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TOP 30 Annuities services in San Francisco, CA
23 results found
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Insurance Services Office Inc
Insurance Services Office Inc, located at 388 Market Street, San Francisco, California, is an innovative insurance agency specializing in property and casualty insurance programs. They streamline data reporting to regulators and leverage analytics to assess and price risks with speed and precision. They also refine life, annuity, and pension plans at both individual and portfolio levels, driving value across various lines of insurance. This institution helps improve combined ratios and reinsurance profitability by managing risk on global, commercial, and enterprise levels. They offer solutions for specialties such as professional liability, management liability, and crime and fidelity insurance, allowing clients to compete in new markets. With a focus on maintaining underwriting and pricing discipline in the fast-paced insurance market, they provide tools and software for personal property risk assessment.
Curtis Lee - State Farm Insurance Agent
Curtis Lee - State Farm Insurance Agent is an insurance agency located at 648 Stanyan Street in San Francisco, California. Situated across the street from Golden Gate Park and north of Whole Foods, our team is dedicated to providing exceptional customer service and personal relationships with our clients. As a third-generation San Franciscan, Curtis Lee is committed to serving the Haight-Ashbury community and the greater San Francisco Bay Area. Our knowledgeable team includes Stanley, who has been with State Farm since 2008, Ginger with over 54 years of experience in insurance, Paul who joined in 2013, and Ian who started in 2022. We also have Kelsey, who joined our team in 2022 and is always eager to help and learn new things.
Alan Chan - State Farm Insurance Agent
Alan Chan - State Farm Insurance Agent is an insurance agency located at 1820 Van Ness Avenue in San Francisco, California. With over 25 years of State Farm experience, Alan Chan has been serving as a State Farm Agent since 2001. The office is conveniently located near public transportation options and popular dining spots. Alan and his team are dedicated to helping customers with their auto and life insurance needs, offering free proposals throughout California, especially in the Bay Area. Whether you are heading out on spring break or re-locating to San Francisco, Alan and his team are here to provide personalized service and guidance. They take the time to listen to each policyholder's needs and help them make well-informed insurance decisions. The team is fluent in Spanish and committed to lifelong learning to stay up-to-date with the latest trends in the insurance industry.
Fillia Fransisca - State Farm Insurance Agent
Fillia Fransisca - State Farm Insurance Agent is an insurance agency located at 2315 Noriega Street, San Francisco, California, United States. Situated across the street from Safeway, between 30th Ave and 31st Ave, our team is ready to serve all your financial and insurance needs. Whether you need a quote for insurance or advice on creating a safe sleep environment for your newborn, we are here to help. We also provide tips on avoiding the dangers of drunk driving and preparing emergency kit supplies. Please refrain from sharing sensitive personal information on our website. For assistance with accessibility, call (415) 661-3726. Securities distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Pet insurance is underwritten by American Pet Insurance Company and ZPIC Insurance Company. We also offer mortgage services through Rocket Mortgage, LLC. State Farm VP Management Corp. is a separate entity providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.
Sharon Woo - State Farm Insurance Agent
Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.
Nony Lukito-Lim - State Farm Insurance Agent
Nony Lukito-Lim - State Farm Insurance Agent is a dedicated insurance agency located at 303 Vintage Park Drive, Foster City, California, United States. Originally from Indonesia, Nony pursued her education at San Francisco State University before discovering her passion for connecting with people and helping them prepare for unexpected events in life. With a team of professionals who share the same passion, Nony provides support in times of car accidents, house fires, death of a loved one, long-term care claims, and more. Many customers seek guidance in retirement planning and navigating retirement health plan choices, and as a Chartered Financial Counselor, Nony is committed to assisting them during this pivotal stage of life. The team at Nony Lukito-Lim - State Farm Insurance Agent also includes experienced professionals like Cindy, Carol, Laura, Wendy, and Matthew, who are dedicated to educating customers and providing them with the right coverage and products to protect themselves and their families.
Jeff Sinfuego - State Farm Insurance Agent
Jeff Sinfuego - State Farm Insurance Agent is a trusted insurance agency located at 4123 Dyer Street in Union City, California. Our office is conveniently situated above Elite Bakery on Alvarado Blvd and Dyer Street. While online quoting is not currently available, you can easily reach out to us via call, text, or visit for a personalized quote tailored to your needs. With over a decade of experience in the insurance industry, we proudly serve the communities of Hayward, San Leandro, Union City, San Lorenzo, Oakland, Fremont, Milpitas, and the wider San Francisco Bay Area. Our dedicated team is committed to providing you with the best financial and insurance solutions to meet your individual requirements.
Ilda Mitchel - State Farm Insurance Agent
Ilda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.
