Financial life planning in Alameda, California

M K McDonough Financial & Insurance Services is a reputable insurance agency located at 1070 Marina Village Parkway in Alameda, California. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best fits your needs. With a commitment to excellent customer service and a wide range of insurance products, M K McDonough Financial & Insurance Services is your trusted partner in protecting what matters most to you.

Alameda Financial Advisor - Joseph Riley Jr. is a reputable insurance agency located at 65 Mecartney Road in Alameda, California, United States. With years of experience and expertise in the financial industry, Joseph Riley Jr. provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are looking for insurance solutions for your family, business, or personal assets, Alameda Financial Advisor is dedicated to providing top-notch service and support. Contact Joseph Riley Jr. today to schedule a consultation and start planning for a secure financial future.

Andrews Financial Services LLC, located at 1101 Marina Village Parkway in Alameda, California, is a finance institution dedicated to helping individuals and businesses safeguard their financial future during uncertain economic times. With a focus on leveraging a new type of life insurance for protection, flexibility, and control while living, Andrews Financial Services offers life insurance policies with living benefit riders at no additional cost. These riders help protect against life's most formidable risks and provide access to retirement benefits that are non-taxed. Clients of Andrews Financial Services can also discover how to create a lifetime of income that is guaranteed and cannot be outlived, as well as how to incorporate living benefits into their life insurance policy. Additionally, they can learn about the potential risks of their 401(k) or other qualified plan being a tax time bomb and how to protect themselves.

Edward Jones - Financial Advisor: Nirmal Rout, CFP® is a reputable finance institution located at 2412 Central Avenue in Alameda, California, United States. As a Certified Financial Planner, Nirmal Rout provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of investing and financial planning. Visit their office today to start planning for a secure financial future.

Jeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, ensuring their financial goals are met with professionalism and integrity.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.

Raegen, Parker and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1905 The Alameda in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, their team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raegen, Parker and Associates is dedicated to providing expert guidance and tailored solutions to meet your unique needs.

Kelly Lux - State Farm Insurance Agent is a well-established insurance agency located at 2221 Harbor Bay Parkway in Alameda, California. With over 34 years of experience in the insurance industry, Kelly Lux and her team are dedicated to providing personalized service to customers in Alameda, Oakland, San Leandro, Hayward, and the surrounding East Bay Area. They have been recognized with prestigious awards such as the State Farm Legion of Honor and Crystal Excellence for their exceptional customer service. Kelly Lux believes in building genuine relationships with her clients to create insurance plans that cater to their unique needs. Her team of experienced professionals, including Tiffany Palmer, Laura Seagren, Carolyn Owen, and Kelcey Edwards, are committed to helping customers with a range of insurance services including auto, home, life, business, health insurance, and financial services.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Larry Bolton - State Farm Insurance Agent is a trusted insurance agency located at 934 Central Avenue in Alameda, California. With a strong commitment to providing personalized service and quality coverage, our team is dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, we are here to help you find the right policy to fit your needs. Contact us today to schedule a consultation and learn more about how we can assist you in securing your future.

Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.

The Weiser Agency is a trusted insurance agency located at 2064 Alameda Padre Serra in Santa Barbara, California. With a commitment to providing excellent customer service and tailored insurance solutions, our agency helps individuals and businesses protect what matters most. Our team of experienced agents are dedicated to finding the right coverage options for each client's unique needs. Whether you are looking for auto, home, life, or business insurance, The Weiser Agency is here to help you navigate the complex world of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you with your insurance needs.

JMV Insurance Services Inc is a comprehensive insurance agency located at 6367 Alameda Street in Los Angeles, California. Specializing in finance, health, and travel insurance, our dedicated team of professionals is committed to helping individuals and businesses protect their assets and plan for the future. As a trusted local government office, we provide personalized service and tailored insurance solutions to meet the unique needs of our clients. Whether you're looking for coverage for your home, auto, health, or travel adventures, JMV Insurance Services Inc has you covered. Contact us today to learn more about our services and how we can help you secure peace of mind.

Farmers Insurance - Christi Spina is an established insurance agency located at 530 Alameda del Prado, Novato, California. The agency was founded in 1984 by Monty Hollingsworth, who built a strong reputation based on hard work and excellent client relationships. In 2006, Christi Spina took over the agency and continued the legacy of exceptional service. With two locations in Novato and Santa Rosa, the agency offers a range of insurance services including car, home, life, renters, business, and condo insurance. They also provide personalized financial planning services to help clients secure their future. Farmers Insurance has been in the industry for over 80 years, offering reliable coverage and competitive rates. Contact Christi Spina today for expert advice on selecting the right insurance coverage for your needs and budget.

