where every question I had felt like pulling teeth. When you're paying thousands of dollars for life insurance, you want to know that the person who's handling your policies knows the business inside and out so that you're getting security that's the right fit for your family. I shouldn't have to explain to an agent why I want to backdate a new policy by a few months right?! So I jumped on trusty Yelp and found Jonathan. From the first phone call, I knew Jonathan was it - he's super professional and knows his stuff. He listens to what we want, doesn't oversell, and is a genuinely nice and personable guy to deal with. I'd give him an extra star if I could for his willingness to drive an hour away to where we live with zero hesitation and a smile on his face. If something horrible happens to our family, I want to know my life insurance agent is going to go the extra mile to be professional, knowledgeable, responsive, personable AND communicate well to make sure my family understands our life insurance benefits. I trust Jonathan to be that person for our family. I highly recommend Jonathan for all of your life insurance needs!

Thang and his team have provided stellar service for several years to meet our complex set of…read morecoverage needs comprising 6 policies. Every contact has received a prompt and informative reply, whether to review premiums, change coverage or report claims. The team's focus on customer satisfaction is awesome. Very highly recommended!

Thang has been my go-to agent since his State Farm days, and I truly appreciate everything he has…read moredone to keep me protected and insured. He is highly communicative, responsive, and consistently provides white-glove service. Since we met in 2022, he has always gone above and beyond to ensure my needs are met. I couldn't ask for a better agent--someone I can trust and rely on without hesitation. Thank you Thang!

An 82% increase in 2025!!!…read more I previously had a 6-month cost of $1,257.44, or monthly payment of $209.57 (but was charged $230.30/month and they have not explained why). As I understand, an at-fault parking lot incident would be 1 point. More than two years have passed with a clean record as well as mileage that decreased to 1/10 (if not even less) in the past 8 months. I had no significant increases until this year. I also checked with friends and family with State Farm in California, and they had approximately 17% - 22% increases (which CA approved), not an 82% increase! This is unique to their agency. They are stating that s previously stating that "2 full years have passed since 11/19/2022. A clean driving record with no at-fault accidents or violations is a 0 or SR. Because of this at-fault accident your driver rating should be a 6, but 2 years passed, meaning your driver record is currently now a 4." State Farm billing states that "For every 12 months since the renewal following the occurrence of a chargeable accident or the conviction of a minor violation, the initial assigned Driver Record Level for that chargeable accident or conviction shall be lowered by 1 level." This agency is stating "Every 12-month period, your driver record would decrease by 1 point, meaning this incident will be on your driver record for 4 more years." In the state of CA, at-fault minor parking lot incident is 1 point and is on record for 3 years. This was not a traffic violation or other serious infraction that would result in a 6 rating or longer lasting record. It does not make sense that they JUST decided to raise my payments by 92% after more than two years of a clean record when I am in year 3 and back to a 0 rating. ABSOLUTELY RIDICULOUS. I have obtained four 6-month quotes with other reputable auto insurers with my record that are within $250 of my previous $1257 6-month rate and will no longer do business with Rachel Bhan.

Reliable professional caring knowledgeable agent. Staff are also very on top of things. Efficient…read moreand fast with questions and communication.

I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my…read more401k to IRA and manage it for sometime. He is very professional and consultative. A large part of what he does in radio program and also in meetings is education.He always tells people to shop around, look for the best service and then choose the best one for your need . He is not like those financial agents who will promise a great return on money through some magical solution(which does not exist).He gives practical , realistic guidance based on the individual's life scenario. When you have a consultative person like him by your side , you know you have made the correct choice . Thank you Laddi ji for all your help and support.

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided…read moreto quit my job to start my own company. It was the toughest decision on many fronts including our personal finances. This decision had significant impact on our annual household income. Also, there was no clarity into the amount of time that it would take for my startup to raise enough capital. Well, it took 3 years! When I met Laddi Jhuty 3 years ago, he evaluated my finances and helped me come up with few strategies to support myself and my family until my startup secure the funding. From time to time we would re-evaluate my startup funding situation, and my finances at that time; and adjust our strategies accordingly. Here is what I love about Laddi Jhutty and his staff: 1. They are knowledgeable. 2. They are very responsive. 3. They are passionate about assisting their clients through tough financial situations. I would highly recommend Laddi Jhuty's services for managing your personal finances.

Excelente servicio, muy atentos, amables y siempre estan al pendiente de los clientes. Liliana es…read moreincreíbl, una gran persona muy profesional en su trabajo y siempre atenta en todos casos. Gracias por s trabajo!!!

Excellent service i love working with Lilian she's always very helpful i have been with statefarm…read morefor more them 5 yrs and have never hand any problems and if I ever have a concern Liliana is always there to help