Testimonials
What our Clients and Associates Have to Say
"It's been 7 years since Ellen first walked into my life. I wouldn't have known what insurance plan to select if she hadn't. Ellen's knowledge is unsurpassable and so is her patience. She took her time to explain everything to me in terms that I could understand. Her integrity is beyond reproach, which carries a great deal of weight for me. I look forward to years of continued business with her. I doubt I would find anyone that would come close to her expertise. Ellen Baca is the absolute BEST!!!" ~D.D. Medicare / Insurance Client
"I spoke with Ellen a couple of days ago regarding this client’s situation. Ellen did an AMAZING job of outlining options for the client and how your team could be of service. I had only used a company for what I would consider “simple” Living Trusts for clients that have very small estates. I had no idea how well versed your team is and the degree of complexity that you are able to handle. I am sure you already know that she is amazing but just wanted to give Ellen some well deserved praise." ~B.M. / Associate
"I was new to Medicare and had no idea where to begin. Ellen was referred by a friend who informed me that I could not go wrong with Ellen and she was "absolutely right". Ellen is friendly, knowledgeable, efficient, professional and she truly cares. Ellen came to my rescue and helped me find the right plan for me. I will always be grateful for Ellen's assistance. The best decision I ever made was calling Ellen. I look forward to doing business with Ellen in the future." ~M.O. / Medicare Client
"Thank you for the excellent assistance you provided with navigating the Medicare process. Without your help and guidance we would not have been able to properly complete the Medicare B process. You explained the process very well and answered our questions. We also appreciate your helping with completing the paperwork. You are very knowledgeable with the process and we would recommend you to anyone going through the Medicare process. Again, thank you for your help." ~C.M and B.M / Medicare Clients
"I have had the privilege of working and knowing Ellen Baca for some five years. In that time she has developed very comprehensive disability income programs for my wife and myself. She has given us excellent service and has on occasion gone the extra mile to see that my policy was re-instated after some confusion regarding the receipt of statement. I believe her to be honest and forthright in her business dealings and I do not hesitate to recommend her service." ~P.T and J.T / Insurance Clients
"I have known Ellen Baca for about 18 years. Ellen has been my Insurance Agent for this period of time. Ellen has also assisted my business with motivational classes and also sales classes. I highly recommend her. I feel she is trustworthy and a very diligent worker." ~F.V. / Insurance and Investment Client
"This letter is to recommend Ellen Baca. Ms. Baca has been a business Associate of mine for the last 10 years. I have found her to be of utmost integrity, extremely knowledgeable in whatever field she is pursuing and completely honest in her dealings with her clients. Her concern for her clients is demonstrated in her sincere efforts to match a person's needs with the products she has to offer. I would recommend Ms. Baca without reservation." ~W.B. / Associate
"On behalf of the family I would like to take this opportunity to thank you for your guidance in establishing the L. and E. G. revocable trust. We, the siblings and heirs to our Father and Mother's revocable trust are grateful to you for your assistance in setting up and speedily following through with questions and actions we all had especially during the difficult times of our parents passing. You exhibited not only professional action but empathy when the need arose, but more importantly, you were there when we needed your expertise. The affairs that were so carefully arranged through your guidance have been easily worked out as we have begun to make distribution of assets. The disposition and allocation of assets, as set out in the trust document, has proceeded smoothly and accurately. Our sincere gratitude to you Ellen for being there when we needed you." ~Regards R.G.
Testimonials
"I have been working with Ellen for a few years now and she is always responsive, friendly and personable. She is extremely knowledgeable and a woman of principles, always looking out for her clients' best interest. She holds a high standard of service excellence and her integrity is second to NONE!" ~J. L., Compliance Officer Western Asset Protection
"I have known Ellen Baca for seven years, during this time I've learned the following traits of Ellen, first and foremost, she is dedicated to the best possible care of her clients, she has earned my respect in dealing with my clients and above all else is a person of integrity! You will never go wrong in listening to her advice." ~M.H., Executive/Insurance and Investment Co.
"Ellen Baca is one of the most dynamic individuals I know. Her energetic and forthright demeanor make quite an impression. She is a devoted mother, successful business woman, and an accomplished musician who maintains very high standards for herself. Family is a top priority on her list, as anyone who knows Ellen will tell you; yet she makes time for friends of all ages. She is a motivating speaker who can hold the attention of the audience and spark the imagination. Compassionate and caring, she always knows what to say if your day isn't going well. She is very intuitive. With Ellen around there is never a dull moment! She can find humor in the most dismal situation. Her sense of fun is contagious. I would recommend her for any endeavor where integrity, professionalism and dependability are essential." ~I. K. / Associate
"I have known Ellen Baca for seven years. During that time she has been of tremendous help to me. She was instrumental in updating my insurance policy as well as those of my two sons. Ellen is a person of character who is dedicated to providing the best service possible for her insureds. She possesses the all too rare qualities of integrity, honesty and a sincere desire to help her clientele. It gives me great pleasure and satisfaction to highly recommend Ellen for the position to which she aspires." ~B.W. / Insurance Client
"During this month of giving thanks, we wanted to stop and recognize your achievements and thank you for all the business. Your hard work, success and commitment hasn't gone unnoticed. You are in a very elite group and among the top 1% of agents with our company. Thanks again for all you do."
