Financial and insurance consultation in Sonoma, California
11 results found
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Kathy Crim - State Farm Insurance Agent
● ClosedKathy Crim - State Farm Insurance Agent is a reputable insurance agency located at 170 Farmers Lane in Santa Rosa, California. Situated in the Sunrise Plaza, across from the Montecito Health Club and Flamingo Hotel, our office is easily accessible for all your insurance needs. With 22 years of experience as a State Farm agent, Kathy Crim holds prestigious designations such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). She is also a member of The American College Alumni Association and serves as a Field Development Agent for new State Farm Agents. Kathy has achieved various accolades, including being a Legion of Honor Qualifier and National Convention Qualifier. We proudly serve all of Sonoma County, including Rincon Valley, Bennett Valley, Oakmont, Kenwood, Glen Ellen, Sonoma, Rohnert Park, Petaluma, and Sebastopol. Whether you need insurance for your collectibles, college savings plans, or auto repairs, our knowledgeable team is here to assist you. We prioritize safeguarding your personal information and offer a range of insurance products, including life insurance, annuities, and pet insurance.
170 Farmers Ln #10, Santa Rosa, CA 95405, United States -
Jared Soukup - State Farm Insurance Agent
● ClosedJared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!
8492 Gravenstein Hwy Suite I, Cotati, CA 94931, United States -
Rebekah Shapiro Gonzalez - State Farm Insurance Agent
● ClosedRebekah Shapiro Gonzalez - State Farm Insurance Agent is a well-established insurance agency located at 505 San Marin Drive in Novato, California. With over 20 years of professional experience in California, our team is dedicated to providing personalized service to our neighbors and customers in Marin and Sonoma County. We specialize in various insurance products including Life insurance, Auto insurance, RV insurance, E-Bike insurance, and Motorcycle insurance. Our agency is committed to helping our community thrive by providing access to tools and education to help individuals, families, and businesses achieve their goals. We understand the challenges of saving, paying off debts, and planning for the future in a constantly evolving economy, and we are here to offer guidance and support.
505 San Marin Dr Ste A180, Novato, CA 94945, United States -
Zellers Insurance and Financial Services
● OpenZellers Insurance and Financial Services is a reputable insurance agency located at 18997 California 12 in Sonoma, California. We offer a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team of professionals is dedicated to providing personalized solutions to protect your assets and secure your financial future. Whether you are looking for home, auto, life, or business insurance, our agency is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your insurance and financial needs.
18997 CA-12, Sonoma, CA 95476, United States -
Michael Loomis - State Farm Insurance Agent
● ClosedMichael Loomis - State Farm Insurance Agent is a reputable insurance agency located at 6700 Hunter Drive in Rohnert Park, California. Michael Loomis is a second generation State Farm Agent with deep roots in Sonoma County, having been a resident since 1952. He is a highly qualified professional with multiple certifications and honors, including Chartered Life Underwriter and Chamber of Commerce MTS. With over 50 years of experience as a State Farm agent, Michael Loomis is dedicated to providing excellent insurance services to his clients. At Michael Loomis - State Farm Insurance Agent, you can find a range of insurance products to meet your needs, including life insurance and annuities issued by State Farm Life Insurance Company. The agency also offers assistance with car registration requirements, moving insurance, and tips to avoid drunk driving. Additionally, they provide banking services through U.S. Bank National Association, including credit cards and deposit products.
6700 Hunter Dr, Rohnert Park, CA 94928, United States -
Allstate Personal Financial Representative: Samir Baaklini
● ClosedAllstate Personal Financial Representative Samir Baaklini is a trusted finance and insurance agency located at 4380 Sonoma Boulevard in Vallejo, California. With a commitment to helping clients achieve their financial goals and protect their assets, Samir Baaklini offers personalized services tailored to each individual's unique needs. Whether you are looking for insurance coverage, investment advice, or retirement planning, you can rely on Allstate Personal Financial Representative Samir Baaklini to provide expert guidance and support. Contact them today to schedule a consultation and take control of your financial future.
4380 Sonoma Blvd UNIT 142, Vallejo, CA 94589, United States -
Sonoma Financial & Insurance Services
● ClosedSonoma Financial & Insurance Services is an insurance agency located at 112 Wikiup Drive, Santa Rosa, California, United States. Our goal is to help clients achieve their retirement financial goals based on their individual needs. We offer clear and direct solutions to make planning for retirement as simple as possible for our clients. Founded in 2007 by Josh Sinnott, Sonoma Financial and Insurance Services serves retirees and pre-retirees in Sonoma County. As an independent agent, Josh has access to 40 insurance companies with retirement-specific products. We assist clients in achieving their long-term financial objectives and believe in offering honest and simplified solutions tailored for each client.
112 Wikiup Dr, Santa Rosa, CA 95403, United States -
James Carabini - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Carabini is a Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. As an Ameriprise Platinum Financial Services® Advisor, James Carabini offers personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on protecting assets and preparing for the unexpected, James Carabini recommends tailored insurance solutions to suit individual needs. Clients can benefit from a complimentary initial consultation to discuss financial planning concepts and take steps towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
283 2nd St E, Sonoma, CA 95476, United States -
Independent Finance Solution
● OpenIndependent Finance Solution is a reputable finance and insurance agency located at 4963 Sonoma Highway in Santa Rosa, California. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, insurance coverage, or retirement savings, our experts are here to provide personalized solutions tailored to your specific needs. Trust Independent Finance Solution to guide you towards a secure financial future.
4963 Sonoma Hwy ste k, Santa Rosa, CA 95409, United States -
Nadrich & Cohen Accident Injury Lawyers
● OpenNadrich & Cohen Accident Injury Lawyers is a personal injury law firm located at 849 2nd Street in Santa Rosa, California. Our experienced attorneys are dedicated to helping accident victims recover financial compensation for medical bills, lost wages, pain, suffering, and more. We handle cases involving car accidents, slip and fall accidents, and other types of personal injury incidents. Our team is well-equipped to negotiate with insurance companies and, if necessary, file personal injury lawsuits on behalf of our clients. We offer free consultations and work on a contingency fee basis, meaning you won't owe us any fees unless we obtain a recovery for you. Contact us today for expert legal representation in Santa Rosa and throughout Sonoma County and Napa County.
849 2nd St Suite 4, Santa Rosa, CA 95404, United States -
Carson Wealth
● ClosedCarson Wealth is a finance institution located at 250 Camino Alto, Mill Valley, California, United States. Our office specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and businesses build personalized financial plans and provide investment management, insurance, and risk management services to help them achieve their financial goals. We prioritize our clients throughout the wealth management process, seeking to deeply understand their financial and personal goals in order to create customized solutions that promote financial health. Our services extend to clients in Mill Valley, Tiburon, Belvedere, Ross, Kentfield, Southern Marin, San Francisco, Marin County, Napa County, Sonoma County, Silicon Valley, East Bay areas, as well as throughout California and most other states. With a focus on finding solutions to complex financial issues faced by high-net-worth clients and their families, we offer highly personalized, comprehensive financial planning services. Our advisors are dedicated to helping individuals, families, and businesses navigate the challenges of building wealth and achieving financial success. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a commitment to providing transparent and reliable financial guidance. Our team includes award-winning advisors recognized for their expertise and commitment to client success. For more information about our services and advisors, please visit our website or contact us directly.
250 Camino Alto #200, Mill Valley, CA 94941, United States
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