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.

My Medicare Part D drug plan was going to double for 2026…read more My agent didn't warm me??? And then I met Alison. Wow She showed me the right away a good way to save the money and STILL have all my drugs covered.It was so easy,I was amazed and impressed! And I'm so relived that someone like Alison knows exactly what to do.I know I can talk to her whenever I need more help.

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.

I reached out to Scott regarding auto insurance and he was very honest about what he could offer…read moreand ended up recommending that I go with another carrier, based on his expert analysis. I was very pleasantly surprised at his honesty and generosity regarding information on the insurance options in today's strange post covid climate. He later spoke to me to answer questions I had about recommended coverages, even though I would not be a client in the short run. I would highly recommend working with him. Exceptional integrity and customer service!

Scott was super knowledgeable and helpful! Guided me all the way through from beginning to end…read morewhile explaining the various options we had in having to pick a policy. I highly recommend giving him a call!

What a pleasure to do business with Insurance The Easy Way. Mike was easy to deal with, took the…read moretime to understand the situation, and gave me numerous options to solve my issues. Mike was on my side! It's great to have a person that can help manage the complexity of choosing health insurance. He has won my business with his professionalism, listening and follow-up. I will recommend him to anyone who needs to find the right health insurance.

I have worked with Mike for years and he has helped me personally and my company get and maintain…read morehealth insurance. From my perspective, he is one of the best in the business. He will take good care of your company! I strongly recommend him.

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.

I've been under the care of State Farm insurance for all of my automobiles and houses for over 10…read moreyears. Mark and his team really care and go above and beyond to make sure that your needs are taken care of. Most importantly when I have had to make a few claims for minor incidents everything went very well and smooth.. I've never felt ripped off or treated unfairly and always felt that they had my back when I needed them the most. I highly recommend Mark Nguyen's team.

Still a 5 after so many years with Mark and State Farm's . Just in informed my rates went down …read more Good news to start the weekend . Thanks good neighbor.

Wow! I cannot say enough fantastic things about Mach 5 Insurance Services! From the moment I first…read moreconnected with them, it was clear this wasn't just another insurance company; it was an experience defined by professionalism, incredible knowledge, and truly outstanding customer care. For years, I stuck with another broker in the Westminster area, primarily because it was a default recommendation from a real estate agent. That experience, frankly, was a nightmare. Our previous broker was unresponsive, and when our insurance company tried to block us from renewing our coverage, citing an "unlivable" roof (despite us having repaired it years ago and providing proof), that broker was the absolute worst to deal with. They wouldn't respond until our coverage had already lapsed and we had to scramble to find new insurance. To add insult to injury, they then tried to charge us for a renewed coverage we never agreed to! All that to say, when we finally made the switch to Mach 5 Insurance Services, it was a NIGHT AND DAY difference! Emails and phone calls are responded to incredibly FAST, which is a breath of fresh air. We worked primarily with Shannon, who is the office manager and hands down the most professional and competent insurance agent we have ever had the pleasure of working with. We love Mach 5 so much that we decided to switch the policies for both of our homes over to them, specifically requesting a change of agent so that everything would be handled by one office and with their team of honest and responsible agents. Even when it came time for our annual renewal, Mach 5 worked diligently with us to ensure we were getting the best bang for our buck. If you get the chance, I would recommend anyone and everyone to go with Mach 5 Insurance Services! They are truly exceptional!

Just got my homeowners insurance set up through Mach5, and the whole process was seamless. Shannon…read morewas amazing -- super helpful, patient, and honestly just a joy to talk to over the phone. She made everything feel easy and took the time to walk me through the details. Highly recommend working with her if you get the chance!

My man Bach did his magic, quick and smooth. Nothing but appreciation for his expertise when it…read morecomes to getting me a sufficient policy. Bach brokered an out of state policy for me when everyone else I checked with declined to write. Love how he actually took the time and explained the current insurance landscape here in Californian too. 10/10

Great people that really want to help.. she gave me good advice without trying to charge me or get…read morea contract

I'm a very happy new client I was planning on changing my…read moreauto insurance and after 3 try to get a quote with my previous agent who didn't get back to me I contacted Mr Kessler. I had directly to do with Mr Michael Kessler and he sent me all the info I requested and called me back on promised time, several time until I was happy with the coverage I got. I am very happy with his professionalism and the insurance I got and will recommend him to all my friends and family.

I've been dealing with David for at least 2 years now, but recently, I called to talk with David…read moreabout adding a new car. His assistant or whomever called me back was such an order taker , like the rest, hence the reason I only want to deal with David. Her demeanor, like the rest, definitely changes when I tell them that I only want to deal with David. Though he never called me back, I ended up calling back and he picked up. He and I talked for a bit as I wanted a better explanation to understand the policy. He said he needed to go into a meeting but that he would call me back Monday (7/29/24) morning. He never did. I even gave him a few more days before I tried calling. Since then, I've left him 3 messages and no return phone calls very disappointing at the lack of service.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.