I was referred to Riley after closing on a commercial property. Business insurance is a must. I was…read moredreading the process because of my bad experience with insurance brokers in town. BUT I was shocked by how responsive and empathic Riley was. He clearly communicated his schedule, made himself available through text, answered when I called, and responded to every question and concern. He even listened to my business needs and created a custom commercial insurance plan...that was AFTER he spent the time to research my business thoroughly. He's a Santa Barbara native, born and raised, and it shows. He's proud of his work and cares about the businesses in our community. I often walk by his office and see him at his desk. He's like an old school, small town agency. And he actually shows up to work. I am waiting for the day California finally gets its act together and allows Farmers to write home insurance again, because I've decided I'm moving everything to Riley, back from AAA. His accessibility, honesty, friendliness, and pride in his work is worth any premium over AAA.

This guy is extremely fast on his response (same day, and at times within the hour I emailed him)!…read moreI was shocked that he provided me different quotes for our cars & home with different scenarios over the holiday weekend. Other agents may not work over the weekend or respond as fast as him. He also took the time to explain the terms or coverage we didn't understand. If something happens to your home or car wouldn't you want your insurance agent to be knowledgeable and respond ASAP instead of within the week? If so, Riley is your man.

Highly recommend! Bob is very kind and helpful. Connie is particularly great, and went above and…read morebeyond to help us thru the process of picking the right insurance and getting it set up for us. She took all the stress out of a confusing process. Couldn't recommend these two people more!

After checking a few agencies, I rested on this one because Bob Hopper's calm and knowledgable…read moredemeanor as well as the information he provided me (he had no idea who I was!) was so very helpful. He was able to give more detailed knowledge of the whole process than anyone else I'd talked to and just overall seemed to enjoy helping people. He's a gem and I wish his business all the best.

My Medicare Part D drug plan was going to double for 2026…read more My agent didn't warm me??? And then I met Alison. Wow She showed me the right away a good way to save the money and STILL have all my drugs covered.It was so easy,I was amazed and impressed! And I'm so relived that someone like Alison knows exactly what to do.I know I can talk to her whenever I need more help.

Where do I begin? To…read moresay my experience with this broker has been frustrating would be an understatement. I was originally enrolled in my health insurance through her back in 2017 by my former partner. After our separation, I needed to explore more affordable options since my financial situation had changed. Naturally, I contacted my insurance provider, Anthem, directly to discuss cancelling or modifying my plan. To my surprise, I was told I could not make changes through them and would need to go through my broker. That's where the difficulty began. When I attempted to contact Ms. Gordon, I was met with a voicemail stating that I needed to provide my credit card information just to speak with her. She would not answer questions via email or text--only through a paid phone consultation. This immediately raised concerns for me. I was trying to cancel my plan and transition to a different provider, Kaiser Permanente, and did not feel comfortable sharing my credit card information in that situation. Given today's environment, I believe it's reasonable to be cautious about providing sensitive financial information--especially when I was not trying to make a payment, but simply cancel a service. Interestingly, my former partner--who originally set up the policy--confirmed he was never required to provide credit card information just to communicate. It seemed that once my intent to cancel became clear, the process became significantly more difficult. Eventually, after I informed her that I had already secured new coverage independently, she reached out to me. During that conversation, she attempted to get me to state that she had enrolled me in the new plan, which I declined. At that point, I had deliberately chosen not to work with a broker due to how complicated the cancellation process had been. To be fair, when I spoke directly with Anthem, they were helpful--until they realized I had originally signed up through a broker. That experience made it clear to me that consumers can enroll directly with insurance providers and may have more control by doing so. In hindsight, it felt as though there was little incentive to assist me in cancelling, especially given that brokers often earn commissions tied to active policies. Whether intentional or not, the process felt unnecessarily obstructive. I'm sharing this experience as a caution to others: if you work through a broker, your insurance provider may direct you back to them for support--even for basic account changes or cancellations. That can create an added layer of difficulty when you're trying to make decisions about your own coverage. As a client for over seven years, I expected clearer communication and more flexibility--especially during a time when I needed to make a change. At the very least, alternative ways to communicate (email, basic support, or a receptionist) would have made a significant difference. Due to this experience, I plan to file a complaint with the California Department of Insurance so the situation can be reviewed.

I learned about California Wealth Advisors on KNX listening to Kelley's Saturday radio show. I was…read morehesitant but made the call back in 2023. Kelly is now my trusted advisor for my retirement accounts and other investment accounts. I highly recommend her and her staff. They are doing a wonderful job for my wife and I. Five star service. Kelley and CWA are awesome. I have never had such proactive service from an investment advisor. Thanks Kelley

Invested and have seen about 10% return per year one of the funds. my Real estate fund hasn't done…read moreas well because it is in office space and we all know what Covid did to offices.

