TOP 30 Best Financial protection planning in Concord, California

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ is a reputable financial institution located at 2485 Salvio Street in Concord, California, United States. As a Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), Umberto Leone offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Umberto Leone is dedicated to helping individuals and families secure their financial futures.

Financial Balance Insurance Agency is a reputable health insurance agency located at 1320 Willow Pass Road in Concord, California, United States. Our dedicated team of experts is committed to helping individuals and families find the perfect balance between their health needs and financial security. With a wide range of insurance options and personalized customer service, we strive to provide our clients with peace of mind and confidence in their coverage. Visit us today to discover how we can help you achieve financial balance and protect your health for the future.

Assetmark Concord is a finance institution located at 1655 Grant Street in Concord, California, United States. With a focus on wealth management and investment services, Assetmark Concord offers a range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Assetmark Concord is dedicated to providing personalized and expert advice to help you make informed decisions. Visit us today to learn more about how we can help you secure your financial future.

OneAmerica Financial Partners is an insurance agency located at 1320 Willow Pass Road in Concord, California, United States. We offer a wide range of insurance products and financial services to help individuals and families protect their assets and plan for the future. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve your financial goals.

BSI Financial Services Inc is a finance institution located at 1355 Willow Way in Concord, California, United States. With a focus on providing comprehensive financial services, BSI Financial Services Inc offers a range of solutions to meet the diverse needs of their clients. Whether it's investment management, wealth planning, or retirement planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, BSI Financial Services Inc is a trusted partner for all your financial needs.

Henry Frazier III, Financial Advisor at Eagle Strategies, located at 2219 Gehringer Drive, Concord, California, United States, specializes in creating custom insurance and financial solutions for clients. The institution offers permanent policies with guaranteed benefits, long-term coverage, and professionally managed investments. They provide guidance on various financial needs, including retirement planning, education expenses, and estate planning. With a focus on helping clients protect their families and assets, Henry Frazier III works closely with individuals to create personalized strategies for a secure financial future. As a financial advisor at Eagle Strategies, Henry Lee Frazier is committed to building long-term relationships with clients and providing support through life's biggest moments. With a range of insurance products and investment options, clients can protect their assets, plan for retirement, and ensure a smooth transfer of wealth to the next generation. Whether you are looking for income protection, investment opportunities, or estate planning, Henry Frazier III can help you navigate the complex world of finance and create a customized plan that fits your needs and goals.

Merrill Investment & Retirement Financial Center, located at 2020 Willow Pass Road in Concord, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance services, our team of Merrill Financial Solutions Advisors is here to assist you. We provide information on a wide range of products and services, including banking products offered by Bank of America, N.A. and affiliated banks. Our goal is to help you make informed decisions about your finances and investments, so you can turn your ambitions into action. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Jared Burns-Coffin - State Farm Insurance Agent is a family-run insurance agency located at 1910 Olympic Boulevard in Walnut Creek, California. With over 8 years of experience working for State Farm, Jared Burns-Coffin is a first-generation State Farm Agent who holds a BS in Business Management from California State University, Chico. He and his team of knowledgeable professionals are dedicated to serving the insurance and financial service needs of clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and the surrounding Bay Area communities. In addition to providing insurance services, Jared Burns-Coffin and his team are committed to educating clients on important topics such as the dangers of drunk driving, car repair versus replacement, and maximizing home value through renovations and improvements. They offer free quotes and are available to assist clients with any questions or concerns they may have.

Gail Williams - State Farm Insurance Agent is a trusted insurance agency located at 5041 Clayton Road in Concord, California. Serving residents and businesses in California, Oregon, and Arizona, Gail Williams and her licensed team have been providing Insurance and Financial Services since 1978. Specializing in Auto insurance, Homeowners insurance, Renters insurance, Life insurance, Health insurance, and more, they focus on creating personalized plans to meet the specific needs of each client. Additionally, they offer business services such as Business Insurance, Commercial Vehicle Insurance, and Workers Compensation Insurance. With a commitment to excellent customer service, Gail Williams and her team strive to be the top choice for insurance and financial services in the California Bay Area, Arizona, and Oregon. They offer competitive pricing and a hands-on approach to assist customers in finding the best value for their insurance needs. Whether you need coverage for your home, vehicle, business, or other assets, Gail Williams - State Farm Insurance Agent is dedicated to providing comprehensive and reliable insurance solutions.

