Stacee helped us so much! She made the crazy unclear state insurance requirements easy to…read moreunderstand and handled everything efficiently. She worked overtime to get all of our paperwork filed in time to bid a very important job. Thank you Stacee!

I've only ever understood the value of having an insurance agent when I met Angela. From the start…read moremy experience has been nothing short of great. Angela and her team helped me find the right auto policy that fit what I could spend and how much coverage I wanted, informing me of all the little things you often miss when applying for insurance on your own. Anytime I've had questions or needed help, Angela has helped me. In one instance I needed coverage quickly for driving in Mexico. Angela was able to find the best possible option and set us up right away ensuring we had protection while driving down there. I was so pleased with the experience that also got life insurance with Allstate. I highly recommend Angela Ayers and her team.

I switched over to Angela and have been REALLY happy I did. She clearly knows her business and is…read morevery responsive. She provided several discounts that I was entitled to, but knew nothing about. I had condo and car insurance and now have an umbrella policy as well. I highly recommend Angela.

This insurance agency provides exceptional service. The staff consistently demonstrate…read moreprofessionalism, responsiveness, and a commitment to exceeding customer expectations. I highly recommend this agency to anyone seeking reliable insurance services and outstanding customer care.

I had multiple problems and most of it due to my being technically challenged. Thomas Duffy walked…read moreme through all the steps needed to set up my auto pay for my home insurance and the earthquake coverage. On the phone he reviewed my policy and made good suggestions to bring my policy up to date. Feels good about knowing my insurance bill will be paid on time and my policy is up to date and I have a very helpful agent.

I have known Clint and Unlimited Benefits for close to 10 years now. And all I can say is you will…read morenot find a more proactive and caring person! He will bend over backwards to make it happen. I also have not met anyone with more knowledge about insurance than Clint. If you are thinking about insurance... I'd highly recommend Unlimited Benefits and Mr. Clint Perry!

We started out as a 'mom and pop' non-profit helping homeless veterans. When you work for a…read morenon-profit you, generally, do not make the salary for profit employees do so anytime we can offer our employees small 'perks'; we try to do so. As we grew, we found that our old broker was not proactive in helping us grow our benefits, keep our costs down or even make suggestions so I went looking for a new broker. I honestly do not remember how I found Unlimited Benefits and Clint Perry but it was the best thing that has happened to our agency. We now have 120 + employees and, as Human Resources Director, I can say with certainty that we are giving our employees the best possible solutions to their benefits and this is all due to Unlimited Benefits and Clint. He is proactive in keeping up with the latest benefits available and helping us keep our costs down. He always returns calls and emails in a timely fashion so I am never at a loss to have the answers I need for my employees. I cannot recommended highly enough.

Suzanne is very welcoming and put me at ease while helping me with a complicated tax issue and…read morecreate a roadmap forward. Grateful for her knowledge and efficiency getting things done.

I called Suzanne over the phone looking for a new CPA. I own and run a multi million dollar…read morerevenue company and searching for a professionally ran CPA firm. When I called her phone she answered by saying "yea" which I thought was an odd way to answer the phone. It was very muffled and sounded like she was driving. I then decided that wasn't the type of CPA I was looking for and said thank you however this isn't what I'm looking for at this time. She then proceeds to call my phone back five minutes later demanding to know why I hung up on her and I politely said again that this wasn't the type of CPA firm I am looking to hire and thanked her for her time. I again hung up the phone. I then received the attached text from her. She seems highly unprofessional and I'm glad I went with my gut instinct on the first phone call not to hire her. This is not the type of CPA I want managing my company. I'm stunned she would send a text like that. Not recommended.

Certified Acceptance Agent is why I went to J and M . Julie is really on her game and a true…read moreprofessional. She cost a tiny bit more, but her service was completely worth it. She filed an ITIN for us, and she made the whole process painless. When we were there she even called a covered California specialist to answer some questions for us. Before I left, I even had her finish the taxes that I started myself and I am glad I did because I made a 600 dollar mistake that she caught for us. Her office is easy to find and was very comfortable. Driving from oceanside to escondido was totally worth it. Thanks !

I wanted to take time to write this review for JM's notary service during this COVID-19 fiasco. She…read morewas able to print my much needed documents when my printer wouldn't work. And she was still able to offer her notary services at this time! Unlike other notary services "sheltering in" and screening callers for COVID risks, she was still open for buisness with me despite me being a frontline healthcare worker (I am a nurse). Of course, I wore a mask to protect her while conducting buisness in the office. And we both vigilantly sanitized our hands during exchange of documents while I was receiving her notary services. I highly recommend her for service and convenience. Thank you Julietta!

I have been working with Amber Lozano for over 7 years and she is a great lender. She cares about…read moreher clients which in turn makes me look good as a Real Estate Broker. Amber is honest to a fault and will tell me and my clients if they will not qualify, which I appreciate because I would rather not waste my buyers time just to come to the end of escrow and not get approval. Luckily all my buyers who get prequalified thru Amber have closed and we're happy with the process.

I want to compliment an outstanding advisor/advocate, I spoke with Teodoro (Ted)m very distressed…read more I explained as a new widow, I don't even know the words to explain my point, and Ted listened as I tried to ask a simple question? Very intimidated, out of my arena, and Ted kindly reassured me that my property tax bill was being paid on time by my escrow impound account, I thought I would not be able to close the sale of my home with late property taxes... Teodoro sensed my difficulty adjusting to certain things my late husband took care of, my gifts were elsewhere... Ted patiently interpreted to me what my concern was, that it was valid, and that SunWest was on top of the need to close my sale, my account is moving along nicely. More importantly, Ted seemed like an old soul and very understanding and reassuring when I became very sad trying to sort this out... Silence is Golden... Thank You Teodoro, you seem to have gifts that will take you far, perhaps in an Advocacy role? Glad you love your job at SunWest, you will go so far!

My second visit to the office to complete another tax year. Gauri Thakar was very knowledgeable and…read moreshe was timely in completing the return for me. I look forward to her help next year! Thanks!

My husband & I have been doing our Taxes with Jackson Hewitt for years, so this review is long…read moreoverdue. As unpleasant as tax season can be, Nawshaba always makes the process positive with her knowledge, grace & professionalism. She knows tax rules inside and out. We always learn something new from her & appreciate her guidance. We can absolutely count on her accuracy & trust her completely. She has a great sense of humor & is an amazing decent human being. We always look forward to catching up with her & we follow her around to any location she might be working from.