Customer Service were not Helpful ...I called Several Times tried to do Buisness I needed…read moreHealthcare ..Wasted So much time trying to get Insurance which I needed Badly...missed my opportunity and they blamed me and left with an Awfully mean attitude ..Were Not Helpful and Then dumped me and Had a Very Rude and Off Putting Phone Conversation with the So Called Owner she was Rude to and ashort with me and then blamed it all on me...I will not be using Them Ever Ever Again Again. I was with them I was a Good customer

EXCELLENCE BEYOND MY WILDEST EXPECTATIONS!!! I cannot begin…read moreto tell you how amazing the agents are at this business. Both Kelly and Stephanie guided me through the complex world of navigating life insurance....They took the time to speak to me numerous times via phone in a time where businesses are not able to do face-to-face consults (COVID-19 governor's lockdown). They kept in constant communication and helped me to lock-in on the specific insurance that's right for me and my loved ones. They assured that they emailed me documents in a swift manner and led me through what to expect as far as the process for the health insurance interview, etc. They basically "held my hand" and took my anxiety and stress down to a zero. I first spoke with Kelly, who is such an amazing person. Kelly referred me to her lead agent, Stephanie, who specializes in life insurance. I am so very impressed with Stephanie and Kelly. They both embody customer service at its apex. Stephanie, especially, is so kind and knowledgeable. She obviously does what she does because she loves people...and it really shows. I highly recommend this agency for al your insurance needs. These people embody the highest professionalism, diligence and attention to detail.....and they do it in a way that makes you feel as if they are part of your family. Thanks so much Stephanie and Kelly!!!!

The Kait Team is always ready to get you what you need when you need it. I worked with Myrna who…read moreprovided the info I needed ASAP!! Many thanks!!!

Kait and Myrna were both great to work with. They made everything very quick and easy, and helped…read moreus navigate an issue while transitioning between states. Super helpful, responsive, and friendly throughout the whole process. Thank you both so much!

We've had a variety of experiences with insurance agents and have finally found someone who is…read moreable to deliver exactly what we need and he's right up on the mesa. Mr. Bailey listened to our story, guided us through the process of switching from an inferior product and made the experience painless. He has extensive knowledge of life insurance and investment products and genuinely has our best interest in mind. He has provided for my entire family and I refer to him confidently.

I have been a client of Kevin's for over 20 years. He has helped me with Life Insurance, and IRA…read moreaccounts and I couldn't be happier. Kevin is very low pressure yet knowledgeable about all options and products offered by New York Life for my retirement goals. In the beginning I was very distrustful of insurance salesmen. (Probably from too many movies) My feelings soon changed and I now consider Kevin to be a good friend. All of my accounts have grown substantially and the future looks not so daunting financially. If you're looking for solid retirement planning, New York Life with Kevin Bailey's guidance, you cant do any better!!

We are so grateful we found Annie and to have her as a resource for our future health insurance…read moreadventures. Navigating the labyrinth of insurance options as a family seeking coverage outside of a traditional employer path is a reliable headache, and we had never before felt like we were making a fully informed decision about what path and plan would actually be best for us -- because it's virtually impossible to do that with the way insurance info is essentially presented in a different language. Annie is the translator we've always wished we had. We will be relying on her knowledge and thoughtful guidance for every future insurance decision, and if you're in a similar scenario and finding yourself overwhelmed by the mess of insurance info in front of you, I'd strongly suggest reaching out to her to do the same, too.

Annie is phenomenal! She is knowledgeable and above all, an excellent communicator. I have been…read moreusing her brokerage services for my law firm group health insurance for two years now and I could not be happier. I highly recommend her. She is always so patient, quick to reply, and very organized. She's exactly what stellar customer service should be. 10/10 Annie!

Adam was incredible! We will stick with him for the long haul…read more We had worked with Farmers for the past 4 years and been pretty underwhelmed by their service and prices. I reached out to Adam via email after googling local insurance brokers. My goal was to see if we could increase coverage and manage to save any money in the process. Adam responded almost immediately within a matter of hours from when I sent him a message. This was on a Friday. We corresponded via email fairly quickly so he had what he needed to run numbers for us. He told me he would follow up Monday (the next business day), and he did. Adam was able to save us a significant amount of money AND increase our coverage in a lot of different ways. We had a simple call after I had decided to work with him, and he walked me through everything in detail and answered all of my questions. The idea of changing insurance had felt really daunting and so I had put it off - for quite some time. Adam truly made it as painless as possible, and now I can relax knowing we are covered.

ZERO help, for anyone reading this do yourself a favor and call an insurer directly. Save so much…read moremoney and less headaches. All this Adam Glazer team does is charge you more and give you phone numbers to call for your insurer when you have questions. Adam's team couldn't even tell me about submitting a claim with costs from previous 6 months. "Here's the phone number" I was told. Tell yourself, what exactly are you paying for with Adam's team?

Kelsi is the best! She is our agent and really takes care of anything we need. Top notch! Thank you!read more

Ken and his team are simply OUTstanding! It's one thing to find a competitive policy but they…read morestand behind the policy they sell you and advocate for you! Though Ken has a team he will dropped everything and get involved if necessary....