I have been with Coakley insurance for almost 18 years. Stephanie has always provided us with the…read morebest rates. Her wealth of knowledge has always been appreciated. She is very efficient and always has provided us with the best service. I refer all my contracting friends to her.

My name is Mario and I own a small construction company in San Diego , CA…read more I have been using Coakley insurance agency for 8 years and I have Liability, Bond, and when i need Workman's comp they are all through Coakley insurance Agency. I need someone like Stefany that will help and solve any issue my company has with insurance. Her prompt service and handling of my business has made my insurance needs simple and easy. Thank you Stefany .

I was overwhelmed by the various insurance options out there...but GIBBS insurance agency helped me…read morenavigate through it. I was a walk-in and Isela greeted me with a warm hug. I immediately felt comfortable and at ease. I made an appointment with Steve. He spent a tremendous amount of time and walked me through every step to make sure that my health, home and auto insurance was the best it could ever be!! I'm so grateful to have found them. Go see them you will be so happy you did.

As anyone that follows my reviews knows that it's rare that I give a good one and even rarer a five…read morestar review. After (and still) having Steve handle my companies health insurance for the last few years I'm ready to write a review. As with most people dealing with an insurance company it's a big pain in the rare and our experiences are no exception. After about a year of Steve asking me to allow him to take care of issues that come up with the insurance company and that I should trust him to take care of it. Again after a year of going in circles with Blue Shield I was so discouraged I said OK YOU HANDLE IT! He did, he has and he still is. I'm sleeping better and now when I can't get Blue Shield to process my prescription medications correctly I just send Steve an email and he takes care of it. The best thing about it doesn't cost me or my company anything for him to resolve these issues for us. I'm so impressed with him I've recommended him to others and they all have high praise for him. By the way I can be a big pain in the, well you know where and Bruce handles everything with cool professionalism and resolves problems. So when you get done beating your head against the wall because of your agent or insurance company call Steve.

We were with this company for several years. We had home and renters insurance. Everything was…read morefine, until rates went up in California. In 2024, our home insurance was cancelled and we thought Paula Meeks (agent) would take care of us, as usual, and find us coverage. Granted, California made it tonight for its citizens, but, we thought our insurance agent could take of us. Our coverage would stop in November 2024, we called Paula and she said she would take care of everything. She claimed that we were covered by 'travelers insurance. We thought everything was fine until, our mortgage lender sent us notice that we were not covered. It was December 2025 when we were notified. We called Paula and she claimed that she would take care of it.... To make a long story short....she lied. Then would not answer our calls. Our mortgage company then charged us with their own home insurance and we were charged $700 for Paula deceitful handling of our insurance. We decided to visit her home office, only to find out that Gateway Insurance renting a desk space in another office. It was a desk that she rarely sat at. We felt conned. Beware, do not use Gateway Insurance, Paula Meeks......a rented desk within another business.

So Paula has been taking care of me for awhile now I can't even put into words how much she's…read morehelped me always so sweet and knows the industry like the back of her hand and is always on your side. I always refer friends and family because she always delivers she's freakin awesome person friend and mom !

I had long dreaded trying to navigate Medicare insurance, Heather made the process understandable…read moreand easy. One zoom call with Heather and we found and signed up for a plan that will work for me. I was pleasantly surprised to learn what was available. Heather followed up when she said she would, one month prior to the start of my new insurance, to make sure I had my insurance card and was comfortable with changing to the new insurance. She will be there for me if I need to make changes over time. I highly recommend Heather to anyone who needs a Medicare insurance broker!

Heather is very knowledgeable about navigating Medicare! She promptly returned my calls and was…read moreglad to jump on Zoom for a nice one-to-one discussion. She's in the business to build long-term business relationships. She is very friendly, a good listener to your concerns, and has an answer for every common question. Highly recommended.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

AS my husband and I qualified for Medicare, we were confused with all the different options…read moreavailable to us for our supplemental insurance. Lisa Campbell came to our home and took the time to explain the benefits for all the plans available to us. Lisa helped customize a plan that fit our needs. Once we had a plan - Lisa helped us with everything needed to get covered moving forward. If you are looking for an expert to customize a plan that fits your needs, Lisa Campbell is the right broker/agent for you! Thanks Lisa!

If your looking for health insurance, call Lisa. She will show you all of your options, pros and…read morecons and help you choose a plan that is tailored to your needs. She has handled my health insurance needs for many years and I have been totally satisfied with her service. She has proven to be a true professional who is reliable and friendly.

I have dealt with this business for a number of years and they are fantastic. They're quick and…read morehelpful and the nicest people ever...you won't be. Sorry if you have your taxes done with

Quick and thorough! Easy to upload paperwork thru customer portal or take into office and drop off.read more

I was a client of Denise for many years when she was with Liberty Mutual. I have also been an…read moreex-client of Denise for just as many years, to no fault of her own. The cost of insurance just kept increasing. Today, as I work with my current insurance provider, I am reminded of Denise and how special she made me feel to be her client. Denise delivered excellent customer service and went above and beyond to make sure that I was well informed of my insurance options. She always had time for me and made me feel special. It's been some time since I was a client of Denise. She was really cool to work with. You can't go wrong having Denise as your insurance broker.

Loved working with Denise. Its a nice change to deal with someone knowledgeable, honest and prompt…read moreanswering all my questions. She met with me in person (first time an agent has ever done that!) and was so glad she is locally in Carlsbad. She is my new go to for all things Insurance.