Financial life planning in Oakland, California

The Merrill Investment & Retirement Financial Center is located at 388 9th Street in Oakland, California. As a finance institution, we have a team of dedicated Merrill Financial Solutions Advisors who can help you turn your ambitions into action. Whether you are planning for retirement, investing in securities, or seeking personalized advice, our advisors are here to assist you in achieving your financial goals. At Merrill, we offer a wide range of services, including investment advisory, financial planning, and banking products provided by Bank of America, N.A. and affiliated banks. Our advisors can meet with you in a way that works best for you, whether in person or virtually.

Merrill Lynch Financial Advisor Percy D. McGee, Jr. is a finance institution located at 1111 Broadway, Oakland, California, United States. At McGee, Hudson & Associates, they provide precise, prudent, personalized wealth management guidance and high-caliber client service. The team is committed to helping clients think strategically about wealth and achieve their financial goals. They offer financial education, encouragement, and tailored advice for every stage of life, building long-term client relationships. The institution believes in collaborative client relationships, where they work side-by-side with clients to develop personalized pathways to pursue wealth management objectives. They also offer financial wellness programs for businesses and organizations, tailored to the needs of employees at different life stages. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized investment approaches to address clients' needs and goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors work with clients to create financial approaches that reflect their unique needs, priorities, and financial situations. They offer personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help clients live their best financial lives.

Alex Anneker - State Farm Insurance Agent is a trusted insurance agency located at 5301 Claremont Avenue in Oakland, California. Positioned conveniently at the corner of Vicente Way and Claremont Ave, across from the California DMV office, we are committed to helping you protect what matters most in your life. With over 18 years of experience in the financial services field, we specialize in providing comprehensive insurance coverage to safeguard your assets and help you achieve your goals. From flood insurance to home, auto, life, and disability coverage, we offer a range of options to suit your 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.

Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.

Wynn Insurance Agency is a reputable health insurance agency located at 1590 Oakland Road in San Jose, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the specific needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best plan for you. Contact us today to learn more about our services and how we can help protect your health and financial well-being.

Farmers Insurance - Anthony Sue is an established insurance agency located at 3333 Grand Avenue, Oakland, California. With 20 years of experience in the industry, Anthony Sue is dedicated to providing personalized service to his customers. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Anthony Sue can help you find the right coverage to suit your needs and budget. Additionally, he offers financial services to help you plan for a secure future. Contact Farmers Insurance - Anthony Sue today for a quote and to discuss your insurance needs.

Jessica Hebert - State Farm Insurance Agent is a local insurance agency located at 490 Grand Avenue in Oakland, California. Situated across from Lake Merritt, our office serves the diverse communities of Oakland and the greater Bay Area. Led by Jessica Hebert, our team is dedicated to providing personalized service and support to all our customers. We offer a wide range of insurance options, including auto, fire, life, health, and commercial insurance. In addition, we provide financial services such as pension maximization and savings accounts. Our goal is to be a reliable local resource for all your insurance needs. Contact us today to review your current coverage and let us help you protect what matters most.

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.

Larry Sneed - State Farm Insurance Agent is an insurance agency located at 11881 Skyline Boulevard in Oakland, California. As an Oakland native and former Board Member of the Oakland Private Industry Council and Oakland Youth Chorus, Larry Sneed brings a wealth of experience to his clients. With a B.A. from Cal State University Hayward, Larry and his team provide free auto quotes by phone, email, and online, as well as life insurance to support family expenses after death. They serve Oakland, Berkeley, San Leandro, and the entire Bay Area. At Larry Sneed State Farm, the team is dedicated to helping clients manage risks, recover from the unexpected, and achieve their dreams. They offer various insurance and financial services, including auto, life, health, retirement, and savings goals. Whether you need assistance with income tax preparation, rural road driving safety tips, or Halloween vandalism prevention, Larry Sneed and his team are here to help.

Kristen Law - State Farm Insurance Agent is an insurance agency located at 3940 High Street in Oakland, California, United States. Kristen Law, originally from the Midwest, has been working as an Agent for State Farm since 1989. In addition to her insurance business, she has a passion for teaching English and Citizenship preparation to new immigrants and refugees. Kristen and her husband have expanded their family through fostering teenagers from overseas, along with their two rescue dogs. Kristen values helping customers on a daily basis and strives to always prioritize their interests. She offers free notary services as an added value for customers and non-customers alike. The team at Kristen Law - State Farm Insurance Agent is dedicated to serving the financial and insurance needs of their clients, providing recommendations and exceptional service. Tanya Morris is an experienced insurance professional on the team, committed to customer care and continuous learning. The institution also offers information on various insurance policies, investment options, and pet insurance products. Kristen Law - State Farm Insurance Agent aims to provide exceptional service to help customers make informed decisions about their insurance program.

