J D Financial Insurance Services - Santa Ana (CA)

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

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.

Camille Bidese We are new customers of EFC Wealth Management and really looking forward to working with Cory and the team. He is very personable and very transparent. So Happy!!