TOP 30 Financial life planning in California
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New York Life
● OpenNew York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.
180 Grand Ave, Oakland, CA 94612, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.
333 W El Camino Real #380, Sunnyvale, CA 94087, United States -
Henderson Strategic Financial
● OpenHenderson Strategic Financial (HSF) is a finance, health, and insurance agency located at 855 El Camino Real in Palo Alto, California, United States. HSF is dedicated to safeguarding the financial well-being of both businesses and families, offering customized insurance solutions to meet individual needs. With a focus on both the big picture and intricate details, HSF provides products and services tailored to each client. The institution aims to simplify complex issues such as Health Savings Accounts (HSAs) and disability planning, making insurance and financial planning easy for all. For more information on how HSF can protect your assets and provide peace of mind, visit their website.
855 El Camino Real building 4 suite 220, Palo Alto, CA 94301, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 638 Webster Street in Oakland, California, United States. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the institution helps clients navigate the uncertainties of retirement planning in a world of increased life expectancy and economic volatility. Whether you are in the wealth accumulation stage or planning for retirement, the team at Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth offers comprehensive consulting services and financial tools to help you achieve your financial goals. Visit their website to learn more about their services and meet their professional and experienced team of agents dedicated to helping you secure a financially stable future for you and your family.
638 Webster St Suite 420, Oakland, CA 94607, United States -
New York Life
● OpenNew York Life is an insurance agency located at 7 Country Club Plaza, Orinda, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, long-term coverage that can be customized to fit your needs and budget, and the ability to invest your policy's cash value in the market. They provide assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. Their expert agents can help you create a life insurance solution that meets your needs and budget, whether you are just starting to plan for your financial future or managing a complex situation. With over 12,000 agents nationwide, you can choose one who will be dedicated to addressing your unique needs. New York Life has been in business since 1845 and has consistently earned the highest financial ratings.
7 Country Club Plaza, Orinda, CA 94563, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States -
John Hancock Life Insurance Co
● OpenJohn Hancock Life Insurance Co, located at 100 North Winchester Boulevard, Santa Clara, California, United States, is an insurance agency that provides financial advisory services with a personal touch. With a history spanning over 160 years, John Hancock is committed to honesty, reliability, and customer satisfaction. The institution offers a variety of products designed to add real value to life insurance policies. John Hancock partners with leading companies to provide innovative solutions, such as the Galleri multi-cancer early detection test for eligible Vitality members. Their team of Advisors can help clients navigate financial challenges and plan for a secure future, whether it's retirement, college savings, or personalized financial goals. John Hancock is dedicated to empowering individuals to protect what matters most and live longer, healthier, and better lives.
100 N Winchester Blvd #285, Santa Clara, CA 95050, United States -
Leon Financial Solutions
● OpenLeon Financial Solutions is a reputable finance and insurance agency located at 600 San Pablo Avenue in Albany, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, we offer personalized solutions to meet our clients' needs. Trust Leon Financial Solutions to provide you with expert advice and reliable services to secure your financial future.
600 San Pablo Ave, Albany, CA 94706, United States -
Exertus Financial Partners
● OpenExertus Financial Partners is a leading insurance agency located at 830 Hillview Court in Milpitas, California, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients by offering top-notch customer service and tailored insurance products. Whether you are looking for auto, home, life, or business insurance, Exertus Financial Partners is here to help you protect what matters most. Contact us today to learn more about how we can assist you with your insurance needs.
830 Hillview Ct #140, Milpitas, CA 95035, United States -
Bankers Life
● OpenBankers Life, located at 5000 Hopyard Road in Pleasanton, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it is important to be prepared and have discussions with loved ones. We are currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Come achieve more at Bankers Life!
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Guardian Life Insurance Co-America
● OpenGuardian Life Insurance Co-America is an insurance agency located at 2603 Camino Ramon, San Ramon, California, United States. We offer insurance plans and policies that help you thrive, allowing you to live your today while preparing for your tomorrow. We are proud to announce a $1.398 billion dividend allocation for participating policyholders, the largest payout in company history, reflecting our commitment to inspiring well-being. With a tradition of delivering on promises, we have been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. If you have received a suspicious job offer from Guardian, please let us know. Our J.D. Power 2022 Certified Customer Service Program recognition is based on exceeding customer satisfaction benchmarks. Dividends are not guaranteed and are declared annually by Guardian's board of directors, based on mortality experience, expense management, and investment results.
