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

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Advanced Estate & Insurance Services, Inc. – A Comprehensive Overview

For individuals and businesses seeking comprehensive insurance and estate planning solutions, Advanced Estate & Insurance Services, Inc. (AEIS Inc.) stands out as a reliable and dedicated partner. Located at 306 6th Ave B, San Mateo, CA 94401, and easily accessible via phone at 650-348-6234, AEIS Inc. provides a wide range of services tailored to meet diverse needs. Their website, aeisadvisors.com, serves as a central hub for information and scheduling.

Specializations and Services

AEIS Inc. distinguishes itself through its multifaceted approach to financial well-being. They operate as a highly respected insurance broker, specializing in a variety of crucial areas including:

• Dental Insurance Agency
• Health Insurance Agency
• Life Insurance Agency
• Human Resource Consulting
• Insurance Agency
• Insurance Company

This breadth of expertise allows them to offer holistic solutions, addressing not just individual insurance requirements but also broader employee benefits packages and estate planning considerations. It’s clear from their offerings that AEIS Inc. prioritizes a deep understanding of the complexities involved in protecting assets and ensuring future security.

Location and Accessibility

The San Mateo location is strategically situated to serve clients throughout the Bay Area. Furthermore, AEIS Inc. demonstrates a commitment to inclusivity by offering wheelchair accessible parking, ensuring ease of access for all visitors. They also provide the convenient option of online appointments, reflecting a modern and client-centric approach to service delivery.

Client Feedback and Reputation

AEIS Inc. consistently receives high praise within the community, as evidenced by the 11 reviews on Google My Business, all boasting an impressive average rating of 5/5. These reviews consistently highlight exceptional customer service and a dedication to resolving complex issues efficiently. Many clients express a long-standing relationship with the firm, citing a meticulous business approach and a proactive willingness to assist with everything from medical bill insurance to broader estate planning matters. It’s apparent that building trust and fostering long-term relationships are core values.

Recommended Information & Next Steps

If you’re seeking a trusted advisor for your insurance needs, estate planning, or HR consulting, AEIS Inc. presents a compelling option. Their combination of specialized expertise, convenient service options, and overwhelmingly positive client feedback makes them a strong contender.

To learn more about their specific offerings and schedule a consultation, we strongly recommend visiting their website: aeisadvisors.com

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👍 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!