HealthMarkets Insurance - Steve Snyder is a reputable health insurance agency located at 1200 Contra Costa Boulevard in Concord, California. With a focus on providing personalized and comprehensive insurance solutions, Steve Snyder and his team are dedicated to helping individuals and families find the right health coverage that fits their needs and budget. Whether you are looking for individual health insurance, Medicare plans, or supplemental coverage, HealthMarkets Insurance is committed to guiding you through the complexities of the insurance market to ensure you are properly protected. Contact them today to schedule a consultation and take the first step towards securing your health and financial well-being.

Aisha's Mobile Notary, LLC is a trusted institution located at 1901 Harrison Street in Oakland, California, United States. Specializing in accounting and finance services, we offer a range of services including notary, taxes, loan signing, live scan, apostille process services, credit repair, and passport photo services in Oakland, Alameda, and Concord, California. Scheduled appointments are given priority over walk-ins to ensure efficient service. Our institution upholds a strict disclaimer, policy, copyright, terms, and Covid 19 safety measures to protect our clients and staff. Trust Aisha's Mobile Notary, LLC for all your financial and notary needs in the Oakland area.

Located at 5354 Clayton Road in Concord, California, Farmers Insurance - John Duncan is your go-to insurance agency for all your coverage needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. As your local Farmers agent, John Duncan is dedicated to helping you understand and select the right insurance coverage for your unique needs and budget. Whether you're looking for comprehensive auto coverage, protection for your home or condo, or a solid financial plan for the future, John Duncan can guide you through the process.

Farmers Insurance - Zuleima Garcia is a trusted insurance agency located at 2691 Monument Boulevard in Concord, California. Serving the community since 1990, Zuleima Garcia and her team are dedicated to providing exceptional customer service and ensuring that each client is well-informed about their coverage options. Whether you are in need of auto, home, life, business insurance, and more, Zuleima Garcia has over 22 years of experience in the insurance industry and can help you tailor a comprehensive and cost-effective solution to meet your needs. Conveniently located next to the Las Montãnas supermarket, the office is easily accessible for all your insurance needs. Contact Zuleima Garcia today for personalized assistance and to learn about insurance discounts that can save you money. With Farmers Insurance, you can trust that your most valuable possessions are protected in the event of a disaster. Whether you are a homeowner, renter, business owner, or condo owner, Zuleima Garcia can help you create a plan to secure your financial future. Contact Farmers Insurance - Zuleima Garcia today for a personalized insurance quote and start building a solid financial plan for tomorrow.

Courtney Khashabi - State Farm Insurance Agent is a trusted insurance agency located at 901 Sunvalley Boulevard in Concord, California. Conveniently situated next to Sunvalley Mall, in the same building as Stat Med Urgent Care and Dominos Pizza, we are proud to serve the communities of Concord, Walnut Creek, Pleasant Hill, and the Greater Bay Area. Additionally, we offer insurance services in Oregon, Arizona, and Nevada. As your local State Farm Insurance Agency, we strive to provide personalized insurance solutions tailored to your needs. Whether you require auto insurance, homeowners insurance, business insurance, renters insurance, condo insurance, pet insurance, life insurance, or more, we are here to help. Our team of experienced professionals, including Courtney, Giovanni, Connie, Michelle, and Beth, collectively have 70 years of experience in serving policyholders.

Ben Samrick - State Farm Insurance Agent is located at 1511 Treat Boulevard in Walnut Creek, California, United States. Just one block away from Pleasant Hill Bart, the office is conveniently situated on the corner of Treat and Cherry. Serving the areas of San Ramon, Alamo, Emeryville, Orinda, Dublin, Lafayette, Pleasant Hill, Danville, and Concord, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. Ben Samrick, the State Farm Insurance Agent for Walnut Creek, has been in the insurance business since October 2002. Coming from a family of insurance professionals, Ben has a background in the music industry and a passion for rescuing and retraining horses off the racetrack. The team at Ben Samrick State Farm Insurance is dedicated to providing outstanding service and protecting what's important to customers so they can focus on achieving their life goals.

