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TOP 30 Annuities services in San Jose, CA
13 results found
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Prudential | Chiou-Pying Cheng | Life Insurance & Annuities
Prudential | Chiou-Pying Cheng | Life Insurance & Annuities is a finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. Specializing in life insurance and annuities, this institution offers a range of financial products and services to help individuals and families protect their futures. With a focus on providing personalized and tailored solutions, Prudential | Chiou-Pying Cheng is committed to helping clients achieve their financial goals and secure their financial well-being. Contact them today to learn more about their offerings and how they can assist you in planning for the future.
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
Catherine Chen - State Farm Insurance Agent
Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
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.
Steve Sosnowski - State Farm Insurance Agent
Steve Sosnowski - State Farm Insurance Agent is located at 841 Blossom Hill Road in San Jose, California. As an insurance agency, we prioritize customer service and strive to provide friendly and professional assistance every day. Our website offers valuable information on topics such as organic eating, different types of mortgages, and DIY auto maintenance to help you make informed decisions. We also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Please note that pre-existing conditions may affect pet insurance policies, and we recommend consulting with your State Farm agent for guidance. State Farm is not affiliated with all third-party sites referenced in our material, and we recommend seeking advice from tax or legal advisors for personalized guidance. Thank you for visiting our website, and feel free to contact us at (408) 629-4700 for assistance.
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.
Aleene "Ace" Althouse - State Farm Insurance Agent
Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
Jeny Villarroel - State Farm Insurance Agent
Jeny Villarroel - State Farm Insurance Agent is a modern insurance agency located at 965 E Yosemite Ave, Manteca, California, United States. With the Covid-19 changes to shelter in place, they offer virtual State Farm Office services 24/7 for your convenience, scheduling virtual consultations. They provide personalized insurance for all of California with a focus on protecting your family from the unexpected, backed by State Farm's financial stability. In addition to their insurance services, Jeny Villarroel is passionate about giving back to the community, volunteering to teach financial literacy classes to adults, supporting individuals with disabilities, and volunteering with the San Jose Jazz festival. They strive to be heroes and good neighbors, always there for you when you need them the most.
John Forbing - State Farm Insurance Agent
John Forbing - State Farm Insurance Agent is a trusted insurance agency located at 154 West San Jose Avenue in Claremont, California. Our dedicated team is committed to helping you navigate the complexities of insurance and guiding you towards a successful future. We offer a wide range of insurance products and services to meet your individual needs. We proudly serve the communities of Pomona, Diamond Bar, Claremont, La Verne, Montclair, Ontario, and other surrounding areas in Los Angeles County and throughout California. Our team is actively involved in various community organizations and is passionate about giving back.
Khushvinder Singh, Financial Professional - New York Life
Khushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.
Merrill Lynch Financial Advisor Behrooz Ighani
Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
Matthew Mendoza
Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.
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