Consolidated Financial Services - Fresno, California

About Consolidated Financial Services

Consolidated Financial Services, located at 1579 W Shaw Ave, Fresno, CA 93711, United States, stands out as a comprehensive financial services provider. With a phone number 559-705-4899 readily available, potential clients can easily reach out to this reputable agency for their financial needs. The company operates not just as a life insurance agency but also extends its services as a financial institution, financial planner, and insurance broker, offering a wide array of services under one roof.

Key Features and Services

Consolidated Financial Services prides itself on its specialties, which include providing life insurance, financial planning, and insurance brokerage services. These offerings make it a one-stop-shop for individuals and families seeking to secure their financial future. The agency's commitment to personalized service is evident in its provision of online appointments, on-site services, and language assistance, ensuring that clients from diverse backgrounds can access the necessary financial guidance and products.

Accessibility and Convenience

Understanding the importance of accessibility, Consolidated Financial Services has made significant efforts to ensure that its facilities are welcoming to all. The location boasts a wheelchair-accessible car park, an entrance, seating, and toilet that are all easily accessible for individuals with mobility challenges. This attention to detail underscores the company's dedication to serving the community inclusively.

Client Reviews and Experience

The company's commitment to excellence is reflected in the overwhelming positive feedback it has received. With 121 reviews on Google My Business, the average opinion stands impressively at 5/5. Testimonials highlight Angel's expertise in recommending the right type of insurance, his transparent approach, and honesty – qualities that have built trust and confidence among clients. Such reviews suggest that clients can expect a smooth and satisfactory experience when working with Consolidated Financial Services.

Recommendation

For anyone in search of a reliable and comprehensive financial services provider, Consolidated Financial Services is highly recommended. Their ability to offer a broad spectrum of financial solutions under one roof, coupled with their commitment to customer care and accessibility, makes them a standout choice. To take advantage of their expert advice and tailored financial plans, consider scheduling an appointment through their website. Don't just take our word for it; experience the service for yourself and join the growing number of satisfied clients who trust Consolidated Financial Services to guide them towards financial security and peace of mind.

👍 Reviews of Consolidated Financial Services

NIGHTFOX216

5/5

Angel is the man when it comes to which type of insurance is right for you. I was looking for life insurance and he steered me in a policy that worked for me and my family. He’s was very open and transparent about how everything works and I feel so confident and relieved that my family will be taken care of if something happens to me. He’s a very honest businessman and I would 100% recommend going through him!!!

Meghan W.

5/5

There’s a reason he’s a solid 5 star guy! Angel really lives up to his calling & his company name! He helped me gain clarity out of the confusion I had & literally cleaned up the various accounts & companies I had until they were all consolidated into one. Now I’m fully confident I’ll be able to manage this single account & know that he’s there to help along the way which is a huge blessing! Not to mention a life saver for my family should they ever need it! Can’t recommend him enough!

Shannon B.

5/5

We are so grateful for Angel Montes and his assistance and guidance with our financial planning. His knowledge and work ethic are top notch! Highly recommend.

R R.

5/5

Angel was very knowledgeable and hard working. He made our financial planning seamless. He was also a super nice guy. Very genuine.

Alejandra C.

5/5

Angel was able to help me understand my options and I am extremely happy he showed me multiple options. That gave me the opportunity to choose what was best for me and my family. I strongly recommend Angel to help you find the best options for you and not leave your family with any of the financial burdens.

Kim K.

5/5

Pleasure to work with!
Excellent in explaining the details and options available. His follow through has been exceptional. He is just a pleasure to do business with. He was referred to me by a friend and I can now see why the recommended him.

Janie M.

5/5

Mr.Montes was very helpful in getting us lns. Policies.l Recommend him to any body. That needs a policie.

Karen A.

5/5

I am deeply thankful for Angel's generosity in sharing his expertise with me, as he took the time to carefully develop a tailored plan that precisely met my requirements, demonstrating not only his outstanding proficiency as an insurance broker but also his kind and supportive nature as a true friend.