Short review: I highly recommend you Osbaldo for any venture…read morebecause he helped me transform my finances. Not only is he an honest man, who laid out the best options for me in my finances, Osbaldo will always out the best interest for all his clients. I was more than happy with his results. Long review: I had always struggled with understanding what are the best options for me as an investor and entrepreneur. Managing finances is my not forte. I met Osbaldo through a mutual friend one day in church. It was an instant connection, we shared many values. After some months, I reached out to him to help me with some financial questions. Upon the meeting, I was more than surprised with his vast knowledge of the stock market, life insurance, and retirement plans. During the meeting, I felt I was talking with financial guru from Wall Street. Even when I asked for clarification on terms that didn't make sense to me at the time, he was kind and explained to me every detail. I was more pleased with that meeting because it felt like I was talking to a friend, not a salesman. Today, I cherish my friendship with Osbaldo and I know he is always reachable if I have any financial questions.

If integrity matters to you then I highly suggest you sit down and review his information…read more Osbaldo is not only professional in an industry that needs QUALITY people well this young man hits it out the park . Let him handle all your insurance needs.

These folks were fantastic! Turning 65, I was very confused about all the things I needed to do for…read moreMedicare and how to coordinate with my current insurance benefits from my former employer. I read all the information but found it very complicated. Steve went above and beyond to help me. He's extremely knowledgeable and able to simplify the puzzle. Everyone is going to have different things that are important to them in terms of coverage. Steve took the time to get to know me and my situation to make the best possible choices. There are so many variables! Gabriele on the ARK staff is friendly, efficient and a wiz on the computer, gathering info, accessing needed data. I couldn't have done it without them :-)

I was totally stressed out about losing some of our medical insurance coverage and confused on…read morewhere to start to fix it. I called Ark and they were awesome! The lady who answered the phone was very patient, kind, and professional. She listened to my needs and relayed everything to her co-worker, (Gabrielle). Gabrielle did some research for us and it looks like we are already covered. Gabrielle recommended keeping our coverage the way it is. I was so impressed and appreciative that she didn't try to sell us anything new when we didn't need it. If I, or anyone I know, ever needs help with new coverage, I know who to call - ARK!

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

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 do not have insurance through them, however I am giving them five stars because of customer…read moreservice. I called the office to get a quote and was provided so much useful information. They took their time answering my questions, were very polite and not pushy. Thank you Nayeli for your assistance.

Easiest time I've ever had getting insurance ! Tiffany made it really easy and I was in and out of…read morethe office fully Insured in 15 minutes ! I'll definitely be doing my business with Scott Fowlers office and Agent's !

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

Elizabeth and her team are amazing. Their knowledge of the insurance industry is amazing. They're…read morereally helped me with a new policy.

when I tell you these girls care I mean it I have talked to them all and I always feel like someone…read moreisn't just selling me just anything they are actually looking out for my business 10 out of 10 recommended! did my registration and insurance renewal permits and iftas all with them I know I am in good hands thank you appreciate all of u ladies

The service was excellent and the prices were better than anywhere else! Will be recommending this…read moreto anyone who complains about their insurance prices.

John Wallace at Promax Insurance saved me so much money while still getting me great coverage. I…read morewasn't looking for the cheapest option, but I ended up saving $71 a month compared to what I was paying before! The switch was super easy. John answered all of my questions, was very personable, and made the whole process simple. If you're thinking about changing your auto insurance, I absolutely recommend talking with John Wallace at Promax Insurance. I'm so glad I made the switch!

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.

Great service and fair prices. I highly recommend their services, arrived on time and very…read moreprofessional and friendly.

It was a last minute notarized letter I need but Rachael had great responding time, great price,…read moreSuper friendly and very Professional.

I would like to recognize Jordan for the excellent service he has provided in handling our…read moreprofessional liability insurance since November 2023. Throughout this time, Jordan has always been highly responsive, professional, and helpful. He has consistently answered our questions promptly and assisted us whenever needed. His excellent service has made our experience with your company very positive. We sincerely appreciate Jordan's support and would like your company to know what a great job he has done.

We bought a policy through them for one year. Terrible customer service. They don't answer their…read morecalls. They don't return calls when messages are left. I'm not sure why their ratings are so high. Thank God we didn't have to make a claim. So grateful we found another insurance provider.