TOP 30 Financial planning california in National City, California

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Lisa 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.

Jim 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.

Emmanuel Cabuay, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California, United States. Our dedicated agents offer a wide range of insurance options, including products from reputable companies like Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping our clients navigate the complexities of Medicare, offering expert guidance in comparing Medicare Advantage plans to ensure you have the right coverage for your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, our team is here to help you prepare for the future and have important discussions with your loved ones.

Steven 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.

Keith 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.

Steven 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.

Ken Williams - State Farm Insurance Agent is located at 15305 Watsonville Road in Morgan Hill, California. As an insurance agency, we specialize in providing Auto Insurance, Homeowner Insurance, Renters Insurance, and Life Insurance coverage for you and your family. With March being the start of spring break travel, it's the perfect time to ensure you have the right Auto Insurance protection. Our team is dedicated to helping you navigate the complexities of insurance and make the process easy for you. Ken Williams, along with his team, is passionate about helping people protect their financial future. As a State Farm family, they understand the importance of having a solid insurance plan in place. Ken is not only an insurance agent but also a Pastor at UCF- Silicon Valley and a music enthusiast. With a background in music and a love for helping others, Ken brings a unique perspective to the insurance industry.

Janice Sullivan-Harris, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complexities of Medicare, specifically Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B.

Windell Williams, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare, planning for long-term care is essential. Our team is here to help you prepare for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards financial security and peace of mind.

Justin Hambly - State Farm Insurance Agent, located at 9016 Soquel Drive, Aptos, California, is a trusted insurance agency ready to serve all your financial and insurance needs. While online auto quoting is not available at this time, you can call, text, or visit the office for a quote today. Whether you need assistance with insurance for your child's car while they are away at college, tips for safe rural road driving, or advice on using watercraft responsibly, the team at Justin Hambly - State Farm Insurance Agent is here to help. Remember to avoid sharing sensitive personal information online and reach out if you have any difficulties with the website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. Consult a professional for personalized advice.

Andrea Decasper, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road, Pleasanton, California, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. We also offer opportunities for those interested in becoming agents, managers, or investment professionals to help others achieve a financially secure retirement. Our award-winning training programs and flexible schedules provide a path to success and unlimited earning potential. Come achieve more at Bankers Life with Andrea Decasper.

Modern Lending is a finance institution located at 30070 Temecula Parkway in Temecula, California, United States. Founded by Brian Decker and Taylor Loop, who understand the importance of saving money on loan officer commissions, Modern Lending prides itself on offering top-notch service with over 5,000 five-star reviews. Our team of experts, including top 10 Mortgage Loan Officers in the Nation, are dedicated to providing support throughout the buying or refinancing process. We make it easy for you to get started with pre-approval letters, personalized mortgage plans, and rate comparisons. Trust us to help you find the best loan for your needs and save money in the process. Contact us today to experience the Modern Lending difference.

South San Diego SBDC is a finance institution located at 880 National City Boulevard in National City, California. As a Small Business Development Center, they provide expert guidance and resources to help local businesses thrive and succeed. Whether you are looking to start a new business or grow an existing one, South San Diego SBDC offers a wide range of services including business planning, financial management, and access to funding opportunities. Their team of experienced advisors is dedicated to supporting the economic growth and prosperity of the South San Diego community.

North Island Credit Union, located at 10549 Scripps Poway Parkway in San Diego, California, is a federally insured financial institution regulated by the National Credit Union Administration. As a designated Community Development Financial Institution (CDFI), they specialize in providing financial services to low-income communities and individuals who may have limited access to traditional financing. North Island Credit Union is dedicated to ensuring their website is accessible to all individuals, following guidelines such as WCAG 2.1 at levels A and AA. With a commitment to inclusivity and financial empowerment, North Island Credit Union is a trusted partner for all your banking needs.

Shannon Gidcumb, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California. Our dedicated agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complexities of Medicare, offering guidance on choosing the right Medicare Advantage plan for their needs. With the rising costs of healthcare and increased life expectancy, planning for long-term care has become essential. Our team is here to help you start the conversation and prepare for the future. Contact Shannon Gidcumb, Bankers Life Agent today to begin planning your next steps towards financial security and peace of mind.

