Financial life planning in National City, CA
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Caremore Medical Group
● OpenCarelon Health, formerly known as CareMore Medical Group, is a leading healthcare institution located at 7624 Painter Avenue, Whittier, California. Our institution offers Advanced Primary Care services to Medicare Advantage members in various states, including Arizona, California, Nevada, and Virginia. We focus on providing personalized, whole-person care that goes beyond just treating physical symptoms. Our team of dedicated doctors and nurses prioritize the well-being of each patient, taking the time to listen and truly understand their unique healthcare needs. Whether you are looking to maintain your health or manage a serious, chronic condition, our Advanced Primary Care program is designed to help you achieve your health goals.
7624 Painter Ave, Whittier, CA 90602, United States -
Heather Vina - State Farm Insurance Agent
● ClosedHeather Vina - State Farm Insurance Agent is a trusted insurance agency located at 1631 Sutter Road in McKinleyville, California. Serving the insurance needs of Humboldt County, Heather Vina offers free auto and life insurance quotes to individuals and families in McKinleyville, Arcata, Eureka, and Trinidad. With a focus on providing personalized insurance solutions, the office also offers free insurance consultations to ensure clients receive the coverage they need. Heather Vina is actively involved in the local community, supporting initiatives like Business Watch and Neighborhood Watch. The office also provides notary services for document authentication. Additionally, clients can benefit from valuable resources on topics such as jet ski safety, rural road driving, and understanding car insurance deductibles.
1631 Sutter Rd, McKinleyville, CA 95519, United States -
Heidi Kuiper - State Farm Insurance Agent
● ClosedHeidi Kuiper - State Farm Insurance Agent is a trusted insurance agency located at 507 Purissima Street in Half Moon Bay, California. With over 45 years of experience in Auto, Life, and Health Insurance, our dedicated team is committed to serving the Coastside community. As a board member of the Half Moon Bay Beautification Committee for nearly two decades, we are actively involved in supporting local non-profits and providing scholarships to our high schools. While we do not currently offer online auto quoting, we invite you to call, text, or visit us for a personalized quote today. Our experienced team is prepared to meet all your financial and insurance needs. Whether you're looking for life insurance, annuities, or assistance with planning for higher education expenses, we are here to help.
507 Purissima St a, Half Moon Bay, CA 94019, United States -
Peter Feldenheimer & Associates
● ClosedPeter Feldenheimer & Associates is a finance and insurance agency located at 1134 Crane Street in Menlo Park, California. Established in 1962 in Los Angeles and later relocated to Menlo Park in 1966, our practice specializes in tax-qualified and non-qualified benefit plan designs for individuals, partnerships, and corporations. We work with a diverse range of clients, including members of national sports franchises and the National Association of Realtors (NAR), to set up tax-favored benefit plans that provide owners and employees with a more secure future. Our team is dedicated to providing creative life insurance planning with unique designs tailored to individuals with special requirements.
1134 Crane St # 222, Menlo Park, CA 94025, United States -
Farmers Insurance - John Kemmer
● ClosedFarmers Insurance - John Kemmer is an insurance agency located at 1720 South Amphlett Boulevard in San Mateo, California. With over 30 years of experience, John Kemmer is a Certified Insurance Counselor (CIC) and a member of the National Alliance for Insurance Education and Research. The agency offers a wide range of insurance options including coverage for homeowners associations, apartment buildings, businesses, auto, home, and life insurance. They are dedicated to helping clients find the insurance that fits their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Farmers Insurance - John Kemmer can help simplify the process of selecting the right insurance coverage. They also offer competitive rates and multi-line insurance discounts. Additionally, the agency provides options for renters insurance, condo insurance, business insurance, and personal umbrella insurance. Clients can also receive assistance with building a solid financial plan for the future. For more information or to get a quote, interested individuals can contact Farmers Insurance - John Kemmer at the provided address in San Mateo.
