Having access to over 100 highly rated carriers, allows for a tailored plan for each individual and their specific needs. In order to provide a wide range of financial services we have partnered with experts in each field. If accounting, legal or investment needs arise, we have a trusted resource available to provide council.
Backed by 30 years of experience in premium financial products. Our clients benefit from their unmatched industry expertise, the strength of their influence with the nation's top insurance carriers and state-of-the-art proprietary tools and technology. They will take care of all your insurance needs.
Backed by 30 years of experience in premium financial products. Our clients benefit from their unmatched industry expertise, the strength of their influence with the nation's top insurance carriers and state-of-the-art proprietary tools and technology. They will take care of all your insurance needs.
Reviews (11)
Wendy Lambert
Dec 15, 2021
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Santosh Bhotika
Nov 07, 2021
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Terry Lee
Oct 20, 2021
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Alicia Parker
Oct 14, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Casey Oliveira is amazing!! She explains stuff where I can understand it and there’s absolutely no pressure to make a decision one way or another in any of our meetings. She’s been very helpful and saves me so much stress with all of our insurance needs over the past couple of years!
Casey Oliveira is amazing!! She explains stuff where I can understand it and there’s absolutely no pressure to make a decision one way or another in any of our meetings. She’s been very helpful and saves me so much stress with all of our insurance needs over the past couple of years!
Adrienne Evans
Jun 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Casey was recommended to me by my nurse practitioner to figure out the maze that is Medicare. She knew the answers to my questions and got me set up over the phone. I’m so relieved! Thank you so much, Casey for your professionalism and hard work!
Casey was recommended to me by my nurse practitioner to figure out the maze that is Medicare. She knew the answers to my questions and got me set up over the phone. I’m so relieved! Thank you so much, Casey for your professionalism and hard work!
April Muse
Feb 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Casey has come through for me every time I have an insurance question or need advice. She is quick to respond and never leaves me waiting. She doesn't treat me as a client, but personalizes it as a friend. I send everyone I know to her that needs assistance.
Casey has come through for me every time I have an insurance question or need advice. She is quick to respond and never leaves me waiting. She doesn't treat me as a client, but personalizes it as a friend. I send everyone I know to her that needs assistance.
Jeanne Lindsey
Nov 25, 2020
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Jon Thurmond was a blessing to us last year when my husband needed to know about the different options with Medicare. We were close to the deadline to sign up, and Jon worked diligently for us during his vacation to ensure that my husband had the best plan to meet his needs and meet the deadline. And this year, he found a better drug plan at affordable rates when my husband’s current plan notified him that his monthly premium will increase next year. The customer service and empathy for our needs is phenomenal! Thank you, Jon! Sincerely, Jeff & Jeanne Lindsey.
Luly Le Donne
Sep 08, 2020
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Casey Oliveira was my agent and working with her has made my first time getting a health insurance smooth and fun experience. She truly cares about what you need and she went above and beyond to make sure I had all the information required to make the right decision!
She comes highly recommended and anyone would be lucky to have her as their agent.
She comes highly recommended and anyone would be lucky to have her as their agent.
Tim Weatherford
Jul 08, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I am totally satisfied with the service provided by Casey, she has always been very prompt to return calls and answer any of my questions. She was able to get coverage for my wife and assist me with Medicare plan that meets our needs. Excellent service, highly recommend
I am totally satisfied with the service provided by Casey, she has always been very prompt to return calls and answer any of my questions. She was able to get coverage for my wife and assist me with Medicare plan that meets our needs. Excellent service, highly recommend
Ron Hopkins
Jun 06, 2020
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So glad we met Jon a year ago when new to Medicare. Don't try going it alone - Jon Thurmond's direction to pick the right plan was invaluable and very much appreciated. Very patient to explain the nuances of Medicare plans. His selection of the right plan is tailored to your needs and pharmacy preferences. A year later during open enrollment, Jon confirms we are still in the best plan based on plan changes and medical needs. We affectionately call Jon, "The Medicare Guy!"
Nathan A.
May 01, 2020
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I'm not quite sure where to start with this amazing company. I have been with Axis Financial for several years now. I have used them for health insurance, life insurance and dental insurance. I am always looking for an excuse to give them business because they take such great care of their customers. I have personally dealt with Jon and Casey. They saved me a lot of money and provided me the coverage that I actually need compared to some of the larger companies I have used in the past that were just trying to make a sale. I highly recommend them to anyone needing life/health/dental insurance
