Asset protection planning in San Francisco, CA
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Greene Estate, Probate, and Elder Law Firm - San Francisco Bay Area CA
● ClosedGreene Estate, Probate, and Elder Law Firm located in the San Francisco Bay Area, California, offers tailored estate planning solutions led by Attorney Jay Patrick Greene, CPA. Specializing in estate planning, probate, asset protection, and elder care planning, the firm provides personalized strategies to safeguard assets and ensure the seamless execution of clients' wishes. With a focus on protecting clients' legacies and assets for future generations, Attorney Greene and his team offer comprehensive legal services tailored to the unique needs of each individual or family. From estate planning to probate and dispute resolution, Greene Estate, Probate, and Elder Law Firm is dedicated to providing expert guidance and support to clients in San Francisco and the Bay Area. Schedule a consultation today to secure your future and protect your loved ones with the help of experienced legal professionals.
447 Sutter St, San Francisco, CA 94108, United States -
Farmers Insurance - Francisco Moreno
● ClosedFarmers Insurance - Francisco Moreno is a local insurance agency located at 2471 Main Street, Chula Vista, California, United States. As a Farmers® agent, Francisco Moreno helps customers in Chula Vista and all of San Diego County identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance options including auto, home, renters, business, life, and health insurance. Francisco Moreno provides personalized service to help customers understand their coverage options and offers a free friendly review of all insurance policies. By bundling policies such as motorcycle or RV insurance, customers can receive discounts. Whether you need comprehensive coverage, collision coverage, or medical payments, Francisco Moreno can help you select the right insurance coverage for your needs and budget. Additionally, Farmers Insurance offers competitive rates for home insurance, renters insurance, condo insurance, and business insurance. Life insurance policies can also be reviewed and adjusted to provide financial support for loved ones. For added protection, a personal umbrella insurance policy is available to cover assets and future earnings. To discuss financial planning and insurance options, customers can schedule an appointment with Francisco Moreno. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates provide underwriting for the insurance policies offered by Farmers Insurance - Francisco Moreno. Securities are offered through Farmers Financial Solutions, LLC. Please note that not all products, coverages, features, and discounts are available in every state, so it's important to consult with an agent for more details.
2471 Main St UNIT 19, Chula Vista, CA 91911, United States -
Burgess Financial Planning
● OpenBurgess Financial Planning is a reputable finance institution located at 354 Pine Street in San Francisco, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to build wealth, save for retirement, or protect your assets, Burgess Financial Planning is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
354 Pine St FL 7, San Francisco, CA 94104, United States -
Records In Order
● ClosedRecords In Order is a leading institution in accounting and finance located at 201 Spear Street in San Francisco, California, United States. We specialize in providing financial improvement to small business owners through our expert services in accounting, tax strategy, and consultation. Our mission is to offer uncompromising service in tax and accounting to the community, helping small business owners increase profitability and success. Whether you are just starting out in business, looking to streamline your record-keeping, or seeking advice on tax strategies, Records In Order is here to help. We work with small business owners to meet their individual needs and ensure they make informed financial decisions. Our team of experienced professionals is dedicated to upholding high standards, inspiring confidence, and respecting all clients.
201 Spear St Suite 1100, San Francisco, CA 94105, United States -
Kajal Pashmi - State Farm Insurance Agent
● OpenKajal Pashmi - State Farm Insurance Agent is located at 3138 Geary Boulevard in San Francisco, California. As a proud representative of State Farm, we have been helping millions of people across the country protect their assets and plan for the future since 1922. With over 20 years of experience in risk management and insurance, our team is dedicated to providing personalized insurance solutions tailored to your individual needs. We offer a wide range of insurance options including auto, motorcycle, commercial vehicle, renters, condo, homeowners, earthquake, personal liability umbrella, business, life, and paycheck protection insurance. Whether you are moving to California or already have State Farm in another state, we are here to assist with the transfer process. Our goal is to make insurance simple and enjoyable for our customers. Contact us today to learn more about our services and how we can help protect what matters most to you. #GoodNeighbor
3138 Geary Blvd, San Francisco, CA 94118, United States -
Farmers Insurance - Eric Gee
● ClosedFarmers Insurance - Eric Gee is an established insurance agency located at 390 2nd Avenue in San Francisco, California, United States. With over a decade of experience as a Farmers® agent, Eric Gee understands the unique insurance needs of Bay Area residents and families. Specializing in homeowners insurance, auto insurance, condo insurance, renters insurance, life insurance, and more, Eric provides honest and informed recommendations to his customers to help protect their personal property and assets. The long-term goal of Farmers Insurance - Eric Gee is to build lasting relationships with families and provide comprehensive coverage tailored to their needs and budget. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, or Business insurance, Eric Gee is dedicated to helping you secure a solid financial plan for the future. Contact Farmers Insurance - Eric Gee today for personalized insurance solutions and peace of mind.
