Employee benefits administration in Santa Rosa, California
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Rivera Insurance Agency
Rivera Insurance Agency is a trusted health insurance agency located at 716 College Avenue in Santa Rosa, California. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team is dedicated to helping individuals and families find the right coverage to protect their health and financial well-being. Whether you are looking for individual health insurance, group coverage, or Medicare options, we are here to help. Contact us today to schedule a consultation and discover the peace of mind that comes with having quality insurance protection.
Kelly Grant, Financial Advisor - Willowtree Financial & Insurance Services
Kelly Grant, Financial Advisor at Willowtree Financial & Insurance Services, located in Santa Rosa, California, offers robust financial services designed to protect all aspects of your life, including your business, family, retirement, and legacy. The willow tree symbolizes protection and flexibility, much like the services provided by Kelly Grant. With a focus on preparing for the unexpected, Kelly and her team help clients navigate through various financial challenges, including chronic illnesses and long-term care events. As an agent for New York Life Insurance Company, Kelly offers life insurance, fixed annuities, and long-term care insurance. With a Retirement Income Certified Professional designation, Kelly provides investment advisory services through Eagle Strategies, LLC. Whether you need help with budgeting for college, planning for retirement, or creating unique employee benefits, Kelly Grant can assist you in achieving your financial goals. From life insurance to disability insurance to succession strategies for business owners, Kelly Grant offers a wide range of products and services to help you protect your assets and secure your financial future. Contact Kelly Grant at Willowtree Financial & Insurance Services to start planning for a more secure tomorrow.
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