All Mark Insurance Services, Inc. - Laguna Hills, California

Introduction to All Mark Insurance Services, Inc.

Established in the heart of Laguna Hills, California, All Mark Insurance Services, Inc. is a highly regarded insurance agency that offers a range of financial consulting and planning services. The company, located at 23181 Verdugo Dr # 100B, Laguna Hills, CA 92653, has been providing top-notch assistance to clients for many years.

Specialties and Services

Specializing in insurance agency services, financial consulting, and financial planning, All Mark Insurance Services, Inc. prides itself on delivering personalized, comprehensive solutions to meet the unique needs of each client. With a deep understanding of various financial matters, including annuities and tax impacts, the team at All Mark Insurance Services, Inc. offers expert advice and guidance to help clients make informed decisions about their financial future.

Accessibility and Reviews

The company is committed to providing an accessible environment for all clients, featuring a wheelchair-accessible entrance and parking lot. Moreover, the company's dedication to exceptional service is reflected in their outstanding reviews, boasting an impressive average rating of 4.9/5 based on 62 reviews on Google My Business.

"Phenomenally impressed with James' deep knowledge & perspective on annuities & a wide variety of other financial matters, including tax impacts. Tons of learning & direct, honest guidance in every conversation. Highly recommend him"

One of the many glowing testimonials highlights the exceptional knowledge and guidance provided by James, the seasoned retirement strategist at All Mark Insurance Services, Inc. Clients appreciate his honest and direct approach, as well as the use of modeling tools to ensure informed decision-making.

Reaching Out and Contacting All Mark Insurance Services, Inc.

For individuals seeking reliable financial consulting and planning services, All Mark Insurance Services, Inc. is an excellent choice. To learn more about their specialties, contact them by phone at 800-538-8001 or via their website at yoursafemoneypeople.com. With their commitment to accessibility, expertise, and exceptional customer service, All Mark Insurance Services, Inc. is poised to help clients secure their financial future.

Take the first step towards achieving your financial goals by contacting All Mark Insurance Services, Inc. today. Visit their website at yoursafemoneypeople.com to learn more about their services and how they can assist you in securing your financial future.

👍 Reviews of All Mark Insurance Services, Inc.

Dot D.

5/5

Phenomenally impressed with James deep knowledge & perspective on annuities & a wide variety of other financial matters ... including tax impacts. Tons of learning & direct, honest guidance in every conversation. Highly recommend him!!!

Steve C.

5/5

James is a seasoned retirement strategist and has your interests in mind. He helps you with great modeling tools so it’s not just pulling number out of the air. He is a wealth of knowledge and has helped me understand the options I have without feeling like I am pushed to buy something. I really appreciate his services.

Pradeep E.

5/5

I am writing this message to express my sincere appreciation for James Johnson. I recently had the pleasure of utilizing his financial advisory services and I must say that the experience was beyond extraordinary. James is an individual who truly knows his craft and his level of expertise is unmatched. His friendly and welcoming demeanor made me feel immediately comfortable and his vast knowledge of financial management made me feel confident in his abilities. He took the time to understand my financial goals and tailored his recommendations to fit those goals. James was transparent, honest and offered comprehensive solutions that enabled me to make informed decisions. I cannot express how grateful I am for his outstanding services. His kindness and dedication to his clients are truly admirable. He is not forcing you to buy any products. He tries to educate you and then you have to take the decision. I highly recommend James Johnson to anyone who is looking for a financial advisor and I will certainly continue to use his services in the future.

James B.

5/5

My wife and I had an awesome meeting with James. He has a wealth of knowledge regarding retirement planning and was super helpful in working with us on understanding our retirement scenarios. James is a very passionate about enabling individuals to maximize their investments and de-risk the future where possible. If you are someone that is looking to better understand your future retirement options, I would highly recommend working with James and Al Mark Insurance!

Nilesh P.

5/5

I highly recommend James' Wealth & Retirement Strategic services for anyone looking for comprehensive and personalized financial planning. He helped me create a tailor-made plan that prioritizes my goals and needs, and provided me with expert guidance and support throughout the process. He also helped me with tax strategies, estate planning, and insurance needs. He is very professional, knowledgeable, honest and friendly. He never tried to sell me anything not needed. I am very satisfied with his guidance and the results I achieved. Thank you, James!

Judy V. P.

5/5

James is straightforward and he shows you the math! He is patient, and answers each question thoroughly to ensure that I understand the details. Very transparent.

Gail B.

1/5

I have 2 annunities with James Johnson. It has been 2 years since I purchased them and time to review. Mr. Johnson sent an email requesting changes with a ASAP timeline. No hard date given. I was on vacation. Upon return I met with Mr. Johnson and found out I had missed the timeframe to make the requested changes. I asked Mr Johnson to put a date in his email to me so I would be informed. He said it’s not going to happen. He is too busy for personal attention. Once he gets your money he doesn’t have time for you.

Lance M.

5/5

Had a free zoom meeting with James from All Mark Insurance Services and he gave me some great insight with finances and my future. Not many people out there these days that will have a conversation with you and not try to pitch or sell something to you. Wonderful conversation and great resources were given all the while looking out for my best interest. Thanks James!