I contacted this office because their information appeared on paperwork related to my policy. During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency. read more

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria Marshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended. read more

I'm so glad with you in my life. You have helped me so much. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino read more

Very knowledgeable and willing to help. They helped me by talking me thru some scenarios and organizing my priorities to achieve my goals.

Victoria and her staff are friendly, caring, super knowledgable, and helpful. She looked at all of our financial assets and our retirement portfolio. Then she encouraged us we had done a good job so far and chose some new investments for us. You will not be disappointed when you take some time to work with Victoria or her staff. read more

We have worked with Victoria Marshall for many years now. She is professional and knowledgeable. We never feel pressured. She provides information based on our goals and questions. Victoria has helped my husband and I establish a clear plan for retirement, long term medical care and ways to increase retirement funding. We highly recommend her and thank her for the professional guidance she has given us. read more

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly independent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams read more

My partner in life went for financial advice here on July 20 he was very happy and delighted how his consultation turned out he learned many things about his insurance and investments he will be a customer for life great advice these reviews on yelp help a lot on our decision to call Marshall Life and Financial Solutions read more

Jami is my go to for all insurance needs. She is patient and works to get the right plan for each individual! I highly recommend!

We've known Victoria for years, so when we needed help navigating Medicare options we turned to her. She was so helpful and patient that it made the whole process much less stressful. We've been happy with the Medicare Supplement plan that she put together for us and have recommended her to friends. Victoria is very caring and conscientious. read more

When my father suddenly passed away, I became in charge of my mother's finances. I didn't know the first thing about retirement, annuities, or life insurance. It was such a relief when Victoria came to my house and patiently listened to my mother's situation and explained everything to me in terms that I could understand. She found a great annuity plan for my mom that would not only keep her money safe, but also earned enough interest that would allow her to live comfortably for the rest of her life. Moreover, Victoria signed her up for a Medicare plan that saved her over $300/month on her health insurance! We are so blessed to have found someone we can trust with our hard earned money. read more

Highly recommend Marshall Life and Financial Solutions, I was pleased to work with Sidney Barnett, I was able to aquire a great life policy at half the price that other Companies quoted. read more

I am nearing retirement (12/2020), and I was looking for an investment to rollover my 457k fund to. But, since the stock market is so volatile right now I wasn't sure or where I could invest without losing a percentage of my principal. Since I had previously purchased life insurance for myself and my son from Sidney I decided to inquire about annuities. Sidney provided me with a free consultation as well as a social security and retirement analysis at no charge. Sidney was very attentive to me and my many questions. He was able to show me a few options that will provide me with a lifetime income with no risk of loss, even if the stock market crashes. I highly recommend Marshall Life and Financial Solutions, Inc specifically Sidney Barnett. read more

Victoria is professional, knowledgeable and efficient. Being in the financial industry myself I know how important it is to look out for the best interest of your clients and Victoria does just that. I highly recommend Victoria for all your financial needs. read more

I have been using Victoria Marshall for my insurance needs for several years. She has always been fully attentive and sensitive to my family's needs, applying a great deal of care, knowledge and experience to every transaction. I would recommend her for insurance needs wholeheartedly and uncategorically. She is a consummate professional. read more

I highly recommend Victoria Marshall for your life and financial solutions. She's very knowledgeable, professional and most importantly the service was amazing! read more