Amazing customer service, Elsa helped me out and was very polite and helpful…read more I definitely recommend checking them out.

I do not have insurance through them, however I am giving them five stars because of customer…read moreservice. I called the office to get a quote and was provided so much useful information. They took their time answering my questions, were very polite and not pushy. Thank you Nayeli for your assistance.

I've had an excellent experience with SMD Diversified. He's knowledgeable, reliable, and explains…read moreeverything clearly, which makes the whole tax process stress-free. He's always responsive, detail-oriented, and ensures I get the best possible outcome while staying fully compliant. I highly recommend his services to anyone looking for trustworthy and efficient tax support. He also is a great Medicare broker !

He has been in the business for 20+ years. Thorough and reliable. I love his professionalism and…read morehonesty. Life Ling client.

These folks were fantastic! Turning 65, I was very confused about all the things I needed to do for…read moreMedicare and how to coordinate with my current insurance benefits from my former employer. I read all the information but found it very complicated. Steve went above and beyond to help me. He's extremely knowledgeable and able to simplify the puzzle. Everyone is going to have different things that are important to them in terms of coverage. Steve took the time to get to know me and my situation to make the best possible choices. There are so many variables! Gabriele on the ARK staff is friendly, efficient and a wiz on the computer, gathering info, accessing needed data. I couldn't have done it without them :-)

I was totally stressed out about losing some of our medical insurance coverage and confused on…read morewhere to start to fix it. I called Ark and they were awesome! The lady who answered the phone was very patient, kind, and professional. She listened to my needs and relayed everything to her co-worker, (Gabrielle). Gabrielle did some research for us and it looks like we are already covered. Gabrielle recommended keeping our coverage the way it is. I was so impressed and appreciative that she didn't try to sell us anything new when we didn't need it. If I, or anyone I know, ever needs help with new coverage, I know who to call - ARK!

Short review: I highly recommend you Osbaldo for any venture…read morebecause he helped me transform my finances. Not only is he an honest man, who laid out the best options for me in my finances, Osbaldo will always out the best interest for all his clients. I was more than happy with his results. Long review: I had always struggled with understanding what are the best options for me as an investor and entrepreneur. Managing finances is my not forte. I met Osbaldo through a mutual friend one day in church. It was an instant connection, we shared many values. After some months, I reached out to him to help me with some financial questions. Upon the meeting, I was more than surprised with his vast knowledge of the stock market, life insurance, and retirement plans. During the meeting, I felt I was talking with financial guru from Wall Street. Even when I asked for clarification on terms that didn't make sense to me at the time, he was kind and explained to me every detail. I was more pleased with that meeting because it felt like I was talking to a friend, not a salesman. Today, I cherish my friendship with Osbaldo and I know he is always reachable if I have any financial questions.

If integrity matters to you then I highly suggest you sit down and review his information…read more Osbaldo is not only professional in an industry that needs QUALITY people well this young man hits it out the park . Let him handle all your insurance needs.

Several years ago I felt my families firms' insurance rates were not competitive and that the level…read moreof service we weren't getting was unacceptable. At the time we had several policies with multiple brokers. Talk about a nightmare; getting 1 certificate of insurance took a week and a ton of follow up on our part. We decided to shop the market. The rates Adrian was able to garner were competitive and favorable. We decided top tier insurance from a prestigious, highly regarded, and reliable firm at extremely competitive rates were just too good to be true. We thought it was worth a shot. We thought we were already in love with the rates, until we started to work with Adrian. That is when our love story began... We quickly realized we had hit the jackpot with Adrian and his staff. Thorough, competent, responsive, engaged, genuine, sincere, and dependable. Couldn't live without them, wouldn't want to... My siblings and I have our personal policies through Adrian as well. My mom is next on the list to get a quote written up...

Diana was so patient and helpful with our quote. She listened to our specific needs and went out…read moreof her way to help us end up with the perfect plan for us. Thank you!

I have had to change my mortgage payer twice and each time Miriam takes care of resubmitting my…read morehomeowner insurance policy right away. She's consistently friendly, pleasant and efficient.

Great use them for my home insurance and my car insurance Miriam and Jared are awesome always…read moretrying to help me find discounts and balance my coverage and how much I'm paying. Definitely would recomend this insurance place great people working in the office

I had AAA but switched over and I enjoy State Farm so much more. The process of handling a claim…read moreran so much smoother than the time I was in an accident with AAA and it's cheaper. Even if it was a lil more expensive I'd pay because of the customer service and not having the worry and hassle of calling a bunch of places or setting up a rental on my own.

Tina was amazing and very communicative during the process of getting my insurance transferred to…read moreState Farm. Thank you for your help & saving us money!

Just want to say that Donna assisted just me with adjusting my insurance premiums and was patient…read moreand helped me decide what was needed as well as answered all my questions! thank you!

Corie is on her game here! Funny thing is I don't know how I got insurance through them but i'm…read moreglad I did. Corie got me discounts and bundles to lower my bill with mercury, she responds so quick and is always willing to help! I dont write reviews either, But if you need help Corie is your gal!

I come into this building for PT, ended up talking to a guy in the elevator who works for AMA. I…read morehonestly wasn't thinking of life insurance but given that I have a family it made sense to hear him out. I had no idea about my options and he made it so simple. I feel better now that I have some coverage in place and that I know more about how insurance works. I would definitely recommend this place !

When conducting my appointment with The owner David Alvarado I was very impressed by the quality of…read moreknowledge he share. He showed honest interest in educating me in what plan fit best for my needs. I am left at ease that my family will be taking care of.

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.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino