Who you work with matters…read more In August of 2024, I received a letter from my home owners insurance stating that one of my policies would be canceled on December 14th. I sent the notice to my insurance broker, whom I had used for years, and they told me they would be taking care of it as time got closer. After Thanksgiving, I contacted my broker to check in on how my new policy was coming along. They said everything was fine and sent me a policy. At the time of binding, they discovered they had been shopping for insurance for an address that is not mine and told me they had no other options for me I was panicking! I called Jeremy and Jessica Connally with Farmers insurance in Monterey. They immediately went to work (on a Friday night!) One of the issues they ran into with insuring my property was that I had to file three claims in 2023. Two of which were trees that had fallen on a rental during the storms and a burst water in another unit. I was basically uninsurable and was likely going to have to be covered under the California Fair Plan. However, Jeremy, Jessica, and their whole team spent an immense amount of time looking at every option for me. On Monday, December 11th, they had found me a policy and were able to bind coverage with just three days to spare before my insurance lapsed! I am so lucky to have been able to get to know Jessica and Jeremy professionally over the past two years because if I hadn't, this situation would have turned out a lot differently. With the way homeowners insurance is in CA right now, it absolutely matters who you work with. I promise you that these are the people that you need to be working with to give your clients, friends, and yourself the peace of mind you need in this crazy climate us Californians now find ourselves in. UPDATE: Since this experience above, they have assisted in insuring my another home of mine, my commercial auto policy, and workers comp for my business as well. They are a one stop shop and blow the rest our of the water with their communication and professionalism. Thank you

Finally.. an agency that responds to a woman who is requiring an insurance agency to meet her…read morefamily's needs!

Called in for a quote, and met with agent... and was able to get some great service, affordable…read morehome & auto insurance, as a bundle. He's honest and reliable support! Appreciate ya

I've been a customer at Casteel Insurance for over a decade now and every time I come in here Keith…read moreis ready to assist me in my insurance needs! Today, I went to the DMV for a renewal and transfer of title. I went into the line that was outside of the building to get to a person who tells me I can't renew my car at the DMV anymore. I could transfer my title though so I went past the door guard and got into the second line. People were sleeping on the floor in the DMV. I'm not even making that up. After 45 minutes in the second line and am given a number for the third line in which they told me the wait was going to be 2-3 hours... so I waited for an hour, the place was packed, then the straw that broke the camel's back was thus child's third fart next to me and starvation setting in. So I came to Keith and in 5 minutes paid for both cars, got both stickers and was out the door! As a non-religious person Keith's services must have been sent from some higher power!! I recommend this company to anybody who needs insurance or dmv fees paid!

Rude, weird interaction with the owner. I asked if they provided a service they were listed as…read moreproviding. He could not get off the phone with me fast enough - would not recommend.

Full disclosure, I have been a client of Pete Tansill for many years and recently began working…read morewith his new partner Marcus. There is always a little hesitation when restarting with a new CPA as they don't know the specifics or details of your finances since it takes time to get to know someone. But I tend to naturally trust people until they prove me otherwise. In the case of Marcus, this trust was well placed, he was attentive, listened closely to my concerns and researched questions I had about the every evolving system we call the U.S. Tax Code. He was timely in his responses and had my taxes ready to go ahead of schedule.

After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us…read moreface the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus!

Oscar is by far the best. He's quick to respond with any questions and makes sure we are up to date…read moreon all of our insurance needs. The whole staff does a great job. We couldn't be more happy!!

Kudos to Tina. This gal has helped me and has helped associates of mine over and over. Sweet lady…read moreand a real Salinas pillar of community. I highly recommend if you want to buy insurance or financial products that match your needs.

Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway

Jennifer is a very competent knowledgeable CPA. Highly recommend. She is thorough and professional…read moreand prompt!

I'm proud to be the first review for the new office as I know there will be a long list of 5 star…read morereviews soon! Rudisill is up to date on current tax law (confusing because of all the changes with Covid) and she is easily assessable to everyone on the peninsula. Lastly, the service was reasonably priced! Highly recommend for all accountancy needs.

Amazing service. It was easy and they made it so easy. They answered all our questions and assisted…read moreus with any tax questions

Mahena has been doing my taxes for over 10 years! She is very thorough, asks detailed questions and…read moremakes sure you are getting back what you've earned! There is also no question she can't answer and she is very kind, her staff is friendly and everything feels simple! Highly recommend her!