Top Shelf Financial Services - Lancaster, California

Maria T.

We recently had a sit-down with Lavow from Top Shelf Financial Services, and it was honestly one of the most helpful financial conversations we’ve had. He was super knowledgeable, but what really stood out was how personal and down-to-earth the whole experience felt.

He took the time to understand our family’s needs and walked us through the best options without overwhelming us or making us feel pressured. It felt more like a real conversation than a sales pitch, which we really appreciated. We walked away feeling informed, supported, and confident in the direction we’re heading. Can’t recommend them enough.

Martha F.

I’ve had a fantastic experience with Top Shelf. From the very beginning, their team was knowledgeable, patient, and genuinely committed to helping me find the right coverage for my family’s needs. The application process was smooth and transparent, and all my questions were answered clearly. What I appreciate most is their responsiveness and ongoing support—it’s reassuring to know that my loved ones are protected and that I can count on this company for dependable service. I highly recommend them to anyone looking for trustworthy and reliable life insurance.

The P. V.

I had an excellent experience working with top shelf Financial. Carlton and his team were knowledgeable, responsive, and truly took the time to understand your financial goals. Whether it's life insurance, investment planning, or long-term wealth management, they provide clear guidance and tailored strategies. Highly recommend for anyone looking to take control of your financial future.

Latoya M.

Carlton was great very informative. Got me exactly what I needed. I feel very confident about what I chose as far as investing my money and securing my life insurance policy. Great energy great people. I highly recommend his investment. Ad advisor was very informative as well.

JoAnn H.

I’m blown away & completely impressed by this organizations services. If you Donot already have your family and assets secured with term life & whole life insurance you need to book an appointment asap. Ask for Carlton!! I’ve know him in this community for over 20 years. Extremely knowledgeable individual- he will set you up right!! Tell him JoJo sent you and get yourself secure it’s less than you think to have total peace of mind!! There is a reason this agency has been voted “AV’s best !! Thanks again, Carlton

Sabrina G.

I’ve had the best experience with Top Shelf Financial! From the moment I reached out, the staff made everything so easy-going and approachable. It genuinely feels like speaking to friends rather than strangers, and their professionalism and care really stand out. They take the time to understand your needs and offer solutions that make sense. I highly recommend them for anyone seeking financial guidance!

Josh M.

I had the chance to work with Andrew, and he was great. He took the time to explain my current policy clearly and showed me a better option that fit my needs and goals. Not only that, but he also saved me hundreds of dollars a month! I really appreciated how helpful and patient he was. Highly recommend!

StacyAnn C.

I recently had the pleasure of meeting Andrew from Top Shelf Financial at a quinceañera, and we set up an appointment to review my current financial portfolio. What I initially expected to be a quick meeting turned into a thorough and insightful financial and retirement review.

The office provides a full range of services, ensuring a well-rounded approach to financial planning. During my visit, I also had the opportunity to meet with Devonte, who assisted me in exploring my current options. Their professionalism, knowledge, and genuine care for my financial future truly stood out.

If you’re looking for a team that takes the time to understand your goals and provides personalized financial guidance, I highly recommend Top Shelf Financial!