TOP 30 Best Homeowner financial planning in Oakland, California

Alex Anneker - State Farm Insurance Agent is a trusted insurance agency located at 5301 Claremont Avenue in Oakland, California. Positioned conveniently at the corner of Vicente Way and Claremont Ave, across from the California DMV office, we are committed to helping you protect what matters most in your life. With over 18 years of experience in the financial services field, we specialize in providing comprehensive insurance coverage to safeguard your assets and help you achieve your goals. From flood insurance to home, auto, life, and disability coverage, we offer a range of options to suit your needs.

Kelly Lux - State Farm Insurance Agent is a well-established insurance agency located at 2221 Harbor Bay Parkway in Alameda, California. With over 34 years of experience in the insurance industry, Kelly Lux and her team are dedicated to providing personalized service to customers in Alameda, Oakland, San Leandro, Hayward, and the surrounding East Bay Area. They have been recognized with prestigious awards such as the State Farm Legion of Honor and Crystal Excellence for their exceptional customer service. Kelly Lux believes in building genuine relationships with her clients to create insurance plans that cater to their unique needs. Her team of experienced professionals, including Tiffany Palmer, Laura Seagren, Carolyn Owen, and Kelcey Edwards, are committed to helping customers with a range of insurance services including auto, home, life, business, health insurance, and financial services.

Farmers Insurance - Anthony Sue is an established insurance agency located at 3333 Grand Avenue, Oakland, California. With 20 years of experience in the industry, Anthony Sue is dedicated to providing personalized service to his customers. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Anthony Sue can help you find the right coverage to suit your needs and budget. Additionally, he offers financial services to help you plan for a secure future. Contact Farmers Insurance - Anthony Sue today for a quote and to discuss your insurance needs.

Jay Sondhi, U.S. Bank Home Mortgage is a leading financial institution located at 1998 Mountain Boulevard in Oakland, California. As a trusted bank specializing in home mortgages, we offer a wide range of financial services to help you achieve your homeownership goals. Our team of experienced professionals is dedicated to providing personalized assistance and expert guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance your existing home, Jay Sondhi, U.S. Bank Home Mortgage is here to help you make informed financial decisions. Visit us today to learn more about our competitive rates and flexible loan options.

Kristen Law - State Farm Insurance Agent is an insurance agency located at 3940 High Street in Oakland, California, United States. Kristen Law, originally from the Midwest, has been working as an Agent for State Farm since 1989. In addition to her insurance business, she has a passion for teaching English and Citizenship preparation to new immigrants and refugees. Kristen and her husband have expanded their family through fostering teenagers from overseas, along with their two rescue dogs. Kristen values helping customers on a daily basis and strives to always prioritize their interests. She offers free notary services as an added value for customers and non-customers alike. The team at Kristen Law - State Farm Insurance Agent is dedicated to serving the financial and insurance needs of their clients, providing recommendations and exceptional service. Tanya Morris is an experienced insurance professional on the team, committed to customer care and continuous learning. The institution also offers information on various insurance policies, investment options, and pet insurance products. Kristen Law - State Farm Insurance Agent aims to provide exceptional service to help customers make informed decisions about their insurance program.

Victor James - State Farm Insurance Agent is a reputable insurance agency located at 201 MacArthur Boulevard in San Leandro, California. As a proud member of the Bay Area Community, Victor James offers a wide range of insurance services to local residents and businesses. Whether you are in need of auto insurance, homeowners insurance, life insurance, or financial services, Victor James is here to assist you. With a strong presence in the Bay Area, including Oakland, Alameda, Piedmont, Emeryville, and San Leandro, Victor James is dedicated to providing personalized service and comprehensive coverage options to meet your unique needs. The professional team at Victor James is committed to building relationships with customers and ensuring they have the coverage they deserve. Visit the office today or give them a call to receive a free insurance quote and find a plan that fits your life. Stay connected with Victor James for expert guidance on navigating the California insurance market and securing the right coverage for you.

Farmers Insurance - Sirak Tegbaru is an insurance agency located at 10810 San Pablo Avenue, El Cerrito, California, United States. During the COVID-19 pandemic, they are committed to providing safety and support to their clients in El Cerrito, Albany, Berkeley, Richmond, Oakland, and the surrounding East Bay Area. With eight years of experience, they offer a range of insurance services including auto, homeowners, small business, commercial, workers compensation, renters, life insurance, and financial services. As a proud member of the Farmers Topper Club, they aim to help clients customize insurance policies to fit their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, their team is dedicated to providing the assistance and results you expect. Contact them for a personalized insurance quote and learn about available discounts to help you save money. From protecting your home to securing your financial future, Farmers Insurance - Sirak Tegbaru is here to help you navigate the world of insurance with confidence.

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Farmers Insurance - Mike Clauson is an insurance agency located at 859 Clay Street in Oakland, California. Specializing in Homeowners Insurance, Business Insurance, General Liability Insurance, Workers Comp Insurance, and Commercial Auto Insurance, this agency has been serving clients for over 12 years. Mike Clauson and his team are dedicated to providing comprehensive coverage and advocating for their clients. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Condo insurance, or Business insurance, Farmers Insurance has you covered. With competitive rates and multi-line insurance discounts, they can help you protect your assets and plan for a secure financial future. For personalized service and expert advice, contact Farmers Insurance - Mike Clauson today.