390 2nd Ave, San Francisco, CA 94118, United States -
The Hartford
● OpenThe Hartford is a reputable insurance agency located at 101 Montgomery Street in San Francisco, California, United States. With a long history of providing quality insurance products and services, The Hartford is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are in need of auto, home, life, or business insurance, The Hartford offers a wide range of coverage options to meet your specific needs. With a team of experienced agents and a commitment to customer satisfaction, The Hartford is a trusted choice for insurance in the San Francisco area.
101 Montgomery St Ste 2500, 2700, San Francisco, CA 94104, United States -
Farmers Insurance - David Velez
● ClosedFarmers Insurance - David Velez is a local insurance agency located at 391 Sutter Street in San Francisco, California. As an experienced Farmers® agent, David Velez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, David is here to help make the insurance process straightforward and personalized for you. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, and business needs. David Velez can assist you in understanding your coverage options, whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments.
391 Sutter St Ste 401, San Francisco, CA 94108, United States -
Chubb Group of Insurance Companies
● ClosedThe Chubb Group of Insurance Companies is a renowned insurance agency located on Post Street in San Francisco, California, United States. With a long history of providing top-notch insurance solutions, Chubb offers a wide range of coverage options for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the right insurance policies to protect their assets and provide peace of mind. Trust Chubb for all your insurance needs in the heart of San Francisco.
McKesson Plaza, Post St, San Francisco, CA 94104, United States -
Farmers Insurance - Aaron Thach
● ClosedFarmers Insurance - Aaron Thach is a local insurance agency located at 82 West Manor Drive, Pacifica, California, United States. As a lifelong resident of the San Francisco Bay area, Aaron Thach specializes in providing the best coverage options for home insurance, business insurance, and life insurance. The agency takes pride in educating clients on their insurance options and customizing policies to meet individual needs. With a background in handling social security claims, Aaron Thach understands the importance of listening to customer needs and providing easily digestible insurance knowledge. The agency is dedicated to protecting, educating, and helping clients ensure that their policies are fully customized and cover all their needs. Customers can expect quick and timely responses from Aaron Thach and his team, ensuring that they are always in the loop. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, Aaron Thach can help clients select the right insurance coverage for their needs and budget. In addition to offering auto, home, renters, and business insurance, the agency also provides life insurance policies to help clients plan for the future and protect their loved ones. For added coverage, a personal umbrella insurance policy is available to protect assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by Farmers Insurance - Aaron Thach. Customers can count on personalized service and professional advice to help them build a solid financial plan and reach their goals. Contact Aaron Thach today for a comprehensive review of your current policies and to ensure that you have the proper insurance coverage.
82 W Manor Dr suite b, Pacifica, CA 94044, United States -
Farmers Insurance - Justin Choy
● ClosedFarmers Insurance - Justin Choy is an insurance agency located at 1200 Vicente Street, San Francisco, California, United States. As a personal Farmers agency, Justin Choy and his staff are dedicated to providing a welcoming environment where customers feel like privileged guests. With over 15 years of experience in the insurance industry, Justin is passionate about helping individuals in the Bay Area and throughout California find the insurance coverage that best suits their needs. Whether you are planning for life events or preparing for the unexpected, Justin and his team are here to offer superior, personalized, and professional customer service. They offer a range of insurance options, including car insurance, home insurance, life insurance, renters insurance, business insurance, and more. Justin can help you navigate through the complexities of selecting the right coverage and can provide you with an online quote to help you save money. Additionally, he can assist you in creating a financial plan to secure your future.
1200 Vicente St, San Francisco, CA 94116, United States -
David E. Quan Agency Insurance Brokers, Inc.