Spina Insurance Agency is a reputable insurance agency located at 530 Alameda del Prado, Novato, California, United States. Founded in 1984 by Monty Hollingsworth, the agency has a strong foundation built on hard work, perseverance, and excellent client relationships. In 2006, Monty's daughter, Christi Spina, took over the agency and has continued to uphold the same ethics and skills instilled by her father. With locations in Novato and Santa Rosa, the agency specializes in navigating the complex world of insurance to ensure clients have the right coverage when they need it. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or financial planning, Spina Insurance Agency is here to help. Contact them today for personalized assistance and expert advice.

Located in Albany, California, Farmers Insurance - Kenneth Correa is a trusted insurance agency serving Alameda County, Contra Costa County, and the surrounding areas. With over 50 years of business experience, Kenneth Correa is dedicated to providing top-notch service and finding the best insurance solutions for his clients. From auto and home insurance to life and commercial insurance, Kenneth and his team are committed to helping you protect what matters most. As a Vietnam War Veteran, Kenneth continues to serve his community and is passionate about assisting others. Visit the office conveniently located on Solano Avenue to discuss your insurance needs and receive personalized guidance. Whether you're looking for comprehensive coverage, renters insurance, or financial planning services, Farmers Insurance - Kenneth Correa has you covered. Contact Kenneth today for a consultation and discover how you can secure a bright and secure future.

Farmers Insurance - Jack Parden is a trusted insurance agency located at 1043 Alameda De Pulgs, Belmont, California, United States. As your local Farmers® agent in Belmont, CA, they help customers identify the insurance coverage that best fits their needs. With over 80 years of experience, they offer a range of insurance options including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, their knowledgeable team can help you find the right policy for your needs and budget. They also offer competitive rates and discounts to help you save money. Additionally, they provide personalized service to help you understand your coverage options and create a solid financial plan for the future. Contact Farmers Insurance - Jack Parden today to get started on protecting what matters most to you.

Farmers Insurance - Alfonso Servin is an insurance agency located at 550 Park Street, Alameda, California, United States. With over 15 years of industry experience, Alfonso Servin is dedicated to serving the community and surrounding areas, providing assistance with insurance problems and guiding clients through the insurance process. Whether you need home insurance, auto insurance, commercial coverage, or life insurance, Alfonso and his staff are committed to ensuring that you are well taken care of. Located near the South Shore Shopping Center, the agency offers personalized service to clients in San Lorenzo, Newark, Fremont, San Leandro, Berkeley, San Mateo, the greater San Francisco Bay area, and beyond. Contact them for comprehensive coverage, competitive rates, and multi-line insurance discounts. Additionally, Farmers Insurance - Alfonso Servin offers renters insurance, business insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact Alfonso Servin today to discuss your insurance needs and build a solid financial plan for the future.

Farmers Insurance - Leah Nishi is an insurance agency located at 1516 Oak Street in Alameda, California, United States. Leah Nishi, the dedicated Farmers Insurance Agent, specializes in life, commercial, and home insurance, providing customized solutions tailored to each client's unique needs. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Leah is here to help you navigate the complexities of insurance. With over 80 years of experience, Farmers Insurance offers reliable coverage for your home, car, life, business, and more. From renters insurance to condo insurance, Leah can help you protect your assets and future earnings with a personalized insurance plan. Additionally, as a Financial Services agent, Leah can assist you in building a solid financial plan to secure your future. Contact Leah Nishi at Farmers Insurance for exceptional service and peace of mind.

Farmers Insurance - David Reidenbach is an insurance agency located at 2306 Central Avenue, Alameda, California, United States. As a life-long resident of California, David Reidenbach is proud to serve Alameda as the local Farmers® agent. With over ten years of experience, he helps customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. David Reidenbach can help you understand your coverage options and make informed decisions. From comprehensive coverage to medical payments, he can simplify the process for you. If you're looking for the right car insurance coverage, David Reidenbach can guide you through the options and help you find the best fit for your needs and budget. For homeowners, Farmers® has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need renters insurance, life insurance, or condo insurance, David Reidenbach can provide personalized solutions to protect your assets and loved ones.

Victor James - State Farm Insurance Agent is a reputable insurance agency located at 201 MacArthur Boulevard in San Leandro, California. As a proud member of the Bay Area Community, Victor James offers a wide range of insurance services to local residents and businesses. Whether you are in need of auto insurance, homeowners insurance, life insurance, or financial services, Victor James is here to assist you. With a strong presence in the Bay Area, including Oakland, Alameda, Piedmont, Emeryville, and San Leandro, Victor James is dedicated to providing personalized service and comprehensive coverage options to meet your unique needs. The professional team at Victor James is committed to building relationships with customers and ensuring they have the coverage they deserve. Visit the office today or give them a call to receive a free insurance quote and find a plan that fits your life. Stay connected with Victor James for expert guidance on navigating the California insurance market and securing the right coverage for you.