Julie Vogado, Bankers Life Agent in San Luis Obispo, California, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Julie can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, Medicare Advantage plans offer peace of mind and financial protection. In addition, Julie can assist with long-term care planning to ensure you and your loved ones are prepared for the future. Visit Julie Vogado, Bankers Life Agent at 994 Mill Street in San Luis Obispo to start planning your next steps today.

Victoria Borbon, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complex world of Medicare. We can assist you in comparing Medicare Advantage plans to find the coverage that best fits your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.

Larry Rock, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We also provide options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Advantage plans to find the right coverage for your needs. As the need for long-term care becomes more prevalent, it's important to start planning and have discussions with your loved ones.

Rosa Rivera, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. Our team of agents offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, we can help you compare Medicare Advantage plans to ensure you have the right coverage for your needs. Medicare Advantage (Part C) offers all-in-one coverage similar to Original Medicare with the option for prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. Some plans even have premiums as low as $0 per month.

Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor in Santa Barbara, California, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Travis can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have important conversations with your loved ones. Visit Travis Loughridge today to start planning for your future.

The Law Offices of Mark E. Swatik, Esq., MBA is a distinguished institution located at 2377 Crenshaw Boulevard in Torrance, California. Mark Swatik is a Certified Legal Specialist in Estate Planning, Trust and Probate law, with accolades such as the Super Lawyers distinction and the highest AV Preeminent Rating in Legal Ability and Ethical Standards. He has been voted as the Best Living Trust Attorney and Best Estate Planning, Trust and Probate Attorney in various community awards. Mr. Swatik's practice includes Estate Planning, Revocable and Irrevocable Trusts, Probate, Trust Administration, advanced tax planning, Asset Protection, Special Needs planning, Elder law, and civil litigation. He collaborates with financial advisors and CPA’s to draft complex irrevocable trusts. With a background in law enforcement, Mr. Swatik brings a unique perspective to his legal practice.

Ken Lydiksen - State Farm Insurance Agent is an insurance agency located at 3481 West 5th Street, Oxnard, California, United States. Ken Lydiksen is a highly qualified agent with a BSEE from Cal State University, Long Beach and an MBA from Pepperdine University. He is a Legion of Honor Qualifier, Honor Agent Qualifier, Ambassadors for Life Qualifier, National Convention Qualifier, and Board Member of the American Heart Association. At Ken Lydiksen - State Farm Insurance Agent, you can expect personalized service and expert advice on all your insurance needs. Whether you are looking for auto, home, life, or motorcycle insurance, Ken and his team are here to help. They can also assist with annuities and financial planning.

Sarita Bhasin - State Farm Insurance Agent is a trusted insurance agency located at 10751 South Street in Cerritos, California. Our dedicated team of insurance representatives is committed to providing personalized coverage and exceptional customer service to our Good Neighbors in Los Angeles and Orange counties. We have been recognized locally and nationally, earning multiple awards in 2020 and 2021. Our office offers a variety of insurance products, including Health, Life, Homeowners, Auto, Renters, and Business coverage. We are fluent in both English and Spanish to better serve our diverse community. Whether you are looking for car insurance, life insurance, health insurance, or more, please feel free to call, text, or visit our office for a free quote. Our team is here to help you find the perfect insurance plan for you and your family. We also offer the option to bundle home and auto policies for additional savings. If you are interested in Life Insurance, don't hesitate to ask us for more information.

Mike Kim - State Farm Insurance Agent is located at 8442 Moody Street in La Palma, California. Mike has been serving as a State Farm Agent in La Palma since 2000, with prior experience in Claims and Catastrophe Team work. With over 60 years of combined State Farm experience, Mike and his team can assist with a wide range of insurance products including banking, auto, home, renter's, life, health, and business insurance. The team is fluent in English, Spanish, and Korean, ensuring language barriers are not an issue for customers. The agency prides itself on providing prompt, accurate, and cost-effective service to customers, aiming to be the first choice for insurance and financial products. The team includes Linda, Jennifer (Office Manager), and Nga, who are all dedicated to helping customers with their insurance needs. Customers appreciate their compassion, dedication, and knowledge in providing excellent service.