● ClosedLocated in Oakland, California, the David E. Quan Agency Insurance Brokers, Inc. is a full-service insurance agency serving the San Francisco Bay Area since 1955. Specializing in property, casualty, and life insurance, we offer risk management solutions to individuals and businesses throughout California. At David E. Quan Agency, Insurance Brokers, Inc., we believe in providing our clients with dedicated service, expert advice, and personalized attention. As an independent agency, we work with top-rated national and regional insurance carriers to offer a comprehensive suite of insurance solutions, including protection against cyber threats and online attacks.
1767 16th St, Oakland, CA 94607, United States -
Farmers Insurance - Scott Alstad
● ClosedFarmers Insurance - Scott Alstad is an insurance agency located at 2843 Alhambra Avenue, Martinez, California, United States. Scott Alstad, born and raised in San Francisco, takes pride in serving the insurance needs of Martinez, the Bay Area, and all of California. With over 17 years of experience in the insurance industry, Scott is dedicated to helping customers like you identify the insurance coverage that best fits your needs. Whether you are looking for auto, home, renters, business insurance, or more, Scott can provide personalized assistance to help you make informed decisions about your coverage options. As a Farmers® agent, Scott can help you navigate the complexities of insurance, whether you are looking for comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance-related matters. Scott can also assist you in selecting the right car insurance coverage for your needs and budget, offering online quotes and insurance discounts to help you save money.
2843 Alhambra Ave, Martinez, CA 94553, United States -
Burton Law Firm - Roseville
● ClosedBurton Law Firm - Roseville is a boutique firm located at 3741 Douglas Boulevard, Roseville, California, United States. Specializing in accounting, finance, and legal services, the firm offers comprehensive and customized solutions for clients' legal, business, estate, and tax needs. With a team of award-winning litigation and dispute resolution experts licensed to practice nationally and internationally, Burton Law Firm serves businesses, families, and individuals across the state, nation, and even globally. The firm's commitment to client service, innovative problem-solving, and team approach to legal integration has earned them recognition as a top legal provider by national and international organizations. Services include asset protection, tax planning, employment law disputes, intellectual property management, business transactions, and more. With offices in Sacramento, Roseville, and San Francisco, Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to clients worldwide.
3741 Douglas Blvd #320, Roseville, CA 95661, United States -
Andrei Jingan
● ClosedAndrei Jingan is a trusted institution located at 4935 Hillsdale Circle in El Dorado Hills, California, specializing in estate planning and trust law. Serving clients in San Francisco, Walnut Creek, and other parts of Northern California, our dedicated team of attorneys and support staff are committed to providing competent and innovative solutions for our clients' legal needs. Our focus is on creating living trusts to help clients avoid conservatorship, guardianship, and costly probate processes. With a trust-based estate plan, individuals can protect their assets, plan for incapacity, and preserve their legacy for future generations. Our goal is to provide valuable legal assistance while optimizing internal processes to keep costs reasonable for our clients.
4935 Hillsdale Cir Suite 400, El Dorado Hills, CA 95762, United States -
Farmers Insurance - Guadalupe Banderas
● ClosedFarmers Insurance - Guadalupe Banderas is an insurance agency located at 419 Grand Avenue, South San Francisco, California, United States. As a Farmers Insurance Agent in South San Francisco, CA, Guadalupe Banderas helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Guadalupe has the knowledge and experience to help customers understand their coverage options. With over 80 years of providing insurance products, Farmers Insurance is a reliable choice for protecting your assets. From car insurance to life insurance, renters insurance to business insurance, Farmers Insurance offers comprehensive coverage options to meet your needs and budget. Contact Guadalupe Banderas today to discuss your insurance needs and create a plan to secure your future.
419 Grand Ave, South San Francisco, CA 94080, United States -
Farmers Insurance - Clarence Castillo
● ClosedFarmers Insurance - Clarence Castillo is a local insurance agency located at 601 4th Street, San Francisco, California, United States. As your Farmers agent, Clarence Castillo helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates with multi-line insurance discounts. Clarence Castillo also offers life insurance, renters insurance, condo insurance, and personal umbrella insurance policies to protect your assets and future earnings. As a Farmers Insurance and Financial Services agent, Clarence Castillo can help you build a solid financial plan to reach your goals. Contact Clarence Castillo today for personalized insurance options tailored to your unique needs.
