TOP 30 Annuity solutions in City of Industry, California

51 results found

Prudential | Jason Belajack | Life Insurance & Annuities is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. Specializing in providing clients with comprehensive life insurance and annuity solutions, Prudential is committed to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance plans, Prudential is a trusted partner in safeguarding assets and ensuring peace of mind for its valued clients.

Prudential | Jeannette Okada | Life Insurance & Annuities is a trusted finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping individuals and families protect their financial futures. Whether you are looking to secure your loved ones' financial stability or plan for retirement, we offer personalized guidance and tailored products to meet your specific needs. Trust Prudential | Jeannette Okada to provide reliable and dependable insurance services for peace of mind.

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.

Thang Vo - State Farm Insurance Agent is a trusted insurance agency located at 391 Jacklin Road, Milpitas, California, United States. As Spring approaches and more people hit the road for Spring breaks, it's important to ensure you have the right Auto Insurance coverage. Our team is dedicated to making the insurance process easy and stress-free for our customers, providing assistance in English, Vietnamese, Hindi, and Spanish. With over two decades of experience in the insurance industry, we offer a wide range of products and services including Auto, Motorcycle, Life, Health, Disability Income, and E&O Insurance. We prioritize customer satisfaction and strive to provide personalized service to meet the unique needs of each individual. Whether you're a new driver, a college-bound teen, or a family preparing for emergencies, we are here to help with expert advice and guidance. Our team is available 24/7, 365 days a year to assist you with any insurance inquiries or concerns.

James Fread - State Farm Insurance Agent is a health insurance agency located at 9923 Channel Road, Lakeside, California, United States. We are excited to welcome new customers in California, Nevada, and Arizona. Our team of experienced professionals is dedicated to providing comprehensive insurance options to protect what matters most to you. With over 85 years of combined experience in the industry, we offer exceptional service and personalized solutions to meet your unique needs. Our goal is to ensure you have the right coverage to manage risks, recover from unexpected events, and achieve your dreams. Visit our website to explore our range of insurance products and services, and feel free to contact our friendly customer service team for assistance. We are committed to helping you make informed decisions and find the best insurance options for your requirements. Thank you for choosing James Fread - State Farm Insurance Agent, we look forward to serving you and building a long-lasting relationship based on competence and reliability.

TRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.

Farmers Insurance - Victoria Shi is a local insurance agency located at 1070 6th Avenue in Belmont, California. With over 16 years of experience in the insurance industry, Victoria Shi and her team specialize in providing personalized and comprehensive coverage options for clients in Belmont and the surrounding areas. They offer a range of insurance products including home, auto, life, renters, condo, and business insurance. Victoria Shi also specializes in life insurance with cash accumulation, annuity, 529 education savings, and retirement planning. As a Farmers Insurance agent, she is dedicated to providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Whether you are looking to protect your home, car, business, or loved ones, Farmers Insurance - Victoria Shi is here to help you find the right insurance solution for your needs and budget. Contact them today for a personalized insurance quote and start protecting what matters most to you.

Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.

John's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.

Nancy Rangel Insurance and Financial Services is a finance and insurance agency located at 6032 Warner Avenue in Huntington Beach, California. They offer a wide range of insurance coverages including auto, home, business, commercial, workers comp, life, and health insurance, as well as banking services, mutual funds, and annuities. Whether you need coverage for your vehicles, property, business, or loved ones, they have a plan for you. They also specialize in providing insurance for various industries, including trucking operations. The institution is dedicated to ensuring that their clients have the proper policies in place to protect their assets and loved ones. With a focus on customer service and transparency, Nancy Rangel Insurance and Financial Services aims to provide personalized insurance solutions to meet the unique needs of each client. Their team is highly knowledgeable and dedicated to helping clients navigate the often complex world of insurance. Whether you are looking to save money, ensure your family is taken care of, or simply need assistance navigating the insurance process, Nancy Rangel Insurance and Financial Services is there to help. Their refund policy ensures that any unearned premium will be returned to the customer upon providing proof of new coverage. By continuing to use their website, you consent to the use of cookies for the best browsing experience possible.

Lelly Woo-Grimes - State Farm Insurance Agent is a trusted insurance agency located at 12062 Valley View Street in Garden Grove, California. Situated at the corner of Valley View and Chapman, in the same plaza as US Bank, our office is easily accessible. We understand the importance of rural road safety and provide tips to navigate these roads safely. Our experienced team, including Marie, Carter, Alex, Gina, Anelka, Diana, and Lelly, is dedicated to serving our diverse community. We offer personalized products to protect assets, build financial stability, and secure legacies.

