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TOP 30 Financial planning for small business owners in Monterey, CA
8 results found
A convenient service for searching for businesses, places and services
Nationwide Insurance: Maffei Insurance & Financial Services
Nationwide Insurance: Maffei Insurance & Financial Services is an insurance agency located at 480 Calle Principal in Monterey, California, United States. They offer a variety of insurance coverage options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing personalized service to each client, ensuring that their individual needs are met. They offer a range of programs and coverage levels for auto insurance, including options for motorcycles, RVs, and other special vehicles. The agency also offers home insurance to protect your property and family from loss, as well as life insurance to provide long-term financial security for your loved ones. For small business owners, they provide essential coverage elements to build a sound insurance plan, including commercial property, business liability, and business auto coverage. The agency is associated with Nationwide, offering a wide range of insurance benefits and resources to help strengthen your business. Contact Donald B. Maffei at (831) 920-6533 or visit their office to learn more about their insurance products and services.
NorCal Business & Tax Services, Inc
NorCal Business & Tax Services, Inc is a reputable accounting and finance institution located at 16450 Monterey Street in Morgan Hill, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are a small business owner or an individual looking for assistance with your finances, NorCal Business & Tax Services, Inc is dedicated to providing personalized and quality service to help you achieve your financial goals.
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.
Allan Cheng - State Farm Insurance Agent
Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 130 East Valley Boulevard in Alhambra, California. The agency is conveniently situated near the corner of Valley and S Monterey St, just west of Savoy Kitchen. Allan Cheng, the owner, is a dedicated family man with a strong educational background, holding degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community, volunteering with the Arcadia Educational Foundation and supporting local schools and colleges. The agency offers a range of insurance services, including auto, home, life, and health insurance, as well as retirement planning. Allan and his team are committed to providing personalized service to customers in cities near Los Angeles, such as Arcadia, Montebello, Pasadena, and many more. With a focus on customer satisfaction and competitive pricing, the agency strives to meet the needs of individuals, families, and small business owners.
New York Life
New York Life, located at 75 Soledad Drive in Monterey, 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. The institution provides coverage to help pay for everyday tasks, replace lost income due to sickness or injury, and offer professionally managed investments with potential market gains. They offer bundled investments with low fees, options to pay for education expenses, and the ability to receive income for as long as needed.
Barney J Belleci - State Farm Insurance Agent
Welcome to Barney J Belleci - State Farm Insurance Agent! Located at 26555 Carmel Rancho Boulevard in Carmel-by-the-Sea, California, our insurance agency is dedicated to serving the community with top-notch insurance and financial services. With a focus on life insurance and health insurance, our team is committed to helping you protect what matters most. Barney Belleci, a lifelong resident of the Monterey Peninsula, leads our team with over five decades of experience in the insurance industry. He is dedicated to assisting customers in safeguarding their assets and is a proud member of the community. Our office offers a wide range of insurance options, including car insurance, motorcycle and ATV insurance, life insurance, and medical supplement plans. We also provide financial services to help you plan for a secure future.
New York Life Insurance Company
New York Life Insurance Company, located at 400 Camino Aguajito in Monterey, California, offers a variety of permanent life insurance policies with guaranteed death benefits and cash value that grows 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. The institution also provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating an estate plan. Additionally, New York Life offers insurance options for employees, executives, business owners, and small businesses, as well as solutions for college savings, income generation, and legacy protection. The institution is committed to giving back to communities through charitable giving and financial support for bereavement, education, and local initiatives. Clients can work with Registered Representative and Insurance Agent Traci Shane Davis to develop personalized financial strategies and plans for the future.
Farmers Insurance - Charles Lu
Located at 517 South Atlantic Boulevard in Monterey Park, California, Farmers Insurance - Charles Lu is your local insurance agency dedicated to helping customers find the best coverage for their needs. Whether you're looking for auto, home, renters, or business insurance, Charles Lu has the knowledge and experience to guide you through the process. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line discounts to help you save money. Protect your most valuable possessions with a comprehensive home insurance policy or secure your financial future with a personalized life insurance plan. For small business owners, Farmers Insurance can customize a business insurance package to reduce risk and protect your investment. Get a quote today and start building a solid financial plan with the help of Charles Lu at Farmers Insurance.
- Life insurance companies
- Home insurance companies
- Car insurance companies
- Health insurance companies
- financial planning for small business owners in Alhambra
- financial planning for small business owners in Carmel-by-the-Sea
- financial planning for small business owners in Monterey Park
- financial planning for small business owners in Morgan Hill
- financial planning for small business owners in Santa Cruz
List of businesses, places and services in California
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