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.

Upscale Tax Professionals is a premier accounting, finance, health, and insurance agency located at 248 3rd Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, or healthcare options, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and secure their future. Visit us today to experience the upscale difference in financial services.

Farmers Insurance - Sirak Tegbaru is an insurance agency located at 10810 San Pablo Avenue, El Cerrito, California, United States. During the COVID-19 pandemic, they are committed to providing safety and support to their clients in El Cerrito, Albany, Berkeley, Richmond, Oakland, and the surrounding East Bay Area. With eight years of experience, they offer a range of insurance services including auto, homeowners, small business, commercial, workers compensation, renters, life insurance, and financial services. As a proud member of the Farmers Topper Club, they aim to help clients customize insurance policies to fit their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, their team is dedicated to providing the assistance and results you expect. Contact them for a personalized insurance quote and learn about available discounts to help you save money. From protecting your home to securing your financial future, Farmers Insurance - Sirak Tegbaru is here to help you navigate the world of insurance with confidence.

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Jack London Mail is a reputable financial institution located in the heart of Oakland, California. Situated at 248 3rd Street, this institution offers a wide range of financial services to meet the needs of individuals and businesses alike. With a team of experienced professionals, Jack London Mail is dedicated to providing top-notch financial solutions and exceptional customer service. Whether you are looking to open a new account, apply for a loan, or seek investment advice, Jack London Mail is committed to helping you achieve your financial goals. Visit us today to experience the difference that our personalized approach to finance can make in your life.

Farmers Insurance - Mike Clauson is an insurance agency located at 859 Clay Street in Oakland, California. Specializing in Homeowners Insurance, Business Insurance, General Liability Insurance, Workers Comp Insurance, and Commercial Auto Insurance, this agency has been serving clients for over 12 years. Mike Clauson and his team are dedicated to providing comprehensive coverage and advocating for their clients. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Condo insurance, or Business insurance, Farmers Insurance has you covered. With competitive rates and multi-line insurance discounts, they can help you protect your assets and plan for a secure financial future. For personalized service and expert advice, contact Farmers Insurance - Mike Clauson today.

Ernie Lopez - State Farm Insurance Agent is a reputable insurance agency located at 15200 Hesperian Boulevard in San Leandro, California. Established in 1984, Ernie Lopez has been serving the greater Bay Area and all of California with quality insurance products such as auto, fire, and life insurance. With a team of experienced professionals, including Ernie himself, the agency offers exceptional service and responsible coverage to its clients. Ernie Lopez, a long-time resident of San Leandro, has dedicated his career to serving the community through various volunteer efforts, including supporting organizations like Dig Deep Farms Food Hub and Oakland Ceasefire. His commitment to giving back extends to his role as a State Farm Agent, where he strives to make a positive impact on the lives of others.

Welcome to Mount Hermon Ponderosa Lodge, the ultimate destination for unforgettable Summer Youth Camps nestled in the serene landscapes of Mount Hermon, California. Located at 4600 Graham Hill Road, our lodge provides an enriching environment where campers can create lifelong memories, discover their faith, and form lasting friendships. At Ponderosa Lodge, we offer a dynamic mix of quality teaching, spiritual growth, and plenty of fun. Our camps are designed to inspire and equip young people, guided by a passionate team of leaders, including experienced pastors like Noah, Josh, Sheri, and Dr. Duffy Robbins. Each brings a unique perspective and dedication to nurturing the faith and understanding of every camper.

Laney College is a renowned university located at 900 Fallon Street in Oakland, California, United States. As a leading institution of higher education, Laney College offers a wide range of academic programs and resources to help students achieve their academic and career goals. With a commitment to excellence in education and a diverse and inclusive campus community, Laney College is dedicated to providing students with the knowledge and skills they need to succeed in today's competitive job market. Whether you are pursuing a degree, certificate, or simply looking to expand your knowledge, Laney College is the perfect place to start your academic journey.

Maria Wong - State Farm Insurance Agent is an insurance agency located at 1000 Broadway, Oakland, California, United States. Our experienced agent, Maria Wong, is dedicated to providing exceptional services to our customers. With a bachelor's degree in communications from Hong Kong Baptist University, Maria has a strong background in effective communication and understanding customers' needs. She is also a Chartered Life Underwriter (CLU) and has been awarded the Legion of Honor for her outstanding contributions in the industry. Maria is also a Chartered Financial Consultant (ChFC), emphasizing her proficiency in comprehensive financial services. Outside of her professional achievements, Maria is an active member of the community, volunteering at Friends of Children of Special Needs. We are here to help you navigate the changes happening in the California insurance market and ensure you have the right coverage. Insure your love and protect your future with us. Contact us for a coverage review today. Remember to not include sensitive personal information when contacting us. If you have difficulty using our website, please call (510) 834-3634. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.

