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“Nancy was fabulous! She was very helpful and knowledgeable about what I need at the best price she could provide. Also Very patient with me being computer illiterate.”
“Excellent service, I recently arrived in the country and I don't know much about the processes here, but your attention and explanation were excellent, you answered all my questions with great dedication and kindness, and explained everything to me in detail”
“Before reaching out to Merit Wealth Advisors, I was, by all accounts, a financial novice. Despite being in my thirties, I had no idea what I was doing with retirement whatsoever. After realizing I desperately needed to be educated and proactive about retirement, I sent them a request for help. Ms. Isabel Ortiz contacted me, and she was an absolute superhero! In less than thirty minutes, she managed to explain to me what I already had from my employment history and what I should do with it to ensure I'm ready when the time comes to retire. Thirty minutes became a transformation of my financial trajectory. She was incredibly knowledgeable, super kind, and went above and beyond to ensure I knew exactly what I was doing. I recommend reaching out to Merit Wealth and asking for Ms. Ortiz - you don't need to look anywhere else!”
“I had the opportunity to connect with Leo from New York Life Insurance Company, and he represents exactly what you want in a true life insurance professional.
Life insurance isn’t just a policy—it’s a long-term strategy to protect your family, your income, and your future. Leo takes that seriously. He focuses on understanding your situation first, then building a plan that actually fits your goals, whether that’s term coverage, whole life, or a more advanced financial strategy.
What stands out is his ability to explain complex concepts in a way that makes sense. He doesn’t rush the process or push a one-size-fits-all solution—he takes the time to make sure you understand your options and feel confident in your decisions.
He also brings the backing and stability of New York Life, which adds another layer of trust when you’re making long-term financial commitments.
If you’re looking for someone who is knowledgeable, professional, and focused on helping you build real financial protection—not just sell a policy—Leo is a strong choice.”
“Great company for underwriting. It's unfortunate that the title company that I was with issued policies on unclear title. Fidelity national is to good of a company to allow that to happen too.”
“I’ve had a great experience with Progressive. Their pricing is competitive, and I really appreciate how easy they make everything—from getting a quote to managing my policy online. Their website and app are user-friendly, and I like being able to customize coverage to fit my needs and budget. Customer service has been helpful and responsive whenever I’ve had questions, and the claims process was straightforward and stress-free. Overall, Progressive offers reliable coverage, fair rates, and excellent convenience, which makes them a company I feel confident sticking with.”
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“It's been a pleasure transferring my auto insurance to State Farm. My agent Barbara Vasquez has been a great help assisting me every step of the way, and yes she also got me a great rate. Thanks!”