Jared Burns-Coffin - State Farm Insurance Agent is a reputable insurance agency located at 2151 Salvio Street, Concord, California, United States. Situated next to EJ Phair Restaurant and across the street from Todos Santos Park, we offer a wide range of insurance and financial services to clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and surrounding Bay Area communities. As a first-generation State Farm Agent with over 10 years of experience, I am dedicated to providing personalized insurance solutions to meet the unique needs of each client. Our team consists of knowledgeable professionals who are committed to making a positive impact on the lives of our clients and the community.

Matsen Insurance Brokers is a reputable insurance agency located at 3101 Concorde Drive in McKinleyville, California. With a commitment to providing personalized service and comprehensive coverage options, our experienced team of brokers is dedicated to helping clients find the right insurance solutions for their needs. Whether you're looking for auto, home, life, or business insurance, Matsen Insurance Brokers is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you in securing the proper insurance coverage.

Oversight Insurance Services, LLC is a reputable insurance agency located at 1320 Willow Pass Road in Concord, California, United States. We specialize in providing a wide range of insurance services to meet the needs of our clients. Our experienced team is dedicated to offering personalized assistance and finding the best insurance solutions for individuals, families, and businesses. Whether you are looking for auto, home, life, or commercial insurance, we are here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Susan Cappo - State Farm Insurance Agent is a trusted insurance agency located at 3021 Citrus Circle in Walnut Creek, California. With over 25 years of experience as a State Farm agent, Susan Cappo is dedicated to serving the residents of Walnut Creek and surrounding areas, including Pleasant Hill, Concord, Danville, Alamo, Martinez, and East Contra Costa County. The agency offers a wide range of insurance services, including homeowners, auto, life, and business insurance. Susan Cappo and her friendly team prioritize building relationships with their customers to truly understand their individual needs and provide personalized recommendations. They believe in putting the customer first, listening carefully, and ensuring that each client's needs are met as they evolve over time.

Farmers Insurance - Israel Martinez is an insurance agency located at 3119 Clayton Road in Concord, California. As a local Farmers® agent, Israel Martinez helps customers identify the insurance coverage that best fits their needs. Whether you need life, auto, home, renters, or business insurance, Israel has the knowledge and experience to help you understand your options. With a straightforward and personalized approach, he can help make you smarter about insurance and guide you towards making informed decisions. Contact Israel Martinez today for answers to any insurance questions you may have. From comprehensive coverage to medical payments, Israel can assist you in selecting the right car insurance coverage for your needs and budget. Protect your most valuable possession - your home - with insurance products from Farmers® that have stood the test of time. Get competitive rates and multi-line insurance discounts for your home insurance needs. Review your life insurance policy with Israel Martinez to ensure financial support for your loved ones. Protect your personal belongings with renters insurance, as your landlord's policy may not cover your possessions in the event of a fire. Customize a business insurance package with the help of a Farmers agent to reduce risk and protect your investment. Get a quote on condo insurance to safeguard your personal belongings. Plan for a secure financial future with the expertise of a Farmers Insurance and Financial Services agent like Israel Martinez. Explore options for added coverage with a Personal Umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide insurance underwritten by Farmers Insurance. Contact Israel Martinez for more information on insurance options and financial planning.

Patricia Medina - State Farm Insurance Agent is an insurance agency located at 2001 Salvio Street, Concord, California, United States. Established in 2006, our East Bay State Farm Agent office is dedicated to assisting individuals with all their insurance needs. Our focus is on relocations, families, and young professionals, with a team that is fluent in Spanish, including the Agent. We strive to provide kindness, consideration, and professionalism to the community. In addition to our regular services, we celebrate Life Insurance Awareness during the fall season. Contact us for a complimentary quote to ensure you and your family have the protection they need. We also offer tips to help you avoid the dangers of drinking and driving, as well as tools like a car loan calculator and savings calculator to help you make informed financial decisions.

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.