1720 S Amphlett Blvd Ste 140, San Mateo, CA 94402, United States -
Auto International Insurance
● ClosedAuto International Insurance Agency, located at 1745 Story Road in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that you are properly covered. We work with you to create a comprehensive portfolio of policies tailored to your needs, so you can have confidence in your coverage. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances and achieving profit goals effectively. We are here to help you understand the fundamentals of financial literacy and how they apply to your business.
1745 Story Rd, San Jose, CA 95122, United States -
Jose Olguin - State Farm Insurance Agent
● ClosedJose Olguin - State Farm Insurance Agent is a reputable insurance agency located at 4464 California Place in Long Beach, California. With 23 years of State Farm experience, Jose Olguin opened his agency in the beautiful city of Long Beach after graduating from the University of Florida with a degree in Marketing and Economics. He holds an Associate in Claims (AIC) designation and is the recipient of the 2013 HACR Young Hispanic Corporate Achievers award. At Jose Olguin - State Farm Insurance Agent, their team members prioritize customer service, maintaining long-term relationships with their clients. With over 40 years of combined insurance and customer service experience, they take a consultative approach to uncovering the insurance and financial services needs of their customers. They are able to communicate in Spanish for their Hispanic clients.
4464 California Pl, Long Beach, CA 90807, United States -
Alfredo Gonzalez Jr. - State Farm Insurance Agent
● ClosedAlfredo Gonzalez Jr. - State Farm Insurance Agent is an insurance agency located at 10844 Atlantic Avenue in Lynwood, California, United States. Our office is conveniently situated on Atlantic Avenue between Abbott Rd and Imperial Hwy, across the street from McDonalds. We offer a range of insurance services including auto, life, health, and more. Our agency has been serving customers since 2007 and our State Farm Agent in Lynwood since 2013. We are licensed to do business anywhere in the state and have clients from California, Arizona, and Oregon. As a State Farm representative, we offer commercial auto insurance, life insurance, health insurance, and pet insurance. Our mission is to help individuals manage risk through personalized insurance and financial service options. We strive to be there for our customers when they need us most and to make our community a better place through information and involvement.
10844 Atlantic Ave, Lynwood, CA 90262, United States -
Auto International Insurance
● ClosedAuto International Insurance Agency, Inc. is a trusted insurance agency located at 955 South Alvarado Street in Los Angeles, California. Specializing in Auto, Home, Motorcycle, and Commercial Insurance, our dedicated team is committed to providing you with the peace of mind knowing that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and ensure they are protected properly. In addition to our insurance services, we also believe in the importance of financial literacy for small business owners. As April is Financial Literacy Month, we encourage all business owners to learn more about budgeting basics and the fundamentals of financial management to achieve success.
955 S Alvarado St # A, Los Angeles, CA 90006, United States -
Loyalty One Insurance Solutions LLC
● ClosedLoyalty One Insurance Solutions LLC is a reputable insurance agency located in San Clemente, California. Our mission is to build a healthy community one insured individual at a time. We offer the most innovative and effective policy plans in the industry, working directly with the largest and most reputable carriers in the nation. With our strong relationships and industry knowledge, we are able to provide the most competitive pricing for our clients. Trust Loyalty One Insurance Solutions LLC for all your health insurance needs, as no other company can offer you a lower quote than us.
638 Camino De Los Mares Suite #H130-435, San Clemente, CA 92673, United States -
Auto International Insurance
● ClosedAuto International Insurance Agency, located at 17412 Beach Boulevard in Huntington Beach, California, specializes in providing a wide range of insurance services including Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to ensuring that you have the peace of mind knowing that your assets are properly covered. We work with you to create a comprehensive insurance portfolio that meets your specific needs and discuss all available options to guarantee that you are adequately protected. In addition to our insurance services, we also place a strong emphasis on financial literacy, particularly for small business owners. As April is Financial Literacy Month, we believe it is the perfect time to educate small business owners on budgeting basics and the importance of sound financial management. We understand the challenges that come with managing finances for a small business and are here to provide guidance and support.
