John is very helpful and professional. He helped me figure out how to start my Medicare health…read moreinsurance as well as the supplemental Medicare insurance and the drug Medicare insurance. A true expert.

Jay was quick to respond and very helpful in navigating my way through the Covered California…read moreprocess. Easy to reach and easy to work with.

Out of all the audacious people I've dealt with in the insurance industry, this dude takes the cake…read morefor being the rudest, most condescending, and even bordered on creepy at times. For instance, when he was on the phone with covered california, he was making racist jokes to the woman on the phone and at the end asked her out on a date. disgusting. I'm glad I went with my instinct and brought someone along to the appointment with me because I'm scared of what would've happened if I was left alone with this man. At every point he tried to make jokes that purposefully made me and my friend (both women) uncomfortable. Also, I was told I can show up at any time but when I did I was met with an extremely rude "uhhh I have an appointment right now". Why would I be told I can come anytime if you work by an appointment system. I'm sure if you're a man he would have more respect for you but I wouldn't send my worst enemy to have to deal with this guy!! Definitely gonna be telling everyone I can to avoid this place. Would give negative stars if I could.

Hello everyone, I was to leave my review!! I had a wonderful experience with Kathy Stade State…read moreFarm, especially working with Jocelyn. She took the time to help me understand my life insurance options and explained everything clearly. She was so patient and walked me through the entire process, which made me feel much less anxious and more confident that I was making the right decision for my kids. I truly appreciated her kindness, knowledge, and support every step of the way. I highly recommend reaching out to Jocelyn if you're looking for someone who genuinely cares and wants to help. I will be referring this location as well as Jocelyn to everyone I know!!! Thank you!!!

Horrible customer service never answers phone calls never in the office & they raise your rates…read morewithout telling you!

After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us…read moreface the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus!

New to the area and recently retired, I had to find a local CPA. Tansill & Lund CPA were great…read more They were responsive and clearly communicated Everyone in the office was kind and welcoming. I felt confident in their work and the entire process was stress-free. I would highly recommend them to anyone seeking a CPA.

Oscar is by far the best. He's quick to respond with any questions and makes sure we are up to date…read moreon all of our insurance needs. The whole staff does a great job. We couldn't be more happy!!

Kudos to Tina. This gal has helped me and has helped associates of mine over and over. Sweet lady…read moreand a real Salinas pillar of community. I highly recommend if you want to buy insurance or financial products that match your needs.

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

Tom has been our broker for Medicare related plans for several years. He does a great job of…read morecomparing plans and explaining the benefits to us. We have referred Tom to our friends who have similar needs.

Angelich Insurance Agency in Carmel on the Monterey Peninsula has been in business nearly 30 years…read moregiving great rates and service to business groups and individuals or family insurance needs for life, health and Long Term Care. Even travel insurance. I have known of them for five years and they proved to be of great service for many folks with the Affordable health care act. email Tom@health-life.com , he can answer any question you may have for medicare of government subsidies as well. Just call them at the Carmel office: 831 624 7488. All the best, EWS www.google.com/+ewsCarmel

The best person you NEED to meet, hands down! Janine and team will be sure to take care of your tax…read moreneeds, no matter what it is. Whether it's personal, business, unsure of how to go about either, they got you! They give you a great piece of mind, and level of expertise that's rare and hard to find. Plus, everything they do is done diligently and professionally. Know you'll be taken care of here! Plus, they have pooches around, if you like furry friends! Talk about pet therapy too -- bonus! I recommend them hands down, and even if you have questions and just curious, as away! You're in good hands.

My business and my personal taxes were behind, and we were in dire need of help. When we reach…read moreout, Janine instantly put us at ease. I sent her our past taxes, and she immediately got to work. Within a very short amount of time she had us caught up, reconciled and had everything in order. Unbelievable!! Her rates are very reasonable and her professionalism, attention to detail and constant communication is the best you'll find. I highly recommend Janine and Big Dog Financial services for all your tax & financial needs. She was my savior!