You will always have a great experience with the financial services from this financial…read moreestablishment. (SHIELD FINANCIAL) Randy, always acts in the best interest concerning our financial needs. My wife and I have been fortunate to have found Randy about ten years ago. He always communicates with my wife and I clearly and often, always in an easy and friendly manner. Randy is very trustworthy and professional. Randy and his professional staff always answers our emails and questions in a timey manner. His advice on our financial needs are a great help. Randy does have one main concern, If we ever run into a financial situation we should always check with him to make sure we are making the right decision. Randy is not only a true professional he has also became a good friend.

First, I only gain gratification of sharing my experience with others that are looking for a…read moretrusted Fiduciary Advisor. Bottom line, would I go with Shield Financial and Insurance Services again? Definitely! In March 2022 we attended a Shield Financial and Insurance Services Financial Survival Workshop presented by Randy. Every topic on the invitation was presented in an educational way versus a sales pitch like many of the other invitations we attended. No specific investment and/or insurance products were solicited. We were not pressured to make any decision that day. Instead, Randy informed the attendees that they can call him to attend the six 1-hour individual sessions with him to go over further into what he presented today and handed out a card for attendees to select what financial information they would like to discuss with no obligations. We attended the four 1 1/2-hours individual sessions that were presented educationally and informatively, and each session Randy concluded by asking if we were interested in meeting for the next session with. Each session has a purpose: 1. Inventory - Review your situation to determine if Shield Financial and Insurance Services can help you, if so, give you a high-level picture of the direction Randy recommends, and to see if you like that direction. If you want Randy's help, he'll schedule the next 3 meetings. 2. Education - Make sure you understand the mechanics, the rules, the good, the bad, and the ugly of what is being discussed so you can make an informed decision. 3. Creating the plan - Once the plan is to your liking, you'll take the plan home with you so you can let the plan marinade. 4. Adjust the plan - See if you have any changes you'd like to make to the plan. Once you like the plan, then we're ready to implement the plan. In none of the sessions Randy made no sales pitch to come on board, nor did we feel any sales pressure. The sessions were held as he described they "would be educational and informative". Upon the conclusion of the fourth session Randy informed us we did not need to decide that day to become clients, but instead for us to call him. We took several days to discuss our decision with ourselves and did some research on information presented in the sessions. During this time, Randy held true to his words "to call him" and did not desperately call us with a sales pitch like we received from several past presentations. We scheduled a meeting with Randy to review our financial portfolios since Randy was consistent in being a fiduciary vs a financial advisor. What we really liked about the review: 1. Randy never recommended selling one of our existing investments for an investment he offered. So many others went right to "balancing" my portfolio. 2. Randy presented investment options based on the information that we provided him and again with no need to decide right there and then. 3. Randy directly answered our questions and instead of a reply that did not answer the question. 4. Randy informed us that depending on the meeting we have the option of a phone call, video/zoom call, or meeting in person. We decided to "balance" our portfolios and go with Randy as our fiduciary. In July 2024 we received an e-mail from Shield Financial and Insurance Services regarding an investment opportunity before the Federal Reserve announced interest rates became effective. The e-mail included a video of Randy presenting an overview of the investment opportunity. If interested, there was a link to watch the second video that provided detailed information to make an informed decision. We thought this was a great effective and efficient approach in informing all Shield Financial and Insurance Services clients instead of the time-consuming effort of calling each client and repeating the same information. And with this approach all clients were presented with the same information. We decided to invest in this very limited time opportunity due to when the Federal Reserve announced cutting the interest rates. We were very happy and thankful for the effort the Shield Financial and Insurance Services team made in working long days to process our paperwork with the paperwork for those interested clients to be invested in this opportunity. We are happy with our decision to go with the Shield Financial and Insurance Services team because they are professional, friendly, and return calls in a timely manner. If you receive an invitation to attend a Shield Financial and Insurance Services Financial Survival Workshop do not hesitate to accept because they do fill up quickly. The time is well spent. In fact, why wait call Shield Financial and Insurance Services today.

