Cancel

    Open app

    Search

    Giving Tree Insurance

    5.0 (3 reviews)
    Closed Closed

    Request a quote

    You can now request a quote from this business directly from Yelp

    Services - Giving Tree Insurance

    Life insurance

    Giving Tree Insurance Photos

    You might also consider

    Recommended Reviews - Giving Tree Insurance

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    11 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Cherie H.
    658
    48
    16

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Giving Tree Insurance

    You might also consider

    Verify this business for free

    Get access to customer & competitor insights.

    Verify this business

    Preferred Insurance California - Owner/Broker Aaron Chavez

    Preferred Insurance California

    (7 reviews)

    My wife and I own a small business (~30 employees), and for several years used a pretty large…read moreinsurance agency to help us with our small business health insurance. We weren't happy with them. They would come to us a few weeks before renewal time and bombard us with renewal information and need everything returned to them in a rush; they would fail to terminate coverage for employees who left and we wouldn't realize until months later; etc. A year ago I decided we were going to switch insurance agents. I knew it would be a bit of a hassle because of how much stuff flowed through our insurance agent, but I felt the long-term benefit of having a better insurance agent would be worth the short-term hassle. After some research I opted to move over to Aaron and Preferred Insurance. My goodness. What a difference. When we switched, ALL I wanted was an agent who would do the basics competently--send us renewal information more than a few weeks in advance, follow up with insurance companies to make sure terminated employees really were terminated. This is going to sound like hyperbole, but it's actually an understatement--I am blown away by the level of service we've received. Aaron is closer to an HR manager (whom we don't pay) than just an insurance agent. Before, our prior insurance agent just got us our plans and it was up to me to get employees enrolled, keep track of premiums, get employees canceled, etc. Now, when we have a new hire, I simply give Aaron their contact information and he does everything--walks them through their options, helps with their applications, gets them enrolled, and sends me the information about their plans and deductions. Switching to Aaron and Preferred Insurance was easily one of the best business decisions we've ever made. They're not only hyper-competent and super-reliable at doing the things you expect an insurance agent to do, but they go above and beyond, which in our case, has allowed me to recapture time that I can put towards improving and growing the business. If you are a business of any size, but particularly small- to mid-size, in search of an insurance agent for your business, your search should start and end with Aaron and Preferred Insurance.

    Aaron has taken care of the insurance needs for myself and two of my businesses for the past few…read moreyears. In addition to that, as a tax professional he is my unquestioned first referral in his field. You couldn't ask for more helpful and thorough service. I have never seen anyone be as proactive with anticipating needs and ways to help, information to provide etc as Aaron.

    Giving Tree Insurance - healthinsurance - Updated June 2026

    Loading...
    Loading...
    Loading...