601 4th St UNIT 116, San Francisco, CA 94107, United States -
Farmers Insurance - Elbert Taylor
● ClosedFarmers Insurance - Elbert Taylor is an insurance agency located at 386 29th Street, San Francisco, California, United States. As a local Farmers® agent in San Francisco, CA, Elbert Taylor helps customers identify the insurance coverage that best fits their lifestyle and needs. With expertise and knowledge of insurance needs for the community, Elbert Taylor assists in understanding coverage options for auto, home, condo, business, life insurance, and more. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, Elbert Taylor can simplify the process and offer personalized assistance. Customers can get started with an online quote and explore insurance discounts to save money. For homeowners, Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. In the event of a disaster like a fire, Farmers Insurance will be there to help with coverage. Renters insurance is also available to protect personal belongings in case of a fire or other covered causes of loss.
386 29th St, San Francisco, CA 94131, United States -
Joe Freund - State Farm Insurance Agent
● ClosedWelcome to Joe Freund State Farm Insurance Agency located at 1732 Divisadero Street in San Francisco, California. Since opening in 2003, Joe and his dedicated team have been providing a range of insurance services to the residents of San Francisco and the surrounding area. From auto insurance to life insurance, disability insurance, earthquake insurance, and pet insurance, Joe Freund State Farm offers a variety of options to meet your needs. As a bilingual agency, services are offered in both English and Spanish to cater to a diverse community. Joe comes from a State Farm family and takes pride in building relationships with his customers, providing caring and transparent advice to help them achieve their financial goals.
1732 Divisadero St, San Francisco, CA 94115, United States -
Farmers Insurance - Nicole Tan
● ClosedFarmers Insurance - Nicole Tan is an insurance agency located at 1530 Noriega Street, San Francisco, California, United States. As your local Farmers® agent, Nicole Tan helps customers identify the insurance coverage that best fits their needs. With almost 15 years of experience in the industry, Nicole has the knowledge and tools to help you better understand your coverage options, whether it's auto, home, life, renters, business insurance, and more. Nicole is a second-generation Farmers agent who truly cares about protecting the community. Whether you need comprehensive coverage, collision coverage, or are unsure about deductibles and medical payments, Nicole can help take the mystery out of selecting the right insurance coverage for your needs and budget. You can get started with an online quote and learn about discounts that can help you save money.
1530 Noriega St # 201, San Francisco, CA 94122, United States -
Farmers Insurance - Ming Sham
● ClosedFarmers Insurance - Ming Sham is a local insurance agency located at 2209 Irving Street, San Francisco, California, United States. As an experienced Farmers agent, Ming Sham helps customers identify the insurance coverage that best fits their needs. Ming speaks English, Cantonese, and Mandarin, making it easier to communicate with a diverse range of clients. Whether you need auto, home, renters, business insurance, or more, Ming can provide personalized guidance to help you understand your coverage options. For car insurance, Farmers Insurance can take the mystery out of selecting the right coverage for your needs and budget. Home insurance from Farmers has a long-standing reputation for providing coverage in the event of disasters like fires. Life insurance policies can be tailored to your changing circumstances, providing financial support for your loved ones. Renters insurance, condo insurance, and business insurance are also available to protect your assets and investments.
2209 Irving St Ste 204, San Francisco, CA 94122, United States -
Mike Pascua - State Farm Insurance Agent
● ClosedMike Pascua - State Farm Insurance Agent is a trusted insurance agency located at 1050 El Camino Real in Belmont, California, United States. As the kids head back to school, it's the perfect time for you to meet your local State Farm Agent. While online auto quoting is not available at this time, you can call, text, or visit our office for a personalized auto quote. Our experienced team is dedicated to creating a Personal Price Plan tailored to your needs. With over a decade of experience in the insurance industry, Mike Pascua takes pride in helping individuals, families, and business owners prepare for the unexpected. Offering a range of insurance products including auto, home, life, and pet insurance, Mike is committed to being the insurance agent you can rely on for all your insurance needs.
1050 El Camino Real B, Belmont, CA 94002, United States -
Farmers Insurance - Jason Gee
● ClosedFarmers Insurance - Jason Gee is an insurance agency located at 2308 Clement Street in San Francisco, California. As a local Farmers agent, Jason Gee helps customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, business insurance, or more, Jason Gee has the knowledge and experience to guide you through the process and make sure you are well-informed about your options. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable coverage in the event of disasters like fires or other covered causes of loss. They offer competitive rates and multi-line insurance discounts to help you save money on your policies.
