I don't recommend AARP New York Life for insurance at all. They send out "offers" to AARP…read moresubscribers, but then provide horrible customer service. First they want money from seniors up-front with the application, but then ghost you afterward. The agent I had, Nelson Costa, didn't call me back when he said he would on two occasions. The first non-response was when he said he would call me. The second non-response was when I called and tried to track down answers. Again, he said he would call me. Even now, I don't any place I can complain to except here on Yelp. The worst part was getting the long letter explaining why they won't insure me. I read it today and thought about this past year with Covid-19 Pandemic, community shut-downs, and the very recent loss of my mother. I looked again at what they said in their denial letter and I thought, what a horrible way they do business! I don't need anything they have to offer and I bet most people don't either. Rating - Pretty poor. Never doing business with this company.

Scott Herrell at New York Life provided me and my family life insurance coverage we needed and a…read morephenomenal experience to go with it. Our needs were unique, and a whole life insurance policy was the right investment for us. But making this decision was only after reviewing all of the options available to us. I highly recommend Scott to anyone who wants real advice when making such an important decision.

I wanted to share my experience with Brandon Pugh. He was very responsive and always willing to…read morehelp. He had extensive knowledge of the real estate industry and was excellent as a lender. The transaction went smooth from day one. Highly recommended!

So many things about working with Andrew Hunter proved that he is the only lender I will ever work…read morewith. First, many of my docs were automatically pulled up through Stearns' digital system, which was so much easier than previous experiences. Also, Andrew gave me confidence as he was extremely knowledgeable, working seamlessly with my agent and the buying agent. Lastly, Andrew was able to provide me with a quick, 15 day close. I'm sure this only happened because he was on top of my loan, going above and beyond. I have referred Andrew to family and friends and he has consistently delivered this kind of excellent customer service.

Who likes tax time? Not me, but having this service sure takes the pressure off and the headache of…read morefiling, the staff is supportive and knowledgeable of current changes on tax law. Easy to schedule and pleasant to deal with, besides this they are very helpful in planning future financial indevors. I highly recommend using Central Valley Bookkeeping and I'm positive your experience with be as good as mine

Very professional and would highly recommend them. Staff are the nicest folk ever. Run to them.read more

I would not recommend this company to anyone. we had an unfortunate time of working with Eric who…read moreis a manager. In middle of our loan process he decided to go on vacation without letting us know. We wanted to refinance and take some money out for a business opportunity, after three weeks of waiting we lost the that opportunity because of Eric's lack of professionalism and timely communication of the loan process. As I mentioned I WOULD NOT RECOMMEND this company to anyone!

I found my self struggling to get financed for a home, due to circumstances in my business that led…read moreto an employee embezzling and ultimately hurting my credit and ability to buy a home. I was Referred to Eric, by Silicon Valley Credit Repair, after my credit was cleaned up, as someone that I could rely on and help me navigate thru the process. I was bit skeptical, as I had been turned down numerous times because of my situation, and for the amount I was applying for. After meeting with Eric and his team, I was put at ease, and gave me plenty of information for me to make an informed decision on how I was going to finance my new home. The process was quick, and got it done! I just closed on a beautiful home in the Los Gatos Hills, and I owe it to Eric and his mortgage team for making it happen! I highly recommend him!

Mr. Engelbert was fast and thorough getting my taxes done. He did an amazing job and helped make…read moresure I got the amount I was owed. Very nice guy and great person to do your taxes.

Requested tax preparation for 2025 and a review of 2024 taxes. Both were done very well and very…read morefast. I recommend there services to anyone

Very thorough and great recommendations on our health plans - saved us a lot of time and research.read more

knows what she's talking about. very knowledgeable about medicare and the federal employee…read more insurance system . takes the time to fully explain and advise

I have had my retirement plan and personal assets managed by Whelan Financial since 2006…read more Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I've made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients' retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients' money as if it's their own. I've been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-k and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

My experience with Whelan Financial has been second to none. Portia White has been my personal…read moreadvisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.

Sam helped me out when I lived in California and was awesome. He saved me around a grand and was…read morehelpful, kind and provided hospitality! I still recommend friends to go to him for insurance needs!! He rocks!