Whims Insurance and Financial Services - Folsom, California

Whims Insurance and Financial Services

Located at 31 Natoma St #170, Folsom, CA 95630, United States, Whims Insurance and Financial Services is a reputable insurance agency providing comprehensive coverage solutions to clients in the area. With a phone number of 9168176250 and a website at leavitt.com, the agency is dedicated to helping individuals and businesses navigate the complex world of insurance and financial planning.

Specialties and Services

Whims Insurance and Financial Services specializes in offering a wide range of insurance products, including auto, home, life, and health insurance. The agency's team of experienced professionals works closely with clients to understand their unique needs and provide tailored solutions that best suit their requirements.

Accessibility

The agency is committed to providing a comfortable and accessible experience for all clients. Visitors can enjoy a wheelchair-accessible entrance and parking facility, ensuring that everyone can access the services with ease.

Customer Reviews

With an impressive average rating of 5/5 based on 78 reviews on Google My Business, Whims Insurance and Financial Services has earned a stellar reputation among its clients. Many customers have praised the agency for its exceptional customer service, knowledgeable staff, and competitive pricing.

One satisfied customer shared their experience, saying, "I called Kari Truong after trying to reach at least 20 different companies, and she was the only agent who actually answered the phone, including the one I've been with for 15 years, who I've been trying to contact for over a month Kari was incredibly helpful, guiding me through the process and even saving me over $400 per year while providing better coverage for my car. She is highly knowledgeable, professional, and truly goes above and beyond for her clients and new clients"

Another reviewer mentioned, "I have been with Whims Insurance for several years now, and I have always received outstanding service. The staff is always friendly, helpful, and responsive to any of my needs. I highly recommend this agency to anyone looking for reliable and comprehensive insurance solutions."

Whims Insurance and Financial Services is a trusted and dependable choice for individuals and businesses seeking top-notch insurance and financial services. With its commitment to excellence, accessibility, and customer satisfaction, the agency continues to serve the community with distinction.

👍 Reviews of Whims Insurance and Financial Services

LFDrums ?.

5/5

I called Kari Truong after trying to reach at least 20 different companies, and she was the only agent who actually answered the phone including the one I’ve been with for 15 years, who I’ve been trying to contact for over a month! Kari was incredibly helpful, guiding me through the process and even saving me over $400 per year while providing better coverage for my car. She is highly knowledgeable, professional, and truly goes above and beyond for her clients and new client!

Anthony W.

5/5

Very happy with Whims for both business and personal insurance. Ask for Kari, she helped us find the right solutions for what we are looking for and responds quickly and professionally. Highly Recommend.

Roberta C. L.

5/5

I called Whims Agency to get some advice about the portfolio of insurance that we have with them. Kari gave me my assignment of details to gather. I really appreciate when I get solid instructions from a professional.

Linnea H.

5/5

Kari was the agent who helped me after I received a non-renewal. She navigated me through a very stressful time in a very positive and caring manner. Highly recommend to any homeowner who needs to change insurance companies.

Adrian P.

5/5

Have used Whims Agency for more than 5 years. They are a great team - highly recommend.

Christina

5/5

I just wanted to take a few minutes to express how impressed and grateful I am with my agent Rose. By far out of all the previous agents I’ve had, Rose is the most caring agent I’ve met. Every time I let her know I need help or just have a question she is quick to respond and shows her concern towards her clients. Rose is the #1 agent I would recommend to anyone looking for insurance. Not only does she take care of you with great customer service but also offers the greatest rates! Believe me when I say this, you won’t regret having Rose as your agent, she will change your life for the better!

Michael R.

5/5

I am a realtor and i was working with a client who was buying a home and needed homeowners insurance. My client reached out to Rose and her experience could not have been better. Rose was great to work with and knowledgeable and the premium obtained was great. Then we had a closing date adjustment and needed help. Again, Rose was there going above and beyond. She came through and got the job done. Thank you Rose and Team. I recommend Rose to Anyone and We will definitely refer future and past clients to Rose.

Carolina C.

5/5

I've only worked with Rose at this office but that was more than enough to prompt me to leave a review! She's awesome! It only takes one conversation to know that she has so much experience and knows her stuff. I can trust her to tell me the best way to protect my assets. Her positive attitude is an added bonus!