Hailey Y.
10/25/2019
Jessie was so easy to deal with. I had a problem with my MediCal and I could not contact my case worker so I had to find someone. My friend referred Jessie for health insurance I called her and...
Daniel Bach Phan - Financial Service & Insurance Agent
Closed
(4)
9741 Bolsa Ave Ste 217
Westminster, CA 92683
History
Jessie started the business in 2017 as a Health Insurance agent, Tax specialist and Notary Public. She was very interested in this field and soon became a trustworthy source to more than 2000 customers a year. In late 2018s she expanded her business to mortgage loans and estate planning. She also contracted with a licensed attorney to ensure thay every documents she prepared is legal and law up-to-dated.
Specialties
I provide professional financial services in: Mortgage home Loans, Tax preparation, Estate plan - Living Trust, Health Insurance and Notary Public. My top priority is the customer satisfactions. I understand that financial topic sn't the easiest one. But I promise I'll make it as easy as possible to guide you through the process. Let me know your concerns & your goal.
Also at this address
Reviews
5.04 reviews
Vincent P.
7/23/2020
As a colleague in the same profession, let me tell you Jessie is amazing at what she does. She goes above and beyond your expectations and is very knowledgeable. You can always count on her to...
Teewizzle P.
5/1/2020
Jessie is awesome. A great notarist, fluent in both English and Vietnamese. Very knowledgable. Highly recommend for your paperwork needs!
Anh T.
10/22/2019
She is very welcoming! As a beginner, I have a little knowledge or even don't know what I'm doing. She explains to me very carefully, making sure I understand what I'm dealing with, and leads me...
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