2603 Camino Ramon Suite 475, San Ramon, CA 94583, United States -
Sadya Senior - New York Life Insurance
● OpenSadya Senior - New York Life Insurance is a trusted insurance agency located at 2633 Camino Ramon in San Ramon, California. Specializing in providing insurance solutions for seniors, they offer a wide range of products to meet the unique needs of older individuals. With a focus on personalized service and attention to detail, Sadya Senior - New York Life Insurance is committed to helping seniors protect their financial future and provide peace of mind for themselves and their loved ones. Contact them today to learn more about their insurance offerings and how they can assist you in planning for the future.
Bishop Ranch #3, 2633 Camino Ramon Suite 525 San, Ramon, CA 94583, United States -
World Financial Group - Kim Williams
● OpenWorld Financial Group - Kim Williams is an insurance agency located at 707 Continental Circle in Mountain View, California, United States. With a focus on providing comprehensive financial services, this institution offers a wide range of insurance products to meet the needs of individuals and families. Led by Kim Williams, a knowledgeable and experienced financial advisor, the team at World Financial Group is dedicated to helping clients protect their assets and plan for a secure future. Whether you are looking for life insurance, health insurance, or retirement planning services, World Financial Group - Kim Williams is committed to providing personalized solutions to help you achieve your financial goals.
707 Continental Cir #521, Mountain View, CA 94040, United States -
Santa Cruz Health & Life Insurance
● OpenSanta Cruz Health & Life Insurance is a reputable insurance agency located at 125 Mission Street in Santa Cruz, California, United States. We specialize in providing comprehensive health and life insurance coverage to individuals and families, ensuring peace of mind and financial protection in times of need. Our experienced agents are dedicated to helping clients find the best insurance plans that suit their unique needs and budget. Trust Santa Cruz Health & Life Insurance to safeguard your health and financial well-being.
125 Mission St # 1, Santa Cruz, CA 95060, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company is a reputable insurance agency located at 39650 Liberty Street in Fremont, California, United States. With a long history of providing reliable and comprehensive insurance coverage, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life Insurance Company offers a range of products and services to meet your needs. Trust in their expertise and commitment to customer satisfaction when securing your insurance coverage.
39650 Liberty St Suite 200, Fremont, CA 94538, United States -
New York Life
● OpenNew York Life, located in San Mateo, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs to help grow your financial security and peace of mind. They have been in business since 1845 and are committed to upholding their values of diversity, responsibility, and service. The institution is known for its financial strength, accountability to policy owners, and commitment to giving back to the community.
Baker Way, San Mateo, CA 94404, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 42808 Christy Street in Fremont, California, United States. Established in 1982, the institution offers three generations of amazing excellence in financial planning and insurance services. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution provides a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax-efficient retirement income. In a world filled with uncertainties, especially in retirement planning, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth helps clients navigate the challenges of modern technology, increased life expectancy, and economic volatility. The institution specializes in managing longevity risks and assisting retirees in the distribution phase of retirement by strategically converting savings into retirement income.
42808 Christy St #112, Fremont, CA 94538, United States -
Masterlife Financial Group Inc
● OpenMasterlife Financial Group Inc is a reputable insurance agency located at 20370 Town Center Lane in Cupertino, California. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for life insurance, health insurance, or retirement planning, Masterlife Financial Group Inc can provide you with personalized solutions to protect your financial future. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the insurance industry and make informed decisions. Visit them today to secure your peace of mind and financial stability.
20370 Town Center Ln Suite 250, Cupertino, CA 95014, United States -
New York Life
● OpenNew York Life, located at 20370 Town Center Lane in Cupertino, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have a long history of accountability, diversity, responsibility, and service, and have consistently earned the highest financial ratings. The institution is dedicated to making a positive impact in the communities they serve, with a focus on charitable giving, diversity, and volunteerism.