Cindy Medina - State Farm Insurance Agent is an insurance agency located at 14435 Moreno Beach Drive in Moreno Valley, California. With over 15 years of experience in the industry, Cindy has worked with multiple State Farm agents in California and Nevada, building strong relationships with customers and providing exceptional service. As a member of the Moreno Valley Chamber of Commerce, Cindy is dedicated to helping local business owners with their insurance needs. Cindy and her team are committed to serving the Moreno Valley, Riverside communities, and California for all types of insurance needs, including auto, renters, homeowners', boat, life, motorcycle, commercial, business, and pet insurance. The agency participates in community events and gives back to the community.

Hercules Dinglasan, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing clients with personalized insurance solutions, Hercules Dinglasan offers a range of life insurance products to meet the individual needs of each customer. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Hercules Dinglasan, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.

Jessie Kaur - State Farm Insurance Agent is located at 564 East 14th Street, San Leandro, California, United States. This insurance agency does not offer auto online quoting at this time, so customers are encouraged to call, text, visit, or ask for an auto quote in person. The team at Jessie Kaur is dedicated to serving all financial and insurance needs, providing comprehensive coverage and personalized guidance for peace of mind. The agency aims to be a reliable partner in safeguarding families from life's uncertainties, offering protection and support at every stage. With over 30 years of experience, the team brings unparalleled expertise to the table. They empower individuals and families to pursue their ambitions while minimizing risks and fostering tranquility.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

Karen Perlette - State Farm Insurance Agent is a reputable insurance agency located at 783 Quintana Road, Morro Bay, California, United States. With over 30 years of experience in the industry, Karen Perlette is dedicated to helping the community manage everyday risks, recover from unexpected events, and achieve their dreams. As a Life Underwriter's Training Council Fellow and a recipient of various awards, Karen brings a wealth of knowledge and expertise to her clients. The institution offers a range of insurance products, including life insurance and annuities, to meet the diverse needs of individuals and families. With a focus on customer satisfaction and safety, Karen and her team provide valuable advice on topics such as drunk driving prevention, online car buying, and repetitive stress injuries. Additionally, the institution offers pet insurance products underwritten by reputable companies to ensure the well-being of furry family members. For personalized service and reliable insurance solutions, contact Karen Perlette - State Farm Insurance Agent today.

Le Blanc - Lewis Family Insurance is an insurance agency located at 4305 West 120th Street in Hawthorne, California, United States. With years of experience in the industry, we specialize in helping clients prepare for the unknown with a variety of insurance products such as Life, Accident, Health, Annuities, Indexed Universal Life, and Whole Life. Our team can access any insurance product to ensure you get the right coverage for your needs. At Le Blanc - Lewis Family Insurance, we understand the importance of providing peace of mind for your loved ones in the event of the unexpected. We offer graded policies in Final Expense, where the full amount of the face value may not be available until a set period has elapsed, typically 2 years. Additionally, we offer options to add child term riders to insure your children up to the age of 21, or set up Whole Life or Universal Life policies for them that can provide coverage for their entire life.

Farmers Insurance - Brian Wakeman is an insurance agency located at 3960 Prospect Avenue, Yorba Linda, California, United States. As your local Farmers® agent, Brian Wakeman helps customers identify the insurance coverage that best fits their needs. With over 37 years of residency in North Orange County and a background in the financial industry, Brian is equipped to protect and grow valuable assets. He offers a range of insurance policies including Home, Auto, Landlord, Life, Commercial, Workers compensation, and also assists with Life and annuities. Brian is dedicated to helping clients navigate the complexities of insurance coverage to ensure their assets are protected. Contact Brian Wakeman for personalized insurance solutions tailored to your needs.

Katie Beach Harlan - State Farm Insurance Agent is a reputable insurance agency located at 7040 Avenida Encinas, Carlsbad, California. The agency, situated in the Ralph's shopping center above the UPS Store, is run by a second generation State Farm Agent with over 15 years of experience in the industry. The agent, Katie Beach-Harlan, holds a BA and MA in Political Science and is a proud resident of North County San Diego. The agency, which opened in 2014 to serve Encinitas, recently expanded to a second location in Carlsbad. At Katie Beach Harlan - State Farm Insurance Agent, customers can learn about Rideshare Driver Coverage, company perks, and do-it-yourself auto maintenance tips. The agency also offers life insurance, annuities, and pet insurance options underwritten by reputable companies. Customers can rest assured that their personal information is protected and should contact the agency directly for any accessibility issues on their website.

