Client centered financial services in San Mateo, CA
22 results found
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Advanced Estate & Insurance Services, Inc. (AEIS Inc.)
● OpenAdvanced Estate & Insurance Services, Inc. (AEIS Inc.) is a reputable health and insurance agency located at 306 6th Avenue in San Mateo, California, United States. With a team of experienced professionals, AEIS Inc. provides personalized insurance solutions to meet the individual needs of their clients. Whether you are looking for health insurance coverage or estate planning services, AEIS Inc. is committed to helping you secure your financial future. Trust AEIS Inc. to provide you with expert advice and assistance in navigating the complex world of insurance.
306 6th Ave B, San Mateo, CA 94401, United States -
Jesse Waters | LPL Financial
● OpenJesse Waters | LPL Financial is a finance and insurance agency located at 2024 Ticonderoga Drive in San Mateo, California, United States. With a commitment to providing personalized financial solutions, they offer a range of services including investment planning, retirement planning, and insurance products. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jesse Waters | LPL Financial is here to provide expert guidance and support.
2024 Ticonderoga Dr, San Mateo, CA 94402, United States -
Merrill Lynch Financial Advisor Kate Ma Martinez
● OpenMerrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Paul M Luciano
● OpenMerrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Linhvien Tran
● OpenMerrill Lynch Financial Advisor Linhvien Tran is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. The institution, Lui, Tran, Yates, Song & Associates, focuses on building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice, guiding you through the financial planning process with dedication and diligence. The institution takes the time to understand you as an individual and investor, collaborating with you to identify and understand your primary financial goals. They develop an investment and planning approach designed to help you pursue your most meaningful goals, both now and for future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with you to address your financial needs.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Tara S Fowler
● OpenMerrill Lynch Financial Advisor Tara S Fowler is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. The team at Merrill Lynch is dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. With the support of the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The institution offers a range of services, including wealth management, investment strategies, and financial planning tailored to each client's unique needs and priorities. The team at Merrill Lynch believes in understanding each client personally to create a financial approach that reflects their personality and helps them achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can work with the team to develop a comprehensive approach designed to address their financial needs. The institution also offers tools like the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. Merrill Lynch Financial Advisor Tara S Fowler is dedicated to helping clients navigate the complexities of their financial lives and achieve their financial goals.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Sherman C Lee
● OpenLynch Financial Advisor Sherman C Lee, located at 101 South Ellsworth Avenue in San Mateo, California, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Their focus is on understanding your family, goals, and priorities, and helping you pursue your financial goals through thoughtful investment guidance aligned with your life priorities. By working with Merrill Lynch Wealth Management, you can benefit from the investment insights of Merrill and the banking convenience of Bank of America. The team will help you devise potential strategies to grow, preserve, and distribute your wealth, exceeding your expectations through proactive communication, personalized service, and ongoing financial education.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Newfront
● OpenNewfront is an innovative insurance agency located at 777 Mariners Island Boulevard in San Mateo, California. We specialize in providing tailored solutions for our clients, helping them create competitive benefit packages to attract and retain top talent. Our team of dedicated experts serves clients across various industries, offering support at every stage of their business growth. At Newfront, we believe in using technology to enhance the expertise of our elite insurance talent, giving our clients a competitive edge in the market. Our breakthrough AI technology provides valuable insights for our clients, allowing our teams to focus on strategic work and delivering optimized outcomes. We are committed to fostering transparency, convenience, and long-lasting relationships with our clients, as evidenced by our large roster of satisfied customers and high retention rate.
777 Mariners Island Blvd STE 250, San Mateo, CA 94404, United States -
Wilson Ku - State Farm Insurance Agent
● OpenWilson Ku - State Farm Insurance Agent is an insurance agency located at 4204 Olympic Avenue in San Mateo, California, United States. Customer service is a top priority at this institution, where clients can receive personalized insurance and financial plans tailored to their needs. While online auto quoting is not available, clients can call, text, or visit the office for an auto quote. The office is dog-friendly, and Wilson Ku takes pride in building relationships with clients to provide protection for what matters most. Serving California, Arizona, Oregon, and Idaho, primarily in San Mateo and surrounding areas, Wilson Ku is dedicated to helping families protect their assets. With a background as a San Mateo native and ex-professional baseball player, Wilson Ku is ready to assist with Auto Insurance, Homeowners Insurance, Renters Insurance, and Life Insurance. Clients can also inquire about pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. For those considering a metal roof or rural road driving, Wilson Ku offers valuable tips and information. Additionally, the office can assist with financial services such as mortgage loans through Rocket Mortgage, LLC. State Farm Insurance products are offered by Wilson Ku, who is committed to providing excellent service and building long-lasting relationships with clients and their families.