20370 Town Center Ln # 122, Cupertino, CA 95014, United States -
New York Life, Cheryl Gunsell
● OpenNew York Life, Cheryl Gunsell is an insurance agency located at 2633 Camino Ramon in San Ramon, California. With a strong reputation for providing reliable and comprehensive insurance services, Cheryl Gunsell and her team at New York Life are dedicated to helping clients protect their assets and loved ones. Whether you are in need of life insurance, retirement planning, or investment strategies, New York Life, Cheryl Gunsell is committed to providing personalized solutions tailored to meet your specific needs and goals. Contact them today to learn more about how they can help secure your financial future.
2633 Camino Ramon, San Ramon, CA 94583, United States -
Hanna Insurance + Financial Solutions
● OpenHanna Insurance Financial Solutions is a reputable insurance agency located at 1990 N. California Blvd in Walnut Creek, California. Our dedicated team of professionals is committed to providing personalized insurance and financial solutions to meet the unique needs of our clients. With a focus on excellent customer service and a wide range of insurance products, we strive to protect our clients' assets and help them achieve their financial goals. Contact us today to learn more about how we can assist you with your insurance and financial needs.
1990 N. California Blvd Suite 710, Walnut Creek, CA 94596, United States -
Godinez Financial and Insurance Services
● OpenGodinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed 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 have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
33006 Calle La Mirada Common, Union City, CA 94587, United States -
NRI Life Insurance
● OpenNRI Life Insurance is an insurance agency located at 5201 Great America Parkway in Santa Clara, California, United States. We specialize in providing life insurance solutions for non-resident Indians (NRIs) living in the United States. Our dedicated team of professionals is committed to helping our clients protect their loved ones and secure their financial future through customized insurance plans. Contact us today to learn more about our services and how we can assist you in selecting the right life insurance policy for your needs.
5201 Great America Pkwy # 350, Santa Clara, CA 95054, United States -
National Life
● OpenNational Life is a renowned insurance agency located at 101 Metro Drive, San Jose, California, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, National Life is dedicated to helping individuals and families protect their assets and secure their financial future. Their team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for life, health, or property insurance, National Life is the trusted choice for safeguarding what matters most to you.
101 Metro Dr Carrels, San Jose, CA 95110, United States -
Hope White, Bankers Life Agent
● OpenHope White, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California, United States. Specializing in providing insurance products and services from Bankers Life, our team is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored solutions, we strive to ensure that each individual's unique needs are met. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Hope White, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your peace of mind. Visit us today to learn more about how we can assist you in safeguarding your financial well-being.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Genworth Financial
● OpenGenworth Financial is a leading finance and insurance agency located at 7901 Stoneridge Drive in Pleasanton, California, United States. With a strong reputation for providing innovative financial solutions and reliable insurance products, Genworth Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized services to meet the unique needs of each client, ensuring peace of mind and financial security. Trust Genworth Financial to provide expert guidance and support in navigating the complexities of the financial world.
7901 Stoneridge Dr #225, Pleasanton, CA 94588, United States -
Brahm Bea, Bankers Life Agent
● OpenBrahm Bea, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life Agent, we specialize in providing insurance solutions to help protect individuals and families financially. Our team of knowledgeable agents are dedicated to helping clients find the right insurance products to meet their unique needs. Whether you are looking for life insurance, health insurance, retirement planning, or long-term care coverage, we are here to help. Contact us today to schedule a consultation and start securing your financial future.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Principal Life Insurance Co
● OpenPrincipal Life Insurance Co is an insurance agency located at 181 Metro Drive, San Jose, California, United States. At Principal Life Insurance Co, we believe in helping you protect what matters most. Whether it's your life, your wages, or your future goals, we offer a range of insurance products and services to meet your needs. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are proud to celebrate expertise, excellence, and equality in sports. Our mission is to help you feel confident about investing in your future, whether it's for retirement, education, or any other big goals you have in mind.
181 Metro Dr # 700, San Jose, CA 95110, United States -
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
● OpenNew York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
25 Metro Dr #300, San Jose, CA 95110, United States -
Grace Miles, Bankers Life Agent
● OpenGrace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States
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