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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Basi Insurance Services, Inc., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Basi Insurance Services, Inc., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Basi Insurance Services, Inc. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Basi Insurance Services, Inc. today to see how Financial Planning can help achieve your goals.

Our Locations

Basi Insurance Services, Inc. - Corporate Office

1491 East G Street
Oakdale, CA 95361
Main office: 209-847-3065
Toll free: 877-590-4826
Fax: 209-848-4931

Office Hours:

Mon: 8:00 AM - 5:00 PM
Tues: 8:00 AM - 5:00 PM
Wed: 8:00 AM - 5:00 PM
Thurs: 8:00 AM - 5:00 PM
Fri: 8:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Basi Insurance Services, Inc. - Manteca Office

1000 W. Center Street
Manteca, CA 95337
Main office: 209-823-6886
Toll free: 877-590-4826
Fax: 209-848-4931

Office Hours:

Mon: 8:00 AM - 5:00 PM
Tues: 8:00 AM - 5:00 PM
Wed: 8:00 AM - 5:00 PM
Thurs: 8:00 AM - 5:00 PM
Fri: 8:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

“Knowledgeable. Returns my calls promptly. Always helpful.”
- Jean B.
“Always available when we need them”
- Andy J.
I have never had an agent come to my place and explain so well what is covered and not covered [referring to agent Pep Sotelo]
- D. Beaty
Thank you again. Number one reason I don’t look for other carriers, You all treat us so well and the customer service is the best.
- Denise Gabriel
I like how personal ALL staff is. They don’t make you feel like a number.
- J. Heedahl-Petersen
The best thing about Basi Insurance is their professionalism, courtesy, and thoroughness. They're always happy to talk with me and help me out. Thank you!
- Patrick C.
“Randy Basi always goes above and beyond to assist us in the best way possible.”
- Cameron S
"Any questions I've ever had are always answered. I am always greeted at the front desk with a smile. {Basi Insurance staff} are always patient with me even if things are ‘complicated’. They have always gone above and beyond the call to help us get the best service possible. GREAT office! Thank you!"
- S. Van Vliet
Jon Mutoza is our agent. We have a lot of different policies with Basi. Jon provides honest, good, prompt customer service. We can pick up the phone and call Jon and he always answers our questions and helps us with our issues.
- Olinda Carvalho
Dale Basi and the whole team at Basi Insurance does an exceptional job with all my insurance needs. I have been with them for over 7 yrs and they have always been there to resolve any problems I have.
- Khanh Dinh
I was surprised and pleased to find the boss HIMSELF come to my place and review my policy. Talk about personal service!
- Cynthia Boyko
The owner and his staff are always very quick to respond to any of my concerns and help me to keep my policies up to date and are always watching my needs.
- Scott Goodreau
Professional staff, with outstanding product knowledge. Fast response to inquiries and great customer service
- Jerry Bettencourt
“Have always appreciated doing business with Randy Basi and the wonderful staff that is always ready to help us over the phone.”
- Stuart B.
We have a complicated policy, so it gets confusing. I usually end up having to call the office ladies; however, these women, and their kind and cheerful personalities, make it easy to stop in and ask whatever questions I have. they do everything they can to help me and ALWAYS do it with a smile.
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We really enjoy speaking to a live person when calling the office.
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I have enjoyed the excellent customer service and attention to me and my family, it is peace of mind to have quality people assisting you when needed
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Great customer service; quick, efficient and polite staff. Problems always get resolved with minimum stress.
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Basi Insurance has served me and my company VERY well. They've solved all the problems we have thrown at them. Keep up the good work!
- Jim Tyson
“Overall, very good service”
- Cynthia B.
Randy Basi and his entire staff have always been kind and curteous to even the dumbest of questions we may have. He always speaks to us in laymen's terms, so we always understand what he's suggesting or investigating for us!!
- Dan and Karla Ciarolla
Dear Jon & Staff, Thank you so much for helping us with insurance for our granddaughter, fixing my big mistake and being so kind when we call. Your service is better than any service I’ve ever experienced! ” – Sincerely, Michelle P.
- Michelle P.
"Being able to sit down with my agent Cher and go over my policy, knowing she has my best intentions at heart is the best thing about Basi Insurance. I love that she explains everything to me so I understand exactly what my policy covers".
- Laura C.