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!

We take care of all of our insurance, DMV and tax needs here. I love the one stop shop and…read morespeediness that Keith offers. We are extremely satisfied with all that we have gone to him for.

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

My husband and I move a lot (different states, different countries) so have to change insurance…read moreoften. I worked w Jessica Connally and found her a bright ray of sunshine compared to many agents. Not only was she very responsive she was also incredibly knowledgeable providing many ideas and choices for coverge. When Jessica was not available there was always a team member who could jump in to cover. I highly recommend this agency.

Since leaving the corporate world to run our own business a couple of decades ago, we've had to…read morenavigate the murky waters of health insurance ourselves, and it's been a constant worry, not helped by confusing websites and questionable advice from various brokers. So, our expectations were low when we came across Goodacre's website at Calhealth.net; but as we watched Dennis Jarvis' excellent and up to date video on the Covered CA options for 2025, it was if the clouds had cleared and a ray of sunlight beamed down. We also watched an equally up to date and informative video on Medicare options, as that decision is coming up soon for one of us. I sent an email and was happily surprised to get a response from Dennis within a couple of hours with answers to all my questions and suggesting we set up a telephone meeting to talk the options through. We did, and in perhaps 20 minutes he cut through all the health insurance noise, helping us to choose the best plan and provider for us; and then guided us through the Covered CA application process on their platform in a fraction of the time and much less stress than it would have taken us to do it at coveredca.com ourselves. Long story short, we are now signed up for a plan that has better benefits and costs significantly less than our previous one; and we have a strategy outlined for the next move into Medicare. And, for the first time ever, I feel we have someone we can trust for good advice - and recommend to others.

I worked with Dennis Jarvis (CalHealth) and he's amazing. I explained my situation and what I…read moreneeded, and he was able to make it happen. Also, the application on his website is unbelievably fast and easy - it took me 10 minutes.

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris' expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne's help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It's been a pleasure working with them.

I've always felt Mike and Lauren provided me with excellent service over the many years I've had my…read morerental properties insured with State Farm. They are easy to work with, always willing to answer questions and dig a little deeper for creative solutions. I really like the annual holiday toy drive, and I know Mike is involved with kids in the community through various sports programs and sponsorships. That's what I want -- a company that truly cares about their community.

I guess Mike has made his money!!!!! Customer service is…read moregone. Very neglectful in contacting me about some changes on a product.

They were so friendly, helpful and patient! All 3 members of our family used them and will do so…read moreagain!

I actually enjoy seeing Tania every year for a review of my tax filings. We always have a nice chat…read moreabout stuff.

I have been working with Neil Shah and his team for over a year now. Neil and the whole team are…read morevery respectful and super helpful. Every time I come into the office, everyone is so friendly and welcoming. They answer all my questions and help me navigate taxes around my personal and business income. Neil is truly passionate about helping you and your business succeed. He is always available for his clients and gives great advice on business growth & scaling. I am lucky to have Neil and his team in my corner.

Great CPA Firm! I contacted their office regarding a consultation and I was called within a few…read morehours. Neil Shah was very knowledgable and courteous. He was very helpful with my situation and I would highly recommend him!

I've been a client with this insurance company for over 20 years for all of my insurance needs and…read moreI could not be happier with the service they provide, the insurance companies they pick to handle my needs and the staff who I deal with, Barbara and Matt are wonderful easy to deal with and always go the extra mile. I would definitely recommend this company to anyone. You will not be disappointed.