Financial consultant in Valley Center, California

Shorr Agency Inc is a versatile institution located at 609 Deep Valley Drive in Rolling Hills Estates, California, United States. Specializing in health, insurance, and real estate services, our agency is dedicated to providing top-notch assistance and guidance to our clients. Whether you are in need of health insurance coverage, property insurance, or assistance in buying or selling real estate, our experienced team is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Farmers Insurance - An Loi is an insurance agency located at 8736 Valley Boulevard, Rosemead, California, United States. As your local Farmers® agent in Rosemead, 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 you understand your coverage options. They offer comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers® provides insurance products to protect your home, belongings, and financial future. They also offer life insurance, renters insurance, condo insurance, and business insurance. Farmers Insurance and Financial Services agent can help you build a solid financial plan for a secure future. For added coverage, they offer Personal Umbrella insurance policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Farmers Insurance - An Loi for personalized insurance quotes and to discuss your insurance needs.

Eric Ferraro - State Farm Insurance Agent is a trusted insurance agency located at 17195 Newhope Street, Fountain Valley, California. Our team's mission is to help individuals manage everyday risks, recover from unexpected events, and achieve their dreams. We offer a range of insurance and financial services, including life insurance, annuities, and pet insurance products. We also provide guidance on auto maintenance to help combat rising repair costs and promote safe driving practices. Customers can rely on us for personalized assistance and support in navigating the complexities of insurance policies. Contact us today at (714) 557-7200 for expert advice and reliable coverage options. Please note that State Farm is not responsible for the content of third-party sites referenced in this material, and we recommend consulting a tax or legal advisor for personalized advice.

Lelly Woo-Grimes - State Farm Insurance Agent is a trusted insurance agency located at 12062 Valley View Street in Garden Grove, California. Situated at the corner of Valley View and Chapman, in the same plaza as US Bank, our office is easily accessible. We understand the importance of rural road safety and provide tips to navigate these roads safely. Our experienced team, including Marie, Carter, Alex, Gina, Anelka, Diana, and Lelly, is dedicated to serving our diverse community. We offer personalized products to protect assets, build financial stability, and secure legacies.

Kyle Cline - State Farm Insurance Agent is a health insurance agency located at 1275 East Route 66 in Glendora, California, United States. Situated east of Loraine and west of Lone Hill on the north side of Route 66, the office is conveniently located next to the Golden Spur. Kyle Cline and his wife, who have a daughter and reside in Glendora, are dedicated to supporting local small businesses and various charitable organizations in the San Gabriel Valley community. They proudly support local high schools such as Glendora, Bonita, Damien, and St. Lucy’s, as well as charities like Shepherd’s Pantry and the L.A. Mission. Specializing in providing insurance solutions for individuals and businesses in Glendora, San Dimas, Azusa, La Verne, and Claremont, Kyle Cline offers a range of specialty products including Employment Practices Liability Insurance, Directors & Officers Liability, and Professional Liability Insurance for various professions. The office is committed to offering good neighbor service and provides free insurance information to local schools and public forums upon request.

Farmers Insurance - Laura Martinez is a trusted insurance agency located at 23715 Sunnymead Boulevard in Moreno Valley, California. Laura Martinez's goal is to treat clients like family, not just a policy number. As a local Farmers® agent, she helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Laura has the knowledge and experience to help clients understand their coverage options and make informed decisions. With competitive rates and multi-line insurance discounts, Farmers Insurance offers comprehensive coverage for cars, homes, condos, and more. Additionally, Laura Martinez can help clients with life insurance, renters insurance, and personalized financial planning. For added protection, a Personal Umbrella insurance policy is available to safeguard assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, and other specific insurers provide coverage underwritten by Farmers Insurance. Contact Laura Martinez at Farmers Insurance - Laura Martinez for personalized insurance solutions and financial planning services.

Brenda's Tax & Services is a comprehensive financial institution located at 8022 Limonite Avenue in Jurupa Valley, California. Specializing in accounting, finance, insurance agency, and local government services, we offer a range of services to meet your needs. Take advantage of our $25 discount on tax preparation by simply showing our website in our office. We provide trucking permits, auto registration, and tax services, as well as auto, home, commercial truck, and business insurance.

