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Financial Balance Insurance Agency
1320 Willow Pass Rd F6, Concord, CA 94520, United States
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Comments
Mi
Review №1

Ive been a client of the Financial Balance Insurance Agency for many years. Ive worked with Jimmy for Renters Insurance, Home Insurance, Car Insurance, and Life Insurance. Everything is communicated clearly and handled professionally. Hes quick to return texts, emails, and phone calls. I have found that working with Jimmy isnt just about insurance. He genuinely cares for his clients, is compassionate, and looks to do what is best for me. Insurance is more than money for Jimmy. Its a way to protect and provide for others what they need.

Jo
Review №2

Jimmy is very friendly and easy to work with. He works very hard to do what’s best for his clients. He was able to save me a few thousand dollars a year on our insurance.Definitely worth a call!

Je
Review №3

Jimmy is a great agent!! Hes helped me with my current renters insurance, and if in the future I need to switch auto insurance, hes my first go-to. Hes knowledgeable about insurance and is able to explain all the ins and outs to someone who doesnt understand insurance lingo (me). I trust him, and thats huge. Would definitely recommend!

Ja
Review №4

Just had the pleasure of meeting Jimmy and talking to him about his business. Not only a very guy, but he is very interested in helping his clients get the most out of their insurance, and more than just coverage. Very creative solutions, and recommends insurance as an estate planning tool.

Ke
Review №5

Jimmy is a great agent and has helped me with my business at every turn when it comes to insurance advise and what I need to expect down the road. We have been working on getting workers compensation for over 6 months and he has found programs left and right for me. I would recommend his services because he is the kind of person that puts his clients first, finding insurance that suits the business owners needs. Thanks Jimmy!

A
Review №6

Weve been using Jimmy as our insurance agent for several years now, and he has been helpful. We appreciate his knowledge and service. His customer service is considerate and unique.

Je
Review №7

Jimmy has always treated us well. He doesn’t just sell you something you don’t need, in fact at times if the rates we had with another company were better he would tell us. Would recommend him to anyone looking for insurance.

Ol
Review №8

Jimmy has been our insurance agent for the last three years and given excellent personal service for our health and business insurance. He is honest and gave his sincere attention to our needs.

Tr
Review №9

Saved me over 30% on my car insurance! Highly recommend!

Ji
Review №10

Im not only the President of Financial Balance Insurance Agency, Im also a client! =D

Information
3 Photos
10 Comments
4.9 Rating
  • Address:1320 Willow Pass Rd F6, Concord, CA 94520, United States
  • Site:https://www.financialbalanceinsurance.com/
  • Phone:+1 925-698-5164
Categories
  • Auto insurance agency
  • Insurance agency
  • Dental insurance agency
  • Health insurance agency
  • Home insurance agency
  • Income protection insurance
  • Life insurance agency
  • Motorcycle insurance agency
  • Renter's insurance agency
Working hours
  • Monday:9am–5pm
  • Tuesday:9am–5pm
  • Wednesday:9am–5pm
  • Thursday:9am–5pm
  • Friday:Closed
  • Saturday:Closed
  • Sunday:9am–5pm
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