17412 Beach Blvd, Huntington Beach, CA 92647, United States -
Care More Insurance Services
● ClosedCare More Insurance Services is an insurance agency located at 18000 Studebaker Road, Cerritos, California, United States. They offer services for Medicare Advantage members in Arizona, California, Nevada, and Virginia, including access to doctors, care centers, dialysis centers, hospitals, skilled nursing facilities, and urgent care centers. Patients at Care More Insurance Services are at the center of care, with doctors and nurses who not only care for their patients' physical health but also take the time to understand their emotional, nutritional, and financial needs. Advanced Primary Care at Care More Insurance Services focuses on whole-person care, providing personalized care plans that address all aspects of a patient's health. With nationally recognized disease prevention and management programs, evidence-based care, and healthy living programs, patients can reach their health goals faster. The Carelon Health Patient Portal and App allow patients to manage their health conveniently and access their personalized care plan. Care More Insurance Services believes in personalized, friendly, and effective healthcare, providing a better way to feel better for their patients. Testimonials from patients highlight the life-changing impact of the care received at Care More Insurance Services. Whether patients are looking to maintain their health or manage a chronic condition, Care More Insurance Services offers comprehensive, coordinated care to help them achieve their health goals.
18000 Studebaker Rd Suite 350, Cerritos, CA 90703, United States -
George Ottoson - State Farm Insurance Agent
● ClosedGeorge Ottoson - State Farm Insurance Agent is an insurance agency located at 140 North Walnut Avenue in San Dimas, California. The agency is easily accessible from the 57 Freeway, just take the Arrow exit and head straight onto Bonita, passing Old Town. The agency, run by George Ottoson, has been serving the community since 2011 and offers a range of insurance services including auto, home, health, and life insurance. George Ottoson is a seasoned insurance professional with 32 years of experience in the industry. He is a graduate of Cal State Fullerton and The Wharton School Business Retirement Planning/Lump Sum Distribution. In addition to being a State Farm agent, George is a husband, father, and Gulf War Veteran. He is actively involved in the community and serves as the Vice President of the Board for the Azusa Police Foundation.
140 N Walnut Ave, San Dimas, CA 91773, United States -
Steve Smith - State Farm Insurance Agent
● ClosedSteve 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.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States -
Joe Montague Agency
● ClosedThe Joe Montague Agency is an insurance agency located at 6670 Glade Avenue, Suite 124, Woodland Hills, CA 91303 in Los Angeles, California. Our focus is on empowering clients with education and knowledge about their health insurance benefits. Whether it's assistance with applications or claims processing, we provide support to both individual clients and groups. At Joe Montague Agency, we prioritize our clients' interests, needs, and budget, ensuring they understand how their insurance works. We work closely with payroll and HR departments to streamline administration and provide direct assistance to employees, acting as an extension of the HR department.
6670 Glade Ave UNIT 124, Woodland Hills, CA 91303, United States -
World Insurance Network
● ClosedWorld Insurance Network is a leading finance, health, and insurance agency located in Los Angeles, California. Our dedicated team of professionals is committed to providing our clients with the best insurance solutions to meet their individual needs. With a focus on customer service and personalized care, we strive to ensure that our clients are protected and have peace of mind. Visit us at 21900 Burbank Boulevard to learn more about our services and how we can help you secure your financial future.
21900 Burbank Blvd, Woodland Hills, CA 91367, United States -
Shannon Purmalis - State Farm Insurance Agent
● ClosedShannon Purmalis - State Farm Insurance Agent is a trusted insurance agency located at 891 Baker Street in Costa Mesa, California. Shannon, a licensed State Farm agent, is dedicated to helping you with your insurance needs in California. Whether you are looking for car insurance to protect you on the road or life insurance to provide financial security for your loved ones, Shannon can assist you in finding the right coverage. The office is conveniently located just south of the 73 Freeway, at the corner of Baker and Bear. Shannon is a proud wife, mother, and grandmother who enjoys staying active with activities like pickleball, paddle-boarding, and snow skiing. She is also actively involved in supporting young women through the South Coast Chapter of the National Charity League.