Farmers Insurance - Nancy Neto is a reputable insurance agency located at 1290 B Street in Hayward, California. Nancy Neto, with over 27 years of experience in the insurance industry, is dedicated to helping customers in Alameda County and the greater Bay Area find the insurance coverage they need. Specializing in auto, home, renters, business insurance, and more, Nancy and her knowledgeable team are committed to providing exceptional customer support. Located within walking distance of downtown Hayward, Nancy Neto offers personalized service and even provides her personal cell phone number to clients for easy accessibility. Whether you're looking for comprehensive coverage, collision coverage, or information on deductibles and medical payments, Nancy Neto can guide you through the process. They also offer home insurance, life insurance, renters insurance, business insurance, and condo insurance. Additionally, Nancy Neto can help you create a solid financial plan through Farmers Insurance and Financial Services. Call Nancy Neto today to start a conversation and ensure you have the insurance coverage you need to protect what matters most.

Farmers Insurance, located at 2890 North Main Street in Walnut Creek, California, is your local insurance agency serving Contra Costa and Alameda counties. With a focus on educating clients about insurance coverage options, including auto, life, home, renters, and business insurance, Farmers Insurance aims to ensure that you fully understand your policy. The agency specializes in providing coverage for natural disasters common in California, such as earthquakes, floods, and wildfires. The experienced agents at Farmers Insurance can help protect your assets and provide financial support for your loved ones. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance has you covered. Contact them today for personalized assistance in creating a solid financial plan for a secure future.

Farmers Insurance - Mitchell Varhula is a local insurance agency located at 1870 Olympic Boulevard in Walnut Creek, California. Serving Contra Costa and Alameda counties, this agency specializes in educating clients about various insurance options, including auto, life, home, renters, and business insurance. With a focus on ensuring that clients fully understand their coverage, Farmers Insurance - Mitchell Varhula is committed to providing the right protection against California's unique insurance risks, such as earthquakes, floods, and wildfires. In addition to insurance services, Mitchell Varhula is passionate about cycling and can often be found navigating Mt. Diablo or the Oakland hills in a Farmers cycling jersey. Whether you're looking for comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, this agency can help customize a plan to suit your needs and budget. Farmers Insurance - Mitchell Varhula also offers personal umbrella insurance for added coverage and financial security.

Rae Chiang: Allstate Insurance is a trusted insurance agency located at 1550 The Alameda in San Jose, California. With a strong reputation for providing reliable and comprehensive insurance policies, Rae Chiang and her team are dedicated to helping customers protect what matters most. Whether you are in need of auto, home, life, or business insurance, Rae Chiang: Allstate Insurance is committed to providing personalized service and finding the right coverage options for your needs. Contact them today to learn more about how they can help you safeguard your assets and loved ones.

Farmers Insurance - Nancy Echeverria is an insurance agency located at 1885 The Alameda, San Jose, California, United States. As a lifelong resident of San Jose, Nancy Echeverria takes pride in providing outstanding customer service and ensuring that each client is well-informed about their coverage options. With over 11 years of experience in the insurance industry, Nancy has the knowledge and expertise to help clients understand their options for auto, home, life, business insurance, and more. The agency is conveniently located in the Rose Garden District, and Nancy is dedicated to making the insurance process straightforward and personalized for each individual. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Nancy and her team can help you select the most cost-effective solution to meet your needs and budget.

The Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.

Heart of the Valley Wealth Advisors - Thrivent is a finance and insurance agency located in the heart of San Jose, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for retirement, protect your assets, or plan for the future, our team is here to provide personalized guidance and support. Visit us at 2021 The Alameda to learn more about how we can help you navigate the complexities of financial planning and insurance.

James Adgar is a finance institution located at 2413 Webb Avenue, Alameda, California, United States. Specializing in Plan Member Services, we help individuals at every stage of life plan and invest for their future. Our clients include educators, employees of nonprofit and for-profit organizations, and individuals from all backgrounds. As an independent advisor with PlanMember, we offer a wide range of Investment Options and Benefits of Membership through the PlanMember Services Program. Our goal is to help you achieve your investment and retirement goals by providing quality solutions and personalized service. Contact us today to develop your personal strategy for retirement and take the first step towards securing your future.