Your service was wonderful! I appreciate your help and going above and beyond for finding a good…read morecarrier for us. Thank you!

My family and I have been really impressed with Edder and his team. They have been wonderful to…read morework with. Edder is attentive, professional and really cares about his clients. I highly recommend their agency.

Ryan Reyes is as good as they get. If your looking for auto, home, life, renters, commercial,…read moreworkers comp, anything insurance, you should strongly consider giving him a call for a quote. I've had agents that do the bare minimum, making sure to keep my policy in force just to keep their income flowing while receiving absolutely no customer service what-so-ever. I've had insurance agents I've actually never even met before. Ryan is incredibly personable, promt and passionate about his career. He is great about follow ups and farmers friendly reviews. He makes sure to understand each and every client before tackling their needs. Like Mandy said, "you'll have peace of mind knowing he'll be looking out for you." Sums it up pretty perfectly.

After I got married, my husband and I decided to shop around for new auto and home owner's…read moreinsurance. By luck I stumbled across Ryan Reyes. I don't think I am a high maintenance client. All I want is to have one person to work with, someone who is easy to reach, and to save some dough. I have found out the hard way that all these qualities are not always easy to come by when dealing with other agents and companies. However, Ryan has never disappointed! Every time my husband or I have had a question (some of them minor), filed a claim or needed some documentation, Ryan is either reachable immediately or gets back to us in no time either via email or phone. We also saved money even after expanding our coverage. In addition, he adds a personal touch and makes me feel like a valued client. I have been so pleased and cannot recommend him more!

Jason caldetera with sky9 insurance helped me and my family with our insurance needs. He is honest,…read moreprofessional, and reliable prices are great.Tell him what you need and he will find a plan that fits you and your families needs. Anytime I have a question regarding my coverage he is always available. Definitely recommend!Thank you Jayson!

Sky9 always has your best interest in mind; I've been with the company for almost 10 years and they…read morecontinue to take amazing care of me. I just opened a life insurance policy with them last year as a satisfied client. Thank you Sky9 for your knowledge and care!

Scott saved me when he speedily readied my flood insurance for an already troubled escrow. I had…read moreshopped for flood insurance and thought I had secured a bonded policy, but never heard back from the agent until it was too late. Scott stepped up and made it happen. He was professional, courteous, and so very helpful. I'm in my new home thanks to those that helped along the way. You're in good hands with Scott as your agent.

Scott responded very quickly, and altho I didn't end up working with him bc condo insurance is…read moretough to get in CA, I appreciated and admired his straightforward, honest, and empathic reply, letting me know that he could provide quotes for non-admitted companies only. But he pointed me to a few of the larger insurance companies that might be able to help me, and sure enough, one of them worked out. So grateful for your help, Scott!

Daniel is great and helping me select an insurance provider! I could not figure out what insurance…read moreoption was best for me and Daniel was able to listen to my needs and come up with a great option. He is amazing and I would absolutely recommend you give him a call if you need to figure out the complicated world of insurance and select the right plan to fit your needs. George Zotalis

Personal service and experience. Don't have to figure out how to navigate the complex Marie of…read moreensures available to get the best rate with the best coverage Daniel Masarsky is the man, and as much as I think Insurance is an simple profession, it's only because Daniel makes it look that way.

My service is always great. David and jeniffer were great today. Thanks for being a big help and…read moregiving great customer service you guys rock

Great company to work with. Our family has been pleased with their 5 star customer service. Both…read moreMatt and David are always helpful and and super efficient. No transferring, no talking to an automated machine, pushing button after button to get a live person....you get it. When you call Mat's office, trust you are in good hands.

Andres was very professional and offered great advice in navigating the volatile and continuously…read moreincreasing pricing in the insurance market. People like him make me grateful for insuring with State Farm!

Andrea is responsive, kind, and one of the rare insurance agents who do have the client's best…read moreinterest at heart.