Phenomenal customer service with speedy and professional communication! Just opened my second…read morepolicy with them! Thank you KAIDEN KAHKOSKO.

Customer is good! They worked on getting me the best rates possible for my business needs,…read moredefinitely would recommend.

We are so grateful we found Annie and to have her as a resource for our future health insurance…read moreadventures. Navigating the labyrinth of insurance options as a family seeking coverage outside of a traditional employer path is a reliable headache, and we had never before felt like we were making a fully informed decision about what path and plan would actually be best for us -- because it's virtually impossible to do that with the way insurance info is essentially presented in a different language. Annie is the translator we've always wished we had. We will be relying on her knowledge and thoughtful guidance for every future insurance decision, and if you're in a similar scenario and finding yourself overwhelmed by the mess of insurance info in front of you, I'd strongly suggest reaching out to her to do the same, too.

Annie is phenomenal! She is knowledgeable and above all, an excellent communicator. I have been…read moreusing her brokerage services for my law firm group health insurance for two years now and I could not be happier. I highly recommend her. She is always so patient, quick to reply, and very organized. She's exactly what stellar customer service should be. 10/10 Annie!

Where do I begin? To…read moresay my experience with this broker has been frustrating would be an understatement. I was originally enrolled in my health insurance through her back in 2017 by my former partner. After our separation, I needed to explore more affordable options since my financial situation had changed. Naturally, I contacted my insurance provider, Anthem, directly to discuss cancelling or modifying my plan. To my surprise, I was told I could not make changes through them and would need to go through my broker. That's where the difficulty began. When I attempted to contact Ms. Gordon, I was met with a voicemail stating that I needed to provide my credit card information just to speak with her. She would not answer questions via email or text--only through a paid phone consultation. This immediately raised concerns for me. I was trying to cancel my plan and transition to a different provider, Kaiser Permanente, and did not feel comfortable sharing my credit card information in that situation. Given today's environment, I believe it's reasonable to be cautious about providing sensitive financial information--especially when I was not trying to make a payment, but simply cancel a service. Interestingly, my former partner--who originally set up the policy--confirmed he was never required to provide credit card information just to communicate. It seemed that once my intent to cancel became clear, the process became significantly more difficult. Eventually, after I informed her that I had already secured new coverage independently, she reached out to me. During that conversation, she attempted to get me to state that she had enrolled me in the new plan, which I declined. At that point, I had deliberately chosen not to work with a broker due to how complicated the cancellation process had been. To be fair, when I spoke directly with Anthem, they were helpful--until they realized I had originally signed up through a broker. That experience made it clear to me that consumers can enroll directly with insurance providers and may have more control by doing so. In hindsight, it felt as though there was little incentive to assist me in cancelling, especially given that brokers often earn commissions tied to active policies. Whether intentional or not, the process felt unnecessarily obstructive. I'm sharing this experience as a caution to others: if you work through a broker, your insurance provider may direct you back to them for support--even for basic account changes or cancellations. That can create an added layer of difficulty when you're trying to make decisions about your own coverage. As a client for over seven years, I expected clearer communication and more flexibility--especially during a time when I needed to make a change. At the very least, alternative ways to communicate (email, basic support, or a receptionist) would have made a significant difference. Due to this experience, I plan to file a complaint with the California Department of Insurance so the situation can be reviewed.

Alison is amazing. Truly worked wonders to find me the best possible option for my individual…read morehealth insurance plan. I have referred several friends to Alison as well...and all have thanked me. Highly recommend!!!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Manuel and TFA are great. We wanted to get life insurance for our family and they guided us to…read morewhich plans would work best for us for our needs. Very responsive and friendly, would recommend if these are the types of services your family is looking into

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent 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

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall 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.

A couple of years ago I needed to get a life insurance in order to protect myself and my family…read more Since I did not have enough knowledge about it, I started searching on Yelp for companies and people that could help me with that. This is how I found Gayane Vahanyan. I am very thankful to Gayane Vahanyan for everything she's done for me. She is very professional and very knowledgeable about what she's doing. She takes care of her clients, educates them about insurance and provides them with the best and the most profitable package. I highly recommend Gayane Vahanyan to everyone who is thinking about getting a life insurance.

I knew it was time to get a life insurance policy to keep my family protected. After a quick search…read moreon yelp I found A Plus life insurance and saw their stellar reputation. I called them and spoke to their agent who was very experienced and had all the life insurance knowledge to answer my millions of questions. After finding the right policy for me, they made the whole buying experience a breeze! I'm super happy I chose A Plus Life Insurance, they're always there when I need them!

If I could give him zero stars I would. I've had over 8 years of driving experience and I have…read morenever come across such a terrible agent. I was being charged my regular monthly fee until a month where they decided to charge me double. I tried to get in contact with victor but he wouldn't answer my calls or email me back. My bank ended up charging me over $100 in overdraft fees. I finally got in contact with my insurance company directly through one of victors co workers who not only explained why I was being charged this but was called progressive (parent company) for me and made the process much simpler. After all of this I tried to contact Victor and after explaining the bad experience I have had he just hands me the number to progressive and says he can't personally help me himself. He is incredibly unprofessional and after signing you up for a scam like insurance company he will leave you in the dust. I am with State Farm now and paying much less for the same coverage. ..

Victor is the best insurance agent! He went above and beyond for me and my family and got us home…read moreinsurance in time to close our new home. He was able to find us home and auto insurance to fit our needs and budget. He responds quickly, explains everything and looks out for you like a family and not just a number.

Super nice and helpful guy. My insurance rates went up this year so I gave Stephen a call. He…read moreexamined my current policy and gave me some suggestions in addition to explaining all the recent changes in the insurance industry for me. A+ customer service experience.

I reached out to Steven to possibly save on my insurance. He was honest, professional, and a great…read moreguy. I would definitely recommend him and give him a chance. Thank you!

Another 5 stars for this wonderful agent ! It's all true Jennifer is amazingly helpful , went above…read moreand beyond to help with my insurance needs. When moving from a broker with farmers she was able to save me over twohundred! On my 6 month policy!! I have life, home ,and auto with Jennifer and won't go anywhere else ! They have a dedicated staff and are always willing to help ., and get this she will answer your calls or call you back !!! Amazing!!! Thank you Jennie !!! So if your looking for an honest , reliable, helpful, upfront broker who takes her job seriously. You found one .

Jennie and Fabiola are the best in the business ! They work well to get you the best service you…read moreneed. Amazing customer service. Best deals in San Bernardino county! I highly recommend all my family and friends to Jennie:)

Great experience. Helped me with my families life insurance and was very informative and straight…read moreto the point. I definitely recommend Alexis!

From the owner: Meet Alexis Sanchez, your local Primerica insurance agent, specializing in life insurance for…read moreindividuals and extended families. With a focus on understanding your unique needs, Alexis offers free consultations to help you explore the best coverage options. Along with having the opportunity to become a Life Insurance Agent from the comfort of your own home for a one time low fee cost, where you would be able to build yourself from the ground up in the business with dedication.