6306 W. Pacific Coast Hwy
Newport Beach, CA 92663
(714) 365-6400
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5/18/2021
"Tad was fantastic, I recently retired and Tad helped me rollover my 401k, we reviewed all my options and I couldn't be happier. He made it very easy. He was very patience, understanding and has followed up just like he said. Great to have somebody that cares and knows what there doing. Thank you very much Tad!
Mike & Carol Evans
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5/18/2021
"Tad is knowledgeable and a great advocate for anyone seeking help with any personal insurance needs. He is responsive and up to date on all the latest plans at ones disposal. He'll navigate you through all options available so one can make an informed decision. Thanks, Tad!
Curtis Ong
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5/18/2021
"Tad and his team have taken care of our all insurance needs for several years now. He is always up to date and well informed of all the constant changes in the market. He takes such good care of us and makes everything easy and stress free always!"
Art & Sherri Magdesian
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5/18/2021
"Tad is awesome! He has always gone above and beyond to help us with all of our insurance needs. We will continue to refer friends to him for his service. His individual care for each client is exemplary!!!
Monica Avila
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2/9/2020
"Tad is the only one I trust with my insurance needs. He helped us out many years ago, and continues to help to this day. Great Guy!"
Mike Robinson
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