I've had such an outstanding experience with Laura and Bob at RWM insurance that I wanted to show…read moremy appreciation with a 5 star review. I have a complicated medical history that may have made it hard to get life insurance as well as disability insurance, but Laura and her team were incredibly supportive, knowledgeable, thorough, and responsive throughout out the whole process. I am now finally covered with good insurance plans and am so relieved. I could not have asked for a better experience. Really kind and trustworthy people here who truly understand this complicated and vulnerable process! Thank you!

I figured it was time to get some life insurance after getting married and wanting to start a…read morefamily. I did a lot of research online about coverages and rates and was fairly confident I knew what I wanted and needed. I was referred to Bob at RWM by a friend as a resource to bounce my ideas off and it was the best thing I did. He helped walk me through the amount of coverage I needed and brought up things I had underestimated. In the end, he helped me buy the right amount of coverage at a lower cost than I was quoted online. How does that happen?? As a knowledgeable life insurance agent, Bob not only was helpful to get the right coverage, he saved me money over the online tools I tried on my own (and made it fun in the meantime).

I don't know where to start. Oh, wait, yes, I do; in 2003, when I worked here, and everything was…read moreabove board. Since the Banuelos took over this firm, this agency has gone down the drain, letting us down time and time again. Our premiums have gone up exponentially without any reason or discussion. In 2014, it was $3500 in 2024, it was $9307 in 2025, they wanted $12,808??!? We are a *4-unit condo HOA. There is no fire zone, no officers, and no claims--ever. Over the past 12 years, I've tried to contact Jessie and have a frank, honest discussion about our policy and your exaggerated premiums. I'm sent on a wild goose chase to other family members or assistants each time, but never Jessie. The closest thing to a response I ever got from Jessie was, "At this time, I have not found an improved solution." We're now working with Christopher at Walsh Carter and couldn't be happier about the savings they found! We're paying HALF for MORE COVERAGE! csarantopulos@walshcarter.com

My insurance keeps getting higher and higher with no accidents or tickets. I'm 73 yrs and drive…read moreless than 2000 miles/yr, but they automatically increase my driving to over 9000 miles/yr. I'm paying over $2000/yr. They are unhelpful and provide no service. I've been a customer for house and auto ins over 50 yrs and my parents were customers well before that. They do not value customer loyalty and suggested if I'm not happy to go to another company. Customer service? NO!!! I would rate less than 1 star.

In the late 1970s my first Insurance Agents, a couple, were calm, kind, reassuring, caring and…read moredevoted to Service. Roberto Zamora is the first Agent like that I've encountered in 40 years. His new customer call to me was friendly, non-invasive and helpful. When he asked how sheltering in was going, learned I'm a shut-in who doesn't drive and learned no one who shopped for me could find frozen vegetables--get this-- he went to the grocery store, got organic and Bird's Eye really high-quality frozen vegetables, delivered them to my porch and refused to take payment for them. A Home Insurance Agent helped me improve my health and my diet with his time and effort. He may not be able to do this kind of Service for everyone, but he is exceptional in his kindness, compassion and generosity. We can do business with uncaring people who had might as well be robots, or we can do business with kind community members. I know what I prefer. Roberto Zamora is as good as it gets.

Bryan goes the extra mile, and we have been very pleased with his representing us and the…read moreinformation and advice he gives us.

Just had great experience with nice lady--Cat yesterday, she helped me to set up our home…read moreinsurance, i really appreciated that, I will look forward doing more things with you guys in future. Thanks lots! Cheng

I use Ashley for all my insurance needs. I have Two Home Owners, three Auto, and my Life Insurance…read morepolicies through AAA. Plus Road Side Assistance. Not only are their rates better than most, but you know you can count on a solid company like AAA to be there when needed. Ashley goes above and beyond for me and my family. She is a pleasure to work with and is always looking for ways to save me money. I have sent her many referrals and will continue to do so. They have a great big office in downtown Walnut Creek with plenty of parking in the the parking structure behind the office. Call Ashley to get a Free quote!!!

I've had other insurance companies in the past but None of them have been as helpful as Ashley…read moreHunhoff. Ashley is always going above and beyond for my family and I. You can always count on her I would highly recommend AAA and Ashley as your insurance agent.

Prompt professional and extremely helpful service. In addition to being responsive, Kelly and his…read moreteam get you answers and information that you need, especially during these critical times for homeowners

I've used Kelly and team since about 2015. I've had many changes to my policy as cars, motorcycles…read moreand even houses have changed. I've had nothing but good experiences. I moved to Marin in 2017 but have started with Kelly and team due to the positive service.

Truly fabulous! we had insurance agents for our businesses for years that annoyed me or would never…read morerespond. We were in the middle of an urgent situation when I googled insurance agent and called the ones with the best reviews- THANK GOODNESS IT WAS TOM, I only wish we would have found him sooner, would have saved us thousands in a mess up with changing insurances that causes us to pay double out of pocket maximums. We have now switched all of our employees to Tom for several years with no complaints. Highly suggest!

Great person and a great individual.. Simply Superb…read more Guided me on the Kaiser & Cobra in just few minutes and emailed with link of quote and apply along with Cobra also.. Super service

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

Robin has been great as my financial advisor. I've not been the best with money, and I'll be…read morecompletely honest about that. It's been comforting to work with her to build out a plan towards retirement. Edward Jones has a good structure in place, so I have to check in with her at certain times to review and get updates. I've also had some hard times recently. Robin was able to work with me in those situations, and that's great because it's wonderful to be able to rely on yourself when you can. A perk is when I call I get a real person and not some automated and annoying phone line. With those systems, by the time you get to a person, you're just exhausted. With Robin, I get her or her assistant. Phone trees are annoying and money can be stressful. I prefer this personal touch. I highly recommend her.

In a perfect world, the escrow agent's role in a deal should be so seamless as to not remember that…read morethe escrow agent was there. And to not lose anyone's money. After closing on a deal, I don't remember any glitches, the mobile notary (due to the pandemic) was great, and nobody lost my money, so a job well done.

"I'm a big fan of Kelly and Raad at First American Title in Orinda…read more Kelly and Raad are fantastic at follow-up and being available when I have questions during escrow. Their Team has helped me through a lot of fairly complicated deals and are light years ahead of any of the other Title Companies in their ability to get me meaningful answers to title questions. Kelly and Raad are very useful in the preliminary stages of putting deals together - either on the buy-side, or the sell-side - by reviewing prelims and trust documents with me, especially when unusual stuff pops up. I am more valuable to my clients and I have gotten many deals because I was prepared with answers, or was able to get answers quickly on issues that were potential deal-killers. I've done dozens of million+ homes, dozens of condos, dozens of development and investor properties ... I rely on Kelly and Raad for their expertise. Kelly and Raad are definitely the experts you want if you are in real estate"