I rarely write reviews, but I have to say, Binh has helped my family set up our retirement. He was…read morevery patient with me, and was genuinely caring about my situation. I am excited for my future !

I had a need to transfer my IRA account from uDirect to another brokerage company. After…read moreinitiating the transfer, I found out there were some issues that needed to be addressed before the transfer can be completed successfully. Lesly Segura from uDirect IRA Services stepped in and provided excellent service with detailed information and instructions. I followed the instructions provided by Lesly and was able to make the proper corrections and completed the transfer in one day. Great job Lesly! Thank you so much for your help!

Very difficult to work with and have horrible, slow, procedures. We have one investment and get…read moreperiodic checks from it that go into our UDirect account. UDirect happily pays virtually no interest on this money. Transferring this money to our Fidelity account is a nightmare every time and UDirect and the bank they work with are unable to figure this out even though it occurs twice a year. I am going to move our IRA investment unless they come-up with a way to make this work smoothly.

Nancy Westby is a fantastic farmers agent! I had a hit n run on my car a few months ago and she was…read moreso supportive and helpful with the entire process! She is professional and charismatic which makes working with her very enjoyable. I highly recommend her for anyone looking for an affordable, fantastic agent!

Great service!! I got into my first accident and didn't really know what tge process was or what to…read moredo, I called Nancy right away and she was such a big help, she told me exactly what to do, what to get and as soon as I gave her all the info she took it into her hands and I had nothing else to worry about. She went above and beyond to help me and make this process as easy and simple as possible. She was there every step of the way, kept me updated and answered any questions I had. She made it so stress free. Fixed my car and had it back to me very quickly!! Awesome service and would definitely recommend Nancy!!! Thank you sooo much Nancy!!

If you need a reliable yet friendly person to talk about finances and investments, she's the one to…read morego to whether you are new or knowledgeable about these kinds of topics. She was able to help my family and I with investments which immediately helped us with our financial situation with a recent family member's passing. She will help you through the whole process and even talk to agents on the phone for you in Vietnamese or English for those who don't know who to contact and what to say. My family and I have been working with her for years and she's always been there for us. I appreciate her and her commitment to help her clients like my family with finances and investments.

Chi constantly communicate with me throughout the process of transferring my investments and…read moreobtaining life policy. She's very knowledgeable of her products and explain everything in details.

Alejandra is amazing! She helped me tremendously. She took…read morethe time to explain the various plans, answer all my questions and helped me with my concerns. It can be confusing, and she has the patience. The plans can be tricky with HMO's and PPO's, and a persons desired doctors and care choices. I had a lot of questions, thank goodness she had the patience. I highly recommend Alejandra!

Rafael used manipulative used-car salesman style sales tactics to talk me out of the plan I had…read morechosen before coming into his office and into one I presume paid him a better commission. When the plan he pushed so hard ended up came with a litany of problems, Rafael was nowhere to be found. There is actually quite a bit a health insurance broker is capable of doing in California to assist their clients when things go awry, but Rafael was either unaware or unwilling to help. At one point he insisted he did not have so much as a single point of contact at the insurance company despite selling their plans. Along the way Rafael also canceled our initial appointment at short notice and incorrectly entered my income with Covered California, leading to a round of letters and confusion before I contacted them directly. If figuring out (on your own) how to file grievances and complaints with the Department of Managed Health Care (DMHC) before your health insurance will actually pay for anything, then Rafael's your man. Otherwise, I'd suggest a different broker.

I know insurance industry and insurance people get a bad rep. But Tracy is amazing. Very patient…read moreand answered all of my questions. There were some stuff that I did not understand regarding some terms and wording and she explained it very simply and gave everyday examples to better illustrate her point. Plus, she's a super upbeat fun gal! And most of all trustworthy and totally honest.

I normally never write Yelp review yet I feel like Tracy's agency deserves more recognition for how…read moreprofessional and diligent the workers there are. The office is located in the plaza on Euclid and Hazard intersection and is named "888 Funding". When I first came in, I was immediately greeted by the well-decorated and clean office within. Quynh Nguyen was my helper for my visit. She was very nice, informative, and welling to help. She answered thoroughly all my questions to help me clear up any confusion about my insurance choices. Later on, Tracy came in and greeted me very warmly and asked me about my situation. This was probably the best customer service I've ever received. I highly recommend everyone to come to Tracy's agency for your insurance. You won't be disappointed!!

Keith is a principled and experienced financial advisor who takes a personal interest in his…read moreclients. Keith helped me when I was in need of serious financial advice at no charge. He also got me and my wife set up with high-value life and disability income insurance policies. Later on, he advised us on our budgeting, debt repayment, savings, and investment strategies, again at no cost as we are starting out our career. Keith views his clients as more than numbers but as legacy builders. He encourages his clients to think about their "why" as they build a financial plan with him. Keith is a man of faith and brings his Christian worldview to his work. He has brought a lot of value to me and my family in the year that I have worked with him, and my wife and I plan to continue working with Keith in the future.

Keith is an experienced and helpful financial planner who clearly has his clients' best interest at…read morethe forefront. He is very knowledgeable in the areas of family finance, savings and investments, retirement planning, student loan repayment, and other key areas of financial stewardship. In an industry where financial planners are often just looking for fee generating opportunities, Keith is a breath of fresh air!

Darren Veracruz was introduced to me by a friend . We recently came to Veracruz Law to get help…read morewith set up our family trust . Darren has guided us and explained to us the entire process on setting up the trust including 2 properties , he gave us clear instructions for how assets will be distributed to our children and patiently give us answers to our concerns.We were very pleased that he had made the process easy to follow thru and accomplished it timely .With pleasure , I highly recommend Darren. Caroline D

My partner and I worked with Darren for our trusts and estate planning needs. Mine was a rework…read morewhile partner's was brand new. Darren was great help in thinking through the details we needed to consider and cover with clear explanations of everything. We had so many questions to best protect and prepare for our future and that of our families. The whole process was efficient, well-organized, reasonable and unhurried. I was so satisfied with his work that I referred a close family friend, who also had an excellent experience. Darren's personal touch was most comforting and built my confidence in the decisions made. This stuff can be very confusing! I highly recommend him for anyone needing trust and estate planning services. Darren is an attorney who truly cares about his clients' needs!