Best insurance agency near me in San Rafael, California

Via Rapida Services is a versatile institution located at 9 Vivian Street in San Rafael, California. Specializing in accounting, finance, insurance agency, and local government services, Via Rapida is dedicated to providing personalized and efficient solutions to meet the diverse needs of its clients. With a team of experienced professionals, this institution offers a wide range of services to help individuals and businesses navigate the complexities of financial management and government regulations. Whether you are looking for tax assistance, insurance coverage, or guidance on local government policies, Via Rapida Services is here to help you every step of the way.

Aflac is an insurance agency located in San Rafael, California, United States. We specialize in providing supplemental insurance coverage to help individuals with expenses that traditional health insurance may not cover. Our products offer financial peace of mind, including assistance with emergency treatment, critical illnesses, cancer, final expenses, dental and vision care, and more. We also offer additional products through employers to help employees with high deductibles, injuries, and absences. Aflac is dedicated to protecting the financial future of our policyholders and their loved ones. Contact us today to learn more about how Aflac can help you protect your future.

Jim Borjian - Prudential Financial is a reputable finance and insurance agency located at 7 Mount Lassen Drive in San Rafael, California, United States. With a focus on providing top-notch financial services and insurance products, Jim Borjian and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Jim Borjian - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.

Wealth Protection Lady, LLC is a finance and insurance agency located at 79 Acacia Avenue in San Rafael, California. Led by Retirement Planning Specialist & Fiduciary, Sue Cunningham, the institution offers services to help clients maximize their retirement savings. With a background in Financial Services and a range of licenses, Sue is dedicated to helping clients explore alternative retirement investment strategies that can outperform traditional 401k plans. One unique strategy offered by Wealth Protection Lady, LLC is Kai-Zen, an IUL strategy that leverages contributions to produce 3X more retirement savings. Clients can also take advantage of a free Retirement Income Analysis to better understand their current retirement plans and projected income. Don't miss the opportunity to secure your financial future with Wealth Protection Lady, LLC.

Anthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.

First American Title Company is a renowned finance and insurance agency located at 1 McInnis Parkway in San Rafael, California, United States. With a strong reputation for providing top-notch services, they specialize in title insurance and settlement services for real estate transactions. Their team of experts is dedicated to ensuring a smooth and secure closing process for their clients. Trust First American Title Company for all your title and insurance needs.

HUB International, located at 4340 Redwood Highway in San Rafael, California, is a finance and insurance agency specializing in retirement and wealth management services. As a division of HUB Retirement & Private Wealth, GRP Financial California offers tailored resources for companies and plan sponsors with retirement plan needs. They work with a diverse range of organizations, from for-profit to not-for-profit, with plan assets exceeding $1 billion. Services include 401(k), 403(b), defined benefit, and non-qualified plans, among others. With relationships with various record keepers and mutual fund companies, their team of specialists can assess current plans and provide solutions to help employees secure their financial future. Investment advisory services are offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial California is a separate entity. The institution has been recognized by PLANADVISER magazine for its top performance in retirement plan advising, with the Top 100 Retirement Plan Advisers awards based on qualified plan assets and number of plans under advisement. Applicants are evaluated based on the size of their practice, with no fee charged to participate. The rating is not indicative of future performance.

Sakiko Kono is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4314 Redwood Highway, San Rafael, California, United States. With a focus on providing personalized financial advice, Sakiko Kono helps clients navigate the complexities of retirement planning, investment strategies, and wealth management. Background and qualification information for Sakiko Kono can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.

Merrill Investment & Retirement Financial Center is a finance institution located at 1000 4th Street, San Rafael, California, United States. At Merrill, we have experienced Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance, our team is here to assist you every step of the way. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks, with Merrill Lynch Life Agency Inc. offering insurance services. Visit us today to learn more about how we can help you turn your ambitions into action.