I've been with Weller O'Brien for almost a year now. I can't imagine going anywhere else. All I…read moreneeded was car insurance, but I decided to get renters insurance too. It's only a few dollars more, and now if someone breaks into my apartment, I don't really care. It can all be replaced. I live in Santa Cruz and work in Half Moon Bay. I decided to go with Weller O'Brien in HMB because it's a smaller town, and I figured they would give me more attention and better service than if I went to someone in Santa Cruz. I wasn't let down. They are always quick to return my calls. I am more then just a policy to them Kevin got to know me and my situation. Initially I wanted the cheapest insurance required by law, but Kevin advised me to get more. The actual coverage required by law has small maximums. I am a dentist, and if I am at fault in an accident, the other party may come after my income. He told me that if they get greedy, they can blow past through what insurance will cover. Once that happens I have to start paying. I don't want that to happen. I spend a few dollars more each month, but I am confident that if I am ever found at fault, my insurance will protect me from losing everything. I've never had an insurance salesman go over a policy like that before. It made me confident that I was with the right group. I know that as I start needing more and different types of insurance, Weller O'Brien will explain my options, so I can choose the type of coverage that's best for me.

We have used Weller Obrien for years now. From car accidents, to freak house accidents, to new…read morequestions, Claudia has been there every step with quick responses and helpful advice. Having a broker is great, it gives me someone to bounce things off of and someone who sticks up for/with you when you need an assist. This local business is perfect for our family and we appreciate them very much.

Heidi is a wonderful State Farm agent, always does her research and explains all the options. Very…read moreresponsive. I have been with her for decades.

Always helpful, kind and attentive. We have been with Heidi for seventeen years for our car…read moreinsurance and I have always been happy with every aspect of her service.

GO SOMEWHERE ELSE! For a few years I worked with State Farm agent Freddy and he was amazing…read more Unfortunately, he sold his practice to this company, and I was unaware of this. We had issues getting a policy because they delayed looking for a carrier, even though more than a month before I had spoken to them to help me look for a good deal. Because of the delay, I got stuck with a very expensive policy. The ins. later charged me even more $ and I asked Joseph to help me dispute this. He delayed once again; because he was "busy with new policies" as if mine that was already late didn't matter. I ended up calling the insurance and letting them know about the dispute and they send Joseph the documents he needed to fill out. I waited a week to hear back for him to tell me that "the dispute was denied and you have to pay" something told me to call the ins. because of all of the issues I had with them already. Come to find out, they NEVER sent in the paperwork to dispute! It was NEVER DENIED! They lie, and stall on everything. And now I am to deal with it all alone.

Ive spent a lot of time calling different insurance companies throughout the day just for a "SR22"…read moreJoe has been so helpful and straight forward with everything no hassle only If I called earlier!!!

First of all, DO NOT have State Farm for insurance. But if you do, DO NOT use this agent! Everyone…read morein the office is useless. I've had a claim open with State Farm for 7 months now, and neither State Farm corporate of this useless agency has gotten anything done about it. I've had Kristen Young herself leave a message, when I call back, Scott states no one from the office has called me. Really? I have the transcribed vm right here buddy. So they also LIE. They just take your money and do nothing. But don't worry, they are all over you 2 seconds after a missed payment! What a f*cking joke!

I do not have an insurance claim with them with my name listed so I am unable to speak with them…read more When I called to file a claim to claims depary. I was informed, that it's a bad policy (the one I currently have) it should have been cancelled. Unable to get straight answers, because I have to go through an appointed person. This person also isn't listed on the insurance claim to input my questions and then when the answers come it's not the correct information at all.

I had a surprisingly negative experience with Chris Devcich. I told his scheduler on the phone and…read morethen him at the beginning of our initial meeting that I was only interested in paying for appointments rather than having my finances managed. This was the complimentary first meeting to see if he was a fit. He was not. While trying to persuade me to be managed, he raised his voice, accused me of wanting free help, accused me of not wanting to share my financial information. A financial planner should be a good listener, kind, helpful.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Andrew is the man. He's professional and always on time with our appointments. He always keeps you…read morein the loop. He'll explain things thoroughly and give great recommendations.