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Browse these life insurance agent with great ratings from Thumbtack customers in Santa Ana.
There's alot to be said for tax and financial planning professionals. One if them being, they are a dime and a dozen, pushing life insurance, and don't take the time to really get to the heart of the issue for you. Well I can safely say that wasn't the case with Crossroads. They sat me down and treated me like family. There was no push for life insurance in plan, they had acknowledged a need and were able to refer an outside professional. I was so happy with my experience, I even paid to have my mom to have her plan done.
She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.
Michael is very friendly and professional. He carefully reviewed my old policies and helped me understand what I had and what my options were going forward. I never thought that life insurance could be so important to financial planning. I learned that there's so much more to it than just saving a lot of money, it's about having someone you can trust.
Greg did an amazing job at carefully explaining our policy and breaking down every aspect. He took the time with us and gave us a greater knowledge of our life insurance. When we had our first child he gave us the steps we needed to add our son on there also. We had a great experince and highly recommend Greg Griffith and Primerica.
I inquired for a life insurance review and as soon as I spoke with Sebastian & Lailah, I immediately felt comfortable because I could tell they were experts in their field. They reviewed my currently policy and helped to align my policy with my retirement goals. I recommend them for all life insurance, 401k, IRA, Annuities, financial, and retirement planning needs in California.
We needed some direction with our finances. Alex helped us devise a good solid plan to invest in our future. He worked with us on getting life insurance and planning for long term investments. Since we recently moved to LA we also needed some recommendations for other services like CPA and a family lawyer. His recommendations have been stellar and we are thoroughly glad that we chose Alex to help us. Can't say enough how great he is, he will go above and beyond for his clients and it shows in all his actions.
Great to know there are still honest insurance agents who care. I feel protected knowing I have a secured life policy. And that no matter what, its unchanging. Thank you for being such a great professional and full of integrity.
Ana and her financial team of experts were extremely helpful with advising, guiding, and informing me of the importance of having life insurance. The application process was easy and Ana answered all of my questions throughly. I would highly recommend Ana for any financial service including life insurance. Ana and her team truly care for the fiancial well being of their clients.
Michelle did an excellent job explaining the important aspects of life insurance, as well as made the experience very calming and relaxing, instead of it being stressful and taxing.
Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.
We are a cleaning service company specialized in short-term rentals cleaning located in Anaheim, CA. Having been in Airbnb business for more than 2 years, our cleaners are all very professional and all have experience in short-term rentals. We offer the best Airbnb cleaning service with the best deal!
Helping familias and small business owners protect their wealth
We provide final expense planning. We help with pre-planning a person's last wishes and directions for final arrangements which includes proper funding of funeral expenses. Final expense planning fact, here's the thing. Funerals are expensive. A funeral can easily run up to $10,000.00, if not more. You've got the embalming of the body or a cremation, use of a hearse, the casket, a headstone, the memorial service, etc. Did you know that most funeral homes take advantage of the families of the deceased by marking up their fees on goods and services, just because they know they can! They know that at times like these, most families are not going to shop or negotiate for better prices. Often, a person wants to be buried next to other family members who passed away before them. An uninformed family doesn't think to question prices given to them, and funeral homes usually take advantage of this fact. They assume that the bereaved are not going to go shopping for best prices on caskets right after their loved one has passed away. The first thing you need to know is that a person is not obligated to buy any funeral products from the funeral home where the funeral services will be taking place. By law, the funeral home has to permit you to use your own funeral products, such as the casket, urn, headstone, etc. The second thing you should know is that the same products can be purchased at prices up to 70% lower elsewhere. Contact me for help with final expense planning. You will be glad you did. This is a true story. It's 10:00 p.m. on any given night of the week, and your daughter has a migraine so intense it requires medical attention. You take her to the emergency room in search of relief, and by 2:00 a.m., she is home feeling fine and wanting to sleep for the night. At 2:00 p.m. the next day, her husband goes to wake her and finds that she is not breathing. You call 911. You try everything you can to try to revive her or keep her alive until paramedics arrive, and she is pronounced dead on arrival. Your daughter, at the age of 28, has passed away unexpectedly on December 2010. So, what happens next? In this situation, the family was not prepared for an event like this. Over the next 2 days, they frantically scrambled to make arrangements with a funeral home, buy a casket and prepare for services before her body would be released by the coroner's office with no time to mourn. At a time like this, 48 hours can feel like 48 minutes if you are not prepared. Would you know what to do if this happened to you? Where would you go? Who would you call first? Events like this happen every day. Don't be caught unprepared. Contact us today. Don't put it off any longer.
Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in the city of Santa Ana and provide insurance and financial services, including Auto, Home Renters, Life, and Health throughout California, including the local communities of Westminster, Garden Grove, Buena Park, Stanton. We can come to you at your convenient time and location.
Being prepared is smart and easy. Jack Knight of Eagle Strategies LLC is a registered financial adviser who can provide you with a customized plan in achieving your financial objectives in the San Bernardino, CA area.
I’ve been with Allstate for over 36 years and have worn many hats. My tenure and experience has allowed me to not only understand the ins-and-outs of insurance, but also to service hundreds of families regarding their protection needs.
Providing and preparing families for future retirement with various and affordable portfolios.