About Us

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Insurance and taxes affect your family finances throughout the year. Having one local team for both makes it easier to ask questions, keep information organized, and make decisions with the full picture in mind.

One Team for Insurance and Taxes — Review major protection needs and tax matters in one place instead of starting over with a different office for every question.

Three Neighborhood Offices — Visit us in Monterey Park, Rowland Heights, or Rancho Cucamonga and speak with a local team that understands the communities we serve.

Clear, No-Pressure Explanations — We take time to explain coverage, costs, documents, and next steps so you can compare options and decide at your own pace.

Service in English and Chinese — Communicate by phone, email, or online form and receive help in English or Chinese.

1. Tell us what you need — Call, email, or send the online form.

2. Review your options — We will discuss your needs, required documents, available choices, and important dates.

3. Choose with confidence — Select the coverage or service that fits your situation and budget.

4. Stay connected — Contact any of our offices when your policy, family, business, or tax situation changes.

Visit us at any of our three offices — Monterey Park, Rowland Heights, or Rancho Cucamonga — Monday to Friday, 9:30am–5:30pm. You can also call one of our offices, email Main@sjcinsurance.com, or send a question through the online contact form, and we will help you with your insurance or tax question.