891 Baker St A8, Costa Mesa, CA 92626, United States -
Nancy Shotts - State Farm Insurance Agent
● ClosedNancy Shotts - State Farm Insurance Agent is a reputable insurance agency located at 1318 Redwood Way, Petaluma, California. With over 30 years of experience in the industry, Nancy Shotts is the most experienced State Farm Agent in the local community. The agency offers personalized price plans for auto insurance, motorcycle insurance, home insurance, renters insurance, condo insurance, pet insurance, life insurance, farm ranch insurance, and business insurance. Nancy and her team are dedicated to providing excellent customer service and maximizing available discounts for their clients. Nancy Shotts is actively involved in the Petaluma community, having served as the past President of the Petaluma Chamber of Commerce and Rotary Club of Petaluma. She has also been on the Board of Directors for various local organizations, demonstrating her commitment to giving back to the community. The agency is equipped to assist clients in California and Oregon, offering a range of insurance products to meet their needs.
1318 Redwood Way Suite 100, Petaluma, CA 94954, United States -
Katie Chase - State Farm Insurance Agent
● ClosedKatie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
772 W Napa St, Sonoma, CA 95476, United States -
American Brokerage Network
● ClosedAmerican Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
347 Gellert Blvd M, Daly City, CA 94015, United States -
Jake Bursalyan - State Farm Insurance Agent
● ClosedJake Bursalyan - State Farm Insurance Agent is located at 1710 South Amphlett Boulevard in San Mateo, California. Our office is part of a professional campus with 7 buildings, and we welcome you to schedule a visit to learn more about our insurance services. At our institution, we provide valuable information on how to stay safe while riding a jet ski for the first time, as well as tips on DIY auto maintenance to save on repair costs. We also offer advice on pet preparedness during thunderstorms and ways to calm your furry friends during stressful weather events.
1710 S Amphlett Blvd Ste 310, San Mateo, CA 94402, United States -
Toan Tieu - State Farm Insurance Agent
● ClosedToan Tieu - State Farm Insurance Agent is an insurance agency located at 1832 Buchanan Street, San Francisco, California, United States. The agency offers quick quotes on car, motorcycle, and RV insurance, as well as information on Professional Liability and Retirement Plans. As a local insurance resource, they are dedicated to meeting the insurance and financial needs of small business owners in San Francisco. The agency can assist with reviewing current coverage and providing guidance on emergency preparedness, annuities, and rural road driving safety. For security reasons, sensitive personal information should not be shared. Customers with accessibility needs can call (415) 610-8000 for assistance. State Farm VP Management Corp. distributes securities, and State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third-party content. Rocket Mortgage, LLC offers mortgage services. State Farm VP Management Corp. is a separate entity from State Farm banking and insurance entities. Investment involves risk, and tax or legal advice should be sought from a professional advisor.
1832 Buchanan St Ste 204, San Francisco, CA 94115, United States -
Shelley Shukla - State Farm Insurance Agent
● ClosedShelley Shukla - State Farm Insurance Agent is a trusted insurance agency located at 1052 East El Camino Real in Sunnyvale, California. As Spring approaches and more people hit the road for breaks and vacations, it's essential to ensure you have the right Auto Insurance coverage. Our team is dedicated to making insurance easy and enjoyable for our customers, answering all your questions and providing personalized insurance plans for your family. We also offer emergency preparedness tips, advice for driving on rural roads, and information on annuities and life insurance to help you create a financial roadmap that meets your needs. Our office is committed to making a difference in the community and helping individuals protect themselves from the unexpected with State Farm's financial stability.
1052 E El Camino Real, Sunnyvale, CA 94087, United States -
Jeff Sinfuego - State Farm Insurance Agent
● ClosedJeff Sinfuego - State Farm Insurance Agent is a reputable insurance agency located at 25175 Santa Clara Street in Hayward, California. Conveniently situated in Gateway Plaza next to Lucky's Supermarket, our team is dedicated to meeting all your financial and insurance needs. With over 10 years of experience as a State Farm agent, Jeff Sinfuego and his team offer personalized service and free insurance reviews in English, Spanish, Tagalog, and Chinese Mandarin. Whether you're in need of auto insurance, life insurance, or financial planning, our knowledgeable staff is here to assist you. We believe in the power of face-to-face interactions, but also offer virtual meetings for your convenience. Our office is easily accessible off of the 880/92 freeway with ample parking.
