TOP 10 Financial services for families in Concord, CA
27 results found
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Financial Balance Insurance Agency
● OpenFinancial 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.
1320 Willow Pass Rd F6, Concord, CA 94520, United States -
Direct Lenders Insurance Services
● OpenDirect 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.
2261 Concord Dr, Pittsburg, CA 94565, United States -
Pham Family Inc
● OpenPham Family Inc is a reputable finance institution located at 891 Deer Spring Circle in Concord, California. With a strong focus on providing top-notch financial services, Pham Family Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the experienced team at Pham Family Inc is here to provide expert guidance and support. Trust in Pham Family Inc for all your financial needs in the Concord area.
891 Deer Spring Cir, Concord, CA 94521, United States -
Oneamerica Financial Partners
● OpenOneAmerica 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.
1320 Willow Pass Rd, Concord, CA 94520, United States -
Philip Anthony Nunez Jr: Primerica - Financial Services
● OpenPhilip Anthony Nunez Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. Led by experienced professionals, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the team at Philip Anthony Nunez Jr: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Contact them today to take the first step towards securing your financial future.
1800 Sutter St #500, Concord, CA 94520, United States -
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGary Cruff is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Gary provides personalized advice and guidance to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Gary can help you create a customized financial plan to meet your needs. With a focus on building long-term relationships based on trust and integrity, Gary Cruff is dedicated to helping his clients secure their financial future.
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, United States -
Courtney Khashabi - State Farm Insurance Agent
● OpenCourtney 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.
901 Sunvalley Blvd #230, Concord, CA 94520, United States -
Ben Samrick - State Farm Insurance Agent
● OpenBen 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.
1511 Treat Blvd Suite #300, Walnut Creek, CA 94598, United States -
Jared Burns-Coffin - State Farm Insurance Agent
● OpenJared 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.
1910 Olympic Blvd #170, Walnut Creek, CA 94596, United States -
Hamid Ray Asemi - State Farm Insurance Agent
● OpenHamid Ray Asemi - State Farm Insurance Agent is an insurance agency located at 3600 Clayton Road in Concord, California. As a long-time resident of the East Bay since 1982, Hamid Asemi takes pride in protecting the community. With over 28 years of experience with State Farm, Hamid opened his agency in Concord in 2001. He graduated from California State University, East Bay with a degree in business, and is dedicated to helping his clients with their insurance and financial service needs. Hamid and his team are committed to supporting the local community, including donations to nonprofits like Monument Crisis Center and Contra Costa Shelter. They are passionate about protecting families from hardships and ensuring that life goes right. The agency offers a range of insurance services including auto, home, renters, and life insurance.
3600 Clayton Rd A, Concord, CA 94521, United States -
Globe Life American Income Division: McQuade Organization
● OpenThe Globe Life American Income Division: McQuade Organization is an insurance agency located at 4005 Port Chicago Highway in Concord, California, United States. Specializing in providing a range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, they offer personalized solutions to meet the unique needs of each client. Whether you are looking for life, health, or retirement insurance, the Globe Life American Income Division: McQuade Organization is committed to providing top-quality coverage and exceptional customer service.
4005 Port Chicago Hwy Suite 225, Concord, CA 94520, United States -
Gail Williams - State Farm Insurance Agent
● OpenGail 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.
5041 Clayton Rd, Concord, CA 94521, United States -
Mt. Diablo Orthodontics - Reichhold & Vargas
● OpenMt. Diablo Orthodontics - Reichhold & Vargas is a premier orthodontic institution located at 2991 Treat Boulevard in Concord, California. Our team is dedicated to providing you with an exceptional orthodontic experience, with a focus on customer service and personalized care. With over 25 years of experience, Dr. Reichhold and Dr. Vargas have been creating healthy, beautiful smiles for patients of all ages. We believe in using cutting-edge technology to provide you with the best treatment options, efficiency, comfort, and superior results. Each patient is unique, so we listen to your specific concerns and create a customized orthodontic plan to address your treatment and financial goals. Our goal is to give you Confident Smiles for a Lifetime!
