Insurance advisor services in Redwood City, CA
31 results found
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John Lattimore - State Farm Insurance Agent
● ClosedJohn Lattimore - State Farm Insurance Agent is a trusted insurance agency located at 488 North State Street in Ukiah, California. Since 1989, we have been providing a wide range of insurance products including Auto, Life, Home, and Commercial Insurance to the residents of Mendocino County and Northern California. Our office is pet-friendly and offers convenient office hours from Monday to Friday, with 24-hour access available. In addition to our standard insurance offerings, we also provide Life Insurance, Pet Insurance, and Med-Supp Insurance. If you're interested in Motorcycle Insurance specifically in Mendocino, we can help you with that too.
488 N State St, Ukiah, CA 95482, United States -
RCU Insurance Services
● ClosedRCU Insurance Services is a reputable insurance agency located at 1205 North Dutton Avenue in Santa Rosa, California, United States. Our goal is to provide quality insurance that meets your specific needs and budget. As an extension of Redwood Credit Union (RCU), we strive to always do what is right for our clients. With access to over 13 preferred carriers and many hard-to-place carriers, RCU Insurance Services can help you find the best coverage for the best value. Our dedicated agents do not charge brokerage fees and are always available to assist you when you need it most.
1205 N Dutton Ave, Santa Rosa, CA 95401, United States -
Gina Vallee - State Farm Insurance Agent
● ClosedGina Vallee - State Farm Insurance Agent is a trusted insurance agency located at 632 El Camino Real in San Carlos, California, United States. Conveniently situated between San Carlos Ave and Cherry Street, the office offers parking on the side and back for clients. Specializing in providing free car insurance quotes throughout the Bay Area, with a focus on San Carlos, Redwood City, and San Mateo County, Gina Vallee has over 35 years of State Farm Insurance experience and has been a reliable agent for over 27 years. Gina and her team are dedicated to helping people insure their autos, as well as offering earthquake and life insurance policies. They prioritize educating clients on the importance of life insurance and finding ways to use their dollars wisely. Gina is actively involved in the community, volunteering at the Peninsula Humane Society and supporting organizations like Samaritan House and Second Harvest.
632 El Camino Real, San Carlos, CA 94070, United States -
Candice Kistner - State Farm Insurance Agent
● ClosedCandice Kistner - State Farm Insurance Agent is located at 576 Cambridge Avenue in Palo Alto, California. Our agency specializes in providing Auto Insurance, Life Insurance, and relocation services to the Santa Clara County area, including Palo Alto, Cupertino, Mountain View, and Redwood City. We have received prestigious awards such as the State Farm President's Club and State Farm Exotic Ambassador Travel. As a third generation State Farm Agent, I am dedicated to serving the community and protecting what's important to our customers. My team of licensed Insurance Professionals is committed to providing outstanding service and helping you find the right coverage for your needs. Whether you are moving to the area or looking for insurance quotes, we are here to assist you.
576 Cambridge Ave, Palo Alto, CA 94306, United States -
Kobrin Financial & Insurance Services
● ClosedKobrin Financial & Insurance Services is a family-owned finance institution located at 4849 Old Redwood Highway, Santa Rosa, California, United States. With over 30 years of experience, we are dedicated to making a difference in the lives of our clients and community. Our mission is to help you and your family feel confident in your financial future as you strive towards life's next phase. At Kobrin Financial & Insurance Services, we understand the importance of passing on a legacy from one generation to the next. Our team, representing three family generations, is here to help enhance and grow your wealth, as well as protect and preserve the value of your assets. We believe that a well-informed individual will make better financial decisions.
4849 Old Redwood Hwy, Santa Rosa, CA 95403, United States -
Commercial Coverage Insurance Agency
● ClosedCommercial Coverage Insurance Agency, located at 7250 Redwood Boulevard in Novato, California, is more than just your typical insurance agency. As advisors and consultants, we offer counsel and advice on a wide range of commercial property insurance products. Our commitment to excellence and ethics is unmatched, providing tools, resources, and services to meet your insurance needs. With our A.I. powered Surefit system, we offer instant quotes with the most accurate and transparent information. By appointment only, you can visit us at our locations in San Francisco and Novato. We serve clients in multiple states, including Alaska, Arizona, California, Colorado, and many more.
7250 Redwood Blvd Suite 300, Novato, CA 94945, United States -
Eric Lau Insurance services
● ClosedEric Lau Insurance Services is a reputable insurance agency located at 3 Lagoon Drive in Redwood City, California. Specializing in finance and health insurance, our team of experienced professionals is dedicated to providing top-notch service and personalized solutions to meet our clients' needs. Whether you are looking for coverage for your home, car, business, or health, we are here to help you navigate the complex world of insurance. Trust Eric Lau Insurance Services to protect what matters most to you.
