Keywords: Financial cristian spence financial advisor ca 95376

Cristian Spence - Financial Advisor - Tracy (CA)

Address: 🏡 810 W Schulte Rd, Tracy, CA 95376, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJK-qJxlk9kIARXDXTmA13lAc
#California

Brent Herrera - Mutual of Omaha Advisor - Concord

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!
5 /5

Regency Financial Group - Glendale

MD FOKRUL ISLAM KHAN Very Good Consultant. They shared primary idea , I felt positive & confident to invest . I would say visit & meet ,Then decide .
5 /5