Many Happy Clients Trust Us with Their Annuity and Insurance Recommendations

2022 Reggie is as professional as they come. She is reachable, always answers her phone, is there when we need her, and is kind-hearted and caring. We have promoted her business many times over because we believe in the excellent care she takes with her clients. We love Reggie!

Dahlia T and Family, RN Administrator

Fresno, CA

2022 Outstanding customer service! No doubts about her way of doing business with us. Always transparent and available.

H. Yao, Business Owner.

Commerce, CA

2022 Reggie Mares is responsive to our needs. As an advisor, she helps our employees determine which plans work best for them and their families.

S. Bryant, Center Administrator

Los Angeles, CA

2022 If not for her patience, I would have changed my mind about listening to planners. Reggie explained annuities and insurance thoroughly, I ended up with a good rollover annuity plan and insurance for my children.

E. Smith-Band, Lab Scientist

Quest, CA

2022 Reggie is so friendly and helpful. She explains the options very thoroughly. I didn't know much about retirement or annuities, and she explained it well.

N. Rowell, RN

Livermore, CA

2022 She always allows much time for our Q & A, which I appreciate. She's never in a hurry to dismiss my inquiries.

S. Blake, Sonographer

Loma Linda, CA

2021 Reggie was attentive and worked hard to achieve a plan that would satisfy us. She spent much time browsing different scenarios, showing us the difference, and explaining everything. She is very knowledgeable, kind, and patient. I highly recommend her services!

F. De Martini, Artist-Illustrator

Los Angeles, CA

2021 Reggie is excellent. She is always available and willing to answer any questions we have.

R. Moreno, Business Owner

Corona, CA

2021 Personal touch - she patiently spent time customizing my plan, explained the pros & cons of each program, and worked on a project that would fit my budget. And Reggie is very respectful of what I want, makes it easy for me to talk to her honestly, and has her client's best interests at heart.

H. Hegle, Accounting Assistant

Chino, CA

2021 Reggie is an amiable and kind person. She helped me personalize a specific planned financial guide for me. I would highly recommend her to more family and friends. She is an honest person too. Thank you, Reggie!

A. Zagala, Mammographer


2021 Knowledgeable, thorough, patient, and always has time to answer questions.

Ian M, IT

Huntington Beach, CA

2021 Reggie is a hard-working person that you can trust. She always ensures that you understand the terms and takes the time to explain and answer all your questions. I would highly recommend her to friends and family.

M. Bell, NPI Planner


2020 Reggie knows her stuff. Great representation always!

C. Leyva, Administrative Assistant

City of Industry, CA

2020 Reggie is an excellent benefits advisor taking all necessary steps to assist us in explaining benefits and diligently guiding us throughout the claims process. I highly recommend her services to friends and family.

M. Villacisneros, Event Coordinator

Los Angeles, CA

2019 I am just very thankful to have someone knowledgeable, patient, and extremely customer oriented.

M. Navarro, Administrator

Corona, CA

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