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CaMu Financial & Insurance Services Inc.

  • Financial Consultant in Santa Clarita
  • Open now
  • 5
    (23)
CaMu Financial & Insurance Services Inc.
Reviews
5 out of 5
(23 reviews)
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C Byrne
3 months ago
CaMu financial is amazing. I can’t recommend them enough. Mary is full of invaluable knowledge. I left her office with a much firmer grasp on how to plan my financial future.
Leslie Morgan
7 months ago
Dr. Mikhail and Mary Mikhail are so knowledgeable in what they do providing me with the confidence that I am getting the best results from my investments. They are also very helpful with the referrals we have given them and treated all of us responsible help. My husband and I thank them both so very much.
Carlos Ottolia
3 months ago
Mary gave amazing advice. She was very on top of things and gave us extra ideas of how our money can make money that other financial people never told us. Would recommend them to anyone I know.
Mohammed Gaffar
6 months ago
Recently I completed living trust and retirement financial investment. Mary Mikhail and Dr. mikhail made my decision seamlessly easy. I do recommend them and I am sure that you will receive their professional advice.
The Yus Family
a year ago
We just completed living trust with the company, and we are quite satisfied with the whole process and the final product. The price is very reasonable, and they paid attention to details. They took time to answer all our questions and provided free evaluation of our finances; Mary, the owner of the company is a certified financial advisor and went over our finances and retirement planning without any pressure for us to join her program. I strongly recommend the company for your living trust and financial planning! I am sure that you will be happy with their services.
Rodney Wright
a day ago
We are so happy with the financial strategy plans that Dr. Rafeek and Mary have equipped us with for our future retirement planning! With honesty and integrity, their major drive for their business is totally focused on giving their clients and customers the very best fitting product that they know they can offer. This truly gives us a strong sense of stability, even when the markets are going crazy. Thank you so much Dr. Rafeek and Mary for your personal care and attention that you have given my wife and I throughout the years. Sincerely, Rodney W.
Syeed Matin
Edited 3 days ago
Thank you, Dr. and Mrs. Mikhail, for hosting such a lovely spring event. The live music, great food, and welcoming environment made it truly enjoyable. It was so nice to see everyone in person again. And thank you as well for your outstanding financial services — excited to watch our investments grow.
Leslie Hewitt
4 days ago
CaMu Financial is a great company to invest with for retirement. They also updated our trust for us. Dr. Mikhail and Mary take a real hands on approach and give great advise taylor made to your financial needs. They are very knowledgeable and are happy to answer all of your questions. I would highly recommend them.
Thomas Helliwell
Edited 5 days ago
Staff is very thorough, competent and friendly.
Monika Leisring
5 days ago
I had an exceptional experience working with CaMu Financial and Insurance Services, led by Dr. Rafeek Mikhail and Mary Mikhail. They guided me through the creation of my living trust with a level of detail, care, and personalization that truly stood out. Every step felt thoughtful and tailored to my needs, giving me real confidence in the decisions I was making. After completing my trust, I chose to continue working with them for investment guidance as well. Their professionalism, knowledge, and ability to clearly explain complex concepts are unmatched—they are genuinely some of the sharpest individuals I’ve worked with. What sets them apart is that their approach is not based on projections—they focus on real, dependable strategies built for long-term security. I walked away feeling confident, informed, and genuinely taken care of. If you’re looking for a trustworthy, knowledgeable team to guide your financial future and retirement planning, I highly recommend them. When it matters most, this is where you go.
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