Summit Wealth Group - Fairfield (CA)

Helen Willoughby Peck I rarely post a review but felt that I should note my very positive experience as opposed to the many, many negative reviews. After reading all the reviews before my visit I expected the worst experience. But, to my surprise, I had a great experience. Bo, the manager greeted us as we walked in and directed us to an associate that would help us out. He was inexperienced and she hovered a bit to help him through. She was very knowledgeable and quickly understood that our road maintenance account had been set up incorrectly years ago and helped us fix a very messy situation. Our appointment went much longer than expected because of so many complications but they were both pleasant and patient. I did wait for a teller for another reason and there were three tellers available. The line was not that long. There seemed to be quite a few people in the lobby hanging around for a long time. I presumed they were waiting for an associate to help them. If you want someone (not a teller ) to help you, MAKE AND APPOINTMENT IN ADVANCE and stop complaining about your wait time.

Gohar manukyan I couldnt be more impressed with the service I received from Legacy Partners Insurance. From the moment I reached out, their team demonstrated a level of professionalism, care, and expertise that immediately put me at ease. They took the time to thoroughly explain all of my options, patiently answered every question I had, and made sure I understood the coverage details and benefits before making any decisions. It was clear they werent just trying to sell a policy—they were genuinely focused on helping me find the right coverage for my needs and long-term goals. What stood out most was their transparency and honesty throughout the process. There was no pressure, no confusing jargon, and no hidden surprises—just clear, trustworthy guidance from start to finish. Thanks to their help, I now have peace of mind knowing that my familys future is protected. I highly recommend legacy Partners Insurance with the CEO Paul Arakelyan to anyone looking for reliable, customer-focused insurance services. This team truly sets the standard for what great service should look like in the insurance industry.