Steven listened, understood what I needed, clearly communicated, got me exactly what I needed and…read morewas extremely responsive. Highly recommend.

I have been with Steve for years. He is very responsive to my calls and questions. He very helpful…read moreto keep my insurance bill down, while looking for coverage that best suits my needs. I trust him and appreciate his dedication to his clients.

Lateef has been great for my family throughout our home buying process. I need auto and home quotes…read morebut was working all day and unable to talk on the phone. Lateef honored my request to email and text. Got the quotes to me quickly, then got the documentation to my lender quickly. Unlike my current insurance company, Farmers is charging me much less for the same exact insurance and I got a great rate on Homeowner's insurance. In my experience, Lateef answers quickly and gets the job done!

Horrible services! I…read morecan name any cons you can come up with insurance services. Slow, very rude assistants, they love to get into their customer's personal businesses, they ignore customer's requests, hard to get a hold of them, anything you can think of! I used to love State Farm but Lateef Kirsten's office is the reason why I moved to Progressive. "Like a good neighbor State Farm is there"?? Not with these guys. Make rest of the State Farm guys look bad. Esp. the ones that work hard. My parents also had policy with them for a very long time and they were very rude to my parents. My parents are genuinely nice people. They just wanted general services from them and after all these years of business we gave them, they are still very rude to my parents. I've never left a bad review on anybody before. This is how bad they are and how disappointed I am. They should be thankful that I didn't report it directly to someone that is in charge.

Navigating how to acquire health insurance properly can be difficult for people of all ages and…read moreexperience. When I was attempting (and struggling) to acquire individual health insurance after losing my previous coverage, I was filled with stress because I wasn't receiving the health insurance package that I needed. After being sent round-and-round in circles on the phone with health insurance providers, I decided to take matters into my own hands and searched online for insurance brokers and assistants online- thats when I hit the lottery. and stumbled upon Kate at PDX Insurance & Associates. I called PDX Insurance & Associates with desperate hope (and without making an appointment), asking for insurance assistance and Kate answered the phone. Kate took the time between her own busy scheduled appointments to help walk me through my insurance process. She went step-by-step with me to ensure I got the insurance I needed (as I was needing a specific provider to keep my primary care doctors). Kate was exceptionally personable, answering all of my questions and concerns with ease and depth of knowledge. Within a half hour, Kate had found me the insurance I needed at a price I could afford. She talked with me about plans and specifically detailed (over the phone and through email) what the next steps of my process I would needed and submit to take to ensure my insurance application was processed and approved. Kate and her colleagues at PDX Insurance & Associates are highly skilled, exceptionally kind in their customer service, and have the experience and knowledge to calmly answer any questions or concerns you may be having about acquiring health and dental insurance. I will ABSOLUTELY be coming back to PDX Insurance & associates (with a scheduled appointment next time) for my insurance assistance and I will be recommending them to all of my family and friends. Kate at PDX Insurance & associates made insurance a breeze and I am beyond grateful for this business.

From the owner: Our specialty is providing health and life insurance benefits that protect you today and align with…read moreyour plans tomorrow. We have specialized in the transition to Medicare since 2009. Kate Beck has been CEO of PDX Insurance & Associates, Inc since 2016. Recently, she's become a Certified Positive Intelligence Life Coach. Her focus is on empowering people to achieve more through leadership workshops and choosing the medical plan that fits their lifestyle using her custom made health or life insurance organizer's. Contact today for a free 15min consultation.

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.