Stephanie Canessa - State Farm Insurance Agent is a trusted insurance agency located at 6228 Merced Avenue in Oakland, California. The agency has a strong focus on serving the community and providing personalized insurance plans to help individuals protect what matters most. Stephanie Canessa, a second-generation State Farm agent, believes in practicing insurance with integrity and empathy, ensuring that each customer's needs are understood and met. The agency offers a range of insurance services, including auto, health, and life insurance, with a dedicated team available to answer questions and provide support. Stephanie and her team are deeply committed to building relationships with their customers and supporting them through all stages of life. They have been recognized by State Farm for their exceptional service and performance over the years. Julie, an experienced insurance professional, brings a wealth of knowledge to the team and is dedicated to providing top-notch service to customers.

Farmers Insurance - Scott Halbrook is an insurance agency located at 1433 Leimert Boulevard in Oakland, California. As a local Farmers® agent, Scott Halbrook helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Scott has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect homes and possessions in the event of disasters like fires. Competitive rates and multi-line insurance discounts are available for customers. Scott also offers life insurance policies to provide financial support for loved ones in case of unexpected events.

Farmers Insurance - Thy Le is an insurance agency located at 745 East 12th Street in Oakland, California, United States. As a local Farmers® agent in Oakland, CA, Thy Le helps customers identify the insurance coverage that best fits their needs. Thy Le has the knowledge and experience to help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Thy Le with any questions they might have. Farmers Insurance offers comprehensive coverage options for auto insurance, home insurance, renters insurance, business insurance, life insurance, and more. They provide competitive rates and discounts to help customers save money on their insurance policies. Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there in the event of a disaster.

LRC Insurance Services is a leading insurance agency located in Oakland, California. Our experienced team specializes in providing a wide range of insurance services including health, finance, and more. We are dedicated to helping our clients protect their assets and secure their future. Visit us at 888 98th Avenue to learn more about how we can assist you with your insurance needs.

Keenan & Associates is a reputable insurance agency located at 1111 Broadway in Oakland, California, United States. With years of experience in the industry, they provide a wide range of insurance services to their clients. From personal insurance to commercial insurance, Keenan & Associates offers tailored solutions to meet the unique needs of each individual or business. Their team of knowledgeable professionals is dedicated to providing excellent customer service and ensuring that their clients are well-protected. Whether you are looking for auto insurance, home insurance, or business insurance, Keenan & Associates is the trusted choice for all your insurance needs.

Farmers Insurance - Sharon Li is a local insurance agency located at 320 13th Street, Oakland, California. As a Bay Area native, Sharon Li takes pride in helping customers identify the insurance coverage that best suits their needs. With years of experience as a second-generation Farmers agent, she is knowledgeable in various types of insurance including auto, home, renters, and business insurance. The agency is conveniently situated in Downtown Oakland and welcomes clients to schedule an appointment to meet the team. Whether you are in need of comprehensive coverage, collision coverage, deductibles, or medical payments, Sharon Li is here to guide you through the process and make you more informed about insurance. Additionally, Farmers Insurance offers competitive rates and discounts to help you save money on your policies. From protecting your home to providing financial support for your loved ones through life insurance, Farmers Insurance - Sharon Li has you covered. Contact Sharon Li today to discuss your insurance needs and create a plan for a secure future.

Farmers Insurance - Sam Cheng is an insurance agency located at 388 9th Street in Oakland, California. As a local Farmers agent, Sam Cheng helps customers find the insurance coverage that best suits their needs. Whether you need auto, home, renters, business insurance, or more, Sam is there to guide you through the process and make sure you understand your options. Located in the heart of Oakland Chinatown, Sam is available to answer any questions you may have. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, business, and more. Sam can help you navigate the complexities of insurance policies and find the right coverage for your budget. Whether you're a homeowner, renter, small business owner, or condo owner, Sam can help protect your assets and provide financial support for your loved ones.

Farmers Insurance - Deborah Huber is an insurance agency located at 333 Hegenberger Road in Oakland, California. As a local Farmers® agent, Deborah Huber helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Deborah has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Deborah aims to make her customers smarter about insurance. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable insurance products. Whether you need coverage for your home, car, rental property, business, or life, Deborah Huber can help you create a customized insurance plan that suits your budget and requirements. By offering competitive rates and multi-line insurance discounts, Farmers Insurance aims to help clients protect their assets and financial 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.