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SmartFinancial - Newport Beach, California

Address: 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660.
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 entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating.
Opinions: This company has 772 reviews on Google My Business.
Average opinion: 4.8/5.

Location of SmartFinancial

SmartFinancial 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660

8552142291

SmartFinancial is an insurance company that specializes in various types of insurance policies. They are located at Address: 4041 MacArthur Blvd Ste 2

Reviews of SmartFinancial

SmartFinancial - Newport Beach, California
Quinn Crayton
5/5

Lindsay V. is the most professional, experienced, charismatic and accommodating individual I have ever worked with. She has exceptional customer service skills and exemplary communication. She definitely deserves a raise. Thank you for all your help and support Lindsay!!! You are simply the best!!!

SmartFinancial - Newport Beach, California
j eddie
5/5

Marvin Leon Butler II is exceptional! He goes above and beyond with making sure we are satisfied with our leads. He makes weekly follow up phone calls and makes our Agency feel like we are his number one customer!
Marvin has a Chic fila employee personality! I appreciate all of his help ! You are amazing and we will always stick with Smart Financial as long as Marvin is our go to! Thanks Marvin for all you do for us!

SmartFinancial - Newport Beach, California
Haley Maresca
5/5

I’ve had the pleasure of working with Cody T at Smart Financial, and I can’t say enough about how much he’s helped my agency thrive. Cody T not only sets up great campaigns and filters, but he also takes the time to really understand my needs and comes up with creative, out-of-the-box strategies to help us meet our monthly goals. He’s always there to brainstorm and offer solutions, which has made a huge difference for us. If you’re looking for someone who’s not just great at what they do but truly cares about your success, Cody T is the one to go to. Highly recommend!

SmartFinancial - Newport Beach, California
Mike Saraceno
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.

SmartFinancial - Newport Beach, California
Eric Boatner
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

SmartFinancial - Newport Beach, California
Casey Calderwood
5/5

I've been using Smart Financial live Insurance Leads for a couple of months now, and I couldn't be happier with the results. My account manager, Roger, has been incredibly knowledgeable and helpful throughout the entire process. Thanks to his expertise, I've seen great success and a significant increase in quality leads. Highly recommend this service for anyone in the insurance industry looking to grow their business!

SmartFinancial - Newport Beach, California
Eric Golden
5/5

I am an Insurance Customer Service/Sales Agent and Smart Financial has been a big help to us in trying to meet our monthly sales goals. Amber Wright has been our account manager and has been extremely helpful throughout our time using these leads. She consistently checks in and can even help track sales goals and the quality of the lead campaigns to recommend how to wisely spend your money.

SmartFinancial - Newport Beach, California
Oluwayemisi Flourish-Adeniran
5/5

SmartFinancial calls are the way to go to help your business. The calls keep me busy helping customers find the appropriate coverage for them. Nick W., my account rep, is always approachable and available for help whenever I need it. I think he makes the difference in why I would stay with a lead generation company.

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