Financial and insurance consultation in Santee, California

James Cassady - State Farm Insurance Agent is a trusted insurance agency located at 9560 Cuyamaca Street in Santee, California. As a local resident with 32 years of experience in customer service, James Cassady is dedicated to protecting and recovering from the unexpected. With a background as a Chamber of Commerce Member and a Chartered Financial Consultant, James can help package all your insurance needs together, including auto insurance, homeowners insurance, and life insurance. Conveniently located across the street from Rio Seco Elementary School and Sports Plex USA, James Cassady's agency offers a one-stop shop for all your insurance needs. With a focus on providing personalized service and saving you money by bundling your policies, James is committed to helping you find the right coverage for your unique needs.

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.

Edward Jones - Financial Advisor: Jack Loehr is a trusted and experienced finance institution located at 30 Town Center Parkway in Santee, California, United States. Jack Loehr, the dedicated financial advisor, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Jack offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Jack Loehr is here to help you every step of the way.

Michael Heidtbrink - Thrivent Financial is an insurance agency located at 9510 Cuyamaca Street in Santee, California, United States. They are licensed in multiple states including AZ, CA, FL, NE, TN, and TX. The institution does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Mineo & Associates, Inc. is a reputable accounting and finance institution located at 9530 Cuyamaca Street in Santee, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Mineo & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.