See What Our Clients Say About Us
Might I just say how much my wife and I appreciate how on top of things you are, Lisa and Steve? We are experiencing ongoing examples of how professionals just don't always act professionally, and you guys are such a breath of fresh air.
Mr. and Mrs. Jeff B Valencia, CA
I rarely provide recommendations unless I’m absolutely sure that the individual or organization will live up to my endorsement. This time I have no reservations in recommending Holtz Insurance as your insurance broker. I find it difficult to even express how amazingly responsive Steve and his whole team have been. They continue to be a great asset in assisting me to resolve the many challenges in dealing with medical service providers and insurance companies over the past few years. I first started working with Holtz Insurance when my wife got cancer and had to navigate getting the proper medical care to deal with this devastating situation. What they accomplished during this period in getting us in-network coverage where there wasn’t any available and resolving the billing errors was heaven sent. After having experienced such amazing service on a personal level, I brought in Holtz Insurance to handle our company’s benefits programs. I had started experiencing many challenges at our company with employees’ questions; in particular, how to deal with all of the changes in laws concerning healthcare insurance and all the new compliance hurdles. I am happy to say that I have continued to have the same quality of service as I did on a personal basis.
Bill W. CFO, leading design company
I've known Steve for 7 years. He's like family. He and his staff provide personal, caring, professional service. He suggested the Bank on Yourself plan at a critical time in my life and it turned out to be one of the best (if not the best) piece of financial advice I've ever received. It is the cornerstone of my financial portfolio that will give me predictable, solid growth. It gives me great piece of mind. Plus, there's a side benefit of funding projects and paying yourself back, much better than paying it to a financial institution.
I've known Steve Holtz for over 30 years, and I doubt many people would know an insurance agent that long and continue to do business with him. But I also have an insurance background as a CFP. Steve is the ultimate caring and knowledgeable professional. He knows his health and life insurance. He represents many companies and looks to create a perfect match between the client and the product and the company. While I could write insurance myself, Steve writes both my life and health insurance. I have referred my own family and clients to Steve for decades because of the outstanding job he does.
Rennie G.Encino, CA
I honestly can't speak highly enough of Holtz Insurance Services. My family and I have been fortunate to have them handle our health insurance policies for the past 4 years. Being from England the whole US private health care system was completely baffling to me, however Steve and Lisa guided us through it like true professionals with unbelievable patience for all my questions. They are extremely knowledgeable, thorough and efficient in every last detail and have always taken the time to ensure we are well looked after in securing the best policy to suit our needs & budget. I wholeheartedly recommend them!
Amy C.Valley Village, CA
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