My family lives in new york and recently I was approached by some local agents---I'd rather say…read more"salesperson". I spent some time searching and learning online and I was relieved to find Heather. She is very knowledgeable in life insurance investment and it's a great experience to work with heather and have all my family's life accounts set up. Highly recommended!

Just got my life insurance done, thanks to Heather's help. I knew nothing about life insurance and…read moreretirement plan, but she explained those professional terms and concepts in a way that even I can understand. Most agents will push you to buy their products which you don't even know well, that's why before I met Heather this concern hindered my decision to buy life insurance. I just wanted to meet an agent who is trustworthy and reliable, then in the right timing, I heard about Heather through a friend. Just after our initial chat, I already knew this agent is want I looked for. She saved me lots of time and trouble to look for the most suitable plan. And most happily, I do not need to worry about retirement from now on.

I have been with Purely Insurance for over 10yrs! We have worked with Nicole and she has been…read moreamazing. Very responsive, and overall a pleasure

Working with Travis Von Bartheld at Purely Insurance was a refreshing experience. I had reached out…read moreto several companies while shopping for quotes on multiple policies, and most of them wanted me to jump through hoops by filling out endless forms. It felt like they were making me do all the work just to give me an estimate. Travis took a completely different approach. He simply asked for my existing declaration pages, reviewed them, and came back with clear, straightforward feedback. Instead of trying to push me into switching, Travis told me that my current policies and pricing were already very competitive and recommended I stay with what I had. That level of honesty and professionalism stood out immediately, especially compared to others I spoke with. He also went a step further by pointing out one specific adjustment I could make to improve my coverage. That advice was thoughtful, practical, and focused on what would actually benefit me, not him. The process was fast and efficient, which I greatly appreciated. Travis respected my time and made sure every conversation was productive. He was direct when it mattered, but also patient in explaining the details so I could understand exactly what my options were. His knowledge of the industry was obvious, and his ability to translate that into meaningful guidance gave me confidence that I was making the right decisions. Insurance can feel complex, but Travis made it simple. He combined expertise with genuine integrity, which is rare to find. Based on my experience, I can confidently recommend talking to Travis at Purely Insurance if you are considering your options. Having an expert who is both highly honest and professional makes all the difference, and Travis proved to be exactly that.

I have been using Patrick and Joann's Insurance service for years. Every year they ask me to send…read morethem a list of my Doctors and the list of Medications I am taking. This year 2019 was no exception. Aftr reviewing my needs they recommended I change plans, now that I a 80 years old my needs are different. THe new plan has better coverage for a lowe cost. They do great work and I recommend them to anyone I know.

I was just about to turn 65, and after thinking about all the options for added insurance I still…read moredidn't know what to do. My friend told me about the Freemans, Patrick and Joann. She said they were wonderful - and they were. Patrick helped me sign up for the best choice for me, and I have received great medical care. There is no question but that I have the best and most affordable Medicare insurance for me, and it makes my life (and right now the holidays) better.

I cannot imagine navigating the transition from private insurance to Medicare + Advantage without…read moreBlair. Blair took copious notes of our private insurance doctors medications etc and gave us Advantage Plus options keeping as many of our current doctors & medications as possible as well as the pricing options. We had several calls many emails exchanged and during the entire time Blair was patient, timely response to our questions as well as kind & gracious during the entire process. Blair has great follow up to ensure nothing fell through the cracks. My husband & I highly recommend Blair Milewski!

Blair was very knowledgeable and patient helping us navigate Medicare and all the options. Thank…read moregoodness! He was highly recommended to us by a friend - and we will be passing along his name to our friends!

I've had an excellent experience with SMD Diversified. He's knowledgeable, reliable, and explains…read moreeverything clearly, which makes the whole tax process stress-free. He's always responsive, detail-oriented, and ensures I get the best possible outcome while staying fully compliant. I highly recommend his services to anyone looking for trustworthy and efficient tax support. He also is a great Medicare broker !

He has been in the business for 20+ years. Thorough and reliable. I love his professionalism and…read morehonesty. Life Ling client.

After being with Allstate for 30 years we decided to make a switch with regard to our insurance…read moreagent. After a lengthy search we were able to find Pavel who has been outstanding and he is very customer focused and prompt in all of his follow up with us. We are looking forward to working with Pavel as our new agent.

Tremendously helpful, no hard sell, very quick response time. Pavel is very knowledgeable about all…read moretypes of insurance.

Jonathan is so responsive and scheduled a visit to my home within 1 hour of contact to complete a…read morenotary request- SO easy, quick, and professional! HIGHLY RECOMMEND !!!

Excellent attention to detail. I was shopping around for a while, but when I called in for a quote…read moreI knew I called the right place. I submitted our application the next day. We received our policy just a few days ago and couldn't be happier knowing we are fully insured if we need LTC in the future. So keep up the the good work and thank you again!

I have been with Cheryl and her team for over 10 years! She is not in charge of the rates that…read moreAllstate charges but she has always been able to help me when my son got into an at fault accident. She and her staff are there when I really need them most.

Cheryl's team is the best I have dealt with. We have our cars and home insured through them and…read morewill never go elsewhere. Whenever something has come up: accident, new purchase, etc. - they have been responsive and knowledgeable.

Nayeli and her team are great. They helped us understand what was in our best interest for an area…read moremy partner and I know nothing about. I would recommend her anyone needing business financial planning like we did.

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to…read moreexplain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli.

Can't imagine what all the great reviews are about. My interaction with Eric was very straight…read moreforward, matter of fact. Shopping around for home insurance he didn't come across as someone that cared too much about helping me.

I will Forever recommend Eric Kotowitz for any insurance needs! In fact I've already recommended…read morehim over a social media group. He is extremely professional, informative, efficient, fast and truly cares about his clients! We could not be happier with his services!!