Working with Daniel is easy. He does not beat round the bush, but is honest, kind and willing to…read moretalk you through his recommendations. He is able to make insurance choices feel less complicated and overwhelming by explaining the bigger picture in simple terms.

We highly recommend Daniel! He's a straight shooter. He can find a good rate, but just as…read moreimportant, he'll talk through your situation to make sure you have proper coverage. No pushing from him, ever. He's extremely knowledgeable and easy to talk to. He came recommended by a friend, and we have recommended him to others. Thanks Erin for the recommendation, and thank you Daniel.

Estate & financial planning Took the time to explain the…read morepros & cons Worth every penny

Where to begin with Spirit West Certified Planning?…read more For more than 25 years my husband and I were encouraged to have a trust set up. We were very busy business owners and never seemed to make a priority. We thought it would be an onerous and very time consuming deal...UNTIL we met our neighbors, Kevin and Amelia Schaefer. We learned they were certified trust and estate planners. Kevin took the time to briefly explain why we needed a trust. We did NOT want to have to go through probate. So, we booked an appointment. The entire office staff is friendly and makes you feel like you are family. We were so blown away by the expert advice and time that Kevin took to explain every little detail. He guided us on decisions that we had wrestled with in deciding what would happen when we are at the end of our life. We are professionals and have been in business for more than 30 years. We know expertise when we see it. Kevin is the consummate professional. We were so impressed with the level of service that we referred Kevin and Sprit West to my 85 year old mother, who was in dire need of a trust. Before you know it, Kevin had her all set up and it's a good thing. Recently, she was hospitalized and if the trust and medical documents weren't in place we would be in a world of hurt. I could go on and on about the level of service that Spirit West provides. But I think you get the picture. I am grateful that my husband and I now have peace of mind in how our estate will be administered. Thank you, Kevin, Amelia, Jonathan and all the staff members at Spirit West. We will be sure to refer your services to everyone we know!

Awful! Too over booked, rough on customers. No thanks! Never go back there, English is poor....read more

Great working with Dwane. He's always responsive. He works out of his house so we text a lot but is…read morealways available. It's nice working with him.

I recommend this company for all of your planning for your future! Jeff Wilhelm is always polite,…read morerespectful and a man of integrity! I am an advocate for many others that cannot handle their own affairs. I trust Jeff's advice as it is always intelligent and he offers respectful words to think on when deciding on what many of us consider difficult decisions for ourselves or our loved one. Great example of what customer service and a caring heart is, Thank you Jeff

From the owner: Why use a professional insurance advisor like us to help you figure out your most personal…read moreinsurance needs, including health, life, long term care and Medicare? We are local experts and our services are free to you. We are also independent which enables us to find the best priced options that fit your specific needs. We will be there when you need local customer service with claims, making changes to your policy or just keeping abreast of the insurance market. We are not just any insurance agent. We are your expert advisor and local service specialist. Give us a try!

TASHA SALTERS IS THE BEST!…read more Tasha is the best insurance agent you could ever look for! She went above and beyond to help me get health, dental and vision insurance after I retired with my company. Her dedication to customers is amazing. She will turn over every rock to make sure she gets you the best coverage possible. I would highly recommend Tasha for any insurance needs! Carol Dobson

Jeff and Jennifer and the whole team have been a big help with my Medicare coverage. So glad they…read moreare here!