Patti Fagan Financial & Insurance Services

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Address:

2100 Garden Road, Suite C307
Monterey, CA 93940

Phone:

(831) 641-7127

Fax/Other:

(408) 317-1865

Customer Reviews


Read what some of our satisfied insurance customers have to say about Patti Fagan!

 

“Patti goes above and beyond to help you secure your financial future! She is like a matchmaker for insurance and financial security. She really takes the time to research and make sure her solution is right for the client. Patti is a Godsend and I am so glad that I chose to switch over to her from my previous agent.” 
Donna Lundy, Retired Elementary School Teacher, MPUSD


 

“I feel very fortunate that I attended Patti’s presentation and that I had a follow-up meeting with her. As a single working woman with assets from my previous marriage, I did not feel I was on top of how best to handle these decisions. With Patti's thoughtful recommendations and support, I now feel confident that I will be able to live the life I choose. When I meet with Patti, I can tell that she has developed her suggestions with my best interests and needs in mind. She makes me feel as though I am her most important client. I look forward to working with her through and past my retirement and highly recommend her to my friends.
Judy Swan, Retired School Teacher, Scotts Valley Unified School District


 

“I have had a very positive experience working with Patti as my agent. She has a very kind and caring attitude towards her clients. She has made herself available to me whenever I had questions. Patti is knowledgeable, enthusiastic, and very focused about helping her clients; I trust her completely to handle my insurance and financial needs. I would definitely recommend Patti to my colleagues.Sincerely, Sue Banashefski, Retired School Teacher, Monterey Peninsula Unified School District


 

“Patti is very knowledgeable in her profession. She is very approachable, down to earth and patient. She listens to me, understands my concerns, discusses with me, and implements the best strategies for my situation. She is also a good teacher. She takes the time to educate me about the, sometimes, complicated nature of these plans. No matter how many questions I have, she continues to show patience and give me sound professional advice. I feel that she is not only my agent, she is also a friend due to her sincerity and professionalism. I would recommend her to my friends and feel confident that they would be in good hands.”
Ruu Ki Chang, Retired School Teacher, Fremont Unified School District


 

“I first met Patti Rose in the fall of 2008 when the stock market crashed and the housing bubble burst. She was able to help me salvage my 403b account and roll it over into a safer account with an excellent five-year bonus and the chance for protected growth. I especially appreciated how she handled everything to make this roll over happen efficiently, which made the process "worry free" for me. I feel that Patti is very knowledgeable about the insurance and financial field and is sincere in her desire to provide the best possible guidance and financial advice to her clients. I am pleased to be working with her and happily recommend her to anyone seeking assistance with their retirement planning.
Sara Ivie, Retired School Teacher, Monterey Peninsula Unified School District