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TOP 30 Financial life planning in Santa Clara, CA
38 results found
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John Hancock Life Insurance Co
John 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.
NRI Life Insurance
NRI 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.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 550 South Winchester Boulevard in San Jose, California. With a long-standing history of providing reliable and customizable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Their team of experienced agents offers a wide range of insurance products, including life, health, and retirement plans, tailored to meet the unique needs of each customer. Whether you are looking for coverage for yourself, your family, or your business, New York Life Insurance is dedicated to providing top-notch service and peace of mind.
Heckman Financial & Insurance Services Inc-HFIS
Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
Debra Trujillo: Primerica - Financial Services
Debra Trujillo: Primerica - Financial Services is a reputable finance and insurance agency located at 701 East Santa Clara Street in Ventura, California. With a focus on providing quality financial services to individuals and families, Debra Trujillo and her team are dedicated to helping clients achieve their financial goals. Whether it's planning for retirement, investing for the future, or obtaining insurance coverage, they offer personalized solutions tailored to each client's unique needs. Trust Debra Trujillo: Primerica - Financial Services to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Ted Moorhead
Merrill Lynch Financial Advisor Ted Moorhead, located at 560 South Winchester Boulevard, San Jose, California, United States, is a trusted institution with 27 years of experience in finance. Ted specializes in working with both working and retired business professionals, as well as parents who never retire, to help plan for their future. His focus is on helping clients meet their short and long-term goals through thoughtful planning and wealth management strategies. Ted is a dedicated member of the community, serving on the boards of organizations such as the Morgan Autism Center and Bay Area Housing Corporation. He is also a member of the Santa Clara Rotary Club, Sierra Club, and San Jose Bicycle Club. Ted believes in the importance of building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. He offers personalized financial plans tailored to each client's goals and priorities, helping them navigate life's changes and achieve financial success. Ted invites individuals seeking a goals-based approach to financial planning to connect with him to address their needs and achieve their financial goals.
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
World Financial Group Inc
World Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.
Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC
Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.
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.
Julie La - State Farm Insurance Agent
Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.
Paul Nelson Insurance Services
Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.
Farmers Insurance - Dan Lam
Farmers Insurance - Dan Lam is an insurance agency located at 2445 Augustine Drive in Santa Clara, California. As a local Farmers® agent, Dan Lam helps customers identify the insurance coverage that best fits their needs. With expertise in auto, home, renters, business insurance, and more, Dan is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Dan can help you navigate the process of selecting the right insurance coverage for your needs and budget. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your home in the event of a disaster.
Holly LaBarber - State Farm Insurance Agent
Located at 1262 East Hamilton Avenue in Campbell, California, Holly LaBarber - State Farm Insurance Agent is your go-to local insurance resource. As a small business owner in the Bay Area/Santa Clara County, we prioritize taking care of your insurance and financial needs. With over 50 years of combined industry experience, our dedicated team of professionals is committed to properly insuring what matters most to you. We offer a wide range of insurance products including auto, business specialty products, life and health insurance, and more. Our goal is to provide personalized service and ensure that you feel confident in your coverage. Whether you're a long-time resident or new to the area, we are here to help you with all your insurance needs. Our team includes experienced professionals like Laila, our exceptional Office Manager, and Claudia, our newest addition with expertise in life, auto, and health insurance. Together, we work hard to ensure that you receive top-notch administrative support and personalized service. We understand that insurance is not a one-size-fits-all plan, which is why we take the time to analyze your needs and goals in order to tailor the right coverage for you.
Farmers Insurance Group of Co
Farmers Insurance Group of Co is an insurance agency located at 432 East Santa Clara Street, San Jose, California, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others, to provide a variety of insurance products including home, auto, and life insurance. Their home office is in Los Angeles, CA, and they offer securities through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products, and not all products and discounts may be available in every state. Contact an agent for more information on the insurance options available through Farmers Insurance Group of Co.
Farmers Insurance - Johnny Eugenio
Farmers Insurance - Johnny Eugenio is an insurance agency located at 344 Reservation Road in Marina, California, United States. Johnny Eugenio has been a Farmers Agent since 1987 and has received numerous accolades for his exceptional sales, service, and character. He has been recognized as Agent of the Year for nine consecutive years in Monterey County and has also served as a Farmers District Manager in Santa Clara County. Johnny is dedicated to providing comprehensive coverage for auto, home, life, renters, and business insurance. He is committed to helping clients protect their assets and plan for a secure financial future. Contact Johnny Eugenio for personalized insurance solutions tailored to your needs and budget.
Farmers Insurance - Alina Voronenko
Farmers Insurance - Alina Voronenko is an insurance agency located at 1624 Santa Clara Drive, Roseville, California, United States. As your local Farmers® agent in Roseville, CA, Alina Voronenko helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business insurance, and more. Alina can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Alina can guide you through the process and help you save money with insurance discounts. Protect your most valuable possessions with Farmers® insurance products, including home insurance, renters insurance, life insurance, and condo insurance. Alina can help you create a financial plan to provide support for your loved ones in case of unexpected events. Additionally, Farmers® offers business insurance for small businesses to reduce risk and protect investments.