Fiesta Auto Insurance & Tax Service is a reputable finance and insurance agency located at 646 Hegenberger Road in Oakland, California. With a focus on providing comprehensive insurance coverage and efficient tax services, our experienced team is dedicated to helping clients protect their assets and navigate complex financial matters. Whether you're in need of auto insurance, home insurance, or assistance with tax preparation, Fiesta Auto Insurance & Tax Service is committed to delivering top-notch customer service and personalized solutions to meet your individual needs. Visit us today to experience peace of mind and financial security.

Fiesta Auto Insurance & Tax Service is a trusted finance and insurance agency located at 10507 International Boulevard in Oakland, California. With a commitment to providing excellent service, they offer a wide range of insurance options and tax services to meet the needs of their clients. Whether you're looking for auto insurance, home insurance, or assistance with filing your taxes, Fiesta Auto Insurance & Tax Service is here to help. Their knowledgeable staff is dedicated to helping you find the best coverage at the most affordable rates. Visit them today to experience their top-notch service and expertise.

Farmers Insurance - Thy Le is an insurance agency located at 745 East 12th Street in Oakland, California, United States. As a local Farmers® agent in Oakland, CA, Thy Le helps customers identify the insurance coverage that best fits their needs. Thy Le has the knowledge and experience to help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Thy Le with any questions they might have. Farmers Insurance offers comprehensive coverage options for auto insurance, home insurance, renters insurance, business insurance, life insurance, and more. They provide competitive rates and discounts to help customers save money on their insurance policies. Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there in the event of a disaster.

LRC Insurance Services is a leading insurance agency located in Oakland, California. Our experienced team specializes in providing a wide range of insurance services including health, finance, and more. We are dedicated to helping our clients protect their assets and secure their future. Visit us at 888 98th Avenue to learn more about how we can assist you with your insurance needs.

Farmers Insurance - Sharon Li is a local insurance agency located at 320 13th Street, Oakland, California. As a Bay Area native, Sharon Li takes pride in helping customers identify the insurance coverage that best suits their needs. With years of experience as a second-generation Farmers agent, she is knowledgeable in various types of insurance including auto, home, renters, and business insurance. The agency is conveniently situated in Downtown Oakland and welcomes clients to schedule an appointment to meet the team. Whether you are in need of comprehensive coverage, collision coverage, deductibles, or medical payments, Sharon Li is here to guide you through the process and make you more informed about insurance. Additionally, Farmers Insurance offers competitive rates and discounts to help you save money on your policies. From protecting your home to providing financial support for your loved ones through life insurance, Farmers Insurance - Sharon Li has you covered. Contact Sharon Li today to discuss your insurance needs and create a plan for a secure future.

Farmers Insurance - Sam Cheng is an insurance agency located at 388 9th Street in Oakland, California. As a local Farmers agent, Sam Cheng helps customers find the insurance coverage that best suits their needs. Whether you need auto, home, renters, business insurance, or more, Sam is there to guide you through the process and make sure you understand your options. Located in the heart of Oakland Chinatown, Sam is available to answer any questions you may have. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, business, and more. Sam can help you navigate the complexities of insurance policies and find the right coverage for your budget. Whether you're a homeowner, renter, small business owner, or condo owner, Sam can help protect your assets and provide financial support for your loved ones.

Farmers Insurance - Deborah Huber is an insurance agency located at 333 Hegenberger Road in Oakland, California. As a local Farmers® agent, Deborah Huber helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Deborah has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Deborah aims to make her customers smarter about insurance. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable insurance products. Whether you need coverage for your home, car, rental property, business, or life, Deborah Huber can help you create a customized insurance plan that suits your budget and requirements. By offering competitive rates and multi-line insurance discounts, Farmers Insurance aims to help clients protect their assets and financial future.

Farmers Insurance - Mitchell Varhula is a local insurance agency located at 1870 Olympic Boulevard in Walnut Creek, California. Serving Contra Costa and Alameda counties, this agency specializes in educating clients about various insurance options, including auto, life, home, renters, and business insurance. With a focus on ensuring that clients fully understand their coverage, Farmers Insurance - Mitchell Varhula is committed to providing the right protection against California's unique insurance risks, such as earthquakes, floods, and wildfires. In addition to insurance services, Mitchell Varhula is passionate about cycling and can often be found navigating Mt. Diablo or the Oakland hills in a Farmers cycling jersey. Whether you're looking for comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, this agency can help customize a plan to suit your needs and budget. Farmers Insurance - Mitchell Varhula also offers personal umbrella insurance for added coverage and financial security.

