Advanced Estate & Insurance Services, Inc. (AEIS Inc.) - San Mateo, California

Advanced Estate & Insurance Services, Inc. (AEIS Inc.): A Comprehensive Overview

For discerning individuals and businesses seeking comprehensive and reliable insurance and estate planning solutions, Advanced Estate & Insurance Services, Inc. (AEIS Inc.) stands as a trusted partner. Located at 306 6th Ave B, San Mateo, CA 94401, United States, AEIS Inc. offers a diverse range of services designed to provide peace of mind and strategic guidance. With a dedicated team and a commitment to personalized attention, they have cultivated a strong reputation for excellence within the local community and beyond. Their readily accessible phone number, 650-348-6234, allows for convenient communication and scheduling of online appointments, reflecting their dedication to modern client service.

Core Specializations

AEIS Inc.’s expertise encompasses a broad spectrum of financial and legal needs. They operate as a leading insurance broker, specializing in securing the most suitable coverage options for their clients' unique circumstances. Specifically, they are a prominent Dental insurance agency, a vital resource for individuals and families seeking comprehensive dental care benefits. Furthermore, they function as a dedicated Health insurance agency, assisting clients in navigating the complexities of healthcare coverage.

Beyond insurance, AEIS Inc. provides invaluable Human resource consulting services, supporting businesses in managing their workforce and ensuring compliance with relevant regulations. Their capabilities extend to acting as an Insurance agency and an Insurance company, solidifying their position as a full-service provider. Finally, they maintain a robust Life insurance agency, offering tailored policies to safeguard individuals’ futures and those of their loved ones.

Location and Accessibility

The company’s physical location at 306 6th Ave B in San Mateo, California, is strategically positioned to serve clients throughout the Bay Area. AEIS Inc. prioritizes accessibility and convenience, as evidenced by the availability of wheelchair-accessible car park, ensuring that individuals with mobility challenges can readily access their services. The commitment to accommodating diverse needs further underscores their dedication to client satisfaction. Their website, aeisadvisors.com, provides a centralized hub for information and resources, facilitating easy access to their offerings and contact details.

Client Feedback and Reputation

The positive feedback received by AEIS Inc. is a testament to their commitment to outstanding service. They currently boast 11 reviews on Google My Business, each reflecting a consistent 5-star rating. This exceptional rating suggests a strong foundation of satisfied clients who appreciate the company’s meticulous approach to business and the responsiveness of its dedicated team. One client, for instance, noted a longstanding relationship spanning over a decade, emphasizing the company’s “stellar” service and proactive assistance in resolving complex medical bill insurance issues – specifically highlighting the dedication of Sarah and Ron. This anecdotal evidence highlights the personalized attention and problem-solving skills that clients consistently commend.

Key Features and Benefits

• Comprehensive Coverage Options: AEIS Inc. offers a wide array of insurance products and estate planning tools to meet diverse needs.
• Personalized Service: Clients benefit from individualized attention and tailored solutions, recognizing that each situation is unique.
• Expert Guidance: The team comprises experienced professionals who possess in-depth knowledge of the insurance and estate planning landscapes.
• Convenient Scheduling: Online appointments streamline the consultation process and enhance client accessibility.
• Dedicated Support: Clients can rely on responsive and proactive support throughout the entire process.

AEIS Inc. distinguishes itself through a holistic approach, combining insurance expertise with strategic estate planning advice. They understand that protecting assets and ensuring a secure future requires a coordinated strategy, and they are well-equipped to guide clients through every step. Their focus on building long-term relationships, combined with their commitment to delivering exceptional service, makes them a valuable resource for individuals and businesses alike. The positive reviews consistently point to a company that prioritizes client needs and operates with integrity and professionalism. Clients frequently praise the team's meticulousness and willingness to go above and beyond to address concerns and navigate challenging situations, particularly relating to medical insurance.

In essence, Advanced Estate & Insurance Services, Inc. represents a reliable and knowledgeable partner for anyone seeking to safeguard their financial future and plan effectively for the long term. Their location, accessibility, and dedication to client satisfaction contribute to their continued success and solid reputation in the industry.

👍 Reviews of Advanced Estate & Insurance Services, Inc. (AEIS Inc.)

Paul I.

5/5

Great company! Amazing customer service! I have had a relationship with AEIS for over 10 years now and their service is stellar. Every time I have questions and medical bill insurance issues, Sarah and Ron are front and center to help resolve them. They are meticulous with their business practice and I will continue to refer friends, family and business contacts to them!

Ashley P. R.

5/5

We have worked with the AEIS team for the past several years and they always have provided the best customer service. They are all very knowledgeable and quick to respond. They make figuring out our company benefits super easy and efficient. Would highly recommend using them for any business!

Amina B.

5/5

What an amazing team! THESE GUYS ARE THE BEST! I have been working with AEIS for years and the service they have been providing is unbeatable.
Ron and Kathy are beyond helpful, knowledgeable and thorough, specially during renewal to figure if there is a way for us to save.

Thank you AEIS team, specially Kathy for the excellent services you are providing us!

mike G.

5/5

AEIS Insurance has provided our corporate health coverage and related benefits packages for over 12 years. Their team had always made 100% efforts to meet our employee’s health benefit coverage needs. They have offered us multiple carriers when needed to match the special needs of our employees. Their annual coverage premiums were always very competitive. Our benefit’s manager always was praising AEIS staff and how they were there to handle any new employees, special needs, policy and benefit packages and other administrative items as they came up. We highly recommend AEIS.

M Green
CEO Matchkey Corporation
Chairman Emeritus Reach Analytics, LLC

Elana L.

5/5

Ron Bland is a stand out in the insurance world: he put our interests before his, when he recommended a cost-effective health care solution for our small company. And his staff is great too; they helped us worked with the insurance company to pay claims that were initially denied. I cannot recommend them enough.

Michelle M.

5/5

AEIS and in particular Sarah Regua go above and beyond for their clients. I was frustrated dealing directly with the insurance company and Sarah stepped in, helped me manage our authorizations and claims and got everything through as quickly as possible. I am so grateful for how hard she works for us and all her clients.

The B. M. C.

5/5

As a client going on many years now working with Ron and his team, they are super knowledgeable, highly skilled and exemplary in their profession. I highly recommend to anyone seeking their service. Vic Hanna, Chief Betty

Alex B.

5/5

We had an important and urgent insurance issue for our mother, and AEIS jumped right on it and got us everything we needed. Thank you, Ron and team!