2991 Treat Blvd, Concord, CA 94518, United States -
Home Quality Remodeling
● OpenHome Quality Remodeling, located at 1070 Concord Avenue in Concord, California, is a trusted institution offering a range of services including general contracting, home goods store, and store. Our team is dedicated to transforming your space into a safe haven through quality home remodeling and additions. From kitchens to bathrooms to entire houses, we are here to help create something special just for YOU! Our simple plan, timeline, and payment cycle will keep us on track to reach your goals, whether financial or related to relocation. We provide an end-to-end home remodeling experience in Concord, bridging the gap between imagination and implementation. Our expert team ensures a seamless process, identifying potential issues early on to avoid delays and disruptions that could impact customer satisfaction.
1070 Concord Ave #125, Concord, CA 94520, United States -
Inview Imaging
● OpenInview Imaging is a health institution located at 1300 Clay Street in Oakland, California, United States. Dedicated to providing affordable and quality radiology imaging to patients across the Bay Area, Inview Imaging offers a wide variety of radiology services at multiple locations in Lafayette, Antioch, Fremont, San Ramon, and Concord. As a physician-owned and operated practice, Inview Imaging takes pride in its unique perspective on healthcare delivery, focusing on a patient-centered approach. With roots dating back to 1969 in the San Francisco Bay Area, Inview Imaging has been serving the community for over 50 years, understanding the unique needs of patients and their families.
1300 Clay St, Oakland, CA 94612, United States -
Caldera Place
● OpenCaldera Place Apartments, located at 2401 Bonifacio Street in Concord, California, offers 12 HUD PRAC 811 units in one of the nicest areas of the city. The property, approximately 12 years old, features a spacious community room and is conveniently close to the Concord BART station, Safeway supermarket, and a vibrant weekly farmers market. Caldera Place Apartments has been recognized for its commitment to safety, receiving JSCo’s “Safety Hall of Fame Award” for three consecutive years. The institution provides affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services, specialized program development, and common interest developments. Services also include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.
2401 Bonifacio St, Concord, CA 94520, United States -
Camara Circle Apartments
● OpenCamara Circle Apartments, located at 2554 Camara Circle in Concord, California, is a vintage TCAC property offering affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, and more. The property consists of eleven buildings with fifty-one 2BD/1BA units, each featuring extra-large and spacious closets. The community includes a park with picnic tables and a tot lot for residents to enjoy, as well as nine on-site laundry rooms. Conveniently located within walking distance of BART, close to shopping, dining, and public schools, Camara Circle Apartments offers a range of services including acquisition and rehabilitation, new housing development, financial and syndication services, and more. Experience comfortable living in a peaceful cul-de-sac setting at Camara Circle Apartments.
2554 Camara Cir, Concord, CA 94520, United States -
Liberty National Life Insurance Co
● OpenLiberty National Life Insurance Co is an insurance agency located in Concord, California, United States. They offer a variety of life insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized and comprehensive coverage, Liberty National Life Insurance Co is dedicated to helping their clients find the right policy to meet their needs. Their team of experienced agents is committed to providing excellent customer service and support throughout the insurance process. Whether you are looking for term life insurance, whole life insurance, or other coverage options, Liberty National Life Insurance Co is here to help you secure peace of mind for the future.
Concord, CA 94518, United States -
Primerica
● OpenPrimerica is an insurance agency located in Concord, California, United States. We specialize in providing individuals and families with affordable and comprehensive insurance coverage to protect their financial well-being. Our team of experienced agents is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or homeowner's insurance, Primerica is here to help you navigate the complex world of insurance and find the best policy for you. Contact us today to learn more about how we can help you secure your future.