Fernando Valenzuela - State Farm Insurance Agent is a trusted insurance agency located at 2648 International Boulevard in Oakland, California. With over 35 years of experience, we are committed to providing personalized insurance solutions to meet all of your needs. Whether you are in need of auto insurance, homeowners insurance, renters insurance, life insurance, or business insurance, we have the expertise to help you find the right coverage. Our team understands the unique insurance requirements of the Oakland community and takes pride in assisting individuals in protecting their assets. Whether you are a renter, homeowner, or condo unit owner, we are here to guide you through the insurance process and answer any questions you may have.

Ken Bullock - State Farm Insurance Agent is located at 4490 Piedmont Avenue in Oakland, California. Situated across the street from the 'Chapel of Chimes' with a cross street of Ramona St, this insurance agency offers a range of services to help individuals with their financial planning needs. Whether you are looking to create a personal financial plan, establish a special needs financial plan, or learn about DIY auto maintenance to save on repair costs, Ken Bullock and his team are here to assist you. They can provide information on life insurance, annuities, and pet insurance products, all underwritten by reputable companies.

Angela L. Darby: Allstate Insurance is a reputable insurance agency located at 3450 Lakeshore Avenue in Oakland, California. With a commitment to providing personalized and reliable insurance solutions, they specialize in offering a wide range of insurance products, including auto, home, life, and business insurance. The dedicated team at Angela L. Darby: Allstate Insurance strives to help clients protect what matters most to them, ensuring peace of mind and financial security. Whether you are looking for insurance for your car, home, or business, you can trust Angela L. Darby: Allstate Insurance to provide exceptional service and comprehensive coverage tailored to your needs.

Farmers Insurance - Norman Garcia, located at 8105 Edgewater Drive in Oakland, California, is your local Farmers® agent ready to assist you with all your insurance needs. Whether you're looking for auto, home, renters, business, life, or condo insurance, Norman Garcia is here to help you navigate through the coverage options and find the best policy to suit your needs and budget. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts to help you save money. Additionally, Norman Garcia can help you create a solid financial plan to secure your future. Contact him today for personalized assistance and to learn more about the insurance products offered by Farmers Insurance.

Farmers Insurance - Anthony Sue is an insurance agency located at 1986 Lewelling Boulevard, San Leandro, California, United States. With over 20 years of experience, Anthony Sue, along with his father who has been an agent for over 35 years, provides personalized service to help customers find the best coverage for their needs. In addition to the San Leandro location, there is also an office in Oakland near Lake Merritt. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. Farmers Insurance has been in business for over 80 years, offering competitive rates and multi-line insurance discounts. Customers can also inquire about personal umbrella insurance for added protection.

Farmers Insurance - Andy Pham is an insurance agency located at 1630 Oakland Road in San Jose, California. As a local Farmers® agent, Andy Pham helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Andy provides personalized and straightforward assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Andy Pham also assists with life insurance, renters insurance, condo insurance, and business insurance. Additionally, as a Financial Services agent, Andy can help customers build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide underwriting for policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Andy Pham at Farmers Insurance for personalized assistance with insurance needs.

On My Way Insurance Services is a trusted insurance agency located at 343 9th Street in Oakland, California. Our dedicated team of professionals is committed to helping clients find the best insurance coverage to protect their assets and loved ones. Whether you need auto, home, life, or business insurance, we offer personalized solutions to meet your specific needs. With our expertise and excellent customer service, you can feel confident knowing that you are in good hands with On My Way Insurance Services. Contact us today to get started on securing your future.

Liberty Mutual Insurance is an insurance agency located at 265 Lenox Avenue in Oakland, California, United States. With just 5-10 minutes and some basic details, you can easily get started with their services. You can conveniently pay your bill or access your ID cards through their mobile app, ensuring you have your important documents with you at all times. As an Equal Opportunity Employer and Equal Housing Insurer, Liberty Mutual is committed to providing fair and inclusive services to all.

Diane's Tax Preparation & Consulting Services, located at 5754 Foothill Boulevard in Oakland, California, is a trusted accounting and finance institution run by Certified Registered Tax Preparer, Diane S. Le Blanc. With over 25 years of experience, we offer a personalized approach to tax preparation and consulting, aiming to provide the highest quality return possible for our clients. Our services include income tax preparation, notary public services, tax problem resolution, tax audit support, and offers in compromise. We cater to a wide range of clients, including homeowners, small business owners, educators, doctors, landlords, and more. Our team provides prompt and courteous service in a family-oriented atmosphere at an affordable rate.

Annie Qin Insurance is a trusted insurance agency located at 934 Webster Street in Oakland, California. With a dedication to providing personalized and comprehensive insurance solutions, our team of experienced professionals is committed to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, Annie Qin Insurance is here to assist you every step of the way. Contact us today to learn more about how we can help you secure your future.

Mueller & Strosberg, LLP is a leading accounting and finance institution located at 1865 Pleasant Valley Avenue in Oakland, California, United States. Specializing in tax services, our team of experts are dedicated to helping small to medium-sized businesses, homeowners associations, non-profit organizations, and complex individuals with all their accounting needs. If you find taxes daunting or don't have an accounting background, we are here to assist you. Trust Mueller & Strosberg, LLP to handle your finances with precision and expertise.