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.

When you try to get money out of your brokerage account, you will literally go through hell before…read moreyou get any decent amount, they should improve on that. Fi you're even considering an investment advisor that can make good returns on investment for you at no cost, search for Laura jane hertges on google, she has helped me and so many others.

Veronica was a HORRIBLE associate attitude any time i asked any questions .. seems like she doesnt…read morelike her job.

We've had a mixed experience overall. The customer service representative we worked with has been…read moregreat -- very responsive, friendly, and genuinely easy to work with. Communication on that side has been a strong point. Unfortunately, the leads themselves haven't produced much ROI for our agency so far. While we understand that results can vary, the return hasn't met our expectations given the investment. I appreciate the level of support from the customer service team, and I hope the lead quality improves over time, but as of now the performance hasn't quite matched the service experience.

Steer clear of this company. I have used them a couple of times, the leads are a complete…read moredisaster, it is a pain to cancel and no refunds, you have to use your balance. So, watch out. My account was paused, yet they charged my CC for another payment and because the system un-paused my account. ???? I disputed this with them within 15-30 minutes of the charge and they said "sorry", nothing we can do. So, beware of what you are getting with this crappy lead company. Avoid...

Spoke to Darryl about liability insurance and he got me a great price with friendly and informative…read moreservice! I was very happy with the service, coverage and price received and I actually got to talk to someone and ask all the questions I wanted to. Will definitely use him again for other insurance purposes, thank you Daryll!

Darryl's office was simply a life saver for me! Shout out to Sonia Goodman who helped me navigate…read morethe challenges in getting home insurance quotes in this California market, it's not easy nowadays with what seems an exodus out of this state by many insurers but Sonia was right there anticipating this and having not only plan A in place but also alternative plans in case it didn't work out with the first quote. Sure enough we had some issues with a re-quote and she put plan B to work and we were able to get everything lined up in time before my existing insurance lapsed, like literally on the last day! She educated me on the many nuances with my situation for future consideration as it relates to the insurance market and how her office can help consult. I am pretty sure with any other insurance office I would not have had such great service and valuable insight and Sonia and her team really deserve recognition and hence why I am here writing and sharing this so others who have similar challenges getting home insurance in California can use to their benefit!

excellent agent. i have been thru so many that were not nice professional or helpful. david is…read moregreat. so helpful and smart. he will go above and beyond to help the customers. so helpful and tuned in. he gets busy but he will always make time to really help with the policy issues. im so happy and glad i found him.

What a terrible business for home insurance just keep raising your home insurance and finally I…read morecancelled on 6-17-2025 for policy to end on 7-24-2025 with Contessa so in August I get a email from office mgr Autumn Rios stating I'm late on my payment but I sent her all of my emails stating I cancelled my insurance but yet the still have the nerve to bill me 55.21 for payment from 7-24-2025 to 8-5-2025 30 years with State Farm and David took over for my old agency Robert Sullivan how does he stay in business with such terrible office help I gave plenty of notice I was canceling even proved on emails and they still got to charge me more money what a total ripoff The last 3 years has been multiple increases where I can't afford this agency insurance your not in good hands with State Farm David Misiego agency Newport Beach

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.

Tusk insurance was first class! My insurance broker Lisa was so helpful. She answered all my…read morequestions and was very informative. Will be using Tusk for my employee benefits.

We recently were looking to make a change in our company Benefits Broker due to a lack of service…read morefrom our current vendor. After interviewing 9 different companies, the choice was crystal clear. I have dealt with several health insurance brokers over the past decade, and I was absolutely blown away by the difference in service, product knowledge and response time. We are a smaller company, and looking for a more personal touch. Garth not only has a terrific way of explaining the plans and saving us money, but he was the only Broker to provide me with ways to save me time as well. (Which is priceless when you wear a lot of hats!) I'm a tough customer, and very demanding of the level of service my vendors provide, and it was really a win to find someone who takes care of my staff like they are family.

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!

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.

Changing business insurance policies is not my idea of a good time, but when ALLSTATE refused to…read morecover a particular vehicle I just purchased, I had to go shopping. Zach was one of the first people to call and honestly I was impressed with the enthusiasm and his ability to do most of the work. Yes, I compared other policies, but CHOICE+ not only was the leader in the coverage I needed, but the leader in more coverage for less money. My ALLSTATE rep is a personal friend but when it comes down to business which means dollars, relationships take a back seat+ ...and I needed coverage on the large commercial vehicle I purchased...simple. When so many agencies said "no", Zach said I'll email your new policies tomorrow.

I just got back to work after not being able to work for two months due to covid…read more I shopped all around and talked to several different insurance companies that work with dog groomers.(btw they are in Kahootz with several other insurance companies, but hid that knowledge from me- so a great deal of that research was wasted time because I was looking for quotes and services from what I thought were different companies) I was aware that I needed a special insurance that covers my van, bailee insurance for the dog, and would cover loss of wages if my van was out of commission for whatever reason. Well- my Van gets damaged and needs to be in the shop for two weeks. "It's ok-" I tell my partner.. "Zach Davis assured me that we're covered" Wrong! Apparently, Zach hooked me up with an insurance that would only cover my loss of wages if I was to incur damage at my address! If you can't understand the irony in this: I'm a mobile dog groomer- my house could burn to the ground and it would not affect my work.. Here is how I was mistreated: 1. I was tricked into thinking that several different looking insurance companies were all different, but found out later that they all work together- effectively wasting my time. 2. I was mislead into getting insurance that can't come anywhere close to helping me in the real world situation that I am now in. 3. Once I pointed this out, I got a quick "sorry you feel that way" and no wanting to make things right, just a suggestion to go somewhere else. (Keep in mind I lost two weeks of pay that I was just expecting would keep me above water after being down for two months.) 3. They refused refund the money that I have been exchanging for a worthless insurance after I cancelled-their reason for this is that If another claim was made, they would have to respond to claim if something was to arise when the policy was in place... I can sign a paper stating that no other claim will be made-then can I have back my stolen money?! I hope you all take this to heart and at least get a lawyer to read whatever the entity of - choice plus/the hartford/Pet careinsurance/pet biz insurance, etc. -wants you to sign Screwed over mobile dog groomer, Adam French