Innergy Financial 1st Ave, San Diego

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• H

  Henry Jahn

  5

  Innergy financial is definitely the most professional and personable insurance company I've ever dealt with.... Karlo helped me every step of the way and made sure that all my questions were answered and even answered some questions I didn't think about asking... It is a pleasure doing business with Innergy financial and Karlo has got to be the best insurance agent I've ever had the pleasure of doing business with.

  Response from the owner

  Mr. Jahn, thank you for your words of appreciation. It is a pleasure knowing you and being of service to you!

• J

  Jalitza Cardona

  5

  Friendly and personable. Gets stuff done and ensures understanding.

  Response from the owner

  Jalitza, thank you for taking the time out of your day to leave a review. Please know that we are here for you whenever you need us!

• P

  Peter Mascari

  5

  Karlo has been incredible helping my family and I. He helped me pull a loan against my policy when my family was in need! Been with Innergy for over 5 years now; I always get great communication and sincerity.

  Response from the owner

  Peter, thank you so much for this 5-star review. We really appreciate you and helping to share the word about us. We're here for you anytime.

• E

  Eddie Creo

  5

  Man.. im so glad I came across karlo. He is exactly the person I was looking for. Lot of knowledge, formal, honest and very clear delivering the info. And he is latino!!!. I feel confident doing business and putting my money here. Recommended 100%.

  Response from the owner

  Thank you for the kind compliments Eddie! I am always happy and available to serve.

• V

  Vanessa Lazo Realtor

  5

  Innergy Financial has created a remarkable culture and dynamic partnership with industry minded professionals that LOVE PEOPLE. They have been a true pleasure to work with and have helped ME tremendously with options that protect me, my family and my assets along with adding value to my business. I have met incredible leaders in this group. This entire group has value to offer and has been extremely caring, informative, innovative and serve from a heart of gold. I would recommend Innergy to anyone I know. Thank you Karla and Anna for ALL you to. Innergy ROCKS!

  Response from the owner

  Thank you Vanessa for your review. Innergy Financial appreciates you!

• E

  Emily McComb

  5

  I have been working with Karlo since 2016 and I can honestly say I am so so thankful. He has helped me understand my financial options so much and I feel I’m finally able to get on track for my future. He is very responsive, positive, and no pressure but gives you all the details you need. He truly cares about what’s best for your financial future and will help in anyway he can. Thanks karlo! 🙏🏼

  Response from the owner

  Emily, thank you for the kind words. It has been a pleasure working along side you for the past six years. We wish you the very best!

• A

  Alicia Fernandez

  5

  Karlo was very professional with a no pressure approach. He was very patient and really wanted to make sure we understood the life insurance policy we were about to apply for. He is still readily available with any questions we might have. And periodically checks on us to see how life is or if there is anything he can do for us. I would recommend his services to any of my family or friends!

  Response from the owner

  Thank you Alicia for your review. Innergy Financial greatly appreciates you!

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  Lei Wang

  5

  I've worked with Karlo for several years prior to him being a part of Innergy Financial. Throughout this time, he's been very flexible if I needed to change things with my plans/policies. It's been fairly easy to communicate and keep in touch with him as well. The level of support, professionalism, friendlessness, and responsiveness is above what I've experienced with other financial planning & assistance companies. I don't just feel like another client number to rush off the phone. It's really nice to be treated like a human being ~!

  Response from the owner

  Thank you Lei for your review. Innergy Financial appreciates you!

• M

  Michael Casey

  5

  Karlo is extremely knowledgeable in the financial realm and very comfortable to converse with. He has always taken the time to go over all the details, helping me truly understand my options. He gears the options towards the needs of the client and his expertise is the most relevant and current. I trust Karlo with my financial planning and highly recommend him.

  Response from the owner

  We truly appreciate your review Michael. Innergy Financial thanks you!

• R

  Ro-Lunda Jackson

  5

  From the first connection with Karlo its been divine. Karlo is very knowledgeable, genuine and authentic. I look forward to working more in depth with him.

  Response from the owner

  Ro-Lunda, we appreciate you enormously! Thank you for the 5-star review and the kind words.