Every question that Ive brought to Juan Carlos has been answered with the same attention to detail. Some of my requests have been quite trivial, but each has been treated with in depth thought out answers and suggestions with explanations that have been tailored to my understanding of the subject matter at hand.I plan to continue using his services for some time to come.

Juan Carlos knows exactly what he is doing. He is very patient with people who don’t understand finances like myself, and, he explains the complicated system in an efficient manner. This allows for calm and collected decision making when it comes to finances. In my experience, no one has had better customer service or worked as efficiently as him. He answers calls and emails within 24 hours usually and answers questions you didn’t know you had.

Great service, on time reponse!!!! Excellent ideas on life, car, flood insurance, as well as trust and mortgage loans. The full package!!!

Excellent in all aspects, they give you advice according to your needs and in the kindest way, they are experts in the field and they have very good business partners that complement everything you may need. Highly recommended.

Juan Carlos has been a great help in the process of obtaining an international policy for my mother. Patient, always pleased to answer any questions or concerns we have. Very good experience.