Comprehensive insurance and financial planning in Pleasanton, CA
22 results found
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Creative Element Insurance Solutions
● ClosedCreative Element Insurance Solutions is a leading insurance agency located at 4695 Chabot Drive in Pleasanton, California, United States. We are dedicated to helping individuals, businesses, and families with all their insurance needs. Our team specializes in helping consumers save money, businesses reduce risk, and families protect and preserve their financial future. At Creative Element Insurance Solutions, we are committed to providing personalized service and finding the best insurance solutions for our clients. Contact us today to see how we can help you secure your future.
4695 Chabot Dr Suite 200, Pleasanton, CA 94588, United States -
Farmers Insurance - Bhumika Patel
● ClosedFarmers Insurance - Bhumika Patel is an insurance agency located at 5502 Sunol Boulevard in Pleasanton, California. As your local Farmers® agent for 7 years, Bhumika Patel helps customers identify the insurance coverage that best fits their needs. Whether it's auto, life, home, renters, business insurance, and more, Bhumika has the knowledge and experience to help you understand your coverage options. Contact Bhumika today for personalized assistance and answers to any questions you may have. With competitive rates, multi-line insurance discounts, and a focus on customer satisfaction, Farmers Insurance - Bhumika Patel is dedicated to providing comprehensive coverage for your assets and future earnings. Contact Bhumika today to discuss your insurance needs and build a solid financial plan for a secure future.
5502 Sunol Blvd, Pleasanton, CA 94566, United States -
Farmers Insurance - Bhumika Patel
● ClosedFarmers Insurance - Bhumika Patel is an insurance agency located at 4695 Chabot Drive in Pleasanton, California. As a local Farmers® agent in Pleasanton for 7 years, Bhumika Patel helps customers identify the insurance coverage that best fits their needs. Whether it's auto, life, home, renters, business insurance, and more, Bhumika has the knowledge and experience to help clients understand their coverage options. With personalized and straightforward service, Bhumika aims to make clients smarter about insurance. When it comes to car insurance, Bhumika can take the mystery out of selecting the right coverage for your needs and budget. With competitive rates, multi-line insurance discounts, and comprehensive coverage options, Farmers Insurance - Bhumika Patel can help you save money while protecting your vehicle.
4695 Chabot Dr Suite 200, Pleasanton, CA 94588, 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 - Robert Herzog
● ClosedFarmers Insurance - Robert Herzog is a renowned insurance agency located at 235 Main Street in Pleasanton, California. With over 50 years of experience as a California resident, Robert Herzog and his team are dedicated to providing top-notch auto, home, and business insurance services to ensure that clients and their assets are properly protected. Since opening the agency in 1979, Robert has built a reputation for exceptional service, attention to detail, and strong relationships with customers. Despite being the largest Farmers® Agency in the United States, the agency still customizes every policy to meet individual needs and offers in-depth consultations to ensure clients are well-informed about their coverage options. In addition to serving clients, Robert is committed to giving back to the community through partnerships with organizations such as the Wheel Chair Foundation, First Tee, Down Syndrome Foundation, Shepherds Gate, and the March of Dimes. The agency is conveniently located in historic downtown Pleasanton, and Robert invites you to stop by for a visit or give him a call to discuss your insurance needs. Whether you're looking for auto, home, life, renters, business, or umbrella insurance, Robert Herzog and his team are here to help you create a comprehensive financial plan that fits your goals and budget. Contact Robert Herzog at Farmers Insurance today to get started on protecting what matters most to you.
235 Main St, Pleasanton, CA 94566, United States -
Farmers Insurance - Kathleen Hinek
● ClosedFarmers Insurance - Kathleen Hinek is an insurance agency located at 275 Rose Avenue in Pleasanton, California, United States. With nearly 30 years of experience in the insurance industry, Kathleen Hinek specializes in providing tailored insurance plans for businesses and families. Whether you need auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance can help you choose the right products to meet your needs. As a lifelong resident of Pleasanton, Kathleen has a deep understanding of the insurance coverage required to protect your family and assets. Contact Kathleen Hinek today to optimize your insurance plan. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Kathleen can help you select the right car insurance coverage for your budget. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home is protected in the event of a disaster. Additionally, Farmers offers competitive rates with multi-line insurance discounts. If you've experienced life changes such as buying a home, getting married, having children, or starting a business, it's important to review your life insurance policy. Kathleen can help you create a plan to provide financial support for your loved ones. Renters insurance, business insurance, condo insurance, and personal umbrella insurance policies are also available through Farmers Insurance. Contact Kathleen Hinek to discuss your financial goals and build a solid financial plan. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates underwrite insurance policies offered through Farmers Insurance. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Farmers Insurance - Kathleen Hinek for more information on available insurance options.
