SmartFinancial - Newport Beach, California

Introduction to SmartFinancial

SmartFinancial is a reputable insurance company located at Address: 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660, United States. This company specializes in providing a wide range of insurance services, including car and motor insurance, health insurance, home insurance, life insurance, and tenant's insurance. They are committed to offering top-notch insurance solutions to their clients, ensuring they have the coverage they need. With their extensive experience and expertise, SmartFinancial strives to provide exceptional customer service and tailored insurance plans.

Servicing and Specialties

• Insurance company
• Car and Motor Insurance Agency
• Health insurance agency
• Home Insurance Agency
• Life Insurance Agency
• Tenant's Insurance Agency

Accessibility and Amenities

SmartFinancial understands the importance of providing a comfortable and accessible environment for all clients. They offer wheelchair-accessible parking, entrances, seating, and toilets, ensuring that everyone can access their services with ease. Additionally, they provide on-site parking for those who prefer to drive to their appointments.

Customer Reviews and Ratings

SmartFinancial has received an impressive 4.8/5 average rating based on 777 reviews on Google My Business. This high rating is a testament to their dedication to customer satisfaction and their ability to provide top-quality insurance solutions. One notable review highlights the exceptional work of Jeff, an account manager who goes above and beyond to tailor accounts according to client preferences and actively follows up with clients to ensure their needs are met.

Why Choose SmartFinancial

SmartFinancial stands out from other insurance companies due to their comprehensive range of insurance options, commitment to customer satisfaction, and accessible facilities. Their knowledgeable staff and personalized approach ensure that clients receive the best possible service and insurance plans tailored to their specific needs.

Final Recommendation

If you are in search of a reliable and comprehensive insurance service provider, SmartFinancial is an excellent choice. With their impressive customer reviews, extensive insurance options, and wheelchair-accessible facilities, they are committed to providing exceptional service to all clients. For more information or to get a quote, visit their website at smartfinancial.com or contact them directly at 8552142291. Don't hesitate to reach out to SmartFinancial today and experience their dedication to your insurance needs.

👍 Reviews of SmartFinancial

Kelley W.

5/5

Jeff is an account manager worthy of a 6 star review. I have nothing but good things to say about Jeff. He can be trusted to tailor your account the way you want. He always follows up with me to see how I am doing. Above all, he takes feedback seriously. He has proven to be an asset for me. He is a great example and asset to Smart Financial.

Aria H.

5/5

Cody Tong has been an outstanding account manager. He goes above and beyond to make sure I receive qualified leads that fit my business sector and is on top of my metrics to ensure my satisfaction. I have used SmartFinacial in the past but this time around Cody has made my experience much better.

David W.

5/5

I have a great account manager in Larry and appreciate his help every week. Together we have improved my success with Smart Financial substantially and look forward to working together for a long time.

j E.

5/5

Marvin Leon Butler II is exceptional! He goes above and beyond with making sure we are satisfied with our leads. He makes weekly follow up phone calls and makes our Agency feel like we are his number one customer!
Marvin has a Chic fila employee personality! I appreciate all of his help ! You are amazing and we will always stick with Smart Financial as long as Marvin is our go to! Thanks Marvin for all you do for us!

Mike S.

5/5

I've been working with Marvin from Smart Financial for the last few weeks now. Marvin has been a great help in getting everything set up with our agency. He follows up with me and makes sure everything is running smoothly, efficiently, and in a cost effective manner with us. Very professional, and easy to work with.

Eric B.

5/5

Great working relationship! I have been with Smart Financial for a month and have had a great experience. Cody Tong manages my account. He is in constant contact, reviewing our acquisition settings, recommending changes to increase lead quality and stay within our budget. Thanks Cody

Haley M.

5/5

I’ve had the pleasure of working with Cody T at Smart Financial, and I can’t say enough about how much he’s helped my agency thrive. Cody T not only sets up great campaigns and filters, but he also takes the time to really understand my needs and comes up with creative, out-of-the-box strategies to help us meet our monthly goals. He’s always there to brainstorm and offer solutions, which has made a huge difference for us. If you’re looking for someone who’s not just great at what they do but truly cares about your success, Cody T is the one to go to. Highly recommend!

Brett G.

5/5

The only company we use, have for years and it's been great. Not just the leads, but the team that we have on the backend to support us with data and adjustments along the way. Thank you for your help and support to our Agency!