Concord, CA 94520, United States -
Montana Capital Car Title Loans
● OpenMontana Capital Car Title Loans, located at 1309 Galindo Street in Concord, California, is a finance institution that offers fast and secure cash loans using your car title. You can apply online or by phone and potentially receive up to $50,000 depending on the value of your car and your ability to repay. Your money can be sent directly to your bank account, debit card, or picked up at a MoneyGram location near you. GM Electronics, located nearby, provides GPS installation and removal services for Montana Capital Car Title Loans customers. The area of Concord has a rich history, originally settled by the Pacheco family in the 1800s. Loans may be funded by Simple Cash Loans, Inc., dba Montana Capital Car Title Loans®, or one of their lending partners. Loans are not available in all states and are subject to state regulations. Applicants may be required to provide information from national databases for credit decisions. Loan amounts and terms vary by consumer and state. Loan proceeds are intended for personal, family, and household use. Visit Montana Capital Car Title Loans in Concord for fast and reliable financial assistance.
1309 Galindo St, Concord, CA 94520, United States -
Susan Cappo - State Farm Insurance Agent
● OpenSusan 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.
3021 Citrus Cir Ste 100, Walnut Creek, CA 94598, United States -
Patricia Medina - State Farm Insurance Agent
● OpenPatricia 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.
2001 Salvio St #5, Concord, CA 94520, United States -
Tim Mcgallian - State Farm Insurance Agent
● OpenTim McGallian - State Farm Insurance Agent is located at 6200 Center Street in Clayton, California. Tim McGallian is proud to serve as a State Farm Insurance Agent for customers in California, Oregon, and Arizona. The agency serves the local communities of Clayton, Concord, Walnut Creek, Pittsburg, Pleasant Hill, and the surrounding Bay Area. Tim McGallian, the Former Mayor of the City of Concord, prioritizes keeping customers and their families properly insured with customized State Farm policies. The agency also offers Personal Price Plan Bundles for Auto Insurance and Homeowners Insurance in Arizona and Oregon. In addition to insurance services, Tim McGallian is actively involved in the community, serving on the Board of Directors for The Greater Concord Chamber of Commerce. The agency participates in local events benefiting non-profits such as the Contra Costa & Solano Food Bank, White Pony Express, Monument Crisis Center, and Meals on Wheels.
6200 Center St a, Clayton, CA 94517, United States -
Pinnacle Capital Mortgage Corporation
● OpenPinnacle Capital Mortgage Corporation is a reputable finance institution located at 1390 Willow Pass Road in Concord, California. With a commitment to providing top-notch mortgage services, Pinnacle Capital offers a wide range of financial products to help individuals and families achieve their homeownership goals. Whether you are looking to purchase a new home, refinance an existing mortgage, or explore other financing options, the experienced team at Pinnacle Capital is dedicated to guiding you through the process with personalized attention and expertise. Trust Pinnacle Capital Mortgage Corporation for all your mortgage needs in the Concord area and beyond.
1390 Willow Pass Rd # 560, Concord, CA 94520, United States -
The Castillo Law Office
● OpenThe Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
1939 Harrison St #710, Oakland, CA 94612, United States -
AYA Wealth
● OpenAYA Wealth is a finance institution located at 1390 Willow Pass Road in Concord, California, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, AYA Wealth is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1390 Willow Pass Rd #900, Concord, CA 94520, United States -
Jonathan C. Watts | East Bay Business & Tax Lawyer
● OpenJonathan C. Watts | East Bay Business & Tax Lawyer is a renowned institution located at 1320 Willow Pass Road in Concord, California. Specializing in accounting, finance, and legal services, Jonathan C. Watts is dedicated to providing the best possible representation in business, tax, and estate planning matters. With a background in UC Davis Law School, an LLM in Taxation, and certification as a Specialist in Taxation Law, Jonathan C. Watts brings a wealth of expertise to his clients. From business formation to estate planning and tax strategies, the institution offers invaluable guidance to entrepreneurs, individuals, and those navigating complex tax issues.
1320 Willow Pass Rd Suite 600, Concord, CA 94520, United States
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