Advanced Estate & Insurance Services (AEIS Inc.)
306 6th Ave , San Mateo, California 94401
Customer Reviews
20 Reviews
About Advanced Estate & Insurance Services (AEIS Inc.)
Employer Size Expertise
1-10
11-50
51-100
101-250
Employer Revenue Expertise
$0 - $1M
$1M - $5M
$5M - $50M
$50M - $250M
Top Insurance Carriers
Expertise Section
Benefit Administration Technology
Billing Administration
Cafeteria Plans (125B)
Compliance
EAP Programs
ERISA Support
Open Enrollment Support
Payroll Support
Professional Employment Organizations (PEO's)
Technology Consulting
Industry Expertise
Accommodation and Food Services
Admin, Support and Waste Mgmt
Agriculture, Forestry and Fishing
Arts, Entertainment and Recreation
Construction
Educational Services
Finance and Insurance
Health Care and Social Assistance
Information
Management of Companies
Manufacturing
Mining
Other Services (except Public Administration)
Professional, Scientific and Technical
Public Administration
Real Estate Rental and Leasing
Retail Trade
Transportation and Warehousing
Utilities
Wholesale Trade
Customer Reviews
5.0
Based on 20 Reviews
Preschool
"I have joined the class that Ron invited me to regarding HR and FMLA, etc. Thank you for your ongoing support and assistance; it is a pleasure doing business with you."
Non-Profit
"Thank you so much for generously supporting [us] and our AIDS walk team this year. It was a lovely foggy Sunday morning in Golden Gate Park, with thousands of folks walking to fight AIDS. It has been a pleasure working with you over the years. You have saved us LOTS of money! I want you to know how much we appreciate all that you do!"
Director
"Switching over to AEIS Advisors was the best decision we’ve made this year. Ronald and his team were able to identify discrepancies on our billing statements which got missed by our last broker, and they saved us over $8,000 in credits! AEIS has proven to be an attentive and caring company, looking out for the best needs of their clients."
Office
Job Title:
Food Distribution Company
"Thank you for putting the Plan Document together for us! It is a big accomplishment knowing that we are in compliance! Once again we are grateful and thankful for your continuing support and enjoy the relationship that we share."
Securities
"You are absolutely the best! Thank you. p.s. Others take note. You don't get service like this every day."
Office
Job Title:
Surgical Center
"I absolutely love working with you, Ron, and the entire gang! Just wanted to pass this on - and again thank you for all you do for us!"
Office
Job Title:
IT Consulting Firm
"I just want to let you know that YOU ARE AWESOME. You’re always on top of things and answer questions promptly and in detail. I love working with you."
President
Job Title:
Event Production Company
"I want to let you know how very much I appreciate all the advice and excellent direction you've given us over the years. I know our account wasn't particularly profitable but you always treated us as though we were supremely important. It would have been much easier for you let us drift away but you always hung in there and went the extra mile, two, three or four."
Alex Beltramo
We had an important and urgent insurance issue for our mother, and AEIS jumped right on it and got us everything we needed. Thank you, Ron and team!
Regina Panelli
The company I work for has been using AEIS for over a decade. My experience with Ron and our specialist Kathy have always been a very positive experience. They are knowledgeable and very professional.
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