BURTIS/STEELE INVESTMENT & RETIREMENT SERVICES

LOS GATOS, CA

Address: 345 OLD TURNPIKE ROAD, LOS GATOS, CA

2 Reviews
BURTIS/STEELE INVESTMENT & RETIREMENT SERVICES: A Comprehensive Insurance Agency

Located at 345 OLD TURNPIKE ROAD, LOS GATOS CA, BURTIS/STEELE INVESTMENT & RETIREMENT SERVICES is an established insurance agency licensed to offer a wide array of insurance products. The agency specializes in financial planning, investments, and retirement services. Its team of experienced professionals provides personalized solutions to cater to the diverse insurance needs of individuals, families, and businesses in the Los Gatos area. With its commitment to ethical conduct and comprehensive knowledge of the industry, BURTIS/STEELE INVESTMENT & RETIREMENT SERVICES has earned a reputation for providing reliable and tailored insurance services.

Reviews of the agency consistently highlight the high levels of customer satisfaction. Clients commend the agency's transparent approach, personalized advice, and responsive service. Many reviewers express appreciation for the agency's ability to develop tailored solutions that meet their specific financial objectives. The agency's commitment to customer care and expertise in financial planning has contributed to its positive reputation within the community, making it a trusted source for insurance and financial planning services.

Other Details

  • License Type: General Lines Agency
  • States licensed: CA
  • Products: Life, Accident, Health & HMO
  • Year Established: 2019
  • Company Type: Corporation
345 OLD TURNPIKE ROAD, LOS GATOS, CA

Users Reviews

4.8

Based on 2 Reviews

Total 2 Reviews

AM

Alyssa Moore

  • Reviewed on
  • 1 reviews written
4.9

i have been a client of burtis/steele investment & retirement services for over 10 years and have always been very satisfied with their services. they are always available to answer my questions and provide me with sound financial advice. i would highly recommend them to anyone looking for a financial advisor.

WD

William Davis

  • Reviewed on
  • 186 reviews written
4.8

very happy with the service provided by burtis/steele investment & retirement services. they were very professional and helpful in guiding me through the process of setting up my retirement plan. i would highly recommend them to anyone looking for financial planning services.

H

HEALTH-PLUS INSURANCE AGENCY, INC..

LOS ALAMITOS, CA

0.0 (0 reviews)

  • License Type: General Lines Agency
  • Products: Life, Accident, Health & HMO
  • Number of Agents: 0
  • States licensed: CA
  • Year Established: 2024
  • Company Type: Corporation
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K

KARMA INSURANCE SERVICES, LLC.

OAKLAND, CA

4.7 (3 reviews)

  • License Type: General Lines Agency; AGENCY LICENSE
  • Products: Life, Accident, Health & HMO; Property and Casualty
  • Number of Agents: 0
  • States licensed: CA; FL
  • Year Established: 2016
  • Company Type: Limited Liability Company
View Agent Page