Planet Home Lending, LLC in Walnut Creek is a finance institution offering a variety of home loan programs for different types of borrowers. Whether you are a first-time homebuyer, a veteran, a real estate investor, or self-employed, they have a loan program that fits your needs. Located at 2700 Ygnacio Valley Road in Walnut Creek, California, Planet Home Lending provides personalized service through their digital mortgage assistant, Skymore™. With Skymore™, you can easily apply for a loan online, track the progress of your application, and contact your mortgage loan originator with any questions. Visit their website or give them a call to learn more about their services.

Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.

Mike Gusick - State Farm Insurance Agent is an insurance agency located at 199 Thousand Oaks Boulevard in Thousand Oaks, California. The office is conveniently situated one block east of Moorpark Rd on Thousand Oaks Blvd, with First Citizens Bank downstairs in Suite 101. With over 80 years of combined insurance experience, our friendly and knowledgeable team is here to help you with all of your insurance needs. As the State Farm Agent in this office, Mike Gusick has been protecting families in the Conejo Valley for over 40 years. Whether you need auto insurance, life insurance, or assistance with annuities, our team is ready to provide excellent service to you and your family or small business.

Steve Smith - State Farm Insurance Agent is a well-established insurance agency located at 2801 Townsgate Road in Westlake Village, California, United States. Our team of experienced professionals offers a range of insurance services, including Auto, Life, Motorcycle, Health Insurance, and more. We serve clients not only in California, but also in Oregon, Arizona, and Nevada. As a State Farm Insurance Agent with over 44 years of experience, I, Steve Smith, lead a dedicated team that is committed to providing outstanding customer service. Our agency has been recognized as the Preferred Insurance Agent in Ventura County and the Outstanding Insurance Team in Conejo Valley. We are here to help you review your financial plan and ensure you have the right coverage for your family's future.

Eric Little - State Farm Insurance Agent is located at 1985 First Street in Simi Valley, California. This insurance agency is an affiliate member of the Conejo-Simi Valley-Moorpark Association of Realtors. They offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products offered by U.S. Bank National Association. The institution also provides pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Customers can expect personalized service and expert advice on protecting their assets and loved ones. If you have concerns about privacy or need assistance with the website, you can contact the agency at (805) 581-5460. Remember to avoid sharing sensitive personal information online and consult a tax or legal advisor for personalized advice.

Thomas Costello Insurance, located at 2775 Tapo Street in Simi Valley, California, is a trusted insurance agency that has been serving clients since 1927. As part of the Gallagher Way, we offer tailored and comprehensive insurance solutions for all your business needs. Our team develops effective risk management strategies to protect your people and reduce your total cost of risk. We focus on organizational wellbeing by investing in the health, financial wellbeing, and career growth of your employees to align with your goals. Gallagher is a global leader in insurance, risk management, and consulting services, helping clients face challenges and providing effective solutions. With over 52,000 employees worldwide, we have significant international reach and are dedicated to serving businesses, communities, and individuals around the globe.

Farmers Insurance - Daiju Yoshino is a local insurance agency located at 3579 Fifth Avenue in San Diego, California. As a lifelong resident of California, Daiju Yoshino takes pride in serving the San Diego community and surrounding areas. With over 15 years of experience in the insurance industry, the agency is dedicated to addressing the insurance needs of their clients. They strive to make the insurance process easy and personalized, ensuring that clients are well-educated on their coverage options. Whether you are in need of homeowners insurance, auto insurance, business insurance, life insurance, renters insurance, or condo insurance, Farmers Insurance - Daiju Yoshino is there to provide comprehensive coverage and guidance. They also offer personal umbrella insurance policies to provide added protection for assets and future earnings.

Teodoro Wealth Management is a leading finance and insurance agency located at 265 Miller Avenue in Mill Valley, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teodoro Wealth Management is here to help. Contact us today to schedule a consultation and learn more about how we can help you achieve financial success.