275 Rose Ave Suite 210, Pleasanton, CA 94566, United States -
MetLife Financial Planning Division
● OpenMetLife Financial Planning Division is a reputable finance and insurance agency located at 3825 Hopyard Road in Pleasanton, California, United States. Our dedicated team of professionals is committed to helping individuals and families achieve their financial goals through comprehensive planning and personalized solutions. With a strong focus on providing quality service and expert advice, we strive to empower our clients to make informed decisions about their financial future. Trust MetLife Financial Planning Division to provide the guidance and support you need to secure a stable and prosperous financial future.
3825 Hopyard Rd #119, Pleasanton, CA 94588, 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 -
Farmers Insurance - Michael Darby
● ClosedFarmers Insurance - Michael Darby is an insurance agency located at 4125 Hopyard Road, Pleasanton, California, United States. As your local Farmers® agent in Pleasanton, CA, Michael Darby helps customers identify the insurance coverage that best fits their needs. With over 30 years of experience, Michael Darby can help you understand your coverage options for auto, home, renters, business insurance, and more. The agency prides itself on quality service, ethics, and always doing what is best for the customer and company. Whether you need comprehensive coverage, collision coverage, or medical payments, Michael Darby can help you find the right insurance plan. Additionally, the agency offers home insurance, life insurance, renters insurance, business insurance, and condo insurance. Farmers Insurance has been providing insurance products for over 80 years and offers competitive rates with multi-line insurance discounts. Michael Darby can also help you create a financial plan for a secure future. Contact Farmers Insurance - Michael Darby for personalized insurance solutions to protect your assets and future earnings.
4125 Hopyard Rd STE 225, Pleasanton, CA 94588, United States -
Farmers Insurance - Anil Raman
● ClosedFarmers Insurance - Anil Raman is a local insurance agency located at 5776 Stoneridge Mall Road in Pleasanton, California. As your Farmers agent, Anil Raman helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options, including auto, home, renters, business insurance, and more. Anil Raman can assist you in understanding your coverage options and finding the right insurance plan for your budget. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help. Additionally, Anil Raman can provide guidance on life insurance, condo insurance, renters insurance, and personal umbrella insurance. Farmers Insurance also offers financial services to help you build a solid financial plan for the future. Contact Anil Raman today for personalized assistance with your insurance needs.
5776 Stoneridge Mall Rd Ste 343, Pleasanton, CA 94588, United States -
Andrew Jones, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedAndrew Jones is a Bankers Life Agent and Bankers Life Securities Financial Representative located at 5000 Hopyard Road in Pleasanton, California. Our institution offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients navigate Medicare Advantage plans, providing comprehensive coverage including prescription drug benefits. With the rising cost of healthcare, long-term care planning is essential, and our team is here to help you prepare for the future. Contact us today to start planning for your next steps towards financial security.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Farmers Insurance - Pebble
● ClosedFarmers Insurance - Pebble is an insurance agency located at 227 South Estados Court, Mountain House, California, United States. As a local Farmers® agent in Pleasanton, CA, they help customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, they have the knowledge and experience to help clients understand their coverage options. They offer comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there for clients in the event of a disaster. They offer competitive rates with multi-line insurance discounts for home insurance. They also provide life insurance policies to help provide financial support for loved ones. Renters insurance is available to protect personal belongings in case of a fire or other covered cause of loss.