25175 Santa Clara St a, Hayward, CA 94544, United States -
Aleene "Ace" Althouse - State Farm Insurance Agent
● ClosedAleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
1215 Mission St, Santa Cruz, CA 95060, United States -
Lisa Truesdell - State Farm Insurance Agent
● ClosedLisa Truesdell - State Farm Insurance Agent is a trusted insurance agency located at 5444 Clayton Road in Concord, California. Situated between Washington Blvd and Duncan Dr, this agency offers a range of insurance products and services to meet your needs. Whether you are looking for auto, home, life, or pet insurance, Lisa Truesdell and her team are here to help. Driving on rural roads may seem peaceful, but it's important to be aware of the risks associated with sharing the road with farm vehicles. Lisa Truesdell - State Farm Insurance Agent provides valuable tips to help you stay safe while driving in the countryside.
5444 Clayton Rd STE A, Concord, CA 94521, United States -
Jim Fiorentino - State Farm Insurance Agent
● ClosedJim Fiorentino - State Farm Insurance Agent is an insurance agency located at 4606 Meridian Avenue in San Jose, California. Situated in Lunardi's shopping center on the corner of Branham and Meridian, we are dedicated to helping our clients understand the importance of being properly insured, especially during Distracted Driving Awareness Month. Whether you are buying a new car or creating a special needs financial plan, we are here to guide you through the process. We offer insights on auto maintenance that can be done at home to save you money on repair costs.
4606 Meridian Ave Ste 209, San Jose, CA 95124, United States -
Steven Sanchez - State Farm Insurance Agent
● ClosedSteven Sanchez - State Farm Insurance Agent is an insurance agency located at 2602 Old First Street, Livermore, California, United States. With over 12 years of experience in the Financial Service Industry, Steven Sanchez specializes in legacy planning, risk management, and retirement income. He has gained the trust and respect of hundreds of customers by helping them meet their financial needs. Steven is dedicated to assisting customers with in-depth knowledge in Insurance & Financial Service products, getting to know them on a personal level. The agency offers services such as prepping your bike for winter motorcycle storage, navigating tax deductions, and DIY auto maintenance to combat rising repair costs. For the protection of customers, sensitive personal information should not be shared on the website.
2602 Old First St, Livermore, CA 94550, United States -
Keith Hall - State Farm Insurance Agent
● ClosedKeith Hall - State Farm Insurance Agent is a trusted insurance agency located at 4355 Technology Drive in Livermore, California. Our dedicated team members are committed to providing personalized insurance options for every individual who walks through our doors. Whether you are in need of Life or Health insurance, we will thoroughly discuss all aspects of your plan with you to ensure you leave our office feeling truly heard and understood. Conveniently located near 580 and First St, directly behind the Lowes/Safeway shopping center, we offer in-person, video, phone, or text consultations to meet your needs. At Keith Hall Insurance Agency, we offer a full array of insurance and financial services products to suit your needs. Our team, including Mary Gehrke and Ana Guerrero, are knowledgeable, caring, and well-trained to assist you with all your insurance needs. Mary has been with the agency since it opened in 1996 and is a respected member of the Tracy community. Ana Guerrero, a recent addition to our team, is a graduate of Livermore High School, Los Positas College, and CSU East Bay, with a major in Marketing.
4355 Technology Dr STE J, Livermore, CA 94551, United States -
Steven Gonsalves - State Farm Insurance Agent
● OpenSteven Gonsalves - State Farm Insurance Agent is located at 1910 Olympic Boulevard in Walnut Creek, California. As an insurance agency, we specialize in providing our customers with the right auto insurance coverage, especially during the busy month of March when many people are on the road for spring break. Our team is dedicated to making the insurance process easy and stress-free by answering all your questions and addressing your concerns. When it comes to financial professionals, it's important to look for certain traits, and we are here to help guide you in finding the right advisor. We also offer tips for safe driving on rural roads, where farm vehicles and other risks may be present.
1910 Olympic Blvd Ste 280, Walnut Creek, CA 94596, United States
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