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Santa Maria & Company: Experts in Risk Management and Providing Peace of Mind

Santa Maria & Company (SMC) is a risk management consultant and commercial insurance broker with deep expertise helping companies protect what is most important to them: their assets, their employees, and their futures. Through our consultative team approach, we deliver reduced enterprise risk, greater peace of mind, significant financial benefits, and a real competitive advantage.

We manage domestic and international risks for clients across a broad range of industries, allowing them to focus more of their time and energy on operating and growing their businesses. Our clients appreciate that we share their values of integrity, trust, and excellent service; they know that their advisor is their partner, committed to their success.

In the News

Employee Benefits Expert Joins SMC Team

SMC recently announced a new partnership with employee benefits expert Robert L. Stosick to further expand its risk management and insurance brokerage services for Bay Area businesses. Read the news release.

 

Risk Intelligence Blog

ERISA Bond vs. Fiduciary Liability: You Need to Know the Difference

If you provide a health or retirement plan for your employees, they expect it to be there when they need it. And if the people managing the plan act outside of the law, resulting in plan losses, they can be held personally liable to the plan members.

 

If you are a trustee of your company’s benefits plan, do you know if you and your company are adequately protected? Read the latest Risk Intelligence blog to help you determine the insure you are properly covered.

Santa Maria & Company: Experts in Risk Management and Providing Peace of Mind

Our Location

Santa Maria & Company

1550 Parkside Drive, Suite 200
Walnut Creek, CA 94596

Phone Number:

Main office: 925-956-7600
Toll free: 866-921-3347
Fax: 925-956-7601

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Testimonials

I found the rare breed of insurance company that fights for you and stands by you. If you are looking for an insurance company that has integrity and amazing customer service, I would hands down, wholeheartedly recommend Santa Maria

Eli I., Remodeling Contractor
As a home builder in Northern California, I have endured numerous complicated issues while trying to protect my business from unforeseen liabilities, satisfying the multiple requirements of individual municipalities, and doing so at a reasonable expense. Santa Maria and Company has been instrumental in these dealings by providing quality advice, creative alternative solutions, and excellent service.

Dennis C., Home Builder
Santa Maria & Company helped guide our business through a difficult time by being proactive, informing us of potential obstacles, and avoiding surprises. Their customer focus has clearly covered the present, the future, and the ‘what if’ conditions that all businesses must deal with. We feel that our company is very well prepared to handle our complicated risk-related issues because of their support and guidance.

Robert M., Equipment Manufacturing Executive
I’ve been with the largest brokers and considerably smaller brokers, and it all boils down to customer service. The people at Santa Maria & Company are sincere, honest, always looking out for our best interests. They continually work to understand our business, to develop strategies to mitigate our exposure. That gives us a real competitive advantage.

Shaun M., Food Industry Risk Manager
It’s very important to us to work with experts who have their finger on the pulse of the insurance industry and take the time to educate us about risks and the best ways to protect against them. Not only did Santa Maria & Company help us solve some tough insurance challenges, but they continue to identify emerging risks, such as cybercrime, and help us protect against them. Their customer service is fantastic.

Jeff B., Medical Industry CFO
Santa Maria & Company knows the local insurance market better than the larger brokers ever could. They are true experts who take the time to explain all of our coverage options and help us make the right decisions. It’s almost like having an insurance professional on staff.

Matt A., Food Industry Executive
It is a real advantage to work with risk insurance experts that have underwriting experience. Since we have been working with Santa Maria, we’ve grown a great deal and other companies are always trying to win our business. Santa Maria has the expertise in insurance and high tech industry risks that we need and their personal service is excellent.

Cynthia G., Technology Industry Executive