Health Plans, Commercial, Auto,
Insurance & Financial Services LLC
“We provide the insurance coverage you need”
About Simon Lobo:
Simon Lobo started Oaks Independent Insurance Solutions, Inc. in 2018. The primary focus for the agency reflects Simon’s belief that the best way to serve the client is to develop a relationship based on trust and transparency, which ultimately benefits all concerned. Simon has been licensed since 2005, and in 2015 earned his Certified Insurance Counselor Designation.
About Shelli Maldonado:
Shelli Maldonado has been in the insurance industry since 1994. She has worked on both the agency side and the underwriting side for a large insurance carrier in Southern California. She moved to Paso Robles in 1998 and has continued to work in the insurance industry, specializing in Contractors and Restaurants insurance. She has a strong work ethic and thrives on customer service and catering to her client’s needs.
Services
Business Insurance:Â
Workers Compensation, General Liability, Commercial Property, Commercial Auto, Excess Liability, Farm Insurance, Contractors, Cyber Liability, Errors & Omissions ,Directors & Officers, Key man Life Insurance
Personal Insurance:
Homeowners Insurance, Renters Insurance, Landlord Insurance, Automobile Insurance, Flood Insurance, Earthquake Insurance, Recreational Vehicle Insurance Life Insurance, Disability and Long Term Care, Umbrella Insurance
Services Offered: Personal Insurance, Business Insurance
Company Founded:Â 2018
Employees:Â 2
Language Spoken:Â English
License Number:Â 0M59473
Phone Number:Â (805) 238-6059
Fax Number:Â (805) 239-9618
Payment Types:Â Checks, Financing, Visa, MasterCard, American Express
Tuesday:8:00 am-5:00 pm
Wednesday:8:00 am-5:00 pm
Thursday:8:00 am-5:00 pm
Friday:8:00 am-9:00 pmÂ
