My father has had the pleasure of working with Terri for several years now. He is always so…read moreimpressed with her knowledge and her wonderful support. At any given time she is responsive and supportive to his questions. The customer service from her and her team is beyond exceptional. We are very grateful for her.

My experience with Terri Yurek was fantastic! Every year I've had to struggle with finding a new…read moreMedicare plan because they all expired. This year I called Terri, and she proved the call to be the best decision I could have made. Her knowledge, professionalism, and friendly approach quickly guided me to a great plan that covers what I need, and provides benefits I've never had access to before. If you're looking for someone who genuinely cares, helps you make informed decisions, makes the process easy, and answers all your questions, I couldn't recommend Terri high enough!

I was ripped off by freeway insurance and when my policy was ending this month I called Drew Hardin…read moreand spoke to them about changing my insurance. He was so professional and kind and EXTREMELY helpful. He got me much more coverage for less than $10 more I was already paying. So easy and communicative. I should have called him last year. I feel like I will be more covered if anything happens on the road and feel like someone actually cares! 10/10

Advanced Brokers is as good as it gets. I have never received such caring, personal service from an…read moreinsurance agency. They actually talk to you about your needs & find the best option for you at the lowest price. They literally saved us half of what our former insurance company charged. Amazing. They currently hold all of our policies for motorcycles & cars & they'd be the first company I'd turn to when insuring a house or securing life insurance. When my mother needed car insurance I didn't hesitate to recommend them & sure enough they treated her with so much care & saved her a ton of money! A+ service all the way around - I recommend them to everyone.

We signed on with Amanda a couple of years ago, and initially everything was going very well. We…read morewere happy with the service and felt confident having her handle our insurance needs. Unfortunately, our experience in 2025 and 2026 has been extremely disappointing. We have needed assistance with servicing our policy and obtaining important documentation, and it has often felt like a wild goose chase just trying to determine how to reach her. Phone numbers and email addresses have been difficult to find or no longer appear to work, and we have never received updates regarding changes to her business contact information or how best to reach her- it has been nearly impossible to get in contact with Amanda, and even more difficult to receive a response. We genuinely hope everything is okay with her, but as clients, the lack of communication and accessibility has been incredibly frustrating. We are very disappointed because we were initially happy with her services, but unfortunately, we are now at the point of considering whether we need to find someone more responsive to handle our insurance needs.

The California insurance market is very chaotic and it is extremely difficult to find home…read moreinsurance. We had months of frustrations with other agents that could not come through. I am glad that our mortgage broker recommended Amanda. She came through for us with a CA FAIR and a Mercury plan that met all our needs. Amanda has excellent communication and customer service skills.

Regina at Regal Tax Law Group handled a complex California FTB matter for my LLC including multiple…read moretax years. Start to finish she was transparent about the path, precise on the details, and drove the case to resolution. She personally went to the FTB in person multiple times to get it done. Every email was clear and forward-moving. She was straightforward with a plan and executing it. If you're dealing with any tax matter, hire Regina. She's excellent at what she does. - Marlon Brand

Regina returned my call within an hour was able to answer my tax question in five minutes over the…read morephone. I offered to pay her something for her time and she wouldn't accept it. Highly recommend her law group, totally legit.

Carey and her team are our trusted partners. She was a referral from a friend and we appreciate all…read morethe expertise and advice that helps us navigate our financial strategy.

Lack of communication or follow on your tax concerns. As a new California resident and referral…read moreclient, I went with EBS for a complicated tax year. I provided EBS with most of my tax documents months before the 15 April deadline and a final document about 3 weeks before the normal tax year deadline. About 3 days before the normal national filing deadline, I asked for a status check and was told by EBS that they would file an extension due to San Diego flooding but would try their best to get it done by the 15th. I was reassured multiple times that my taxes were filed and no payment was due nationally or to California until June. I happened to create a California FTB state tax account and saw a late penalty fee on 15 April and daily accruing interest on my late payment and contacted EBS to figure out why I was charged a low fee when an extension was filed and they reassured me multiple times nonpayment etc was due until June. I got a response from EBS that they would dig into it and a week later I resolved the issue myself brought multiple phone calls to FTBs archaic phone tree system. Filing a partial resident form (the non resident tax form) caused them to reject any extensions bc they assume you don't live in San Diego when the flooding happened. I was able to correct the issue myself after multiple phone calls to FTB. Extremely disappointed in EBS for the lack of follow up, false reassurances, and no communication until a couple days before the tax filing deadline that they planned to file an extension for me

When my dad was diagnosed with Alzheimers my mom decided she did not want my brother or myself to…read morebe in charge of finances if they became unable to take care of finances themselves do she hired a feduciary. Eventually mom got brain cancer and there came a time where the Feduciary had to step in. First Nancy, and now Katie have been a joy to work with. My brother and I could focus on taking care if my patents instead of worrying about bills or fighting about who got what money. If you need to hire a feduciary I highly recommend this company.

The job of a professional trustee is a difficult balancing act between fiercely competing interests…read more- and often a thankless job. Nancy Thornton and her team at Foster Thornton are as good as it gets at performing this difficult role. Experience, professionalism, and a personal touch are their hallmarks. Foster Thornton is a cut above.

Sara and team are nothing short of absolutely amazing! We are thrilled to share Sara and her team…read morenot only answered more questions then they should have but were patient, understanding, clearly explaining the process and making sure we were good along the way! Sara and team, thank you! We are so happy, grateful and appreciative for all you have done for us!

When we purchased our house in 2020, Sara was great about contacting us frequently to check in and…read moremake sure that we were happy with our insurance. When it was time for renewal, multiple emails were sent and calls were made requesting immediate help and no contact was made. Her assistant called a few weeks later asking how everything was going and I informed her of my experience and how disappointed I was. I requested that Sara contact me and nothing happened. When the renewal was up again we got a new company and called Sara and canceled the plan and told them what was going and how disappointed we were with the service we received. They canceled the plan and then a couple of days later her assistant called me and asked me if I wanted to get Life Insurance. After informing her of my previous experience multiple times, I can't believe that she called after canceling the plan to ask if I wanted a different plan. Finally after canceling the plan Sara made it a point to contact me. Maybe if she had made an effort when I had sent multiple emails over multiple years asking for assistance she could have kept my business. I would NOT recommend Sara at all if you're planning to keep your policy for more than a year.

She is beyong caring and professional her voice puts you at ease with such knowledge in all areas…read morewith the highest standards of ethical practices We would never trust anyone else.

Veronica is amazing. She provided great service for my taxes this year. Not only that she is very…read moreknowledgeable in many different aspects of taxes. I'm glad I found her and will continue to utilize her services. Plus I could tell how much she really cares about her clients.