4204 Olympic Ave, San Mateo, CA 94403, United States -
Slavsky Insurance
● OpenSlavsky Insurance is a reputable health insurance agency located at 520 South El Camino Real in San Mateo, California. With a commitment to providing top-quality insurance services, Slavsky Insurance offers a range of health insurance options to meet the diverse needs of individuals and families. Their knowledgeable agents are dedicated to helping clients find the best coverage at competitive rates. Whether you are looking for individual health insurance or group plans, Slavsky Insurance can help you navigate the complex world of insurance to find the right policy for you. Trust Slavsky Insurance to protect your health and financial well-being.
520 S El Camino Real, San Mateo, CA 94402, United States -
Heffernan Insurance Brokers
● OpenHeffernan Insurance Brokers is a reputable insurance agency located at 1820 Gateway Drive in San Mateo, California. With a strong commitment to providing personalized insurance solutions for individuals and businesses, Heffernan Insurance Brokers offers a wide range of coverage options to meet the diverse needs of their clients. Their team of experienced insurance professionals is dedicated to helping customers navigate the complexities of the insurance industry and find the best policies to protect their assets. Whether you are looking for auto, home, life, or business insurance, Heffernan Insurance Brokers is here to help you secure peace of mind and financial security.
1820 Gateway Dr Suite 330, San Mateo, CA 94404, United States -
Julie La - State Farm Insurance Agent
● OpenJulie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.
1005 MacArthur Blvd, San Leandro, CA 94577, United States -
Steve Fiorentino - State Farm Insurance Agent
● OpenSteve Fiorentino - State Farm Insurance Agent is a trusted insurance agency located at 734 Woodside Road in Redwood City, California. Our dedicated team is committed to serving the Bay Area community by providing personalized insurance and financial services. With over 35 years of experience, we specialize in Car, Life, Health, RV, Motorcycle Insurance, and more. Our team consists of licensed professionals who share our passion for protecting our neighbors with quality insurance coverage. We take pride in building lasting relationships with our clients in Redwood City, Woodside, Atherton, Portola Valley, San Carlos, Menlo Park, Mountain View, Daly City, Palo Alto, and San Mateo. Contact us today for a free insurance quote and let us help you plan for the future with confidence.
734 Woodside Rd, Redwood City, CA 94061, United States -
Farmers Insurance - Kelly Cansler
● OpenFarmers Insurance - Kelly Cansler is an insurance agency located at 72 37th Avenue, San Mateo, California, United States. Kelly Cansler is not just an insurance agent, but a risk manager and client advocate who will help you navigate through tough times. With a focus on advising you on everyday risks and ensuring you have the right coverage in place, Kelly and her team are dedicated to being responsive to your needs. Whether you need comprehensive coverage, car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or a personal umbrella policy, Kelly can help you customize a plan that fits your needs and budget. As a Farmers Insurance and Financial Services agent, Kelly has the experience and professional perspective to help you build a solid financial plan for a secure future. Contact Kelly Cansler at Farmers Insurance for personalized assistance with your insurance needs.
72 37th Ave, San Mateo, CA 94403, United States -
Farmers Insurance - Bravo Insurance Agency Inc
● OpenFarmers Insurance - Bravo Insurance Agency Inc is located at 635 Mariners Island Boulevard in San Mateo, California. Established in 1979 by Ralph W. Bravo, this agency has been serving the community for over 40 years. The agency, now run by Ralph's sons Michael and Ryan, aims to help clients understand and select the right insurance coverage for their needs. Whether you need auto, home, renters, life, or business insurance, The Bravo Agency is here to assist you. With a focus on customer service and personalized care, they strive to ensure that you are properly protected against the unknown. Contact them today to learn more about their comprehensive coverage options and insurance discounts. Additionally, they offer financial planning services through Farmers Insurance and Financial Services to help you reach your goals. Don't wait until it's too late - let The Bravo Agency help you secure your future.
635 Mariners Island Blvd # 100, San Mateo, CA 94404, United States -
Theorem Partners, LLC
● OpenTheorem Partners, LLC is a finance institution located at 400 Concar Drive in San Mateo, California, United States. With a strong focus on providing comprehensive financial services, Theorem Partners, LLC is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Their team of experienced professionals offers expertise in a wide range of financial areas, including investment management, wealth planning, and risk management. By combining industry knowledge with a client-centered approach, Theorem Partners, LLC strives to deliver exceptional results and build long-lasting relationships with their clients.