3 Lagoon Dr #150, Redwood City, CA 94065, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 280 Main Street in Point Arena, California, is a trusted institution offering a range of financial services including banking, ATM access, and loans. Many local businesses choose to bank with us for our reliable and convenient services. Our friendly staff at the Point Arena branch are here to assist you with all your financial needs. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we have you covered. Schedule an appointment for investment, insurance, or auto services by visiting our main appointments page. You can also speak with a representative at our Member Service Center by calling 1 (800) 479-7928. Find a local RCU ATM or access over 30,000 free Co‑op® Network ATMs with our locator map. We are committed to providing exceptional service and support to our members. Please note that any information or products provided on third-party websites linked from our site are not endorsed or guaranteed by Redwood Credit Union. Contact us today to learn more about how we can help you achieve your financial goals.
280 Main St, Point Arena, CA 95468, United States -
Johnson & Dugan Insurance Services Corporation
● ClosedJohnson & Dugan Insurance Services Corporation is a leading insurance agency located at 390 Bridge Parkway in Redwood City, California. Our team is dedicated to providing expert assistance to our clients, offering a higher level of service in the insurance market. We are licensed by the state of California (CA Insurance License 0649686) and also offer investment advisory services through Global Retirement Partners, LLC, a registered investment advisor. Please note that Global Retirement Partners, LLC and Johnson & Dugan Insurance Services Corporation are separate and non-affiliated companies. Our email communications are HIPPA Security Compliant and can be accessed through our secure email messaging center. We also provide United Healthcare Surprise Billing Disclosure and Machine Readable Files (MRF), as well as Kaiser Permanente Surprise Billing Disclosure and Machine Readable Files (MRF). Trust Johnson & Dugan Insurance Services Corporation for all your insurance needs.
390 Bridge Pkwy #200, Redwood City, CA 94065, United States -
Wen Ling Cheng - State Farm Insurance Agent
● ClosedWen Ling Cheng - State Farm Insurance Agent is located at 1299 Old Bayshore Highway in Burlingame, California. As a State Farm agent since 2001, I am dedicated to serving the entire Bay Area and promoting equal education opportunities. I offer insurance services in various locations within the Bay Area, including San Mateo County, Burlingame, Millbrae, Hillsborough, San Mateo, Foster City, and Redwood City. I am passionate about community service and providing financial resolutions for the new year. For your protection, please avoid sharing sensitive personal information. Securities distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company. Pre-existing conditions may affect pet insurance policies. State Farm is not responsible for third party sites referenced in this material. Please consult a tax or legal advisor for personalized advice.
1299 Old Bayshore Hwy Ste 118, Burlingame, CA 94010, United States -
Samantha Harris - State Farm Insurance Agent
● ClosedSamantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
21060 Redwood Rd # 150, Castro Valley, CA 94546, United States -
Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDanian Peo is a financial advisor at Ameriprise Financial Services, LLC located at 4314 Redwood Highway in San Rafael, California, United States. Danian Peo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Danian Peo's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Danian Peo is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual
● OpenNerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual is a leading finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California, United States. Specializing in providing personalized financial planning, wealth management, and insurance services, Nerd Nation is dedicated to helping clients achieve their financial goals and secure their futures. With a team of knowledgeable professionals, Nerd Nation offers expert guidance and tailored solutions to meet each client's unique needs. Trust Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual to safeguard your financial well-being and plan for a prosperous future.
203 Redwood Shores Pkwy #460, Redwood City, CA 94065, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 3 Lagoon Drive in Redwood City, California, is a finance and insurance agency dedicated to helping clients achieve their financial goals. As independent financial advisors, they offer a planning-based approach to address each client's unique needs and objectives. With a fee-only approach, they provide objective investment recommendations. Their team of CFPs, tax and estate professionals, and portfolio managers work together to create personalized financial plans for clients, managing changes to investment portfolios and implementing estate, tax, and giving plans. Regular portfolio reviews and updates ensure clients are informed of their progress and any life changes. With a wide range of wealth management services and a local presence across the U.S., EP Wealth Advisors is committed to serving clients at their convenience. Recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles, EP Wealth Advisors offers a personalized touch and deep expertise to help clients focus on what's important to them.
3 Lagoon Dr # 190, Redwood City, CA 94065, United States -
Redwood Credit Union
● ClosedRedwood Credit Union is a trusted financial institution located at 195 South Orchard Avenue in Ukiah, California. As a full-service bank, we offer a range of services including ATM access, banking, and finance options. Many local businesses choose to bank with us due to our commitment to serving our members and the community. Our friendly staff is dedicated to helping you with all your financial needs. You can easily schedule appointments for investment, insurance, or auto services on our website. We also offer convenient services such as cash withdrawals, deposits, loan payments, notarization, and safe deposit boxes. If you have any questions, feel free to contact our Member Service Center or use our ATM locator map to find a nearby RCU or Co-op Network ATM. Additionally, we provide information on the latest updates regarding the Economic Aid Act and PPP loan forgiveness. Please note that we are not responsible for the content of external websites. Visit Redwood Credit Union today and experience the difference!
