Client focused financial services in Castro Valley, CA
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Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®
● ClosedEdward Jones - Financial Advisor: Rosalyn Antonio, CFP® is a reputable finance institution located at 20980 Redwood Road in Castro Valley, California. As a Certified Financial Planner, Rosalyn Antonio provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is a trusted partner in managing investments, retirement planning, and overall financial well-being. Visit us today to learn how Rosalyn Antonio and Edward Jones can help you secure a stable financial future.
20980 Redwood Rd #120, Castro Valley, CA 94546, United States -
David Ellman - Private Client Advisor
● ClosedDavid Ellman - Private Client Advisor is a leading finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. Specializing in personalized wealth management services, our team of experienced advisors work closely with individual clients to develop tailored financial strategies to help them achieve their long-term goals. With a focus on building strong relationships and providing expert guidance, David Ellman - Private Client Advisor is committed to delivering exceptional service and results for our clients.
1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596, United States -
Kim Holland - State Farm Insurance Agent
● ClosedKim Holland - State Farm Insurance Agent is a well-established insurance agency located at 897 East Lewelling Boulevard in Hayward, California. Situated across from the 238 off-ramp and just 2 blocks from Mission Blvd, our agency has been serving the community for decades. As a second-generation State Farm agent, I am committed to upholding the values of being a good neighbor that my father instilled in me. I am proud to serve customers in Hayward, CA, and the East Bay Area, including San Leandro, San Lorenzo, and Castro Valley. Additionally, I am licensed in the states of Oregon and Arizona. With a background in marketing for State Farm, I transitioned to serving customers directly in 2013 when I opened my own agency. My team and I prioritize authentic, personal service, putting people first with care and integrity. We are dedicated to getting to know each customer individually to tailor insurance plans that fit their unique needs. Our team is fluent in both English and Spanish, ensuring we can assist a diverse range of clients.
897 E Lewelling Blvd, Hayward, CA 94541, United States -
Farmers Insurance - Andrew Ambro
● ClosedFarmers Insurance - Andrew Ambro is a trusted insurance agency located at 20630 Redwood Road in Castro Valley, California. Serving the San Francisco Bay Area for over 15 years, Andrew Ambro takes pride in providing personalized insurance packages for clients in Castro Valley, Hayward, Pleasanton, Dublin, San Lorenzo, and surrounding areas. Whether you need earthquake, home, business, auto, or life insurance, Andrew and his team are dedicated to simplifying the insurance process and finding the right coverage for you. With a focus on accessibility and personalized service, clients can reach out via text, email, or chat for any insurance needs. The agency is conveniently located across from Safeway and next to Wells Fargo, making it easy for clients to stop by for a consultation. In addition to offering comprehensive coverage for cars, homes, renters, condos, and businesses, Farmers Insurance also provides financial planning services to help clients secure a stable future. With a range of insurance products underwritten by reputable insurers, clients can trust Farmers Insurance - Andrew Ambro to protect their assets and provide peace of mind. Contact Andrew Ambro today for expert advice on your insurance needs.
20630 Redwood Rd, Castro Valley, CA 94546, United States -
Farmers Insurance - Tom Dote
● ClosedFarmers Insurance - Tom Dote is an insurance agency located at 3015 Hopyard Road in Pleasanton, California. As a lifelong resident of California, Tom Dote is proud to serve the local community and surrounding areas as a Farmers® agent. With a focus on educating clients about their insurance needs, Tom is dedicated to ensuring that individuals and businesses are properly covered. Whether you are looking for home, auto, commercial, workers comp, or life insurance, Tom and his team are committed to providing personalized and comprehensive coverage options. Conveniently located across from the Pleasanton Sports Park, the office welcomes clients from Dublin, Livermore, San Ramon, Danville, Castro Valley, Alamo, Walnut Creek, and beyond. With a range of insurance products available, including car, home, renters, business, condo, and life insurance, Tom Dote is equipped to help clients navigate their insurance needs. Additionally, as a Farmers Insurance and Financial Services agent, Tom can assist in building a solid financial plan for the future. For added protection, Personal Umbrella insurance policies are also available. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, individuals can contact Tom Dote directly.
3015 Hopyard Rd suite u, Pleasanton, CA 94588, United States -
Progressive Asset Management Inc
● ClosedProgressive Asset Management Inc is a finance institution located at 21977 Redwood Road in Castro Valley, California, United States. They specialize in providing personalized investment management services to help clients achieve their financial goals. With a focus on socially responsible investing, Progressive Asset Management Inc aims to align clients' values with their financial objectives. Their team of experienced professionals offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Progressive Asset Management Inc can provide the expertise and support you need to succeed.
21977 Redwood Rd, Castro Valley, CA 94546, United States -
Lin Maurice
● OpenLin Maurice is a reputable accounting and finance institution located at 18251 Maffey Drive in Castro Valley, California. With a focus on providing top-notch financial services to individuals and businesses, Lin Maurice is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers a wide range of accounting and finance services, including tax preparation, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, Lin Maurice is committed to providing expert guidance and support. Contact them today to learn more about how they can help you achieve financial success.
18251 Maffey Dr, Castro Valley, CA 94546, United States
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