Ameriprise Financial - San Francisco (CA)

Kurt Pethick Estate Planning Retirement Planning Insurance Planning Financial Planning

Alejandro Rodriguez What bad customer service

Joe Iacovazzi I have known Brent Herrera through a referral networking group for about a year and have heard the type of service he provides his clients. Even with that knowledge, my wife and I were absolutely blown away by Brents service to our needs in getting us coverage for a Term Life insurance policy. This was a challenging case due to health issues in the family. From the initial request for documentation, to medical records requests, to underwriting, to final decision (approved!), the process began in October 2022 and finalized in March 2023 - nearly 6 months... and Brent was by our side every step of the way. He facilitated all outstanding requests and clarified questions on our end so that we were ensured that everything requested was properly completed and accepted. Whether youre in need of a new policy, need a review of your current policy, or just want all around education on life, disability, and/or long-term care insurance coverage and benefits, look no further and get in contact with Brent Herrera TODAY!

Mike Healan Always a pleasure going here and they always have a helpful staff. The customer service is open from 9am-7pm. Closed from 11am-12pm for lunch. I noticed the times on here and figured it would be helpful to know the actual times it’s open. Hopefully all the websites update times of businesses because I recently went somewhere else and was like I have 30 minutes awesome! To only find out the times were wrong online. But you can’t always believe what the internet tells you, always best to call to know the times of when anything is open or closed.