195 S Orchard Ave, Ukiah, CA 95482, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 16095 Main Street in Lower Lake, California, is a trusted institution offering a range of financial services including ATM, banking, and finance options. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the Lower Lake branch is dedicated to helping RCU Members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. Schedule an appointment for investment, insurance, or auto services, or speak with a representative at our Member Service Center. Find a convenient RCU ATM or access over 30,000 free Co-op Network ATMs with our locator map. Stay informed about changes in regulations, such as the Economic Aid Act, and how they may affect your loan repayment schedule. Please note that we are not responsible for the content of third-party websites linked from our site. Let Redwood Credit Union be your trusted partner in financial success.
16095 Main St, Lower Lake, CA 95457, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 1129 South Cloverdale Boulevard in Cloverdale, California, is a trusted institution offering a range of financial services. Many local businesses choose to bank here, and for good reason. The dedicated staff at the Cloverdale branch is committed to serving RCU Members and the community. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to help. Our convenient ATM and Co‑op® Network ATM locator map makes accessing your funds easy. Additionally, our knowledgeable representatives are available to assist you over the phone. For appointments regarding investments, insurance, or auto services, visit our main appointments page. Please note that the deferment period for PPP loans has been extended, giving you more time to request forgiveness. However, if any part of your loan is not forgiven, your first loan payment will be due the following month after a decision is made by the SBA. Please be aware that by clicking on any links to third-party websites, you will be leaving the Redwood Credit Union website. We do not endorse or guarantee the products or information provided by these external sites. Visit us today and let us help you achieve your financial goals and dreams.
1129 S Cloverdale Blvd Suite A, Cloverdale, CA 95425, United States -
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSakiko Kono is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4314 Redwood Highway, San Rafael, California, United States. With a focus on providing personalized financial advice, Sakiko Kono helps clients navigate the complexities of retirement planning, investment strategies, and wealth management. Background and qualification information for Sakiko Kono can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Kendall Kramer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKendall Kramer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7250 Redwood Boulevard, Novato, California, United States. Kendall Kramer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kendall Kramer's expertise in various areas of financial planning and asset management. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need help with investment strategies, estate planning, retirement planning, or insurance products, Kendall Kramer can provide tailored solutions to meet your financial goals.
7250 Redwood Blvd Suite 300, Novato, CA 94945, United States -
Redwood Credit Union ATM
● OpenWelcome to the Redwood Credit Union ATM, conveniently located at 1801 East Cotati Avenue, Rohnert Park, California 94928. As a trusted financial partner for many local businesses and residents, we pride ourselves on offering a wide range of products and services tailored to meet your unique financial needs. At RCU, we believe in supporting you on your financial journey every step of the way, helping you love where you bank. Discover why over 400,000 of your friends, family, and neighbors trust Redwood Credit Union. We offer competitive mortgage products, easy phone banking, and excellent online services. Our annual shred and e-waste collection events are back, providing valuable services to our community. Additionally, qualified homebuyers can benefit from our $2,500 down payment assistance, making your dream home more accessible.
1801 East Cotati Avenue, Rohnert Park, California 94928, United States -
Redwood Credit Union ATM
● OpenWelcome to the Redwood Credit Union ATM located at 39250 California 1, Gualala, California 95445. As a trusted financial partner in the community, Redwood Credit Union (RCU) is dedicated to supporting your financial journey with a wide array of products and services designed with you in mind. Many local businesses choose RCU for their banking needs, and with good reason. We offer comprehensive financial solutions that cater to both personal and business needs, ensuring that you can achieve your financial goals with confidence and ease. Whether you're looking to buy a home, finance a vehicle, or set up a spending plan, RCU is here to guide you every step of the way.
39250 California 1, Gualala, California 95445, United States -
Anthony Trias - CERTIFIED FINANCIAL PLANNER
● ClosedAnthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
165 N Redwood Dr #100, San Rafael, CA 94903, United States -
HUB International
● ClosedHUB International, located at 4340 Redwood Highway in San Rafael, California, is a finance and insurance agency specializing in retirement and wealth management services. As a division of HUB Retirement & Private Wealth, GRP Financial California offers tailored resources for companies and plan sponsors with retirement plan needs. They work with a diverse range of organizations, from for-profit to not-for-profit, with plan assets exceeding $1 billion. Services include 401(k), 403(b), defined benefit, and non-qualified plans, among others. With relationships with various record keepers and mutual fund companies, their team of specialists can assess current plans and provide solutions to help employees secure their financial future. Investment advisory services are offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial California is a separate entity. The institution has been recognized by PLANADVISER magazine for its top performance in retirement plan advising, with the Top 100 Retirement Plan Advisers awards based on qualified plan assets and number of plans under advisement. Applicants are evaluated based on the size of their practice, with no fee charged to participate. The rating is not indicative of future performance.
