SmartFinancial

Newport Beach, CA · Insurance company

Rating
4.7/5
★★★★★ 4.7
Reviews
20
Rank in Newport Beach
#3
of 42 insurance agents
City Percentile
73%
rating percentile
Address
SmartFinancial, 4041 MacArthur Blvd Ste 210, Newport Beach, CA 92660
Phone
(855) 214-2291
Website
smartfinancial.com

SmartFinancial is an insurance agent located in Newport Beach, CA. It is one of 42 insurance agents listed in Newport Beach. Its 4.7-star rating is slightly below the Newport Beach city average of 4.8 stars. It ranks #3 among Newport Beach insurance agents by combined rating and review volume. There are 10 photos associated with this location.

About SmartFinancial

Best resource for insurance quotes comparison shopping online and mobile. We help insurance shoppers connect with the right insurers to help them make smart insurance decisions.

Customer Reviews

★★★★★ 5.0 Shane Minton · Jan 2026

I just opened my agency and immediately got started on some live transfers from Smart financial. I used them at the agency I worked for prior to starting my own as well and have nothing but great things to say. The leads are high quality and serious about receiving a quote, they match the lead type that I requested, and don't rush off the phone as soon as they are transferred. Eric is my account manager and is more involved in making sure that I have success writing business than any lead vendor I've worked with in the past. Highly recommend using them.

★★★★★ 5.0 Luckey Curry · Jan 2026

If you are considering Smart Financial you need my account manager Marlon! Him and his team focuses on making sure your lead experience is a great experience. Remember the more volume you buy the more sales you get! We fell in love about 45 days after we started with them. They got my filters perfect for who we are most competitive in price with so that we could thrive and make more money than ever before using internet leads! If you are using multiple lead vendors make sure you give them at least 50% of your budget you will love it.

★★★★★ 5.0 Kurtis Cavender · Mar 2026

Chris Smith is a Great asset to the Smart Financial Team! He is with me through every step. Being a brand new Agent, having people around me who can share their expertise and I can trust to have my best interest at heart, will be the key to my success. Chris has been a big part of that so far. Thank you Chris! I hope someday you take my advice, and go back to being a Dodger fan!

★★★★★ 5.0 Stephanie Hicks · Jan 2026

My SmartFinancial experience as an agency owner has been phenomenal. The experience can MOSTLY be contributed to our account manager, Myrah. Myrah has been very professional, diligent, consistent and unbelievably resourceful to our team. There are a lot of leads programs available as we know, but adding an experienced, knowledgeable, account manager to the mix, will most definitely change the dynamic. SF collects more accurate info in comparison to the others as well. Thank you

★★★★★ 5.0 John Whitley · Jan 2026

I have been utilizing SmartFinancial now for about 6 months. The tools and line of sight their system provides is excellent. The quality of the leads has proven to be a better fit for my agency (I have used many) and having a dedicated account manager who has my best interest in mind to help grow my business is priceless! Andrew A., you are the man! Thank you for the support and keep the solid leads coming!

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot ✓ Wheelchair Accessible Restroom ✓ Wheelchair Accessible Seating

Services

Insurance companyAuto insurance agencyHealth insurance agencyHome insurance agencyLife insurance agencyRenter's insurance agency

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This listing is informational. Contact the business directly to verify credentials, services, and availability.