Dean Zeller and Julie Lim are ALL about serving me with their listening and their help in my having…read morethe best medical and prescription coverage possible. Kind of all in a days work, right?! Except this duo is very unique. In my 44 year experience of consulting CEO's and professionals on producing unprecedented results there is a quality about some people that shines as bright as the sun ... Dean and Julie have this quality. When I imagine what would be the most descriptive words for their teamwork, what most sings out loud is their love. Sure, they know information we don't know that they are educated to give us. A line of demarcation with them is they really do love people. It shows in all I have experienced with them. And, in the insurance line of work, I basically know nothing and couldn't think my way out of a wet paper bag with regard to which insurance company is the best for me ... all the while, Julie at the helm and Dean as her safety net ... the two of them patiently and kindly help me to secure the best insurance. Being of service to another person is truly an art. Dean and Julie have attained a high level of mastery with their art. Thank you!

Integrity and accurate information. I came to this broker in 2020 during the COVID special…read moreenrollment period. I wanted out of KAISER for a number of reasons, not the least that I was experiencing intense pain in right hip but they kept telling me it wasn't "bad enough" for surgery. OUCH! When I went to Zellers I moved to a Medicare Advantage plan and got a new doc who ref'd me to Orthopedic who confirmed that I had bone on bone hip pain. THR done within a month. Fast forward to the next plan choice time and the agent at Zellers, led me astray to keep me in the med adv plan and the commissions she would earn. She read a list of diagnoses that would prevent me from having Medicare... I answered to no to all but the last question. And I believed this and stayed in med adv for another year. I since learned that there is no such disqualifying questionnaire. I did the research and now have a Medicare/MediGap beginning 1/1/26 that will serve me well. So, do your research folks. A broker is self-serving and not needed if you are willing to learn the system and make your own choice!

Met with James Tuttle the owner to get some clarity as to the increases we have been experiencing…read moreboth in homeowners and car insurance. He was more than helpful and gave us all the time we needed and answered all our questions.

Great service with a speedy response pertaining to any questions about my policy. Budget minded…read morewith the proper coverage I needed.

I went into the AAA Petaluma branch in person to confirm whether my cargo van would be covered for…read moretowing. I was clearly told yes, as long as there was no business logo on the vehicle. When I actually needed service, the tow was refused because the vehicle was considered commercial/oversized. This is a serious issue because I relied on the information given in person. If AAA cannot tow certain vehicles, staff should clearly explain the limitations instead of giving incorrect assurances. I'm now left dealing with a situation that could have been avoided with accurate information upfront.

The staff is very accommodating and professional. They remember me and ask if everything ok.read more

Believe all the stellar reviews!! I was shopping around for home owners insurance and found Rob on…read moreYelp. The reviews are what prompted me to call him and I agree with all the positive comments. Rob spent a lot of time trying to figure out my options. He is very knowledgeable, patient and understanding -- which I appreciate. If you're looking for an insurance broker I highly recommend him.

Wow! Just Wow! Not enough stars! Our former insurer dropped…read moreus with only two days until policy expired--we never received the cancellation letter they said they sent; no backup emails or texts. We are in Sonoma Valley, high fire area. No one seemed to want to help us. Rob took the time out of a VERY busy day to help us get CA FAIR Plan coverage as well as additional Farmers HO coverage. He was responsive like NO other agents I called, and asked pertinent questions to customize our coverage. Nobody else did this: all cookie cutter quotes. He was fast, patient, efficient, kind and personable. When all done, he said "Welcome to the family." Meanwhile, six or more agents I called yesterday haven't even returned my calls yet. Like I said, WOW! So grateful! Will sleep tonight!

Christine is a gem and has been so kind to my fiancé and I every time we have needed assistance and…read moreadditional coverage. She really goes above and beyond. If one of her assistants doesn't have the answer, she always does and is happy to follow up. I even just got a call that Santa is there today for photos, if we wanted to bring in any little ones. We love having coverage through State Farm and the care we have received from this office has been great. I've never felt so valued by an insurance company - it's pretty neat.

I've had been a State Farm customer for over 30 years..home...auto...personal articles...general…read moreliability.......a 'perfect customer'....always paid premiums on time...never had a claim.....then...early this year...I bought a new car. The series of blunders and errors that followed clearly demonstrated it was 'time to CHANGE carriers'..and, first not just cuz of premium... but first and foremost because of the HORRIBLE CUSTOMER SERVICE!! UNBELIEVABLE ....phone calls not returned....mis information given...... The day I picked up my new car, I pulled off the street to use my cell to call Christine to add the car....weeks later, I'd not heard any news about the endorsement, and when talking to SF on their 800 number to report current miles....was advised they knew NOTHING of my new vehicle....several weeks AFTER I advised Christine!!! When the final change document adding the new car arrived...the coverage was late dated...and because of her oversight, I was driving for about 3 weeks WITHOUT COVERAGE. And never once an apology or sorry... 'my mistake'....just a lot of bravado to hide her unprofessional behavior. There's a good deal more to all this than I'm sharing here....as I'm still considering filling a complaint in Sacramento with the State Insurance Commissioner ...... BOO BOO BOOOOOOOOOOO for State Farm......... 5/22 Update...UNBELIEVABLE... this weekend I received another invoice for my already CANCELED truck insurance (canceled MONTHS AGO)...called the 800 number......they could/would tell me NOTHING and said I'd have to discuss with agent (Christine above...god help me)...finally just now she called.....was rude and when told of the invoice I held in my hand...denied any invoice was sent!!! THEN SHE HUNG UP ON ME..... IT'S TIME FOR ME TO CONTACT THE INSURANCE COMMISSIONER'S OFFICE

This office is a joke they say on the wed site they are open from 09:00am till 06:00pm you'll be…read morelucky if someone in the office before 10:00am and don't go try to go there after 03:30 pm They already went home not that they are much help after you do contact someone

Rafael is the man…read more Homeowners insurance? He's got you. Car insurance? All over it. Renters insurance? He's on it. Need some off the wall type of insurance that I have never heard of? If Rafa doesn't have it, you either don't need it or he can tell you who you need to talk too. In all seriousness, Rafa is a down to earth guy that has a wealth of knowledge about the insurance industry. Give him a call today so he can advise you on how to cover yourself! I have sent several friends and clients his was because of his quick accurate response time. I trust him 100%!!!

Very service oriented. Supports local communities …read more Friendly staff Helpful staff. Excellent CD rates!

Unprofessional experience with Dane Miller…read more We scheduled an appointment and no show Called to reschedule no callback

Rebekah and her team have been wonderful to work with. We found her after our previous insurer…read moredropped our homeowners policy and are grateful to be working with someone that genuinely makes you feel like a valued client. She is very proactive at communicating regarding changes or anything that may be happening in the industry that could concern her clients. She and her team are super responsive to requests and policy questions. I would highly recommend working with her.

Rebekah has been incredible to work with over the years. She is very knowledgeable and 10/10…read morecustomer service. Her and her team are always responsive, attentive and you always feel like a valued customer. My family and I are moving out of state and we needed to get a renters policy in another state. She has been available for numerous calls helping us transition our policies but also to be a sounding board for me to ask my questions . That attentiveness is purely due to her respect and appreciation for her current and past clients. Highly recommend!