TOP 30 Financial planning tools in Sunnyvale, California

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Merrill Investment & Retirement Financial Center is located at 921 East Arques Avenue in Sunnyvale, California. As a finance institution, we offer personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors can assist you in planning for your future and making informed investment decisions. Whether you are looking to save for retirement, invest in securities, or explore banking products, we have the expertise to help you navigate the complex world of finance. Visit us to meet with an advisor and start turning your ambitions into action. Please note that this material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information about our services and offerings can be found in our Client Relationship Summary.

New York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. 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, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.

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.