Creations Coastal Financial & Insurance Services

Financial Planners, Insurance, Investing

2236 S Broadway Suite Suite B, Santa Maria, CA 93454

About Creations Coastal Financial & Insurance Services

Creations Financial and Insurance Services, Inc. is highly praised for its friendly, respectful, and knowledgeable team. Customers feel like family and appreciate the expert guidance on planning for their future and retirement. The staff makes dealing with finances less scary and more enjoyable, often creating a welcoming environment. People have fun participating in events like bingo, which helps them feel comfortable and confident about their financial future. The team is known for being helpful and creative, ensuring clients’ money is safe and well-managed. Overall, clients trust and highly recommend Creations Financial for their caring approach, expertise, and the positive experience they provide.

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Reviews for Creations Coastal Financial & Insurance Services

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  • May 2026

    When we first saw the flyer for Creations Coastal, we honestly hesitated. We thought it might be one of those seminars where people pressure you into buying products or making commitments. But from the moment we arrived, we quickly realized how wrong we were.

    The president, Daniel Campbell, was incredibly welcoming, knowledgeable, personable, and genuinely fun to listen to. Right from the start, he made everyone feel comfortable by clearly saying there was absolutely no pressure to buy anything, even while generously providing dinner for everyone.

    What truly stood out was how engaging and informative the presentation was. It was far from boring; in fact,...read full review

  • Oct 2025

    Outstanding people! These people are the experts on helping you plan for your future! I highly recommend them for your retirement needs.
    You won't be disappointed in the services they provide!
    Very respectful, friendly, & knowledgeable. Thank you

  • Sep 2025

    I’ve only played bingo a few times and I actually won an Apple iPad. It was so fun being part of a investment group having fun. Makes dealing with our finances not so scary. Thank you for making us feel like family and helping us prepare for our retirement!!!
    Paul and Georgia

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 12PM
Saturday: ClosedSunday: Closed

Location

2236 S Broadway Suite Suite B, Santa Maria

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