TOP 10 Annuity investment plans in San Francisco, California
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Nony Lukito-Lim - State Farm Insurance Agent
● ClosedNony 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.
303 Vintage Park Dr STE 200, Foster City, CA 94404, United States -
Jenny Luong - State Farm Insurance Agent
● ClosedJenny 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.
200 Taraval St, San Francisco, CA 94116, United States -
Farmers Insurance - Daniel Onyike
● ClosedFarmers Insurance - Daniel Onyike is a local insurance agency located at 1485 Bayshore Boulevard in San Francisco, California. As an experienced Farmers® agent, Daniel Onyike helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. The agency also offers mutual funds, variable annuities, life insurance products, business insurance, workers' compensation policies, retirement programs, and Roth IRAs. With over 80 years of experience, Farmers Insurance provides comprehensive coverage for your car, home, and life. They offer competitive rates with multi-line insurance discounts to help you save money. Additionally, Farmers Insurance can help you customize a business insurance package to reduce your risk and protect your investment.
1485 Bayshore Blvd Ste 391, San Francisco, CA 94124, United States -
Toan Tieu - State Farm Insurance Agent
● ClosedToan 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.
1832 Buchanan St Ste 204, San Francisco, CA 94115, United States -
Merrill Lynch Financial Advisor Hins Teoh
● ClosedMerrill Lynch Financial Advisor Hins Teoh, located at 555 California Street in San Francisco, California, is a finance institution dedicated to helping clients achieve their financial goals. Hins Teoh, a Wealth Management Advisor with Merrill Lynch since 2007, is a Certified Financial Planner with a degree in Business Administration. With expertise in Investments Portfolio Management, Annuities, and Estate Planning Strategies, Hins Teoh is committed to serving the community through volunteering. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's family, goals, and priorities. By understanding each individual's investing preferences and financial goals, the institution creates customized financial approaches to help clients pursue their aspirations. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive plan to manage, grow, and preserve their wealth. The institution emphasizes the importance of regular check-ins to adapt the financial approach to reflect changes in the client's life and goals. Through a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients receive personalized investment strategies and comprehensive financial solutions. The institution is committed to helping clients achieve their financial goals while navigating the complexities of the financial markets.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Sarah L. Liston
● ClosedMerrill 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.
555 California St, San Francisco, CA 94104, United States
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