~ C.R., C.L., S.H., D.E. / Associates
"It is my great pleasure to highly recommend Ellen and her company. I have found you to be professional, knowledgeable, courteous, pleasant and efficient. I know anyone you are in contact with will experience the same quality treatment." ~V.C. / Associate
"Ellen Baca has been my personal life insurance agent since 1984. Beginning at that time with limited experience in the insurance field, she has continually expanded her knowledge and ideas in both Insurance and Financial Planning to a very high level. I have been extremely happy with all services and requests made of Ellen to date. In addition, I have a high regard for Ellen's individual traits, including a strong inner strength to successfully single parent her wonderful daughter along with a very easygoing personality. In addition to the above, Ellen is an accomplished musician and teacher. I believe Ellen can accomplish any goal set for herself and will continue to be a successful person throughout her life. With high regards for Ms. Baca, I am sincerely M.S." ~M.S. / Insurance and Investment Client
"Dear Ellen - I don't know how you pulled everything together so perfect and so FAST!! A HUGE THANK YOU!!! Now I can hopefully sleep-even though you're the one that deserves the sleep!!!"
~XOX M.R. / Medicare Client
Testimonials
"When I was transitioning to Medicare, it was highly recommended that I contact Ellen Baca to help me navigate the challenges of the Medicare system. I took that advice and am very thankful that I did so! She made the transition understandable and certainly kept my husband and me from making costly mistakes. I cannot recommend her highly enough. She has valuable insight, is responsive to her clients, and is a true resource with a broad base of knowledge. With Ellen’s help, and expertise, you will have a much easier mind as you transition to Medicare. She is a delight!" ~W.T and B.T. / Medicare Clients
"During the past five years, I have found Ellen Baca to be a person of highest integrity. Ellen has been extremely helpful in advising and assisting me with my Retirement Plans, following her expert advice I have been able to grow and also to preserve my capital assets. I have recommended Ellen to many of my friends who are extremely pleased with her services. She is a very considerate, caring person and extremely knowledgeable." ~E.M., Investment Client
"I am pleased to submit my letter of recommendation on behalf of Ellen Baca. I have had the opportunity to work with Ellen in a class setting and have found her to be diligent in her studies, as shown by her GPA. She continually explores new areas of knowledge and experience. I believe her past work history will support the position she applies for as she has shown herself to be dependable and resourceful in meeting her obligations. As witnessed by many of her clients over the years, she has shown herself to be professional, trustworthy and has met their needs with the utmost of integrity." ~C.A., Assistant D.A.
"I really enjoyed your talk. You said so many things that made sense. I liked what you said about Goals. I teach a course for Teens called Focus - A Course of Discovery and Goals is one of the things we focus on. You presented yourself very well. I truly enjoyed your talk. I actually had fun! You're a true professional."
~R.O. / Associate
"It is great to see your name among those who have earned the Life Underwriter Training Council Fellow designation. Congratulations! We're confident you'll find the time and effort you have invested to be well worth it as you grow with your clients. Again, congratulations and best wishes for your continued success." ~C.R. Senior Vice President / Associate
"I have had the privilege of knowing Ellen Baca for the past six years. Ellen is a positive, enthusiastic and competent professional. Integrity is what one wants from a Financial Advisor and Ellen demonstrates a high level of integrity. I would feel confident in placing my financial plans in her hands." ~S.P. / Associate
"I have known Ellen for over ten years. During this time, I have found her to be a creative, warm, efficient and totally capable woman. She has the ability to put a client at ease while asking the pertinent questions that will uncover their financial needs. As an Associate, she has endeared herself to me with her wit, her wisdom and her comprehensive understanding of complex issues. Her large capacity and quest for knowledge have led her into under explored areas of the Financial Industry in an attempt to help her clients. Ellen is an intelligent woman who sticks to the pertinent issues at hand while dealing in a professional relationship. She cuts through the minutia and explores the heart of the issues like no other Financial Planner that I have ever experienced. Given the opportunity to have Ellen work for and with me on an ongoing basis would be exhilarating. However, she has chosen to remain in New Mexico and I cannot avail myself the chance to work with her on a daily basis; you would be well advised to hire her." ~C.H. / Associate