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    Shad Roundy - Seascape Wealth

    5.0 (6 reviews)
    Open 9:00 am - 6:00 pm

    By appointment only

    Updated a few days ago

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    Response time

    2 hours

    Response rate

    100%

    Services - Shad Roundy - Seascape Wealth

    Inheritance planning

    Investment management

    Retirement planning

    1 More Service

    Tax planning

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    8 years ago

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    8 years ago

    Shad has a wealth of knowledge. He explains finance information in a way that even I can understand! Most importantly, I trust him!

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    10 years ago

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    Farmers Insurance - Kulwinder Kahlon

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    I found her on Yelp and called her up to get an auto insurance quote for my vehicle. (I guess) She…read morenoted down all my details and promised me to follow up with a quote, which she never did even after a week. I tried calling her again multiple times, but she never responded. Adding insult to the injury, I started getting automated emails from Farmers regarding questions about the quote I received and about thanking me for giving them the opportunity to do business with them. Seriously? "You may have questions about the quote you received, so I am here to help. Also we can talk more about exploring discounts available to you and help you find the coverage you want." "Thank you again for giving me the opportunity to earn your business. Have you had the chance to review your quote? If you're not sure about something, just give me a call.I am happy to answer your questions."

    Having just turned 31, I wasn't really thinking about life insurance until a friend recommended I…read morelook into it. When I finally decided to shop around for a quote, Farmer's was quoting me about $30 less a month for a comparable package than other agencies, but I still didn't totally understand what I was getting myself into, and decided to call my local agent to clarify some parts of the policy. Lucky for me, that agent was Kulwinder. She was really patient with me as I went through the policy line-by-line and asked her what different things meant. We went through a few rounds of (tediously) revised quotes with questions (a lot of questions, haha) between each round before I finally settled on a plan that worked for me. Even though I called her several times throughout this process, Kulwinder never made me feel like I was taking up too much of her time. She is super warm and patient, and I really enjoyed talking to her. I still hope I won't need or have to use my life insurance policy for a long time, but I do feel comforted knowing that, if anything changes or if I have any more questions, I can email or call Kulwinder to get some clear answers from a friendly face! Thanks, Kulwinder, for being so patient with me!

    Shad Roundy - Seascape Wealth - investing - Updated June 2026

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