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.
Daniel seems to care about his clients. I went to a couple of his seminars to understand this particular annuity he offers.
The minimum to start with is $20,000. It could be good in some circumstances. But depending on how much you put in, and how much you draw out monthly, you could potentially drain your account. If you're saving your money for retirement for later in life, this may not be for you.
You could opt out of the income rider.
Don't let the $20,000 scare you off,
He has other vehicles to offer, that may fit your needs a little better.
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, it was inspiring,… read full review
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, it was inspiring,… read full review
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 12PM
Saturday Closed
Sunday Closed
2236 S Broadway Ste Suite B, Santa Maria, CA 93454
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