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.

Regina Mares, Bankers Life Agent is a reputable insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. As a dedicated Bankers Life agent, Regina Mares provides personalized insurance services to help clients protect their financial future. With a focus on customer satisfaction and expert knowledge in the insurance industry, Regina Mares is committed to helping individuals and families find the best insurance solutions tailored to their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Regina Mares is here to assist you every step of the way. Contact Regina Mares, Bankers Life Agent today to secure your peace of mind and safeguard your assets for the future.

Guillermo Calixtro, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized solutions to meet the individual needs of each client. With a commitment to excellent customer service and a focus on helping individuals protect their financial future, Guillermo Calixtro, Bankers Life Agent is a trusted partner in the insurance industry.

Paul Ricatto - State Farm Insurance Agent is a reputable insurance agency located at 141 Duesenberg Drive in Westlake Village, California. Situated next to the Fire Station and just down the street from the Post Office, our office is conveniently located on the border of Westlake Village and Thousand Oaks. With over 48 years of experience in the insurance industry, Paul Ricatto and his team are dedicated to providing personalized insurance solutions for you and your family's future. As a long-time resident of Thousand Oaks, Paul Ricatto has deep roots in the community and a strong commitment to helping his neighbors protect what matters most. Whether you are looking for auto, home, life, or business insurance, our team is here to help you find the right coverage to meet your needs.

Fredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!

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.

Merrill Lynch Financial Advisor Huy Pham, located at 520 Newport Center Drive in Newport Beach, California, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients across all 50 states and various US territories are guided towards achieving their desired lifestyles. It is important to note that investing involves risks, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with professionals before making financial decisions. The institution offers a wide range of brokerage, investment advisory, and other services. Merrill Lynch is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of Bank of America Corporation. Trust, fiduciary services, insurance, and annuity products are also available through affiliated entities. The institution strives to provide clients with information about products and services that may be of interest. Please note that by leaving Bank of America's website, you will be redirected to FINRA's BrokerCheck. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, offering lending, derivatives, and commercial banking activities worldwide. Securities, strategic advisory, and investment banking activities are performed by investment banking affiliates. In Australia, services are provided by Merrill Lynch Markets (Australia) Pty. Limited and related entities. Merrill Lynch Canada Inc. operates in Canada as a registered broker-dealer. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation in India, offering various banking and financial services. With a focus on providing personalized guidance and comprehensive financial solutions, Merrill Lynch Financial Advisor Huy Pham is dedicated to helping clients navigate the complexities of the financial world.

Welcome to Chase Bank, conveniently located at 730 Ocean Street, Santa Cruz, California 95060. As a trusted leader in the banking and finance industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Our Santa Cruz branch provides a full suite of banking solutions, including ATMs, personal banking, and business banking services. Whether you're looking to manage your personal finances or require specialized business banking assistance, our team of professionals is here to help. Our business banking services include expert guidance on improving cash flow, credit solutions, and payroll management, complemented by our online and mobile banking platforms, business credit cards, and payment acceptance solutions.

Welcome to Chase Bank, conveniently located on 6th Avenue in the charming town of Carmel-by-the-Sea, California. As a leading provider in the banking and finance industry, Chase Bank is here to meet all your financial needs, whether personal or business-related. At this location, you will find a full-service bank and ATM to assist you with your everyday banking transactions. Our team of dedicated professionals is ready to offer expert guidance to help improve your cash flow, provide tailored credit solutions, and manage payroll efficiently.

Welcome to Chase Bank, conveniently located at 3498 Telegraph Road, Ventura, California 93003, United States. As a leading provider in the finance industry, Chase Bank offers a wide range of services including ATM access, banking, and financial solutions tailored to meet your personal and business needs. Please note: The content of the following pages is available in English only. Additionally, if you choose to apply for Chase products online, all account-related documents will be provided solely in English.

Welcome to Chase Bank, conveniently located at 2181 North Rose Avenue, Oxnard, California 93036. As a leading provider in the realms of ATM, banking, and finance, we offer a comprehensive range of services tailored to meet your financial needs. Please note that the content on the following pages is available only in English. Additionally, if you choose to apply for Chase products online, all related account documents will also be in English. At Chase Bank, we pride ourselves on delivering exceptional business banking services. Our team of business professionals offers expert guidance to enhance your cash flow, provide credit solutions, and manage payroll effectively. We also provide online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.