Bernard Gandara - State Farm Insurance Agent is a trusted insurance agency located at 5150 Huntington Drive South in Los Angeles, California. With over 38 years of experience in the insurance industry, Bernard Gandara is a Senior Vice President Qualifier, Ambassador Travel Qualifier, and Legion of Honor Qualifier. Fluent in both English and Spanish, he holds a U.O.P. Bachelors in Business Management and a Masters in Business Administration (MBA). Conveniently situated across from Big Saver Supermarket and next to Pizza Hut, Bernard Gandara - State Farm Insurance Agent is dedicated to helping clients with all their insurance needs, including auto, fire, life, and health insurance. They provide personalized solutions tailored to each individual's requirements.

Bob Garrett - State Farm Insurance Agent is a trusted insurance agency located at 2435 East Coast Highway, Newport Beach, California, United States. Whether you need auto, home, life, or pet insurance, Bob Garrett is here to help. You can reach out for a quote by calling 949-675-0700 during office hours or texting the same number anytime. Feel free to email Bob at Bob@AgentBobGarrett.Com for more information. At Bob Garrett - State Farm Insurance Agent, we prioritize creating a safe environment for your newborn, providing tips on safe sleep practices. We also offer valuable advice for teaching your teenager to drive and driving safely on rural roads.

Erol Hassan - State Farm Insurance Agent is an established insurance agency located at 3540 Highland Avenue in Manhattan Beach, California. Erol Hassan, a graduate of Cal State Los Angeles and a State Farm Agent since 1976, is dedicated to providing quality insurance services to the community. As an Air Force veteran, Erol Hassan brings a sense of commitment and integrity to his work. At Erol Hassan - State Farm Insurance Agent, clients can open a 529 college savings plan account to help save for future higher education expenses. The agency also offers advice on investing in bond funds for a more secure financial future. In addition, they provide tips on DIY auto maintenance to help combat rising auto repair costs.

John Markwith - State Farm Insurance Agent is a reputable insurance agency located at 18821 Delaware Street in Huntington Beach, California. John Markwith has been serving the community for over 25 years and is dedicated to helping individuals and families protect their future. With 30 years of experience as a State Farm Agent, John believes that life insurance is a crucial aspect of family planning that should not be overlooked. In addition to life insurance, John Markwith is now able to assist customers with their auto, home, and life insurance needs in Oregon, Nevada, and Arizona. He is committed to providing guidance and information to help clients make informed decisions about their coverage. If you have any questions or concerns about your insurance needs, John encourages you to reach out to his office for assistance.

Located at 3553 Camino Mira Costa in San Clemente, California, Farmers Insurance - Jason Ortega is a trusted insurance agency established in 2001. Serving families and businesses in San Clemente and Orange County, California, the Jason Ortega Agency offers personalized insurance coverage from some of the top insurance carriers in the nation. With a focus on providing courteous and professional service, the agency specializes in auto, home, renters, and business insurance. Additionally, they can assist with insurance needs in Arizona, Texas, Minnesota, and Arkansas. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, the experienced team at Farmers Insurance - Jason Ortega is here to help. Contact them today for a quote and to learn about available discounts.

Dennis Stitt - State Farm Insurance Agent is a well-established insurance agency located at 5301 Office Park Drive in Bakersfield, California, United States. Dennis, a Marine Corps veteran with 30 years of experience with State Farm, is dedicated to providing excellent service to his clients. From auto insurance quotes to retirement planning and home financing, Dennis is committed to helping you achieve great value with State Farm. In addition to insurance services, Dennis Stitt's agency offers valuable resources on important topics such as drunk driving prevention, handling the loss of a loved one, and making informed financial decisions. The agency is passionate about making a positive impact on the community and is always looking for motivated individuals to join their team.