It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

Marisa is a top-notch insurance agent. She is a highly skilled and knowledgeable agent and a true…read moreprofessional. I would highly recommend this agency.

Marisa Meza ! Was very helpful/ informative / not to mention…read morevery knowledgeable. Well done !

I'm not entirely sure how one is meant to navigate the Kafkaesque labyrinth that is Stephanie…read moreChew's State Farm branch in Whittier, CA, but I can say with some confidence that I have emerged from it both bewildered and deeply dissatisfied. You see, I found myself in the rather unfortunate position of being involved in a motor vehicle accident--another driver cut me off and crashed into my car, which, as far as I understand the laws of physics and basic driving etiquette, was not my doing. Naturally, I thought it prudent to request a review of any available footage to support this wildly controversial notion of "not being at fault." This, however, was met with what I can only describe as an administrative shrug. Thinking perhaps there had been some sort of clerical oversight (these things do happen, after all), I made several attempts to follow up--calls, inquiries, the usual rituals. Silence. Not even the comforting hum of progress. Just... nothing. Eventually, I did manage to speak with Stephanie, at which point I had hoped for clarity, or at the very least, a modicum of professional curiosity about my situation. Instead, I was rather unceremoniously talked down to and, quite astonishingly, made to feel as though I had somehow orchestrated the entire incident myself. I assure you, if I had that level of control over events, I would have chosen a far less inconvenient outcome. Now here's the truly remarkable part: months later, upon checking the status of my claim, I discovered it had been recorded as me accepting full liability. Full liability! A conclusion I neither agreed to nor was properly informed about. It's the sort of plot twist one might expect in a poorly written procedural drama. All in all, the experience has been less "customer service" and more "existential puzzle," with communication that could generously be described as intermittent at best. I had hoped for diligence, transparency, and perhaps even a hint of advocacy. What I received was... well, this. Would not recommend, unless you enjoy confusion, unanswered questions, and surprise endings.

Everyone here has helped me , most recently Kendra. I've gone through some hard times financially…read moreand they have always been understanding and making sure to help me keep my coverage; really appreciate you athank you Stephanie and staff for always having my back!

Peter is one of the most humble friendliest people I know. I've worked with him in the past and let…read moreme tell you that he is always willing to go above and beyond for his customers.

Pete is the best, so knowledgeable of the different insurance policies that would be available for…read moreyour specific needs.

Van reached out within 5 minutes of my request, which immediately impressed me. He was extremely…read morehelpful, knowledgeable, and you can truly tell he knows his stuff. He understood exactly what I needed and how quickly I needed it, which was a huge relief. I was having serious trouble finalizing an insurance policy, and Van worked his magic to get everything sorted out. Our conversation was easy, natural, and honest -- something that's honestly hard to come by these days. It was an easy decision to move forward with Van for both home and auto insurance. I can't recommend him enough. 10/10 highly recommend!

Recommendation: Top of the line customer service, real life experience & a wide range of sales…read moreoptions. I put off getting insurance for a long time until Van Broussard laid the truth out as gentle as possible but as relavent as a parachute.

I have had Kcal insurance for a year now. They have exceeded my expectations so far…read more 1. My Mortgage Co. is supposed to pay for my insurance, but they did not pay. Kcal insurance not only emails me to remind me. Their agent also calls me on the phone to remind me. 2. They are fast and efficient getting quotes to me on my properties. They carry a variety of the insurance companies and their pricing is very competitive. The larger the insurance agent, the more companies they are able to represent. 3. Kcal Insurance has the local feel with the national system. When I need help, I don't need to rely on having to wait for your agent to call Your back. They have a customer service phone number; every time I call a helpful representative always helps me right away. 4. When I called their phone number today an AI agent answered me in Chinese. Of course I didn't have good attitude with an AI agent and demanding to speak with a real person. The AI kindly asked what I needed, I answered it impatiently. To my surprise, the AI agent completely understood what I requested and repeated what I wanted and told me what I requested did require an actual agent and would transfer me right away. Wow. I was blown away by the Chinese AI Agent. It understood me and did not waste my time.

Never knew I could switch to another medical Advantage plan called "Clever" which provided me…read more$105/month to buy groceries at TS Emporium. Thanks to Allie who helped me doing the switch.

I used Natalie again for a different matter. And she really helped me out again. She is very nice…read moreand professional I highly recommend her.

Natalie came to our house to sign our closing docs with us for our refinance. She was very…read moreprofessional and very efficient and explained everything to us. After we signed I asked her if she could come back and sign a grant deed for us another day and she offered to do it then and there for free since she was already there. My spouse is going to meet with her next week and look into purchasing life insurance. Thank you Natalie.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

As a first time home owner it can become overwhelming when having to chose home insurance as you're…read morepresented all these different options. Hugo made this experience stress free! He's very knowledgeable and made sure we got the right policy for our needs. We have a big dog and many companies denied us but he made it happen! Thanks Hugo!

From the owner: Established in 2016, Coverguard Insurance Agency is a Whittier-based agency offering a variety of…read moreinsurance solutions, including auto, home, life, and business coverage. Their focus is on providing clients with personalized service and comprehensive protection.

I am so grateful for Edgar and Ashley. They are both so knowledgeable and professional. I highly…read morerecommend you reach out to them to see where they can help you save money, I was pleasantly surprised.

Highly recommended, Edgar was knowledgeable and helped me choose the insurance option that suited…read moremy needs best . He definitely exceeded my expectations