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    Twin Valley Insurance Services

    5.0 (1 review)
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    Services - Twin Valley Insurance Services

    Homeowner or property

    Car and truck insurance

    Life insurance

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    Ask the Community - Twin Valley Insurance Services

    Dunton Health & Wealth - Greg knows the journey first hand.

    Dunton Health & Wealth

    (1 review)

    Greg Dunton was my instructor for a Retirement Planning class I took though Santa Rosa Junior…read moreCollege. The information he provided was very pertinent as I was a recent retiree from local government and my wife was a currently employed school teacher. Greg's class was terrific but I completed the class wanting more information about how to manage and prepare for retirement. My wife and I had questions regarding Social Security and how best to handle a moderate sized investment portfolio. We wanted low risk and high security. We also had questions around annuities and other financial instruments. For example, we wanted to know more about the differences between fixed and variable annuities. We invited Greg into our home for a couple of get-acquainted sessions. After the second session we became comfortable with Greg and developed confidence in his extensive knowledge and experience. Yes, he was thoroughly professional, but not at the expense of overlooking our personal issues around retirement planning and budgeting. As to budgeting, at least 50% of the time and energy we expended dealt with budget issues. Greg was not afraid of hurting our feeling over saying what needed to be said. He was always objective, frank and right to the point, but never judgmental. He answered all of our questions, no matter how simple or redundant. He never took more than a day to respond to a telephone or email question. Greg was very generous about dispensing printed information that could be helpful in our understanding of retirement issues. My wife and I are very happy with Greg Dunton's recommendations and suggestions which have been implemented. We feel very secure about our retirement future. For this we thank Greg Dunton. He has our strongest recommendation. Tom and Marion

    From the owner: Specialties As a…read moreretirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that YOU Don't Run Out of Money Before You Run Out of Life. And to make sure your beneficiaries receive your assets in the most tax favored way. Planning highlights include.... - Retirement Planning - Buckets of Income - Review of - Lifetime Income Buckets - Review of - Income Distribution - Most Tax Favorable Way - Medicare Planning - Medicare Supplemental Plans - Part D - Prescription Drug Plans (PDP) - Social Security Claiming Strategies - Better Financial Decisions with the use of Wealth Index Report - Estate Review - Online complete Estate Plan Portfolio - 401k and IRA rollovers - Asset allocation - Review of - Educational Workshops - Long Term Care and Life Insurance - Travel Medical - Evacuation Insurance - Trip Cancellation Insurance We're here to help you! History Established in 1999. Meet the Business Owner Gregory P Dunton Business Owner Greg calls himself a Retirement Guide whose job is to 'Guide' you through a successful retirement. His #1 goals is to make sure You Don't Run Out of Money Before You Run Out of Life

    Farmers Insurance - Shaun Dashti

    Farmers Insurance - Shaun Dashti

    (1 review)

    Update. This individual informed me that a simple Ring monitoring plan would've been sufficient to…read morecover the main motoring requirements, and it turns out that it's not. A full system upgrade would be required, costing thousands of dollars. There is nothing about this individual that is honest, despite his lies at covering up the situation. The complaint with farmers and department of insurance resulted in inconclusive results, which they all supported this fraudulent office. At no time did he inform me of the requirements, and lied to get me to book the policy. He claims that wishes to discuss these issues, however, the only response from his emails was that "you may call farmers directly and get the info you wish". If this is the type of agent you wish to represent you, have fun. At the end of the day, what is the point of a so called "insurance broker", if their only job is to LIE to you, intentionally misrepresent facts about the policies and do absolutely nothing to help you resolve it? Hope all of you clowns that are brokers go unemployed once technology is good enough to have all of you go and kick rocks on the street. Especially you, Shaun.

    From the owner: Welcome to the Shaun Dashti Farmers Insurance Agency. Whether you're looking for homeowners…read moreinsurance, auto insurance, life insurance, or another kind, I'm here to help you understand the insurance coverage you may want. Serving Rocklin and the surrounding area since 2020, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #4057931

    Twin Valley Insurance Services - homeinsurance - Updated August 2026

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