2308 Clement St, San Francisco, CA 94121, United States -
Neoterra Insurance Services, Inc.
● OpenNeoterra Insurance Services, Inc. is a reputable insurance agency located at 447 Sutter Street, San Francisco, California, United States. With a strong focus on providing personalized and comprehensive insurance solutions, Neoterra Insurance Services, Inc. caters to individuals, families, and businesses in the San Francisco area. Their team of experienced agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, Neoterra Insurance Services, Inc. is committed to delivering top-notch service and tailored insurance plans to meet your specific needs.
447 Sutter St #802, San Francisco, CA 94118, United States -
Insight Tax & Insurance Services
● ClosedInsight Tax & Insurance Services is a reputable insurance agency located at 611 Gateway Boulevard in South San Francisco, California. With a focus on providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you're in need of auto, home, life, or business insurance, we are committed to finding the right coverage for your unique needs. Contact us today to learn more about how we can help you secure your financial future.
611 Gateway Blvd Ste 235, South San Francisco, CA 94080, United States -
World Financial Group
● ClosedWorld Financial Group is a renowned finance and insurance agency located at 250 Executive Park Boulevard in San Francisco, California, United States. With a strong commitment to providing comprehensive financial solutions to individuals and families, World Financial Group offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on education and empowerment, World Financial Group strives to educate and equip clients with the knowledge and tools needed to make informed financial decisions. Whether you are looking to invest for the future, protect your assets, or plan for retirement, World Financial Group is your trusted partner in financial success.
250 Executive Park Blvd #4100, San Francisco, CA 94134, United States -
Mc Clary Swift & Co Inc
● ClosedMc Clary Swift & Co Inc is a reputable financial institution located at 360 Swift Avenue in South San Francisco, California, United States. With a strong presence in the financial industry, the company offers a wide range of services including investment management, wealth planning, and financial advisory services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mc Clary Swift & Co Inc is committed to providing personalized solutions tailored to your unique needs. Visit their office today to learn more about how they can help you achieve financial success.
360 Swift Ave STE 29, South San Francisco, CA 94080, United States -
Mayo & Mayo Law Firm
● ClosedMayo & Mayo Law Firm is a California-based institution with offices in Los Angeles and the San Francisco Bay Area. Specializing in California Real Estate, Probate, and Trust Law, our experienced lawyers provide free telephone consultations to clients. With a reasonable flat fee structure for estate planning to avoid probate, we aim to help clients navigate the complex legal processes involved in estate administration. Whether you need assistance with probate estate administration, trust administration, or real estate transactions, our team is here to help. We can guide you through the process of setting up a trust to avoid probate fees and ensure a smooth distribution of assets to beneficiaries. Additionally, we offer legal advice on real estate purchases, sales, leases, and disclosures.
100 Shoreline Hwy Suite 100B, Mill Valley, CA 94941, United States -
O'Donnell & Associates
● ClosedO'Donnell & Associates is a respected estate and trust planning firm located at 724 Oak Grove Avenue in Menlo Park, California. Led by experienced attorney Matthew O'Donnell, the firm specializes in estate planning, probate and trust estate administration, and special needs planning for clients throughout the San Francisco Bay Area. With over 35 years of experience, Matthew O'Donnell has helped over 10,000 families plan their estates and navigate complex legal issues. His firm focuses on "life planning" to prevent court intrusion and protect assets from creditors, predators, and marital conflicts. They also provide assistance with public benefits planning for special needs, disabled, and elderly clients.
724 Oak Grove Ave Suite 110, Menlo Park, CA 94025, United States -
Bay Laurel Law, PC
● OpenBay Laurel Law, PC is a Bay Area Estate Planning, Probate, Elder Law & Business Law Firm located at 533 Airport Boulevard in Burlingame, California. Our firm specializes in helping business owners, real estate owners, and families with taxable estates or international assets navigate complex tax issues, transitions, and asset protection to achieve their goals. We offer a wealth planning process that addresses all aspects of wealth management and preservation, including plan maintenance to ensure that our clients' plans stay up to date. We assist clients in the entire State of California, with primary coverage in the San Francisco Bay Area. Bay Laurel Law, PC is dedicated to helping clients through times of transition and succession, providing guidance on matters such as estate planning, probate, elder law, and business law.
533 Airport Blvd. #400, Burlingame, CA 94010, United States
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