TOP 30 Custom financial planning in Santee, California

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Casa Financial Services, Inc is a finance institution located at 9560 Cuyamaca Street in Santee, California, United States. We are dedicated to helping our clients find the perfect mortgage product to suit their individual needs. Our team understands that each borrower is unique, which is why we offer a variety of products to cater to different requirements. Our goal is to make the mortgage process as simple and straightforward as possible by providing the latest financial tools and resources. Whether you are a first-time homebuyer or looking to refinance, we are here to assist you every step of the way.

Farmers Insurance - Matthew Welty is a local insurance agency located at 10769 Woodside Avenue in Santee, California. As a San Diego native, Matthew Welty is dedicated to providing the best coverage options for car insurance, home insurance, business insurance, and workers' comp. The agency's mission is to make the insurance buying process easy and informative, with exceptional customer service and proactive assistance in finding the best pricing. They are available to clients at their office, home, or business to ensure they are protected when it matters most. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or financial services, Matthew Welty and his team are here to help you build a solid financial plan and protect your assets. Contact them today for a personalized insurance quote.

Located at 9307 Carlton Hills Boulevard in Santee, California, Farmers Insurance - Robert Thomas is your local insurance agency dedicated to helping customers like you find the best coverage for your needs. Whether you're looking for auto, home, renters, business insurance, or more, our experienced agent is here to guide you through the process and provide personalized assistance. With over 80 years of experience, Farmers Insurance can offer competitive rates and multi-line discounts to help you save money. Additionally, we offer life insurance, renters insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact us today for a comprehensive insurance plan tailored to your unique needs and financial goals.

Duane Werner - State Farm Insurance Agent, located at 9560 Cuyamaca Street in Santee, California, is an insurance agency dedicated to helping you save money while protecting what matters most to you. Whether it's your family, belongings, or finances, Duane Werner can customize a coverage plan that fits your needs. With options such as safe driving rewards, bundling discounts, and various coverage plans, you can create a solution that works for you. Specializing in auto insurance, State Farm offers a range of coverage options from collision and comprehensive to rental and rideshare insurance. They are the largest auto insurance provider in the U.S., making them a trusted choice for your insurance needs. By combining auto and home policies, you may even be able to save more on your premiums.

Farmers Insurance - Michael Clinkenbeard is an insurance agency located at 235 Town Center Parkway in Santee, California, United States. As your local Farmers® agent, Michael Clinkenbeard helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Michael provides personalized and straightforward assistance to make clients smarter about insurance. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help save money. From car insurance to home insurance, life insurance, renters insurance, and business insurance, Michael Clinkenbeard can help customize an insurance package to reduce risk and protect investments. For added coverage, a Personal Umbrella insurance policy is also available. Contact Michael Clinkenbeard for a consultation to discuss building a solid financial plan and reaching your goals.