SmartFinancial - Newport Beach, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660, United States.
Phone: 8552142291.
Website: smartfinancial.com
Specialties: Insurance company, Auto insurance agency, Health insurance agency, Home insurance agency, Life insurance agency, Renter's insurance agency.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, On-site parking.
Opinions: This company has 781 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of SmartFinancial

☎️8552142291

⏰ Open Hours of SmartFinancial

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Sunday: Open 24 hours

Overview of SmartFinancial

SmartFinancial, located at 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660, United States, is a reputable insurance company that specializes in a wide range of insurance services. With a phone number of 8552142291 and a website at smartfinancial.com, they have made it easy for clients to access their services and learn more about what they offer.

SPECIALTIES

The company's specialties include:

Insurance company
Auto insurance agency
Health insurance agency
Home insurance agency
Life insurance agency
Renter's insurance agency

ACCESSIBILITY FEATURES

In addition to their range of services, SmartFinancial also offers several accessibility features, including a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and wheelchair-accessible toilet, ensuring that all clients, regardless of their physical abilities, can access their services without difficulty. The company also provides on-site parking for added convenience.

REVIEW AND OPINION

With 781 reviews on Google My Business, it's clear that SmartFinancial has a strong presence in the insurance industry. The company boasts an impressive 4.8/5 average opinion rating, indicating that clients are highly satisfied with the services provided.

One standout opinion highlights the quality of the leads and the exceptional level of service provided by Jim, the account manager, and Henri in onboarding. This customer states that working with SmartFinancial has been a game-changer for their agency, helping them grow and succeed in the insurance business.

RECOMMENDATION

If you're looking for reliable and comprehensive insurance services, SmartFinancial is a top choice. With their extensive range of specialties, commitment to accessibility, and excellent reputation, they have earned their high ratings. To learn more or to connect with their team, visit their website at smartfinancial.com or contact them directly at 8552142291. Don't miss the opportunity to elevate your insurance needs – SmartFinancial is ready to help

👍 Reviews of SmartFinancial

SmartFinancial - Newport Beach, California

Eric E.

5/5

5 Stars!

Working with Smart Financial has been a game-changer for The Emmanuel Agency! From the start, their team has been incredibly supportive in helping my agency grow. My account manager, Jim, has been phenomenal—always responsive, knowledgeable, and genuinely invested in my success. Henri in onboarding made the process smooth and effortless, ensuring I had everything I needed to hit the ground running. The quality of leads and the level of service have exceeded my expectations. If you’re looking to take your insurance business to the next level, I highly recommend Smart Financial!

Aria H.

5/5

Cody Tong has been an outstanding account manager. He goes above and beyond to make sure I receive qualified leads that fit my business sector and is on top of my metrics to ensure my satisfaction. I have used SmartFinacial in the past but this time around Cody has made my experience much better.

Kelley W.

5/5

Jeff is an account manager worthy of a 6 star review. I have nothing but good things to say about Jeff. He can be trusted to tailor your account the way you want. He always follows up with me to see how I am doing. Above all, he takes feedback seriously. He has proven to be an asset for me. He is a great example and asset to Smart Financial.

dave S.

5/5

I just started working with Henri and Jim from Smart Financial. They are both helping me get off the ground and are doing everything they can to make it a smooth transition. I would recommend Smart Financial to everyone.

David W.

5/5

I have a great account manager in Larry and appreciate his help every week. Together we have improved my success with Smart Financial substantially and look forward to working together for a long time.

Nelson P. A.

5/5

When you look up the words Quality Customer Service you will see a picture of Jim & Henry with respect to a company review of Smart Financial. From set up assistance to fine tuning customer search, this company exceeded my expectations.

Mike S.

5/5

I've been working with Marvin from Smart Financial for the last few weeks now. Marvin has been a great help in getting everything set up with our agency. He follows up with me and makes sure everything is running smoothly, efficiently, and in a cost effective manner with us. Very professional, and easy to work with.

Eric B.

5/5

Great working relationship! I have been with Smart Financial for a month and have had a great experience. Cody Tong manages my account. He is in constant contact, reviewing our acquisition settings, recommending changes to increase lead quality and stay within our budget. Thanks Cody