Creations Coastal Santa Maria

Turning uncertainty in retirement into confidence for retirees and pre-retirees in the Santa Maria Valley.

Retirement Planning for Santa Maria

Creations Coastal is built on the financial expertise of our team, with a focus on fixed index annuities, life insurance, and retirement strategies. We take the time to work with our clients to understand your goals, whether just getting started with retirement planning, or looking to protect what you have built.

2236 S Broadway, Suite B
Santa Maria, CA 93454
Phone: (805) 357-5115

Santa Maria Office Hours:

Mon-Thurs: 9:00am – 5:00pm
Fri: 9:00am – 12:00pm

4.9

36 Google Reviews

SmartRolePath

4 months ago

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, eye-opening, and filled with valuable insights that gave us confidence to invest. Looking back now, we are so grateful that we did. More than a year later, Daniel continues to deliver exactly what he promised: outstanding service, integrity, professionalism, and genuine care for his clients. It’s rare these days to find someone who consistently goes above and beyond, but Daniel truly does. We are extremely happy and satisfied clients, and we highly encourage anyone who is curious or hesitant to attend one of his seminars. Go with an open mind. You may walk away with one of the best decisions you’ll ever make. You truly will not regret it. Arlen and Gene

Sherry Vincent

2 months ago

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.

Michon Kelley

5 months ago

I can't say enough good things about my financial advisor, Daniel Campbell. For over 6 months, he's gone above and beyond to help me get my money out of Empower. He’s been meeting with me, calling them, and advocating on my behalf—all free of charge, using his own time. Even when it was tough, he stayed with me, and his dedication has been just incredible. If you’re looking for a financial advisor who truly has your back, I highly recommend Daniel Campell with Creations Coastal Financial & Insurance Services.

* Backed by the claims-paying ability of the carrier.
** Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Daniel Campbell CA Lic. #4052434 or Brett Anderson CA Lic. #4440458 of Creations Coastal Financial & Insurance Services CA Lic. #6012552, you may be offered information regarding the purchase of insurance products, including Fixed Index Annuities and/or life insurance.