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TOP 30 Financial life planning in Los Altos, CA
6 results found
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Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
Jason Stefely - State Farm Insurance Agent
Welcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.
Northwestern Mutual
Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.
Dwight Matthews - State Farm Insurance Agent
Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
Farmers Insurance - Anna Perez-Villafranca
Farmers Insurance - Anna Perez-Villafranca is an insurance agency located at 16165 Monterey Street, Morgan Hill, California, United States. As a local Farmers® agent in Los Altos, CA, Anna Perez-Villafranca helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience with Farmers Insurance®, Anna has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, business insurance, and more. The agency is bilingual, offering services in Spanish as well. Clients can get personalized assistance in selecting the right car insurance coverage, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. Farmers Insurance has been providing insurance products for over 80 years, ensuring that clients have reliable coverage in case of any unexpected events.
Bradford L Elman, CLU
Bradford L Elman, CLU is a reputable finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in providing financial services and solutions, Bradford L Elman, CLU is led by experienced professionals who hold the Chartered Life Underwriter (CLU) designation. With a commitment to helping clients achieve their financial goals, this institution offers personalized financial planning, insurance, and investment strategies. Trust Bradford L Elman, CLU for expert advice and guidance in navigating the complex world of finance.
List of businesses, places and services in California
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