Ana Orozco - State Farm Insurance Agent
Ana Orozco - State Farm Insurance Agent is a trusted insurance agency located at 2066 Clarmar Way in San Jose, California. Serving the greater Bay Area, including Santa Clara, Los Gatos, Morgan Hill, and Gilroy, Ana Orozco has been a part of the State Farm family since 2013 and opened her own agency in 2018. With a focus on building relationships with customers, Ana and her team take the time to understand each individual's needs and find the right coverage options that fit their lives. Fluent in Spanish, the agency is dedicated to providing support and assistance to a diverse range of clients. In addition to offering auto, home, property, business, life, and health insurance, Ana Orozco - State Farm Insurance Agent also provides financial services to help clients plan for the future. Committed to giving back to the community, Ana supports various local organizations and is actively involved in volunteering. Whether you need assistance with insurance coverage or financial planning, Ana Orozco and her team are here to help. Contact them today for a free quote or to schedule an appointment, either in person or virtually.
Farmers Insurance - Richard So
Farmers Insurance - Richard So is an insurance agency located at 1572 Los Padres Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Richard So helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. Richard So can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Richard So is here to help. Contact Richard So today for a personalized insurance quote and learn about available discounts to help you save money. Protect your valuable possessions with Farmers Insurance and Financial Services, and create a solid financial plan for a secure future. Get in touch with Richard So to discuss your insurance needs and start building a customized insurance package to protect your assets and investments. Trust Farmers Insurance - Richard So for reliable insurance coverage tailored to your unique needs.
Farmers Insurance - Ling Shan
Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.
Farmers Insurance - Tive Sodje
Farmers Insurance - Tive Sodje is an insurance agency located at 1212 El Camino Real, Santa Clara, California, United States. As your local Farmers® agent, Tive Sodje is dedicated to listening to your insurance problems and questions, providing personalized solutions to help you find the best insurance coverage that fits your needs. Whether you are looking for auto, home, renters, business, or umbrella coverage, Tive Sodje is here to help you navigate the complexities of insurance and make the process straightforward. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts to help you save money. Protect your most valuable possessions with insurance products from Farmers Insurance. Contact Tive Sodje today to discuss your insurance needs and create a solid financial plan for a secure future.
Be Well Insurance Solutions
Be Well Insurance Solutions is a leading finance, health, and insurance agency located at 1092 Scott Boulevard in Santa Clara, California. Our institution is dedicated to helping individuals and families find the best insurance solutions to protect their health and financial well-being. With a team of experienced professionals, we provide personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for health, life, or disability insurance, Be Well Insurance Solutions is here to help you secure your future and peace of mind.
Epi-Digm Insurance Agency
Epi-Digm Insurance Agency is a leading health insurance agency located at 3600 Benton Street in Santa Clara, California. We specialize in providing comprehensive health insurance solutions to individuals and families, ensuring they have access to quality healthcare when they need it most. Our experienced team of insurance professionals is dedicated to helping clients find the right coverage that meets their unique needs and budget. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, Epi-Digm Insurance Agency is here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you secure your health and financial well-being.
Paul Middleton - State Farm Insurance Agent
Paul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.
Jeff Sinfuego - State Farm Insurance Agent
Jeff 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.
Alexandra Anderson - State Farm Insurance Agent
Alexandra Anderson - State Farm Insurance Agent is an insurance agency located at 980 El Camino Real in Santa Clara, California. Situated at the corner of El Camino Real & Lafayette, across from Jack-n-the-Box, on the 3rd floor. March is the perfect time to review your auto insurance coverage, especially with spring break approaching. Our dedicated team is committed to helping customers build a more promising future by providing the necessary tools and resources for financial security. We offer a range of insurance services including life, health, and income replacement insurance, with a focus on explaining the benefits of each plan. By bundling your auto, home, condo, or renters insurance with State Farm, you can start saving today. Serving Santa Clara County since 2004, we are a Good Neighbor Agency catering to Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, and more. Our professional and licensed staff offers personalized insurance quotes and small business protection. Alexandra's agency has received numerous awards over the years for outstanding service. Our team is genuine, hardworking, and personable, dedicated to providing exceptional service to our customers. Whether you need car insurance, home insurance, life insurance, or more, our bilingual team is here to assist you. Contact us today for a one-of-a-kind insurance experience.
Alexandra Anderson - State Farm Insurance Agent
Alexandra Anderson - State Farm Insurance Agent is a trusted insurance agency located at 1865 Winchester Boulevard, Campbell, California. With over 20 years of experience, we specialize in providing a wide range of insurance services including life insurance, health insurance, and income replacement insurance. Our dedicated team of professionals is committed to helping our customers secure a prosperous future by offering personalized insurance quotes for auto, home, renters, and condo insurance. We are proud to serve the communities of Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, Mountain View, Morgan Hill, Gilroy, and more. Our agency has received numerous awards for our outstanding customer service and commitment to excellence. Whether you are looking to bundle your insurance policies or need assistance with financial planning, we are here to help.
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