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Present Financial Partners
Remote During Covid, Brea, CA 92821, United States
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Da
Review №1

Working with Matt has been a pleasure. He met me at my office twice during late hours to accommodate my schedule. He went over everything in great detail to help me make the best decision on my life insurance policy. He followed up with me on every step to make sure I was doing my part (which was very helpful). I highly recommend working with Present Financial.

Vi
Review №2

My husband and I worked with Present Financial for our Life Insurance Policies and we couldnt be happier! They pulled together two great policies that made my husband and I feel very secure in our finances.They took the time to teach us exactly what our policies would do and how it would benefit our family. Life is extremely precious. For us, we made the decision now to take care of the most important people in our lives, in the event we were not around to take care of them in the future. Present Financial takes this decision seriously and we feel, without a doubt, they took care of us and our family as if it were their own.

Ra
Review №3

Matt was amazing and very easy to work with. Hes knowledgable and was able to get my husband and I great life insurance policies. Thanks Present Financial for all your hard work!

Co
Review №4

I could not be more grateful for the amazing service and support I received from Steven Korts at Present Financial. My father was in a horrible motorcycle accident months before he was eligible for Medicare. He is not able to tend to his own affairs and I am solely responsible to ensure that he was covered and all of his needs are tended to. Steven not only walked me through the process, he orchestrated my father’s application and found the best supplements and coverage for my father. He took the time to investigate any and all options. I cannot express how caring, detailed and effortless this process was because of Steven.Recently, I contacted him to investigate life insurance for my father and myself. Once again, I received nothing but the most thorough, personal service.I have found an agent that has done nothing but prove his dedication to ensuring that my father and my family’s specific needs are met on every level.Thank you so much, Steven.

He
Review №5

Sina was an amazing person to work with. He helped my wife and I come up with the best decision possible based on our current needs and brought additional insights to help with future planning. He always made sure to get back to us on any questions we had. Thank you for everything.

Da
Review №6

Steve Korts has the wonderful ability to translate complex Federal legislation to every day English. I heartily endorse Steve. A great resource!

Jo
Review №7

Steve Urquilla was very professional and very easy to work with. Hes knowledgable and was able to get my wife and I great life insurance policies. Hes definitely one of a kind! Thank you Steve!

Ma
Review №8

A team full of highly enthusiastic, driven, and opportunistic professionals with the opportunity to protect the legacy of others while building our own, thats what its all about. #bePRESENT.

Mi
Review №9

Steve korts was so very helpful in finding what worked best for me.. thank you

Li
Review №10

Honest and Amazing people!

Information
12 Photos
10 Comments
5 Rating
  • Address:Remote During Covid, Brea, CA 92821, United States
  • Site:http://www.presentfinancial.com/
  • Phone:+1 714-793-9371
Categories
  • Property management company
  • Financial institution
  • Financial planner
  • Health insurance agency
  • Life insurance agency
  • Property investment
  • Insurance agency
  • Real estate agency
  • Real estate agents
  • Real estate rental agency
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