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TOP 30 Financial life planning in Salinas, CA
29 results found
A convenient service for searching for businesses, places and services
New York Life
New York Life, located at 1172 South Main Street in Salinas, 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 coverage for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They offer a variety of solutions for different phases of life, including education expenses, income protection, and estate planning. As the largest mutual insurer in the U.S., New York Life has a long history of keeping promises to policy owners and upholding values of diversity, responsibility, and service.
Praetorian Financial and Insurance Services Inc.
Praetorian Financial and Insurance Services Inc. is an insurance agency located at 369 Main Street in Salinas, California. They offer customized insurance plans to meet both personal and business needs. Specializing in life insurance, they provide solutions to protect families, assets, and estates, with optional riders available for accelerated death benefits in case of illness, injury, or disability. For business owners and self-employed individuals, Praetorian Financial and Insurance Services Inc. offers strategies to reduce taxes and create employee benefit packages. They also provide Long Term Care options to cover the costs of nursing facilities or in-home care, easing the burden on loved ones.
John Salinas: Primerica - Financial Services
John Salinas: Primerica - Financial Services is an insurance agency located at 3401W West 5th Street in Oxnard, California. As a part of the Primerica network, this institution offers a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for insurance products, investment opportunities, or retirement planning, John Salinas and his team are dedicated to providing personalized solutions to meet your needs. With a focus on financial education and empowerment, Primerica helps clients make informed decisions to achieve their financial goals. Visit John Salinas: Primerica - Financial Services today to start planning for a more secure tomorrow.
Principal Financial Group
Principal Financial Group is a finance institution located at 20 East San Joaquin Street, Salinas, California, United States. At Principal Financial Group, we believe in helping you protect what matters most. From insurance to retirement planning, we offer a range of services to ensure your financial well-being. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. With accounts tailored for the long term, you can dedicate part of each paycheck towards big goals like retirement or education. Feel confident about investing with our guidance and support.
Prudential | Larry Walker | Life Insurance & Financial Services
Prudential | Larry Walker | Life Insurance & Financial Services is a trusted finance and insurance agency located at 19 Quail Run Circle in Salinas, California, United States. Specializing in life insurance and a wide range of financial services, our experienced team is dedicated to helping individuals and families secure their financial future. Whether you are looking for comprehensive life insurance coverage or expert financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Prudential | Larry Walker | Life Insurance & Financial Services to protect and grow your assets for a more secure tomorrow.
Prudential | Frank Emerson | Life Insurance & Financial Services
Prudential | Frank Emerson | Life Insurance & Financial Services is a reputable finance and insurance agency located at 532 Pajaro Street in Salinas, California, United States. With a focus on providing top-quality life insurance and financial services, our experienced team is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or seeking guidance on financial planning, our knowledgeable professionals are here to assist you every step of the way. Trust Prudential | Frank Emerson for all your insurance and financial needs.
Doug Gutshall: Primerica - Financial Services
Doug Gutshall: Primerica - Financial Services is a reputable finance and insurance agency located at 1582 Moffett Street in Salinas, California, United States. With a focus on providing clients with comprehensive financial solutions, Doug Gutshall and his team at Primerica strive to help individuals and families achieve their financial goals and secure their future. By offering a wide range of financial products and services, including insurance, investments, and retirement planning, they are dedicated to helping clients make informed decisions and build a strong financial foundation. Trusted by the community for their expertise and commitment to excellence, Doug Gutshall: Primerica - Financial Services is the go-to institution for all your financial needs.
Frank Emerson - Prudential Financial
Frank Emerson - Prudential Financial is a reputable finance and insurance agency located at 950 East Blanco Road in Salinas, California, United States. With a strong focus on providing personalized financial solutions and insurance products, the institution is committed to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Frank Emerson - Prudential Financial is dedicated to providing top-notch customer service and expert advice to ensure clients receive the best possible financial and insurance solutions. Whether you are looking for retirement planning, investment advice, or insurance coverage, Frank Emerson - Prudential Financial is the go-to institution for all your financial needs.
