I have been a client of Progressive Planning for the last 20 years. My company’s account was first managed by Marvin Cohen and has recently been managed by Brad Ballard. Brad and his team are very thorough. They always do a lot of research before they advise me on medical insurance, life insurance, and other policies. I have been extremely pleased with their service for the last two decades, and I would highly recommend them to anyone who needs help with their insurance needs.

Joseph Suceveanu

Santa Monica, Calif.

Very good firm with appropriate analysis which offers various options. This is important because we all have different needs. Efficient and prompt service to enable one to reach good decisions in a reasonable amount of time, or very quickly if necessary. Dedicated and yet open. If they don’t have a product worthy of consideration, they advise you quickly. Highly recommended.

Blake Byrne

Los Angeles, Calif.