Mat Dahms - State Farm Insurance Agent is a boutique insurance agency located at 4400 Keller Avenue in Oakland, California. Situated in the Ridgemont Plaza near the Oak Knoll development, our office is dedicated to providing personalized and responsive service to our customers. As a team with a combined 25 years of insurance experience, we offer a range of insurance products including Auto, Life, Financial services, Motorcycle, Pet, and Electric Vehicle insurance. Our goal is to help each customer understand their insurance needs and navigate the complex California insurance environment.

Gurbinder Mavi - State Farm Insurance Agent is an insurance agency located at 20395 Pacifica Drive in Cupertino, California, United States. In March, as many people head out on spring break and hit the road, it's the perfect time to ensure you have the right auto insurance coverage. The agency specializes in making insurance easy to understand and offers assistance to customers with setting up a simple plan of protection through all phases of life. The agency covers all of California and has recently expanded to include Arizona as well. They offer lower costs and award-winning service in a modern office setting. Whether you are relocating to California or simply looking for a new insurance relationship, Gurbinder Mavi - State Farm Insurance Agent is here to help. They can assist with transferring policies from other States to California and provide support with all auto, home, renters, and personal liability umbrella changes for your move. The office is situated in the heart of Silicon Valley in Mountain View. To get an auto quote, customers can call, text, or visit the office as online quoting is not available at this time. The agency's team is dedicated to helping policyholders achieve their financial goals and manage the risks of everyday life. They offer a range of insurance products to protect against the unexpected and help maximize efficiency of money. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams. The agency is ready to start coverage at the time of your call and offers renters and auto insurance online. The team at Gurbinder Mavi - State Farm Insurance Agent includes experienced professionals like Catee, who has 5 years of State Farm experience and 12 years of insurance experience, and Blair, who is licensed in Property & Casualty Insurance. The agency also offers guidance on topics like drunk driving, selling a car privately, disability insurance, and more. If you have any questions or need assistance with insurance, the team at Gurbinder Mavi - State Farm Insurance Agent is ready to help.

Samantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.

Tameem Nabiyar - State Farm Insurance Agent is an insurance agency located at 20235 Redwood Road, Castro Valley, California, United States. They offer safety tips for children and parents at bus stops, crossing streets, and entering/exiting buses. They also provide advice on commercial sprinkler systems for fire protection and tips for DIY auto maintenance. For inquiries, please avoid sharing sensitive information. If you have difficulty with the website, call (510) 581-1230. State Farm Life Insurance Company issues life insurance and annuities. State Farm VP Management Corp. offers banking and insurance products. They do not provide tax or legal advice, so it's recommended to consult a professional for personalized guidance.

Dara Chan - State Farm Insurance Agent is a trusted insurance agency located at 20235 Redwood Road in Castro Valley, California. Just one block off Castro Valley Blvd, our knowledgeable and dedicated team is here to protect your family's greatest assets and help make life go right. As a local small business owner, we take pride in serving the Castro Valley community by offering a range of insurance services including Auto, Home, Life, and Business Insurance, as well as Financial Services. With over three decades of experience, we are committed to providing personalized service and finding the best coverage for your needs. Whether you are looking to review your current insurance policies or need assistance with relocation to Castro Valley, we are here to help. Contact us today for a consultation and let us be your local insurance resource.

Farmers 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.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Michael Ornelas - State Farm Insurance Agent is an insurance agency located at 5765 Valley Avenue in Pleasanton, California, United States. We offer a variety of insurance options including Auto, Home, Business, and Life Insurance in Pleasanton, Dublin, Livermore, San Ramon, and Danville. We provide free quotes on Business and Commercial Insurance to help protect your assets. As a small business owner in Pleasanton, we understand the importance of taking care of your insurance and financial needs. Our team is dedicated to being your local insurance resource and we are here to review your current coverage. Telematics is a method we use to share information like GPS and diagnostics recorded by your vehicle with third parties such as insurance companies or mechanics.