Golden Memorial Plan
Golden Memorial Plan is an insurance agency located at 796 Northridge mall in Salinas, California. We specialize in providing comprehensive and affordable insurance plans tailored specifically for memorial services and end-of-life expenses. Our dedicated team of professionals is committed to helping individuals and families plan ahead and ensure financial security during difficult times. With Golden Memorial Plan, you can rest assured that your loved ones will be taken care of in the event of your passing. Contact us today to learn more about our services and how we can assist you in planning for the future.
Compass Tax And Financial Services, Inc
Compass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 2222 East Cliff Drive in Santa Cruz, California. Our dedicated team is committed to serving all your financial and insurance needs, including homeowners insurance, renters insurance, auto insurance, life insurance, business insurance, and more. We also offer financial services, motorcycle insurance, and boat insurance. As a life-long California resident and multi-office State Farm agent, I take pride in helping our customers understand their insurance needs. Our agency is known for its approachable and engaging office culture, where we take the time to relate to our customers one-on-one. Whether you need auto, home, or life insurance, we are here to create a personalized insurance plan that fits your life.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
Primerica
Primerica is a reputable insurance agency located at 1582 Moffett Street in Salinas, California. With a strong presence in the United States, Primerica offers a wide range of insurance products and financial services to meet the needs of individuals and families. Their experienced agents are dedicated to providing personalized solutions and top-notch customer service. Whether you're looking for life insurance, retirement planning, or investment options, Primerica is committed to helping you secure your financial future. Visit their office in Salinas today to learn more about their offerings and how they can assist you in achieving your financial goals.
Enrique Ramirez - State Farm Insurance Agent
Enrique Ramirez - State Farm Insurance Agent is a reputable insurance agency located in Soledad, California, United States. Our office is conveniently situated in the Soledad Mission Shopping Center, above Mechanics Bank, offering ample parking for our customers. We also have a second agency in Salinas, located near Highway 101 in the Westridge Shopping Center. Established in 2002, our legacy agency has been serving customers in Monterey County and beyond for nearly 20 years. Our dedicated team values building long-lasting relationships by understanding each customer's unique needs and providing personalized care with integrity. We are actively involved in supporting the communities we serve, sponsoring youth sports teams and participating in local government.
Jim Rinehart - State Farm Insurance Agent
Jim Rinehart - State Farm Insurance Agent is a reputable insurance agency located at 2511 Garden Road in Monterey, California. Please note that they are currently not insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California. However, they are still available to assist with all your financial and insurance needs, including life insurance. The team at Jim Rinehart - State Farm Insurance Agent is dedicated to serving the Monterey Peninsula and surrounding areas with a wide range of insurance services, from car insurance to financial services. With a focus on resident re-locations, they are committed to providing outstanding service and protecting what's important to their customers.
California's Affordable Health Care Coverage
California's Affordable Health Care Coverage is an insurance agency located at 4 Rossi Circle in Salinas, California, United States. They offer Covered CA Outreach & Enrollment Workshops for individuals or groups, where you can bring proof of income, family information, and proof of lawful presence to qualify for financial assistance. They provide services for health, dental, vision, whole life, IUL, term, legal shield, and ID shield. They offer individual appointments, walk-ins, and phone calls, and you can RSVP for peace of mind by calling their toll-free number. They also offer fast and safe enrollment options through fax, phone, or email. The institution helps individuals apply for Covered California's Application, which can place you in either a medical or subsidized health insurance plan. They also provide information on avoiding penalties for not having a health plan in 2020 and updating your application for any life changes. The institution aims to provide affordable health care coverage to everyone and offers legal and identity theft protection through LegalShield. They encourage individuals to reach out for assistance and refer others in need. Additionally, they host outreach events and workshops to provide further information and assistance.
Mark Dierolf | Insurance & Retirement Services
Mark Dierolf | Insurance & Retirement Services is a trusted insurance agency located at 4 Rossi Circle in Salinas, California. We provide a wide range of insurance services including life insurance, health insurance, and retirement planning. Our team of experienced agents is dedicated to helping our clients protect their assets and secure their financial future. Whether you are looking for personal insurance coverage or planning for retirement, we are here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.
