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Means Financial & Insurance Services
San Diego, CA
Insurance
Means Financial provides comprehensive financial planning and wealth management services to individuals and families. They specialize in helping clients navigate complex financial landscapes to achieve long-term security and growth.
★★★★★ 5.0 (5 reviews)
5 Reviews
★★★★★
I’ve had a great experience with Carlie Scharing at Means Financial and Insurance Services. She has always been incredibly helpful and responsive whenever I have questions about my home insurance. Recently, I needed guidance on how to update our policy after placing our home into a new trust, and she provided clear, solution-oriented support right away. I truly appreciate her professionalism and customer service. Highly recommended!
Tolga Yalcin  ·  Dec 10, 2025  ·  Google
★★★★★
For the first time in a few years I feel comfortable and confident with my insurance brokers. Carlie Scharing of Means Insurance took over my 4 policies last week with a limited time to execute ..She got me enrolled with a considerable savings versus what I had been facing .Carlie is very knowledgeable and efficient …
Jay Coffey  ·  Nov 18, 2025  ·  Google
★★★★★
We have had a seamless transition working with Carlie at Means Financial & Insurance Services for our condo rental. She has been most helpful also in getting our additional insurers added as needed. I really appreciate good customer service - fast, responsive, and accurate.
Colleen Monroe  ·  Oct 3, 2025  ·  Google
★★★★★
Bryan Colin insurance Licensed Broker at Means Financial & Insurance services provided me with top-notch professional Explanation on Residential fire insurance with several quotes from California admitted and none-admitted company and I got to choose best priced compare to other insurance brokers quotes. Bryan provided the quotes in timely matter with full detailed explanation on phone too. Perhaps, Bryan is BEST Insurance LICENSED broker I came across.
Dinesh Patel  ·  Jun 12, 2025  ·  Google
★★★★★
Carlie and Mark at Means Financial have been very helpful explaining details, and quick coordinating a new policy for our home insurance. They understand the unique concerns of Southern California properties to provide personalized insights beyond the large agencies that we've dealt with in the past. They can broker insurance from multiple underwriters in order to find the right policy to manage your risk.
Phil Hedrick  ·  Jan 22, 2025  ·  Google

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