Kenneth T.
10/15/2022
Daniel Phan, Outstanding, Example,Mr. Phan, Explains everything you need to know about Medicare Advantage Plans, I learned all the Advantage plans are Different,He makes sure you understand what's...
First Source Insurance Agency
Closed
(27)
Photos
9741 Bolsa Ave Ste 217
Westminster, CA 92683
History
We started the business from 1982 and keep growing since then. Our office was located on Magnolia Street but we moved to Bolsa on 2012. In 2013, we started to sell Covered California - Obamacare health insurance. In 2014, we expand the business to filing individual & business tax return commercially. In 2015, notary service and legalization services were added In 2016, loan officers and mortgage realtors joined our team. We had more than 30+ loans close our first year In 2020, our office was remodeled and refreshed
Specialties
Your one-stop-shop for affordable health insurance & tax preparation at a reasonable cost. Our tax return start rate is $20. Our customer service is highly rated and is super in resolving your concerns. We open year-round and 7 days a week on peak seasons of Obamacare and Tax. We also provide Loan & Real Estate services and Living Trust planning.
Also at this address
Reviews
4.527 reviews
Sheena V.
1/21/2025
Dong was great. I came in on a Tuesday afternoon, very mellow and calm place. I was working with Dong and he was awesome! Work was quick, efficient, and very informative. Will definitely come back...
Thu N.
3/12/2025
First of all, since I am not the customer so I will not judge the quality of the office. I wrote this review to talk about the customer service. All front employees were really nice and helpful. I...
Xuan N.
4/8/2025
Mới lam thue xong cho ca gia dinh. Nhanh gon le. Bach is the best. Nam nao cung nhu nam do. Gui giay to hom nay. Next day la co het 3 giay khai thue cho 3 hộ gia dinh. Thiet là ưng ý het suc. Cam...
Dung N.
9/3/2024
Thank you so much Loc for helping me get insurance. He's really nice, friendly and efficient. Highly recommend!
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