Farmers Insurance - Daniel Dequine is a reputable insurance agency located at 6472 Camden Avenue, San Jose, California, United States. With a rich history spanning three generations, our agency has been serving the Almaden Valley and surrounding areas for nearly 75 years. Specializing in Business, Auto, Home, and Life Insurance, we treat our clients like family and are dedicated to providing comprehensive coverage tailored to your needs and budget. Whether you need assistance with selecting the right car insurance, protecting your home, securing your financial future, or insuring your small business, our experienced team is here to help. Contact us today for personalized insurance solutions and competitive rates.

Ken Williams - State Farm Insurance Agent is located at 15305 Watsonville Road in Morgan Hill, California. As an insurance agency, we specialize in providing Auto Insurance, Homeowner Insurance, Renters Insurance, and Life Insurance coverage for you and your family. With March being the start of spring break travel, it's the perfect time to ensure you have the right Auto Insurance protection. Our team is dedicated to helping you navigate the complexities of insurance and make the process easy for you. Ken Williams, along with his team, is passionate about helping people protect their financial future. As a State Farm family, they understand the importance of having a solid insurance plan in place. Ken is not only an insurance agent but also a Pastor at UCF- Silicon Valley and a music enthusiast. With a background in music and a love for helping others, Ken brings a unique perspective to the insurance industry.

Farmers Insurance - Heather Sadique is a local insurance agency located at 1952 Camden Avenue in San Jose, California. With over 25 years of experience in insurance and financial services, Heather Sadique, a CERTIFIED FINANCIAL PLANNER™, is dedicated to providing personalized coverage options for each client. The agency prides itself on offering outstanding customer service and treating clients like family. The knowledgeable and caring team at the Sadique Agency is committed to helping clients find the best insurance solutions for their lifestyle and family needs. The agency offers a range of insurance options including home, auto, umbrella, life, small business insurance, and more. The team at Farmers Insurance - Heather Sadique includes Ivy Allen, who has over 20 years of experience in high-tech in Silicon Valley and is fluent in Mandarin, Cantonese, and English, and Karen Johnson, the Customer Service Manager with expertise in insurance and finance. The office is conveniently located off Highway 85 or Highway 17 and operates primarily by appointment, with evening and weekend appointments available.

Jason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.

Tabitha Pennington - State Farm Insurance Agent is a reputable insurance agency located at 1327 Post Avenue in Torrance, California. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, they offer personalized and extensive reviews of their customer's insurance needs. The team at Tabitha Pennington - State Farm is dedicated to providing efficient and professional services to clients in the Greater Los Angeles Area, including Long Beach, South Bay, and the San Fernando Valley. The agency is led by Tabitha Pennington, who started her State Farm journey in 2017 and established her own agency in 2019. With a background in finance and entrepreneurship, Tabitha is committed to customer satisfaction and building strong relationships with her clients. The team also includes experienced professionals like Angie, Tracy, and other dedicated individuals who are passionate about serving the community.

Orrick is a prestigious law firm located at 405 Howard Street in San Francisco, California. Established in 1863, it is the second-oldest private company in the Bay Area. With a team of 300 lawyers in the Bay Area, Orrick serves a diverse clientele that includes public tech companies, startups, renewable energy pioneers, Fortune 500 companies, financial institutions, and the state of California. The firm specializes in advising clients in technology, energy & infrastructure, and finance on transactional, litigation, and compliance matters. Orrick's expertise in the technology sector is unparalleled, providing comprehensive support for tech companies at every stage of their corporate life cycle. The firm's IP, litigation, and compliance teams are top-notch, representing clients globally in high-stakes matters. Orrick has a strong focus on helping disruptors navigate legal and policy issues unique to their innovative models.

Fox Accounting is a trusted accounting and finance institution located at 31302 Justin Place in Valley Center, California, United States. Specializing in tax planning, we tailor our services to meet your personal, business, and retirement objectives. Our team of professionals also provide assistance with retirement planning, ensuring that your financial goals are met. With a dedication to professionalism and a keen attention to detail, our high client retention rate speaks to the quality of service you can expect from Fox Accounting.