4340 Redwood Hwy B 60, San Rafael, CA 94903, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 700 Jefferson Avenue, Redwood City, California, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Additional services include brokerage, investment advisory, financial planning, and insurance through affiliated banks. Please review our Client Relationship Summary for more information.
700 Jefferson Ave, Redwood City, CA 94063, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families plan for their future and protect their assets. The institution is known for its commitment to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to invest for retirement, secure life insurance coverage, or protect your wealth, Northwestern Mutual is dedicated to helping you achieve your financial goals.
203 Redwood Shores Pkwy #460, Redwood City, CA 94065, United States -
Mutual of Omaha Reverse Mortgage
● ClosedMutual of Omaha Reverse Mortgage is a finance and real estate agency located at 7250 Redwood Boulevard, Novato, California, United States. They specialize in helping individuals turn their home's equity into retirement cash-flow, allowing them to live in the home they love for the rest of their lives. The institution offers free reverse mortgage consultations with a specialist who is dedicated to guiding clients through the decision-making process. Testimonials from satisfied clients praise the professionalism, knowledge, and personal care provided by the team at Mutual of Omaha Reverse Mortgage. The institution is licensed and regulated by various state financial authorities to ensure compliance with all relevant laws and regulations. They offer a range of services, including assistance with property taxes, homeowner's insurance, maintenance costs, and HOA fees. Clients can contact Mutual of Omaha Reverse Mortgage for more information and to schedule a consultation.
7250 Redwood Blvd Suite 300, Novato, CA 94945, United States -
Northern Trust
● ClosedNorthern Trust, located at 575 Redwood Highway in Mill Valley, California, is a leading finance institution offering comprehensive wealth management services. With over 130 years of experience and a client base that includes over 25% of the Forbes 400 Wealthiest Americans, Northern Trust advisors have unparalleled expertise in managing wealth. From individuals and families to privately held businesses, family offices, and foundations, Northern Trust provides innovative technology, exceptional service, and in-depth knowledge across all aspects of financial planning. Services include wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Northern Trust advisors are supported by The Northern Trust Institute, a research center dedicated to developing insights based on real-world outcomes and specialized expertise. With over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is committed to providing personalized advice tailored to important life moments. Trust Northern Trust for all your wealth management needs.
575 Redwood Hwy Suite 100, Mill Valley, CA 94941, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center, located at 400 Woodside Plaza in Redwood City, 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 options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that may be of interest to you. Their team of advisors, including those from their parent company Merrill Lynch, can meet with you in a way that works best for you. Additionally, banking products are provided by Bank of America, N.A. and affiliated banks, ensuring a comprehensive range of financial services. Please review their Client Relationship Summary for more information on the services offered.
400 Woodside Plz, Redwood City, CA 94061, United States -
Tom J. Nohr CFP RFC – Successful Financial Education Workshops
● ClosedTom J. Nohr CFP RFC – Successful Financial Education Workshops is a reputable finance institution located at 20632 Redwood Road in Castro Valley, California, United States. With a focus on comprehensive financial planning since 1986, Tom Nohr offers educational workshops for residents of AL, AR, AZ, CA, FL, NC, OR, and WA. This institution is dedicated to providing valuable information for informational purposes only and is not a solicitation to buy or sell securities. Tom Nohr is a licensed California Insurance Agent with Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Education Workshops are not affiliated. It is important to note that Registered Representatives of Cambridge may only conduct securities business in a specific state if properly registered or exempt. Compliance with state registration requirements is necessary for personalized investment advice and transactions in securities. For more information, please refer to Cambridge’s Form CRS (Customer Relationship Summary) and check the background of this investment professional.
20632 Redwood Rd # E, Castro Valley, CA 94546, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a finance institution located at 250 Redwood Shores Parkway, Redwood City, California, United States. At Merrill, we have a team of experienced advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or looking for banking products, we have the tools and expertise to help you make informed decisions. Our services include brokerage, investment advisory, financial planning, and insurance products. We strive to provide you with the information and resources you need to make smart financial choices. Contact us today to learn more about how we can help you turn your ambitions into action.
250 Redwood Shores Pkwy Suite A, Redwood City, CA 94065, United States
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