227 S Estados Ct, Mountain House, CA 95391, United States -
Farmers Insurance - Rachna Bhatnagar
● ClosedFarmers Insurance - Rachna Bhatnagar is a reputable insurance agency located at 39899 Balentine Drive in Newark, California. With over 25 years of experience in California, Rachna Bhatnagar takes pride in serving the local community and surrounding areas. Specializing in home insurance, auto insurance, recreational coverage, business insurance, and life insurance, the agency is dedicated to putting the customer first and ensuring that each client is well taken care of. Whether you are located in Fremont, Union City, Dublin, Pleasanton, or anywhere in the greater Bay Area, Rachna Bhatnagar welcomes you to visit the conveniently located office. With a focus on building lasting relationships with customers, the agency offers comprehensive coverage options, competitive rates, and discounts to help you save money. Additionally, Rachna Bhatnagar provides personalized assistance in selecting the right insurance coverage for your needs and budget. Whether you need renters insurance, condo insurance, or personal umbrella insurance, the agency is committed to providing added protection for your assets and future earnings. For a solid financial plan and peace of mind, schedule an appointment with Rachna Bhatnagar today.
39899 Balentine Dr #230, Newark, CA 94560, United States -
Merrill Lynch Financial Advisor Douglas M. Robbins
● Closede Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
4900 Hopyard Rd, Pleasanton, CA 94588, United States -
Mission Hills Associates Thrivent Financial
● ClosedMission Hills Associates Thrivent Financial is a trusted finance and insurance agency located at 7011 Koll Center Parkway in Pleasanton, California. With a commitment to helping individuals and families achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mission Hills Associates Thrivent Financial is dedicated to providing personalized and comprehensive financial solutions tailored to your unique needs and goals. Contact us today to learn more about how we can help you secure your financial future.
7011 Koll Center Pkwy #190, Pleasanton, CA 94566, United States -
Grace Miles, Bankers Life Agent
● OpenGrace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Janice Sullivan-Harris, Bankers Life Agent
● ClosedJanice Sullivan-Harris, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complexities of Medicare, specifically Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Patrice Shields, Bankers Life Agent
● OpenPatrice Shields, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California, United States. Specializing in providing comprehensive insurance solutions, Patrice Shields offers personalized service and expert advice to help clients protect their financial future. With a focus on integrity and professionalism, this agency is dedicated to helping individuals and families find the right insurance coverage to meet their unique needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Patrice Shields, Bankers Life Agent is committed to helping you secure peace of mind and financial security. Contact them today to learn more about their services and how they can assist you in achieving your insurance goals.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Arun Candadai, Bankers Life Agent
● OpenArun Candadai, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a dedicated Bankers Life Agent, Arun Candadai offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Arun Candadai is a trusted partner in helping clients navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Arun Candadai, Bankers Life Agent is here to help you secure peace of mind for the future.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Adero Partners
● ClosedAdero Partners, located at 5000 Hopyard Road in Pleasanton, California, is a finance institution that specializes in catering to the needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is dedicated to enhancing lives through thoughtful partnership. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with options for ESG and values-based investment strategies. Adero’s in-house tax team works closely with wealth advisors to provide an integrated tax, investment, and planning experience, while also offering legal, insurance, mortgage, and specialized services through outside partnerships. With Adero Family Office Services, they manage wealth like a business enterprise, providing financial oversight, portfolio management, planning, tax strategy, and reporting services. Sign up to receive insights on managing your wealth or start a conversation with Adero Partners to learn more about their tailored approach to wealth management.
5000 Hopyard Rd Suite 460, Pleasanton, CA 94588, United States -
Adero Partners
● ClosedAdero Partners is a finance institution located at 5000 Hopyard Road in Pleasanton, California, United States. Inspired by the Latin phrase ‘I will be there,’ Adero Partners specializes in catering to the unique needs of high-net-worth individuals and families. Whether you are a technology professional with concentrated stock holdings, a start-up founder, or a highly compensated individual, Adero Partners can help you optimize your wealth and realize your possibilities. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and thoughtful planning approach helps clients make important decisions with confidence, and they provide ongoing counsel on various financial planning topics.
5000 Hopyard Rd, Pleasanton, CA 94588, United States -
TransGlobal Holding Company 美國泛宇
● OpenTransGlobal Holding Company is a leading financial institution located at 2709 Stoneridge Drive in Pleasanton, California. As a comprehensive holding company, we offer a wide range of services including finance, insurance, and real estate. With a strong focus on customer satisfaction and integrity, we strive to provide top-notch solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit us today to experience the excellence and reliability that TransGlobal Holding Company has to offer.
2709 Stoneridge Dr Suite #109, Pleasanton, CA 94588, United States
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