400 Concar Dr, San Mateo, CA 94402, United States -
Farmers Insurance - Sarjit Singh
● OpenFarmers Insurance - Sarjit Singh is an insurance agency located at 456 San Mateo Avenue, San Bruno, California, United States. As a resident of California for over 25 years, Sarjit Singh is proud to serve the San Francisco Bay Area as a local Farmers® agent. Situated near Bridgepoint Shopping Center in the Chess Area of Foster City, the agency focuses on providing exceptional customer service and ensuring that each client is well-informed about their coverage options tailored to their specific needs. With over a decade of experience in the insurance industry, Sarjit Singh has the knowledge and expertise to help clients understand their coverage options, whether it's for business, life, auto, home, umbrella, or specialty insurance. Clients can reach out to Sarjit Singh for assistance with comprehensive coverage, collision coverage, deductibles, medical payments, and more. The agency offers online quotes for auto insurance and various discounts to help clients save money. For homeowners, Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts to protect homes in the event of disasters.
456 San Mateo Ave Ste 12, San Bruno, CA 94066, United States -
Farmers Insurance - Roger Heighton
● OpenFarmers Insurance - Roger Heighton is an insurance agency located at 980 David Road in Burlingame, California. Roger Heighton, a resident of northern California with over 35 years of experience in the insurance industry, is proud to serve the community of Burlingame and its surrounding areas. The agency focuses on addressing clients' insurance needs and finding solutions to their problems, with a strong emphasis on educating clients about their coverage options. Whether you are in San Mateo, Foster City, San Jose, San Francisco, or anywhere in the Bay Area, Farmers Insurance - Roger Heighton welcomes you to their office conveniently located near the Millbrae BART stop. They also offer virtual zoom meetings for clients with busy schedules. Roger Heighton has received multiple awards and accolades for his exceptional service, including the Farmers' Blue Vase Award and Topper's Clubs recognition. The agency provides a range of insurance services, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. With a focus on personalized service and helping clients protect what matters most to them, Farmers Insurance - Roger Heighton is dedicated to providing peace of mind and security to their clients. Contact them today for a customized insurance plan tailored to your needs and budget.
980 David Rd Ste C, Burlingame, CA 94010, United States -
Jake Bursalyan - State Farm Insurance Agent
● OpenJake Bursalyan - State Farm Insurance Agent is located at 1710 South Amphlett Boulevard in San Mateo, California. Our office is part of a professional campus with 7 buildings, and we welcome you to schedule a visit to learn more about our insurance services. At our institution, we provide valuable information on how to stay safe while riding a jet ski for the first time, as well as tips on DIY auto maintenance to save on repair costs. We also offer advice on pet preparedness during thunderstorms and ways to calm your furry friends during stressful weather events.
1710 S Amphlett Blvd Ste 310, San Mateo, CA 94402, United States -
Farmers Insurance - Alfonso Servin
● OpenFarmers Insurance - Alfonso Servin is an insurance agency located at 550 Park Street, Alameda, California, United States. With over 15 years of industry experience, Alfonso Servin is dedicated to serving the community and surrounding areas, providing assistance with insurance problems and guiding clients through the insurance process. Whether you need home insurance, auto insurance, commercial coverage, or life insurance, Alfonso and his staff are committed to ensuring that you are well taken care of. Located near the South Shore Shopping Center, the agency offers personalized service to clients in San Lorenzo, Newark, Fremont, San Leandro, Berkeley, San Mateo, the greater San Francisco Bay area, and beyond. Contact them for comprehensive coverage, competitive rates, and multi-line insurance discounts. Additionally, Farmers Insurance - Alfonso Servin offers renters insurance, business insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact Alfonso Servin today to discuss your insurance needs and build a solid financial plan for the future.
550 Park St Ste 104, Alameda, CA 94501, United States -
Farmers Insurance - Ken Tso
● OpenFarmers Insurance - Ken Tso is a reputable insurance agency located at 1117 South B Street in San Mateo, California. Ken Tso, a lifelong resident of California, proudly serves the Bay Area as the local Farmers® agent. With a focus on outstanding customer service, Ken ensures that each client is well-educated on the various coverage options available to suit their specific needs. With years of experience in the insurance industry, Ken has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, life, commercial insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance needs, Ken Tso can help you navigate through the options and find the right insurance coverage that fits your budget. By getting an online quote, you can also learn about insurance discounts that can help you save money.
1117 S B St Ste 7, San Mateo, CA 94401, United States -
Forensic Accounting Corp
● OpenForensic Accounting Corp, located at 711 Center Drive in San Marcos, California, is a leading institution in the field of accounting and finance. Specializing in forensic accounting solutions, FAC offers a comprehensive range of services to the legal and insurance communities in San Marcos. With a team of experienced forensic accounting specialists, FAC is equipped to identify, preserve, and report on various types of digital evidence and electronically stored information (ESI). In addition to forensic accounting services, the San Marcos office also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters.
711 Center Dr Ste 105, San Marcos, CA 92069, United States
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