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Our Clients
We're proud to serve many highly recognized San Francisco Bay Area companies, both commercial and non-profit.
When our clients succeed, we succeed. We're interested in what you do. We build long-term relationships so we can help you meet the financial challenges of providing quality benefits at a reasonable price.
Accounting
Mowat Mackie & Anderson LLP - CPAsmowat.com"Shargel & Co. is our first experience using an insurance broker. After working with Susan and her staff, it became evident that we had been missing out on a valuable service. Susan and her staff have been very attentive to us and our insurance needs. They keep us informed and help guide us to make the most cost-effective decisions regarding insurance for our employees. Susan and her staff helped us successfully implement a Health Savings Account option, which has translated into great savings for our Firm and employees. The best part about working with Susan and her staff is their knowledge and availability to address our questions and concerns."
Robert Rognon, PartnerRankine, Carlton & DeWitt - CPAsrcdcpa.com"You have done a wonderful job of presenting the important facts and bring clarity to the incomprehensible. Staff and spouses said, "Everything I could want to know and more is here." "We are really lucky to have [you] taking care of our insurance." "We all really appreciate all the hard work and your continuing commitment to helping us through the wiggly world of benefits."
John DeWitt, PartnerArchitecture & Design
Hilliard Architects, Inc.hilliardarchitects.com"Hilliard Architects has relied on Shargel and Company to provide our employees with the best choices in healthcare benefits for over ten years. Everyone there is always professional, knowledgeable and friendly. They respond promptly to our requests. The high standard of customer service is consistent no matter who you work with."
Lark HilliardPage & Turnbullpage-turnbull.com"Susan Shargel has been providing exceptional insurance and employee benefits services to Page & Turnbull for many years now. Her firm consistently provides the expert advice we trust to make insurance and benefits decisions, as well as excellent service."
Holly Ames, ControllerOffice of Cheryl Bartontoocb.com"For over 10 years, O|CB has been thoroughly satisfied with Shargel & Company's thoughtful advice and cost-effective recommendations in assessing our firm's health care needs."
Burt Tanoue, Managing PrincipalArts Organizations
San Francisco Girls Chorussfgirlschorus.org"We have greatly enjoyed working with Shargel & Company for the past two years. In addition to providing exceptional service, the staff are all extremely professional and responsive. As a medium sized non-profit, it's wonderful to work with a company that has a real interest in the long-term well being of our organization."
Melanie Smith, Executive DirectorConstruction & Engineering
Plath & Co.plathco.com"We suffered from many years of neglect and indifference from our previous insurance agent. Susan brought professionalism, enthusiasm and a great deal of experience to help us with our critical insurance requirements. Over the years, she has continued to provide us with valuable alternatives and very competitive pricing."
Steve Plath, PresidentMitchell Engineeringmitchell-engineering.com"Susan Shargel and her competent staff take personal interest in providing excellent service on all our employee benefit requirements. Going the extra mile is something they just do without being asked to."
Bob Schwab, Manager, Organizational DevelopmentConsulting
Magley & Associatesmagley.com"I enjoy working with Susan Shargel and view Shargel & Co. as my company's benefits department. They took the time to understand the needs of my organization and structured their recommendations to present the best value and flexibility. Susan and her team have delivered impeccable service and support to both our in-house staff and our contract employees."
Susan Magley, CEODesign Firms
fuseprojectfuseproject.com"Susan Shargel has been an invaluable asset in maximizing the benefits we're able to offer our staff, while also keeping the bottom line in mind. Always thoughtful & thorough in her research and recommendations, she's helped us to make educated decisions and, most importantly, to grow our business. Shargel & Co. is a most trusted resource and partner for fuseproject. We wouldn't dream of working with anyone else."
Mitch Pergola, Managing PartnerLaw Firms
Rudy, Exelrod & Zieff, L.L.P. rezlaw.com"Our firm has worked with Susan Shargel and her team since 1995 and has always provided us with exceptional service and advice with regard to our employee benefit plans and insurance needs. They are always available to answer any questions we may have and offer the best options for our business. We would not hesitate to recommend Shargel & Co. to any business or individual."
Barbara Giraudo, Office ManagerMedical Practices
OB/GYN Partners for Healthobgynpartners.com"Susan Shargel and her staff have eliminated much of the "hassle" factor when it comes to evaluating health insurance options at open enrollment time. They are very diligent about providing a number of options to review, and tailor their approach to our organization's needs. They are always professional and take the time to make sure that all of my questions are answered. I can recommend Susan and her staff without reservation."
Linda Jacobs, Executive DirectorPractice & Liability Consultantspracticeconsultants.net"Susan Shargel has provided my physician clients with excellent, personalized service and recommendations regarding health insurance for their employees. She is responsive and went out of her way to meet with them at their convenience, which busy professionals greatly appreciate."
Debra Phairas, OwnerPost Street Orthopaedics & Sports Medicinepoststreetortho.com"We love working with Shargel & Co. Insurance Services. They take care of all our benefits headaches and leave us with peace of mind. We've been a satisfied client since 1985-there's no one else we'd call."
Thomas G. Sampson, MD, APCOnline Retail
headsets.comheadsets.com"Shargel and Co have been Headsets.com's insurance provider for over five years. They've continued to provide us with quality service and creative ideas while we've gone through growth challenges that fast growing companies face. We like dealing with a company that is large enough to have the resources to serve us, and small enough to give the personal attention that we like."
Mike Faith, CEOProperty Management
Kirby Sack Properties, Inc."As a small business dealing with mounting costs of employee benefits, we are sometimes overwhelmed. Shargel & Co. was able to come in and analyze our current benefit program and organizational structure and provide a variety of meaningful options to our employees. We believe other businesses would benefit from the care and attention Susan provides all of her clients."
Jeff Smith, Controller