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I own a financial
planning business and have over 100
loyal clients that I see 3 to 4 times
per year. My goal is to ensure they are
protected in all aspects of their lives
by ensuring they have adequate insurance
so that they can reach their financial
goals, such as retirement. While I
handle their life, disability and long
term care protection needs, I refer my
clients to Colton Insurance (namely
agent Sarah Bain) for property and
casualty coverage. It's amazing to me
that Sarah discovers over 90% of my
clients are either underinsured or
paying more than they should, and in
most cases, she's able to save them on
average $400 per year by working her
magic. The tight knit family style
culture they've cultivated at Colton
Insurance impresses me immensely in
addition to their philanthropic
orientation with Elk Grove in
particular. It's more than evident that
they care about their clientele by
offering an extensive menu of insurance
companies and policies with professional
service and product knowledge. I am 100%
confident referring my clients to them
as I have been a client myself for over
5 years...who would ever consider
changing brokers with impeccable
customer service such as theirs?
Anonymous
Senior Financial Advisor
Ameriprise Financial |
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I want to write to tell
you what great service I have had with
Colton Insurance. Whatever the need,
when ever I had a question or problem,
your staff has been there fast. When I
was purchasing a new van, and didn't
have proof of car insurance with me, I
just had the dealer call Colton
Insurance, and it was faxed within
minutes of the request. With a teenager
driver, my Agent Sarah searched until
she found me the best rate with an A1
company with a reasonable rate. Thank
you and your great staff for always
being there for me and my family needs.
Gail Haggard |
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Over the past 20 years,
Neem Tree Corporation has had a great
relationship with Colton Insurance. When
Jeanna left the company, I was afraid I
would no longer get the “extra special”
treatment, but Naomi Takata has taken
the baton and run with it. I know quiet
often I have difficult request and that
I don’t always hold up my end of the
work, but Naomi has always helped me in
an extremely friendly and professional
manner. Brad Garner,
Sign*A*Rama |
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