Farmers Insurance - Mars Rocamora
Farmers Insurance - Mars Rocamora is an insurance agency located at 2020 North Main Street in Salinas, California. As a local Farmers® agent, they help customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business, workers comp insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and personalized service to make sure you are well-informed about your insurance choices. They offer competitive rates, multi-line insurance discounts, and a variety of insurance products to protect your assets and provide financial support for your loved ones. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Farmers Insurance - Mars Rocamora can help customize a plan to meet your specific needs. Contact them today for a quote and start building a solid financial plan for a secure future.
Farmers Insurance - Richard Zenk
Farmers Insurance - Richard Zenk is an insurance agency located at 35 East Romie Lane, Salinas, California, United States. As a long-time resident of California, Richard Zenk is proud to serve the Salinas area as a local Farmers® agent. With over 18 years of experience in the insurance industry, he helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Richard strives to make the insurance process straightforward and personalized to help customers make informed decisions. He offers comprehensive coverage options, competitive rates, and multi-line insurance discounts to help clients save money. Richard Zenk also provides life insurance, renters insurance, condo insurance, and personal umbrella insurance policies to protect clients' assets and future earnings. He can help small businesses customize an insurance package to reduce risk and protect investments. Additionally, as a Farmers Insurance and Financial Services agent, Richard has the expertise to help clients build a solid financial plan for a secure future.
KAYROS MULTISERVICES
KAYROS MULTISERVICES is a trusted institution located at 1520 Constitution Boulevard in Salinas, California, United States. We specialize in providing top-notch accounting, finance, and insurance services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management and planning. Whether you need assistance with tax preparation, investment strategies, or insurance coverage, KAYROS MULTISERVICES is here to help you achieve your financial goals. Visit us today and experience the difference our expertise can make in your financial well-being.
Farmers Insurance
Farmers Insurance, located at 1075 South Main Street in Salinas, California, is your local insurance agency serving the community. With over 18 years of experience in the industry, our knowledgeable agents are here to help you understand and choose the best insurance coverage for your needs. Whether you are looking for business, life, auto, home, renters insurance, and more, we have you covered. We offer comprehensive coverage options and can help you navigate through different insurance policies to find the one that fits your budget and requirements. From car insurance to home insurance, we provide competitive rates and multi-line insurance discounts to help you save money.
Indy Mahindru - State Farm Insurance Agent
Indy Mahindru - State Farm Insurance Agent is a reputable insurance agency located at 1780 Fremont Boulevard in Seaside, California, United States. Our dedicated team is ready to assist you with all your financial and insurance needs, including car insurance, homeowners insurance, renter's insurance, life insurance, boat insurance, ATV insurance, motorcycle insurance, and business insurance. We specialize in catering to the insurance needs of parents of school-age children in Pacific Grove, Monterey, and Carmel schools. Our agency is led by Indy Mahindru, who holds a bachelor's degree in business and accounting, as well as a Post Graduate MSc degree in business administration from Brunel University, London, UK. With extensive experience in life insurance and small business insurance, Indy has been serving local communities and helping families protect their income and assets for many years.
Farmers Insurance - Lisa Del Real
Farmers Insurance - Lisa Del Real is an insurance agency located at 1980B North Main Street, Salinas, California, United States. As a local Farmers® agent in Salinas, CA, Lisa Del Real helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Lisa Del Real can help simplify the process and provide personalized assistance. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts for added savings. Protect your most valuable possessions with a Home insurance quote, or ensure financial support for your loved ones with a Life insurance policy. Renters insurance, condo insurance, and umbrella insurance policies are also available to provide additional coverage and protection for your assets. For small business owners, Farmers Insurance offers customizable Business insurance packages to reduce risk and safeguard your investment. Farmers Financial Solutions, LLC, provides securities and financial planning services to help you build a solid financial plan for the future. Contact Lisa Del Real today for a personalized insurance quote and start securing your financial future with Farmers Insurance.