Jenny Luong - State Farm Insurance Agent
Jenny Luong - State Farm Insurance Agent is an insurance agency located at 200 Taraval Street in San Francisco, California, United States. Jenny Luong can help you customize a coverage plan that protects your family, belongings, and finances. Whether you need auto insurance, homeowners insurance, renters insurance, or even life insurance, Jenny can assist you in finding the right policy for your needs. The agency also offers coverage options for recreational vehicles, personal property, and small businesses. Additionally, State Farm provides banking services through an alliance with U.S. Bank, as well as investment planning services such as annuities. Contact Jenny Luong in San Francisco to get started with a personalized insurance or financial plan that suits your individual needs.
Protective Life Corporation
Protective Life Corporation, located at 275 Battery Street in San Francisco, California, is an insurance agency that offers convenient eDelivery services for managing life insurance policies. Through their online account, customers can access, store, and download statements and documents anytime, anywhere. The institution is committed to sustainability, with practices integrated throughout the organization. They support a sustainable future through their three pillars of sustainability: Business, People, and Community. The institution's dedicated sustainability page provides an in-depth look at their efforts and latest sustainability report.
Chase Bank
Chase Bank, located at 2248 Westborough Boulevard in South San Francisco, California, is a full-service financial institution offering a range of banking services. With a focus on business banking, Chase provides expertise in improving cash flow, credit solutions, and payroll management. Customers can access online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. Please note that all documents related to Chase accounts are available in English only. Chase Bank is a subsidiary of JPMorgan Chase & Co., and offers investment products and services through J.P. Morgan Securities LLC. Market risk is involved in investing, and there is no guarantee of achieving investment objectives.
Jing Lee - State Farm Insurance Agent
Jing Lee - State Farm Insurance Agent is a trusted insurance agency located at 4444 Geary Boulevard in San Francisco, California. With a strong presence in the Richmond District, San Francisco, Jing Lee is dedicated to providing comprehensive insurance solutions to meet the needs of their clients. As a licensed agent and a member of the SF Commission on the Status of Women, Jing Lee offers expert advice on various insurance matters, including passenger safety for young drivers, rural road driving precautions, and special needs guardianships.
Phil Bertetta - State Farm Insurance Agent
Located at 3524 Geary Boulevard in San Francisco, California, Phil Bertetta - State Farm Insurance Agent is a trusted insurance agency with a team of experienced professionals. Phil Bertetta, a native San Franciscan Agent since 1984 and a San Jose State Graduate, has won multiple awards with his established team members. Whether you are looking for insurance coverage for your home, auto, or life, Phil Bertetta and his team are ready to assist you. They can provide you with a quote and help you navigate the different options available to meet your financial and insurance needs.
Rich Machado - State Farm Insurance Agent
Rich Machado - State Farm Insurance Agent is a trusted insurance agency located at 6908 Geary Boulevard in San Francisco, California. With 36 years of experience, Rich Machado understands the importance of providing personalized service to his customers. His team of insurance professionals is dedicated to helping customers find the right policies for their auto, life, and health insurance needs. As a small business owner in San Francisco, Rich Machado takes pride in being a local insurance resource for the community. Whether you need to review your current coverage or are looking for advice on preventing accidents, Rich and his team are here to help. They are committed to taking care of your insurance and financial needs to ensure you are prepared for life's unexpected events.
Jerry Tench - State Farm Insurance Agent
Welcome to Jerry Tench - State Farm Insurance Agent located at 1405 Huntington Avenue, South San Francisco, California, United States. With over 50 years of experience in the industry, Jerry Tench brings a wealth of knowledge to help you find the perfect insurance option for your needs. Throughout his career, Jerry has achieved numerous accolades, including being a Silver Scroll Qualifier, a Millionaire Club Qualifier, and a recipient of the National Quality Award. He has also been honored with nine life travel awards, demonstrating his commitment to providing exceptional service to his customers.
Walter Li - State Farm Insurance Agent
Walter Li - State Farm Insurance Agent is an insurance agency located at 1329 Chestnut Street in San Francisco, California. The agency is conveniently close to Muni Lines 30 Stockton, 47 Van Ness, and 49 Mission/Van Ness. The agency offers a range of insurance services, including tips on when to rewire a house, safe driving practices on rural roads, and how to shut off utilities in case of an emergency. They prioritize the protection of sensitive personal information and provide assistance for those using screen readers.
Jim Flynn - State Farm Insurance Agent
Jim Flynn - State Farm Insurance Agent is a trusted insurance agency located at 4546 El Camino Real in Los Altos, California. Situated at the corner of El Camino Real and San Antonio Rd, in the Village Court Shopping Center, we offer a wide range of insurance services to meet your needs. As a proud Santa Clara University Graduate and Alumni Supporter, I bring a unique perspective to our services with a strong background in community involvement and a passion for sports. I have served on the Board of the Los Altos Festival of Lights and am a member of prestigious organizations such as the Olympic Club in San Francisco, Los Altos Kiwanians, and the Los Altos Chamber of Commerce.
