Advanced Estate & Insurance Services, Inc. (AEIS Inc.)
306 6th Avenue, San Mateo, CA 94401
About the Business
Advanced Estate & Insurance Services, Inc. (AEIS Inc.) is a reputable health and insurance agency located at 306 6th Avenue in San Mateo, California, United States. With a team of experienced professionals, AEIS Inc. provides personalized insurance solutions to meet the individual needs of their clients. Whether you are looking for health insurance coverage or estate planning services, AEIS Inc. is committed to helping you secure your financial future. Trust AEIS Inc. to provide you with expert advice and assistance in navigating the complex world of insurance.
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Location & Phone number
306 6th Ave B, San Mateo, CA 94401, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"As an HR Consultant for a PE backed Tech Company I've had the pleasure of partnering with AEIS since 2021 to design and implement a competitive healthcare plan offering for my client and their employees. The leadership, benefits consultant, sales and account executives are all customer focused providing best in class healthcare options, rates and exceptional customer experiences. I look forward to continue working with the team!"
"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!"
"I've been working with AEIS for over 7 years now. As a small business, our staff and model has always been dynamic, changing constantly and causing a number of challenges. Despite being a small account, Ron and his team have treated our business and team like gold. The entire AEIS staff is incredibly responsive while providing valuable advice and resources. I really feel fortunate to have worked with Ron and his team. I highly recommend AEIS if you are searching for white-gloved service and good advise for your business."
"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!"
"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!"
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- Health Insurance Companies
- Life Insurance Companies
- Hospital
- Advanced Estate Solutions
- Benefit Administration
- Customized Coverage
- Death Benefits
- Employee Benefits
- Estate Management
- Estate Planning Services
- Financial Planning
- Group Insurance
- Health Coverage
- Health Insurance Agency
- Healthcare Financing
- Individual Life Insurance
- Individual Needs
- Insurance Agent
- Insurance Products
- Life Insurance
- Life Insurance Plans
- Long Term Care
- Long Term Care Insurance
- Personalized Insurance Solutions
- Policy Options
- Premiere Insurance Services
- Retirement Planning
- Senior Benefits
- Senior Health Insurance
- Wealth Management
- Wealth Protection
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