Farmers Insurance - Leonard Lavorato
Farmers Insurance - Leonard Lavorato is a reliable insurance agency located at 424 Salinas Street in Salinas, California, United States. As a local Farmers® agent with over 45 years of experience in the area, Leonard Lavorato offers a personalized approach to insurance services. Whether you need auto, home, life, renters, or business insurance, he is dedicated to providing comprehensive coverage tailored to your specific needs and budget. Leonard values his customers and even provides his personal cell phone number for easy accessibility. From competitive rates on home insurance to customizable business insurance packages, Farmers Insurance - Leonard Lavorato is committed to protecting what matters most to you. Contact him today for a consultation and start building a secure financial plan for your future.
Farmers Insurance - Eric Contreras
Farmers Insurance - Eric Contreras is a local insurance agency located at 111 East Alisal Street in Salinas, California. As a Farmers agent, Eric Contreras helps customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage for your most valuable possessions. From comprehensive coverage to medical payments, Eric Contreras can help you navigate the complexities of insurance to ensure you are adequately protected. Whether you need car insurance, home insurance, renters insurance, or business insurance, Eric Contreras is here to help you create a customized plan that fits your budget and lifestyle. Additionally, Farmers Insurance offers life insurance, condo insurance, and personal umbrella insurance to provide added protection for your assets and future earnings. Contact Eric Contreras today to discuss your insurance needs and build a solid financial plan for a secure future.
Farmers Insurance - Christian Corzo-Alvarez
Farmers Insurance - Christian Corzo-Alvarez is a local insurance agency located at 110 Abbott Street in Salinas, California. With 15 years of residency in Salinas, Christian Corzo-Alvarez is dedicated to educating customers on insurance to find the best coverage that fits their needs. Whether you need auto, home, life, workers comp, commercial insurance, and more, Christian has the knowledge and expertise to help you understand your options. Located across the street from Salinas High School, the process of selecting insurance is made straightforward and personalized to ensure you receive the most comprehensive and cost-effective solution. Get started today by visiting the office or giving Christian a call. With Farmers Insurance, you can protect your assets and secure a stable financial future.
Farmers Insurance - Brenda Horder
Farmers Insurance - Brenda Horder is an insurance agency located at 341 Tres Pinos Road in Hollister, California, United States. As your local Farmers® agent in Hollister, CA., Brenda Horder and her team are dedicated to helping customers identify the insurance coverage that best fits their needs. With over 25 years of experience, they can help you understand your coverage options for home insurance, car insurance, business insurance, and life insurance. The office is conveniently located in the Pinnacle Building, offering personalized service to clients in Hollister, San Juan Bautista, Gilroy, Salinas, and the greater San Benito County. Whether you need comprehensive coverage, renters insurance, condo insurance, or financial planning services, Brenda Horder is there to help you protect what matters most. Contact Brenda Horder at Farmers Insurance for personalized assistance with your insurance needs.
Farmers Insurance - Jorge Edeza
Farmers Insurance - Jorge Edeza is a trusted insurance agency located at 233 Monterey Street, Salinas, California, United States. As your local Farmers® agent, Jorge Edeza helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jorge has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of unexpected events. Additionally, Jorge offers life insurance, renters insurance, condo insurance, and personalized financial planning services to help you secure a stable future. Contact Farmers Insurance - Jorge Edeza today for a personalized insurance quote and start protecting what matters most to you.
Modern Woodmen of America
Modern Woodmen of America, located at 1185 North Main Street in Salinas, California, is a finance and insurance agency that has been serving families and communities since 1883. As a member, you can access a range of high-quality financial products to meet your current and future needs. The institution focuses on building relationships with its members, not just making sales, and offers support for important life goals. Through fraternal programs, members can make a positive impact in their communities. Whether you are a pioneer in your field or a modern woman with energy and drive, Modern Woodmen is here to help you protect your family and plan for the future. With dedicated representatives and a commitment to helping real people like you, Modern Woodmen of America is a trusted partner in financial planning.
- Health insurance companies
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- Tax advisor
- Tax consultant
- Tax preparation services
- Home insurance companies
- financial life planning in Hollister
- financial life planning in Monterey
- financial life planning in Oxnard
- financial life planning in Santa Cruz
- financial life planning in Seaside
- financial life planning in Soledad
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