BAXTER - Tracy (CA)

Mr Pathak I had an excellent experience with Jackie while refinancing my auto loan. She was incredibly professional, knowledgeable, and patient throughout the process. She took the time to explain all the options available to me and made sure I felt comfortable with every step of the process. The refinancing was smooth and stress-free.

Erika Bua Carson was great to work with!! He was incredibly personable and professional. his responses were very prompt. We were happy with our current policies but knew that he was recommended through financial peace University so we thought we would look into it and compare quotes. He saved us hundreds of dollars on our policies and we even got better coverage that was more appropriate. It was so refreshing to be able to lean on his knowledge so that we were appropriately covered on our policies. I would highly recommend Carson!

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner