The 30 Best Financial planning solutions in San Jose, California

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.

Angela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.

Farmers Insurance - Ray Kellam is an insurance agency located at 2189 Monterey Street, San Jose, California, United States. As your personal Farmers Insurance agent in San Jose, CA, Ray Kellam believes in keeping you informed of ways to protect what's important to you. With experience in disaster response and claims processes, Ray is a knowledgeable and valuable agent dedicated to providing the best service to his clients. Whether you're in need of auto insurance, homeowners insurance, life insurance, or specialty coverage, Ray will help you select the right products to fit your insurance needs. Ray is committed to his clients and their trust in the agency to protect what they value the most. From comprehensive coverage to deductibles and medical payments, Ray can help take the mystery out of selecting the right insurance coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Ray can provide you with the best options for your car insurance, home insurance, life insurance, renters insurance, condo insurance, and business insurance needs.

Farmers Insurance - Kelly Dunn is an insurance agency located at 2695 Moorpark Avenue in San Jose, California, United States. Kelly Dunn is ready to assist with any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance offers a range of insurance products to protect your home, car, life, business, and personal belongings. Whether you need renters insurance, condo insurance, or a personal umbrella policy, Kelly Dunn can help customize a plan to fit your needs and budget. Contact Kelly Dunn today to discuss your financial goals and secure your future with a solid financial plan. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage for policies underwritten by Farmers Insurance. Securities are offered through Farmers Financial Solutions, LLC. Contact Kelly Dunn at Farmers Insurance for more information and personalized assistance.

Art Holland - State Farm Insurance Agent is a trusted insurance agency located at 5520 Almaden Expressway in San Jose, California. As a State Farm agent, Art Holland is dedicated to providing top-notch insurance services to the community. Whether you are looking for auto, home, life, or business insurance, Art Holland is here to help you find the perfect coverage for your needs. With a focus on personalized service and attention to detail, Art Holland - State Farm Insurance Agent is committed to helping you protect what matters most. Contact them today to learn more about their insurance offerings and how they can help you secure your future.

HealthMarkets Insurance - Scott Zhang is a reputable health insurance agency located in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, Scott Zhang and his team strive to help individuals and families find the best coverage options that meet their unique needs and budget. Whether you are looking for health, dental, vision, or Medicare insurance, HealthMarkets Insurance is dedicated to guiding you through the process and ensuring you have the protection you deserve. Visit us at 543 West Capitol Expressway to learn more about how we can help you secure your health and financial future.

Farmers Insurance - Mahshid Mirzaei is an insurance agency located at 1650 Zanker Road, San Jose, California, United States. As your local Farmers® agent, Mahshid Mirzaei helps customers identify the insurance coverage that best fits their needs. With a combined 120 years of insurance expertise, Mahshid is ready to help make important coverage decisions straightforward and personalized. Whether you need auto, home, renters, business, life insurance, or more, Mahshid can help you better understand your coverage options. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years, ensuring that your most valuable possessions are protected in the event of disaster. Whether you need car insurance, home insurance, renters insurance, business insurance, condo insurance, or a personal umbrella insurance policy, Mahshid Mirzaei can help customize an insurance package to reduce your risk and protect your investment. Contact Mahshid Mirzaei today to discuss your financial goals and create a solid financial plan. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit the institution's website for more information and to request a quote.

Tang Insurance Agency is a reputable health insurance agency located at 1340 South De Anza Boulevard in San Jose, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health insurance or group coverage for your business, we are here to help. With years of experience in the industry, you can trust Tang Insurance Agency to provide you with quality service and competitive rates. Contact us today to learn more about how we can help protect you and your loved ones.

Ozone Insurance Services, Inc. is a reputable insurance agency located at 2077 Gold Street in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, health, or business insurance, we offer a wide range of options to meet your unique needs. Trust Ozone Insurance Services, Inc. to provide you with peace of mind and financial security. Contact us today to learn more about our services and how we can assist you in safeguarding your future.

Disability Insurance is an insurance agency located at 297 West Hedding Street in San Jose, California, United States. Our institution specializes in providing coverage for individuals who may become disabled and unable to work. We offer a range of policies to protect our clients in the event of a disability, ensuring financial security and peace of mind. Our knowledgeable agents are dedicated to helping you find the right disability insurance plan to fit your needs and budget. Contact us today to learn more about how we can help protect your income and future.

Liberty Integra is a leading health insurance agency located at 1122 Meridian Avenue in San Jose, California. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of healthcare coverage. With a focus on providing personalized service and tailored solutions, Liberty Integra is here to support our clients in finding the right insurance plan to meet their needs. Whether you are looking for individual coverage or group benefits, we are here to guide you every step of the way. Contact us today to learn more about how Liberty Integra can help you protect your health and financial well-being.

National Life is a renowned insurance agency located at 101 Metro Drive, San Jose, California, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, National Life is dedicated to helping individuals and families protect their assets and secure their financial future. Their team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for life, health, or property insurance, National Life is the trusted choice for safeguarding what matters most to you.

Rogers Benefit Group Inc is a leading insurance agency located at 6155 Almaden Expressway in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents works tirelessly to help clients protect their assets and achieve peace of mind. Whether you are in need of health, life, or disability insurance, we are dedicated to finding the right coverage for you and your loved ones. Contact us today to learn more about our services and how we can help you secure your future.

South Bay Health & Insurance Services is a reputable health and insurance agency located at 989 Story Road in San Jose, California, United States. Our dedicated team of professionals is committed to providing top-notch services in the areas of health and insurance. Whether you are looking for health coverage or insurance options, we are here to help you navigate through the complexities of the industry and find the best solutions for your needs. Visit us today to learn more about our services and how we can assist you in securing your health and financial future.

United Administrative Services is a leading insurance agency located at 6800 Santa Teresa Boulevard in San Jose, California. With a reputation for providing top-notch customer service and a wide range of insurance products, United Administrative Services is dedicated to helping individuals and businesses find the coverage they need to protect themselves and their assets. Whether you are looking for auto, home, health, life, or business insurance, the experienced team at United Administrative Services is here to help you navigate the complexities of the insurance industry and find the perfect policy for your needs. Contact us today to learn more about how we can help you secure your future.

BeaconRidge Health Insurance Services, Inc. is a reputable health insurance agency located at 3676 Woodley Drive in San Jose, California, United States. With a commitment to providing personalized and reliable insurance solutions, BeaconRidge offers a wide range of health insurance options to meet the diverse needs of individuals and families. Their team of experienced professionals is dedicated to helping clients navigate the complex world of healthcare coverage, ensuring they have access to quality care when they need it most. Trust BeaconRidge Health Insurance Services, Inc. to safeguard your health and financial well-being with comprehensive insurance plans tailored to your specific requirements.

Tonk Insurance Agency is a reputable health insurance agency located in the heart of San Jose, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to meet the unique 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 your specific situation. With our convenient location on Silver Creek Valley Road, we are easily accessible to residents in the San Jose area. Trust Tonk Insurance Agency to safeguard your health and financial well-being with our top-notch insurance services.

Farmers Insurance - Shinobu Arisawa is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent, Shinobu Arisawa helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Shinobu has the knowledge and experience to help you understand your options. You can contact Shinobu by phone or email for personalized assistance. For auto insurance, Farmers Insurance can help you select the right coverage for your needs and budget, with discounts available to help you save money. For home insurance, Farmers has been providing coverage for over 80 years, ensuring your most valuable possession is protected in the event of a disaster.

Red Wave Insurance Services, LLC is a reputable insurance agency located at 2901 Moorpark Avenue in San Jose, California. Specializing in finance, health, and insurance services, our experienced team is dedicated to providing top-notch coverage and personalized solutions for our clients. With a commitment to excellence and customer satisfaction, we strive to ensure that you and your loved ones are protected in every aspect of your life. Contact us today to learn more about our services and how we can help you secure a brighter future.

WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.

Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.

Maggio Capital is a finance institution located at 2570 North First Street in San Jose, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Maggio Capital can help you reach your financial objectives.

Flagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.

KeyPoint Credit Union is a financial institution located in San Jose, California, United States. We are dedicated to helping our members thrive financially throughout all stages of life. Our commitment to the community goes beyond just providing financial services – we actively invest in the communities we serve by fostering financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference of banking with a financial institution that truly cares about your financial well-being.

The Santa Clara County Federal Credit Union CITY CENTRE OFFICE is a convenient location for all your banking needs in the heart of San Jose, California. This branch specializes in ATM services and financial transactions, making it a go-to destination for quick and efficient banking. Located at 140 East San Fernando Street, this institution provides top-notch customer service and a range of financial products to meet your needs. Visit the Santa Clara County Federal Credit Union CITY CENTRE OFFICE for all your banking needs in the bustling city center.

Maya Tax Services and Notary Public is a trusted institution located at 1211 Park Avenue in San Jose, California. Specializing in accounting and finance services, we provide expert tax preparation, financial planning, and notary public services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial matters with personalized attention and care. Whether you need assistance with filing taxes, planning for the future, or notarizing important documents, Maya Tax Services and Notary Public is here to help. Contact us today to schedule a consultation and experience the peace of mind that comes with working with a reliable financial partner.

Mina's Tax & Notary Services is a professional accounting and finance institution located at 385 Senter Road in San Jose, California. Our experienced team provides a wide range of services including tax preparation, bookkeeping, payroll processing, and notary services. With a commitment to accuracy and personalized attention, we strive to help individuals and businesses navigate the complexities of financial management. Visit us today to experience our reliable and efficient services.

Valley Multi Services is a finance institution located at 2899 Senter Road in San Jose, California. We offer a wide range of financial services to individuals and businesses in the area. Our experienced team is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you need assistance with taxes, loans, or other financial matters, Valley Multi Services is here to help. Visit us today to see how we can assist you with your financial needs.

Monika's Taxes & Mobile Notary Services is a trusted institution located in San Jose, California, United States. Specializing in accounting and finance services, they offer expert tax preparation and notary services to individuals and businesses alike. With a commitment to professionalism and customer satisfaction, Monika's Taxes & Mobile Notary Services provides personalized solutions to meet the unique needs of each client. Whether you need assistance with tax filing or legal document notarization, you can rely on their experienced team to deliver reliable and efficient service. Trust Monika's Taxes & Mobile Notary Services for all your financial needs.

123 We Fix Credit is a finance institution located at 1900 Camden Avenue in San Jose, California. Our dedicated team of experts specializes in helping individuals repair and improve their credit scores. Whether you are looking to buy a home, car, or simply want to boost your credit profile, we are here to provide personalized solutions tailored to your specific needs. With years of experience and a proven track record of success, you can trust 123 We Fix Credit to help you achieve your financial goals. Contact us today to learn more about our services and start your journey towards a better credit future.