Visit Tri-Valley has relied on SDMI and Steve Moeller for our benefits program from before I arrived here more than three years ago.  Being a novice to dealing directly with a company’s benefits package, I needed a lot of guidance. Steve has always been patient with me, explaining everything, usually twice.  He has always given me the sense that even though we are small, we are important to him.  He looks for the best possible package for this company and the people in it.  I know I have someone I can rely on for honesty and help.  

Visit Tri-Valley - Pleasanton, California

Steve at SDMI is both professional & personal.  He has a wealth of knowledge and is able to break it down into the most applicable information in a straightforward way.  He has directed us through bureaucratic systems that we would have been lost within.    His financial planning strategies & insurance background put together with his HR department have allowed us to grow to the next level as a company.  We can't imagine running our business without him.

Asiel Design

I found working with Kevin and Steve from SDMI Financial Services to be most educational and pleasant. Steve gave effortlessly of his time and expertise, through multiple telephone calls and meeting with me personally, answering every question in a timely and professional manner, addressing every reservation with his knowledge of the business and advocacy for the client, allowed a successful navigation through an intimidating process. I was further impressed with the caliber of financial services offered through SDMI presented in their information packet...its a game changer!

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I came away from this experience knowing I had done business with someone truly knowledgeable and who genuinely cares about his community.

Outstanding | Fremont, CA

After quitting my job, I was on COBRA insurance. Steve explained what my options were and took care of all the red rape. Best of all, he saved me over $1000/mo. in premiums.

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I highly recommend choosing SDMI as your insurance agent

Martinez, CA

When I met Steve I was skeptical that he would be able to do anything for me that I couldn't do for myself. But he was able to educate me and my daughter (who is a young adult getting ready to go out on her own)

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He took the time to help us maximize her benefits and to get her set up. He was able to share things with me that I didn't understand or know about from just logging in online.

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It was very easy and I felt very comfortable wtih the options that Steve provided us, that we chose the best option and got it set up quickly.

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When my son needs to get insurance, I will be calling Steve for help again.

BookKeeper | Fremont, CA

Steve Moeller at SDMI made the process during open enrollment simple and answered all my questions. Trust was important to me and he didn't disappoint. I really appreciate your help and plan on telling my friends.

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I'm so thankful to have SDMI on my side as my health coverage advisor

Fremont, CA

Steve,

I want to thank you for helping me with the Covered California health plan! I don't think I could have done this without your help!

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Thank you so much for explaining the plans available to me so that I could make a decisions that would take care of me and my health needs. And thank you for all the time you spent online and on hold with Covered CA! I might have given up!

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Warmest Regards

Fremont, CA

To SDMI,

Thank you for all the help you provided in the selection, application and delivery of a healthcare insurance. It was a pleasure to work with you in my quest to find a suitable product that delivers those attributes I needed for continuing my healthcare regimen. I appreciate all the work you did on my behalf; listening to my needs and striving to deliver that one product which satisfied all conditions I asked of you to find for me.

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With a short deadline, I know it couldn't have been easy, but you managed to find a most satisfactory product just in time. Staying with application and deliver process way past normal working hours to submit the application and get it accepted before my allotted time ran out on me was a tremendous relief.

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I don't know what I would ahve done without you, but I do know that I would not have made the short time period deadline hoisted upon me. Missing the deadline would have been quite expensive for me so for all your efforts, with much gratitude.

A most satisfied SDMI customer