1. Swan Retirement Planning

    1. Swan Retirement Planning

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    Ventura, CA

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    Swan Retirement Planning

    5.0 (1 review)
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    Services - Swan Retirement Planning

    Investment management

    Life insurance

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    Direct Service Insurance

    Direct Service Insurance

    (13 reviews)

    Patrick Hall, with Direct Service Insurance, has met my family's insurance needs excellently and…read morecompetitively for many years. Other reviews have mentioned that he tracks down great prices, I recommend Patrick for that reason alone, yet what I appreciate more and more through the years is the warmth and attentive service that I've experienced as he and his wonderful assistant Joanna have met our needs. In addition to Patrick's kind, effective insurance service; his connections are incredibly vast, extending into a unique network of trustworthy professionals throughout the county and beyond (all who usually mention how much they appreciate Patrick). He's gone out of his way more than once to introduce me to someone he knows who happens to be just the expert I needed to help me through challenges, even in matters outside of insurance. In Southern California's unprecedentedly volatile insurance markets, Direct Service Insurance is an invaluable resource to myself and my family. Though designed to protect and keep us safe from life's uncertainties, insurance may not always feel comforting, but Patrick and Joanna at Direct Service will guide and assure you. Not only are they easy to reach, they will reach out to you when you need them to. Patrick and Joanna are kindly souls who offer excellent, efficient, experienced insurance service. I've become convinced by their years of wonderful service that they genuinely care about me and my family.

    If you're looking for an insurance agent who truly goes above and beyond, Patrick Hall at Direct…read moreService Insurance is the one! From the very first phone call, he was professional, patient, and genuinely cared about finding the best coverage for my needs. Patrick made the entire process smooth and stress-free. He took the time to explain all my options in detail, answered every question thoroughly, and never made me feel rushed. What really stood out was how honest and transparent he was--something you don't always find in the insurance world. Not only did he help me save money, but he also gave me peace of mind knowing I have the right coverage. Patrick is knowledgeable, reliable, and you can tell he takes pride in helping his clients. I highly recommend Patrick Hall and Direct Service Insurance to anyone who wants excellent customer service and an agent they can truly trust! A great thank you from the Perez Family.

    Irene V Henry - State Farm Insurance Agent - State Farm Logo

    Irene V Henry - State Farm Insurance Agent

    (15 reviews)

    Irene was our agent for more than 20 years (until we moved out of state). Her advice on life…read moreinsurance allowed us to have the savings to put a down payment on both our California home and our Washington retirement home. After my one accident, Irene and staff went to bat for us and not only got us high blue book payment for my totalled Toyota (within 9 days), they also got the other driver's insurance to reimburse our deductible. Just last night I received a notice that my long term care insurance premium was going up significantly (+$50 per month). Since this was the 1st increase since we purchased the policy in 2009, we really thought that we'd locked in a "no increase" policy. Since the rate increase was based out of California (where she wrote the policy), we emailed her about our recollection of the terms. She emailed us back immediately explaining the increase. DID I MENTION THAT THIS WAS ALMOST MIDNIGHT ON A MONDAY NIGHT? DID I MENTION THAT WE AREN'T EVEN HER CLIENT ANY LONGER? It didn't mitigate the sting of the increase, but at least our questions were answered and we weren't left to obsess about it until 09:00 today. We still have State Farm for our insurance needs, and our Washington agent is average (actually his *staf*f is average...I've only met the agent once in 6 years). Irene spoiled us, and hers is still the guidance we seek and trust. We'd been with her so long (even though she can no longer legally be our agent) that we think of her as family. You cannot go wrong with Irene Henry.

    We have been with Irene Henry -State Farm for over 20 years and we cannot say enough Fabulous…read morethings about this State Farm Insurance group!! Irene and her Amazing Staff- Marina, Ramona, Evelyn and more, are so Patient, Understanding and Absolutely a Delight to work with- and as Irene says "We have your Back, we are here for You, like a Good Neighbor" !! Soo True- Thank you, Thank You for the Above and Beyond Service Always :)))

    American Legacy Solutions - Educational Event At Ventura Office

    American Legacy Solutions

    (3 reviews)

    STOP!!! Please Read Before you work do business with this company…read moreI had an appointment with Tyler Budnik from American Legacy Solutions in mid-September to possibly change my Medicare Advantage plan for next year. He came to my house & I decided to go with Alignment Insurance. In October I received my new insurance card & I was unaware that my new insurance started October 1st. When my prescription delivery service notified me that my prescriptions were ready, but Humana was not my insurance anymore, I immediately called Tyler & asked him why he would start my insurance on October 1st, he said that this has never happened to him in 3 years & he will get Humana back for me. I would call & or text him so he didn't forget what he said he would do & each time he lied saying that its almost done. He lied to me one too many times, so I went online & wrote bad reviews, I did not want anyone else to use Tyler. Then I received a call from Jayson Cohen founder/CEO of American Legacy Solutions, after he saw the reviews he told me to send him all information & emails with Tyler & to write Re: RAPID DISENROLLMENT & he would make sure he would take care of it. He never did a thing & I never heard from him again. A week or so later I received a call from Kevin from same company wanting to help me. No way would I do business with this company. This is how bad it got. I was on Humana Giveback; I received $57 back to my Social Security check every month. November & December my checks were $57 less so that was a loss. I had appointments with my Nephrologist, Endocrinologist, PCP, Dermatologist, Ophthalmologist, Dentist & I had to cancel all of them. I am a senior & these appointments were extremely important. I had no idea that Tyler would be the worst broker ever, so I had told my girlfriend to use him. She made an appointment with Tyler & she told him she wanted her coverage to start Nov 1st. She started getting worried as November got closer because she hadn't received any paperwork, so she called the new insurance & they had nothing on her. She called Tyler but he never called her back.

    absolutely Horrible the agent Scott in reality did not listen to any of my concerns and needs. put…read moreme in a plan that the premium was higher than quoted and was not all inclusive. He put me in a Medicare supplement plan that cost more out of pocket every month and did not include dental and vision which I stressed were important to me. when the policy arrived and I saw it excluded these I called him he said he'd look into it and get back to me the next day. he then proceeded to ghost me for 3 weeks. because of his blatant irresponsible behavior it put me in a bad position to get what I needed. true case of Buyer beware . would not recommend using for anything

    Swan Retirement Planning - financialadvising - Updated September 2026

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