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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

    (10 reviews)

    Overall this was a horrible experience. Patrick Hall the owner and his assistant Joanna Garcia…read morenever communicated with me. I always had and still have to call them after they were paid in full. Patrick later admitted that he didn't know what he was doing regarding a particular insurance policy I needed. He was also the cause of a $55,300 not being paid to me because the insurance wasn't done properly. Took him over 4 months and I went somewhere else. Also, Patrick and his assistant have a $900 of mine that going on 72 days today that I have not been reimbursed. Please don't use this company they lie and don't know what they're doing on most things.

    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.

    AAA Ventura Insurance and Member Services

    AAA Ventura Insurance and Member Services

    (104 reviews)

    We have been AAA members for 26 years according to my card, but I could swear that it's been…read morelonger. The Victoria location is very convenient place to register the vehicles, get new driver's licenses, purchase insurance, book a vacation, etc. The highlight of AAA membership for me, though, is the security in knowing that a service vehicle will be dispatched within moments of contacting AAA and they've always delivered - without exception. We pay for an extended plan which allows for a 100 mile at no additional cost tow. Fortunately we haven't needed to use this service more than once, but it easily covered the cost of the 40 mile tow to a repair shop in Ventura.

    My insurance lady was rude as hell.when your old and grey and grumpy ,just retire and let someone…read moreyounger and new and fresh have the job.,Don't take your misery out on the customer.auto club wanted to verify my mileage because they didn't believe I didn't drive that much this year so they wanted a photo of my odometer,so the letter stated stop by an auto club to verify with your local agent,nope ,she didn't want to see the vehicle or photograph,email it she stated.im thinking isn't it better you see the vehicle or photo in person?rather than email?she just humiliated me and made me feel dumb instead.The old me would of blew up and cursed her out,...,I respect aaa enough not to mention her name.20 year membership means nothing.

    American Legacy Solutions - Educational Event At Ventura Office

    American Legacy Solutions

    (4 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.

    You will notice that none of these reviews is new. The person who said they own and started the…read morebusiness, Jayson, no longer has a phone number working and if you call the number on the website, it's dead as well. This is very disturbing and upsetting as this fellow got me invested in something g with all my family money and now has disappeared. Last I spoke to him month ago he was out of the country. Makes sense now. Stay away.

    Ray Gonzales - State Farm Insurance Agent - State Farm Logo

    Ray Gonzales - State Farm Insurance Agent

    (146 reviews)

    Ray just saved us over $1,400 a year on our home and auto insurance - which is, obviously, huge -…read morebut what really blows me away is the experience. Ray spent over three hours on the phone with me answering my endless list of questions with total patience and zero rushing. He explained everything in a way that was actually easy to understand, broke down confusing terms, and helped me feel confident that I was choosing the right coverage for what my household truly needs (not just whatever spits out the lowest quote). He also called my mortgage company with me and streamlined the entire process of canceling the homeowners insurance being paid through escrow and getting the new State Farm policy in place. That alone saved me so much time and stress. Ray had helped me immensely when living in California, and so I know the customer service doesn't stop after the deal is made. He is always a text away (like a good neighbor) with a very speedy and efficient response. His follow through is incomparable. Now that he's set us up in Arizona, I know I can confidently expect the same. You just don't get this kind of top-tier, first-class customer service - especially in insurance. Ray doesn't just fire off a quote; he advises you thoughtfully, and responsibly like he's helping his own family. He absolutely has clients for life in us. Thank you, once again, Ray!

    Ray Gonzalez is an amazing agent. He helped me to get the best price on my auto insurance. I highly…read morerecommend Ray! Do yourself a favor and talk to him when you're ready for a change. Thank you, Ray!

    Swan Retirement Planning - financialadvising - Updated May 2026

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