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Gill Financial & Insurance Services

Gill Financial & Insurance Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional customer service, quick responses, and expert insurance advice. Customers consistently praise the team's professionalism, friendliness, and ability to secure competitive rates across auto, home, and health insurance. Many long-term clients emphasize trustworthiness and personalized care. A single negative review mentions poor responsiveness and high quotes, but this is vastly outweighed by widespread satisfaction with efficient, family-like service and cost-effective solutions.

About This Listing

Insurance Agencies

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Insurance Agencies

Contact Information

Address

31080 Union City Blvd # 201

Union City, California 94587

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday 12-4PM

Customer Reviews

Manjit and all staff friendly talk slow and everything explain u need car ins home ins health ins anything don?t understand stand call any busines time is answer phone call good rate thanks all team me at customer allready arroud 11 year

Absolutely the worst insurance agent out there with the worst customer service. Reached out to get a quote for a rental property and i was told i would get a quote in few minutes. 2 days later, i followed up but no response. Again followed up a few days later then got a response with a quote that you can just find online in a minute for a non agent based company. The quote was so high which was almost 3 times my existing premium and they claimed it was an excellent deal. There was no due diligence done in g

They were a pleasure to deal with - very prompt and helpful. Would highly recommend.

Professional and super responsive. I worked with Ken to get my car insurance and i loved the experience so much that now they do all my insurance (car,home and pet) I love the fact they really are on your side and get you the best rates. Definitely recommend!

I had to unexpectedly cancel my insurance under Mercury after they negligently handled my case, leaving me very little time to find new insurance. As I own a KIA, the current climate of ongoing thefts have made it extremely difficult to find reasonable insurance quotes. After trying 3 online tools that all told me I'd either have to call a representative or am just straight up screwed because I own a KIA, my wife contacted Gill Financial & Insurance services. Within an hour or so I had received an email ask

Fantastic service! Ken Gill found us a great insurance package and price for a difficult ZIP code (due to fire zone issues). Also saved us plenty of money vs. Farmers and was much more responsive. It?s refreshing that at a time when businesses need to step up to make it through, this one went the extra mile. Give them a call !!

I have been a customer of Gill Financial for many years and the service has always been the best. From car insurance to residential and health, they always provide the best rates and the customer service is second to none. Highly recommended!

We have been going to them for years for auto and home insurance. They are so easy to talk to. Such great customer service. We have always received the best price packages. I would highly recommend everyone to reach out to them for your financial needs.

Definitely 5 star customer service and insurance Service always so nice and helpful. If your looking for a great rates and better insurance this is the rite spot for you. Call Gill Financial Insurance rite away. Thank you so much Gill Insurance Services.

Without hesitation, Kamal and Manjit are an easy recommendation. Our family has been leveraging them for our car, home, and even renter's insurance needs for many years now. Every interaction is extremely professional, kind, and honestly, human. I can call or email anytime asking how I could get a lower rate or add our recent puppy to a pet insurance policy and it's like talking with a friend or family member who truly values your relationship. If you're looking for any insurance services, I would not hesi

The Gill Financial Team is awesome! Ken linked me up with the best plans and explained everything perfectly. There?s no other place I would trust more than Gill Financial and Ken Gill!

A great company to get insurance through. They not only give you options but also help you choose which one is right for you. If you also want Financial Savings help, they are the ones to go to. Ken was very helpful getting me insurance through Covered California. Also they have a great proffesional atmosphere here.

Great customer service! I was struggling with Progressive to get an auto insurance for more than a week, Ken was able to resolve all my problems in less than an hour and was very nice

I have had best experience from past 8 years working with Gill Insurance. Ken Gill is always happy to help you and will provide good and affordable insurance quotes for you.

Very reliable people, always answer the phone or call back. I run three businesses and they take care of all the insurance needs and find the best rates in the market. I would highly recommend.

Ken at Gill Financial was a great help sourcing insurance for my home while it?s being staged for sale. Very responsive and friendly. Thank you again!

Reliable, efficient, and great customer service?highly recommend!

Ken was a great insurance broker. I came in to get car insurance and Ken helped me above and beyond the call of duty. He got me in and out of their office in about 20 minutes and I then realized that 20 minutes could save you more than 15%. Thanks to Ken!

Best financial and insurance service in bay area feel free to contact for ur auto and home insurance and they ?ll provide u service as family member and best price deal match .

Hi I?m client almost 5 year with him he take care very quick and Best rate on this area i?m highly recommend him thanks

Manjit and Kamaljit always listen and take care of my insurance needs and questions. Recommend them strongly.

Great customer service !! They give the best deal & best price for your financial services. I Appreciate their knowledge and they are very helpful !!

Best insurance service in area feel free to contact for ur auto and home insurance and best price deal .thank you for help?

Good insurance agent fast reply and always give me the best suggestion regarding insurance quotes

My go to for insurance services! Professional and knowledgeable team and they respond in a timely manner.

Gill financial services is very good and Friendly

Very good customer service

Very responsive and efficient service.

It?s really good service

Excellent and personal service

Such an awesome company.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.