Toan Tieu - State Farm Insurance Agent
Toan Tieu - State Farm Insurance Agent is an insurance agency located at 1832 Buchanan Street, San Francisco, California, United States. The agency offers quick quotes on car, motorcycle, and RV insurance, as well as information on Professional Liability and Retirement Plans. As a local insurance resource, they are dedicated to meeting the insurance and financial needs of small business owners in San Francisco. The agency can assist with reviewing current coverage and providing guidance on emergency preparedness, annuities, and rural road driving safety. For security reasons, sensitive personal information should not be shared. Customers with accessibility needs can call (415) 610-8000 for assistance. State Farm VP Management Corp. distributes securities, and State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third-party content. Rocket Mortgage, LLC offers mortgage services. State Farm VP Management Corp. is a separate entity from State Farm banking and insurance entities. Investment involves risk, and tax or legal advice should be sought from a professional advisor.
Doug Lehr - State Farm Insurance Agent
Doug Lehr - State Farm Insurance Agent is a trusted insurance agency located at 206 Spear Street in San Francisco, California. Conveniently situated on the corner of Spear and Howard, just one block off the Embarcadero, our team is dedicated to providing top-notch insurance coverage and financial services to our clients. We understand the importance of passenger safety, especially for young drivers. That's why we offer tips and guidance on how to keep teen drivers and their passengers safe while on the road. We also provide advice on discussing money and finances before getting married, as these conversations are crucial for a strong financial future.
Angela Chan - State Farm Insurance Agent
Angela Chan - State Farm Insurance Agent is a trusted insurance agency located at 756 Sacramento Street in San Francisco, California. We offer a range of insurance products including Property and Casualty and life insurance. Our team provides a comprehensive review of your current insurance coverage and offers personalized recommendations to meet your needs. We prioritize customer service and strive to respond to all inquiries within 24 hours. At Angela Chan - State Farm Insurance Agent, we understand the importance of responsible driving and offer tips to avoid the dangers of drinking and driving. We also provide information on the rising trend of accessory dwelling units to help you make informed decisions about your insurance needs.
Traci Hollander - State Farm Insurance Agent
Traci Hollander - State Farm Insurance Agent is a trusted insurance agency located at 1501 Church Street in San Francisco, California. Serving the community since 1986, Traci Hollander has been a State Farm agent since 2001. With a BA in Business International from Golden Gate University, Traci is dedicated to providing personalized service to meet all your financial and insurance needs. Located at the corner of 27th and Church in Noe Valley, Traci Hollander's team consists of knowledgeable professionals like Diana, Eva, and Vicki. With a focus on building relationships based on trust and integrity, the team is committed to educating policyholders about their risks and providing alternatives to protect their assets and financial future.
Adrienne Ng - State Farm Insurance Agent
Adrienne Ng - State Farm Insurance Agent is a trusted insurance agency located at 1643 Noriega Street, San Francisco, California. As your State Farm agent, Adrienne Ng is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. By offering a range of insurance products and services, including life insurance, annuities, and home insurance, Adrienne Ng is committed to being your first choice for all your insurance needs. In addition to providing insurance coverage, Adrienne Ng - State Farm Insurance Agent also offers valuable tips and information to help you avoid common risks and issues. From the dangers of drinking and driving to the importance of regular home plumbing checkups, Adrienne Ng is here to help you protect yourself and your loved ones.
Merrill Lynch Financial Advisor Sarah L. Liston
Merrill Lynch Financial Advisor Sarah L. Liston is a finance institution located at 555 California Street, San Francisco, California, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and personalized financial planning. The advisors have received recognition from industry publications and Bank of America Corporation, setting the standard for exceptional service. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer a personalized Investment Personality Assessment to tailor financial approaches to individual preferences. The Merrill team has broad financial experience and offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on client goals. The advisors work to help clients stay on track to achieve their financial goals, no matter how their lives and the markets may change. By working with a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. The team puts clients first, offering one-on-one relationships and guidance through all financial decisions. Chartered Retirement Plans Specialists™ and other certifications ensure clients receive expert advice and guidance. Investing involves risk, and Merrill advisors do not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, and clients should understand the differences between these services to select the best option for their needs. Merrill Lynch is a registered broker-dealer and investment adviser, and insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Let Merrill Lynch Financial Advisor Sarah L. Liston help you pursue your financial goals and build a customized investment approach tailored to your needs.
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