Farmers Insurance - David Reidenbach is an insurance agency located at 2465 Salvio Street, Concord, California, United States. As your local Farmers agent in Concord, CA, David Reidenbach helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides coverage for auto, home, renters, business insurance, and more. David Reidenbach 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 have questions about deductibles, David Reidenbach is here to help. By contacting the agency, you can receive a quote for auto insurance, home insurance, renters insurance, life insurance, business insurance, or condo insurance. Additionally, Farmers Insurance offers personal umbrella insurance policies to provide added protection for your assets and future earnings. Contact David Reidenbach today to create a solid financial plan and secure your future.

Chelsea Brackett State Farm Insurance Agent is a trusted insurance agency located at 2261 Morello Avenue in Pleasant Hill, California. Since 2011, Chelsea and her team have been dedicated to providing insurance services to customers in Pleasant Hill, Concord, Martinez, Lafayette, Walnut Creek, and surrounding areas. With a background in California Polytechnic San Luis Obispo, Chelsea is committed to helping Good Neighbors protect what matters most to them. The agency offers a wide range of insurance services, including Auto, Life, and Health Insurance. Whether you need coverage for your vehicles or want to secure your loved ones' future with life insurance, Chelsea Brackett State Farm Agency is here to meet your unique needs. The team is experienced and motivated to ensure that the insurance process is an enjoyable experience for all customers.

Ferrante Insurance Services, Inc. is a reputable insurance agency located at 1401 Willow Pass Road in Concord, California, United States. With a strong commitment to providing personalized insurance solutions for individuals and businesses, Ferrante Insurance Services, Inc. offers a wide range of insurance products such as auto, home, life, and commercial insurance. Their team of experienced agents are dedicated to helping clients find the right coverage to protect what matters most to them. Visit Ferrante Insurance Services, Inc. today for expert guidance and excellent customer service.

Elena Sadur - State Farm Insurance Agent is a trusted insurance agency located at 5167 Clayton Road in Concord, California, United States. Conveniently situated across the street from the Lucky and Kmart shopping center, Elena Sadur offers a range of insurance services including homeowners, renters, auto, and life policies. With a focus on exceptional customer service and satisfaction, Elena aims to simplify the often complex world of insurance and financial services for her customers. As a State Farm Insurance Agent since 2003, Elena opened her own agency in 2007 and has been dedicated to providing value to customers ever since. She holds a BA from UC Davis and an MBA from SFSU, and has been recognized for her excellence in customer service with an award from the Five Star Rating Corporation. Whether you are in California, Oregon, or Arizona, Elena is committed to serving your insurance needs proactively and with care.

Allen, Thomas & Associates is a reputable institution located at 2180 California Street in Concord, California, United States. Specializing in providing top-notch financial and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

Farmers Insurance - Patrick Grove is an insurance agency located at 5354 Clayton Road, Concord, California, United States. As a local Farmers® agent in Concord, CA, Patrick Grove helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Patrick has the knowledge and experience to help customers understand their coverage options. By providing personalized and straightforward assistance, Patrick aims to make customers smarter about insurance. For those looking for comprehensive coverage, collision coverage, deductibles, medical payments, and more, Patrick can help take the mystery out of selecting the right car insurance coverage. Additionally, Farmers® has been providing insurance products for over 80 years, ensuring that customers have reliable coverage in the event of disasters such as fire damage to their homes.

Farmers Insurance - Mauricio Carbajal is an insurance agency located at 1505 Monument Boulevard, Concord, California, United States. As a local Farmers® agent in Concord, CA, Mauricio Carbajal helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers various insurance products including auto, home, renters, business insurance, and more. Mauricio Carbajal can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Mauricio Carbajal is available to answer any questions you might have. Additionally, Mauricio Carbajal can assist with life insurance, renters insurance, condo insurance, and business insurance. Contact Mauricio Carbajal today to create a customized insurance plan to protect your assets and financial future.

Direct Lenders Insurance Services, located at 2261 Concord Drive in Pittsburg, California, is a trusted insurance agency founded in 2014. Led by Kenneth Quiat and Tony Fernandes, who have over 30 years of financial experience, the institution is dedicated to finding the right insurance solutions for your group. Whether you need to protect your family or investments, Direct Lenders Insurance Services can help. Please note that Direct Lenders Insurance Services is not affiliated with Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC.