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TOP 30 Insurance advisors in National City, CA
253 results found
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Jason Sliwoski - State Farm Insurance Agent
Jason Sliwoski - State Farm Insurance Agent is a trusted insurance agency located at 2801 Townsgate Rd, Westlake Village, California, United States. As March approaches, it's a great time to plan for the unexpected. Our office is offering no-obligation life insurance consultations to ensure your family is protected in case of emergencies. We also provide pet insurance to safeguard your furry friends against unexpected expenses. With our holiday saving tips, you can be eco-friendly, save on gifts, and keep extra money in your pocket. We believe in being an integral part of the community and making a difference in the lives of our customers. Our mission is to guide you in protecting your assets and securing a stable future. In times of need, we are here to help you recover and navigate life's challenges.
Randy Harano - State Farm Insurance Agent
Randy Harano - State Farm Insurance Agent is a trusted insurance agency located at 1985 Yosemite Avenue in Simi Valley, California, United States. Conveniently situated behind Jack in the Box at the intersection of Los Angeles Ave. and Yosemite Ave., our agency is dedicated to helping clients with their insurance needs. As April is National Financial Literacy Month, we are committed to raising awareness about the importance of financial literacy and smart money management. Let our State Farm Agency assist you in reviewing your financial plan and ensuring that you have the right coverage for your future and your family's well-being.
Rob Meroth - State Farm Insurance Agent
Rob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.
Mike Siemsen - State Farm Insurance Agent
Mike Siemsen - State Farm Insurance Agent is a reputable insurance agency located at 3960 Prospect Avenue in Yorba Linda, California. Established in 2011, our agency has been dedicated to providing exceptional service to our clients. When you contact our office, you will speak directly with our experienced office manager, Joselyn, or with Mike Siemsen himself. At our agency, we offer a wide range of insurance and financial services including auto insurance, home insurance, commercial auto insurance, business insurance, workers compensation, and life insurance products. We understand the importance of protecting what matters most to you and your family, which is why we are committed to helping you find the right coverage.
Cathy Yerkes - State Farm Insurance Agent
Cathy Yerkes - State Farm Insurance Agent is an insurance agency located at 101 S Kraemer Blvd, Placentia, California, United States. Understanding the basics of insurance can help you build a strong financial foundation. Whether you're driving on rural roads or managing your own business, we offer tips and strategies to help you stay protected and thrive. Please do not include sensitive information when contacting us. If you need assistance with our website, please call (714) 961-7900. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. We are here to help you navigate the complexities of insurance and finance, but for tax or legal advice, please consult a professional advisor.
Gloria Barillas - State Farm Insurance Agent
Gloria Barillas - State Farm Insurance Agent is a trusted insurance agency located at 18860 Nordhoff Street, Los Angeles, California, United States. As spring approaches, it's the perfect time to review your insurance coverage and ensure you're adequately protected. Whether you're planning a road trip or making home improvements, our comprehensive auto and home insurance policies have got you covered. Our dedicated team of professionals is here to guide you through the insurance process and tailor a policy to fit your unique needs. We offer tips on avoiding the dangers of drunk driving, insights on the rising trend of accessory dwelling units, and information on disability insurance coverage options. We prioritize your protection and urge you not to include sensitive personal information when contacting us. Our mission is to be your first choice for all your insurance needs, providing personalized protection for you and your loved ones.
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual
Nerd 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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 3610 Central Avenue in Riverside, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. They take a holistic approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and build enduring legacies. Visit their Riverside office or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located in Carlsbad, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. The firm's holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and transition smoothly into retirement. They offer personalized wealth management experiences and customized solutions for clients. With a commitment to fiduciary responsibility, Beacon Pointe Advisors is dedicated to providing top-notch financial services to their clients.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
Baker Street Advisors, LLC
Baker Street Advisors, LLC is a finance institution located at 575 Market Street in San Francisco, California, United States. We specialize in providing sophisticated wealth management services for successful families and foundations. Our team offers customized, prompt, and attentive service to meet the complex and demanding administrative needs of our clients. With decades of experience working with some of the nation's wealthiest families, we have the expertise to efficiently organize and oversee intricate financial structures. Our investment process is based on data-driven strategies used by the nation's largest university endowments. We prioritize minimizing tax costs when making portfolio changes, ensuring that our clients' investment plans are successful in the long run. In addition to investment management, our team can serve as your personal CFO, addressing tax, insurance, and estate planning matters to create a comprehensive wealth management plan.
National Planning Corporation
National Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.
R B Financial & Insurance Services
R B Financial & Insurance Services is a reputable finance institution located at 916 East 8th Street in National City, California, United States. With a focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial matter, our knowledgeable professionals are here to offer personalized solutions tailored to your specific needs. Trust R B Financial & Insurance Services to provide expert guidance and support in navigating the complex world of finance.
Mahdion Financial & Insurance Center
Welcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
Dave Easterby - State Farm Insurance Agent
Dave Easterby - State Farm Insurance Agent is located at 625 Old Mammoth Road in Mammoth Lakes, California, United States. As a State Farm Agent since 2002, Dave Easterby offers 30 years of experience in insurance and financial services. Specializing in Auto, Home, Condo, Life, and Health insurance, Dave Easterby is dedicated to helping clients save money and find the right coverage for their needs. As a member of the CA Chamber of Commerce and President of the Mammoth Lakes Fire Safe Council, Dave Easterby is committed to serving the community. Customers can expect good neighbor customer service, 24/7 quotes on car insurance, and free quotes on auto insurance. In addition to providing insurance services, Dave Easterby offers valuable tips on home fire evacuation plans and DIY auto maintenance. For more information or to obtain an auto insurance quote, please call or text the office at (760) 934-7575. Please note that sensitive personal information should not be shared on the website for your protection. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it's important to seek advice from a tax or legal advisor for personalized guidance.
All Ways Insurance Services Inc.
Welcome to All Ways Insurance Services Inc., your trusted partner for comprehensive insurance solutions in Camarillo, California. Located at 350 North Lantana Street, our agency has been a cornerstone in the community, providing tailored insurance policies that safeguard your most valuable assets. Specializing in trucking and commercial insurance, we understand the unique needs of trucking businesses and are dedicated to protecting your fleet, drivers, and operations. Our experienced team works closely with a wide range of insurance carriers to ensure you receive the best coverage at the most competitive rates. Whether you need trucking, home, auto, fire, flood, or theft insurance, we have the expertise to access any product that fits your needs.
Calgard Associates Insurance
Welcome to Calgard Associates Insurance, your trusted partner in safeguarding your financial future. Located at 6621 East Pacific Coast Highway, Long Beach, California, we are an established insurance agency dedicated to providing comprehensive insurance solutions to individuals and businesses across the United States. Founded in 1969, Calgard Associates has grown to encompass four offices throughout California, driven by our unwavering commitment to service, integrity, and professionalism. Our experienced team is passionate about delivering an elevated customer experience while helping you protect what matters most.
Paul Hanson Partners
Paul Hanson Partners, located at 222 Gateway Road West in Napa, California, is a finance and insurance agency specializing in risk management and insurance placement services for the transportation industry. Since 1993, we have been providing higher standard limits, more coverage, and fewer exclusions than any other carrier in the marketplace. With “A” rated underwriting partners for nearly 30 years, we pride ourselves on our long-lasting business relationships that have allowed us to continue serving the transportation industry. As a national Program Administrator for Protective and AmTrust Group, we offer two specialty programs for the transportation industry: Mover’s Choice and BizChoice. Mover’s Choice provides specially designed insurance products for the residential household goods moving and storage industry, while BizChoice offers commercial property and casualty insurance products tailored to the last mile logistics niche, middle mile, and LTL/Drayage/General Freight. Trust Paul Hanson Partners for all your transportation insurance needs.
Paul Varelia State Farm Agent
Paul Varelia State Farm Agent is an insurance agency located at 3661 Avocado Boulevard in La Mesa, California, United States. As a second-generation insurance agent, Paul Varelia brings a unique perspective and wealth of knowledge to the industry. Driving on rural roads may seem safe and relaxing, but they come with their own set of risks, including sharing the road with farm vehicles. Paul Varelia State Farm Agent provides tips to help drivers navigate these challenges.
Financial Partners Credit Union
Financial Partners Credit Union is a finance institution located at 365 South Spruce Avenue, South San Francisco, California, United States. At Financial Partners, you can get the wheels you need to take your precious cargo where they need to go. They offer personalized product recommendations based on your unique financial goals, with 0% APR for 12 months plus 5,000 APEX bonus points. Bank smarter with Financial Partners and enjoy better rates than national banks. Earn rewards such as 250 APEX points per month and free cell phone insurance when you pay your monthly bill with your Financial Partners debit card. They offer various banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, personal loans, and more. With branches in Los Angeles Metro, Orange County, San Diego, and San Francisco areas, you can bank online, with their mobile app, or visit conveniently located branches. Financial Partners Credit Union is committed to non-discrimination and provides a link to a third-party website for additional services.
Bankers Life
Bankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!
Financial Partners Credit Union
Financial Partners Credit Union, located at 7800 Imperial Highway in Downey, California, offers a wide range of banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, and personal loans. With personalized product recommendations based on your unique financial goals, you can bank smarter and enjoy better rates than national banks. Take advantage of 0% APR for 12 months and earn 5,000 APEX bonus points. Get 250 APEX Points per month when you complete 15 or more debit card signature transactions totaling a minimum of $1,000. Enjoy free cell phone insurance when you pay your monthly cell phone bill with your Financial Partners debit card. Visit one of our conveniently located branches in California, or bank online with our mobile app. Discrimination is prohibited based on federal law and U.S. Department of the Treasury policy. Proceed with caution when leaving FPCU.org and going to a third-party website, as Financial Partners is not responsible for any content, products, services, or external links on the third party's website.
American Brokerage Network
American Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
Jeff Hood, Bankers Life Agent and Bankers Life Securities Financial Representative
Jeff Hood, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 994 Mill Street, San Luis Obispo, California, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Jeff Hood can help you navigate through the complexities of Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage (Part C) offers all-in-one coverage similar to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even offer premiums as low as $0 per month.
U.S. Bank ATM - Eureka Main
U.S. Bank ATM - Eureka Main is a financial institution located at 735 5th Street in Eureka, California, United States. This institution offers a range of services including borrowing money, investment and insurance products, mortgage and home equity options, as well as credit products. They have experienced loan officers and bankers ready to assist with any loan or mortgage questions. U.S. Bank also provides access to calculators and rate charts to help customers get started. Please note that investment and insurance products and services are not deposits, not FDIC insured, may lose value, and are not guaranteed by the bank. U.S. Bank does not offer insurance products directly but through their affiliate U.S. Bancorp Investments. Additionally, U.S. Bank credit cards are issued by U.S. Bank National Association. Customers should consult their tax and/or legal advisor for advice on their unique financial situation. Please be aware that by visiting the U.S. Bank website, you may be subject to different privacy and security policies. U.S. Bank uses tracking technologies such as cookies for various purposes, including understanding how visitors interact with their website and delivering behavioral advertising on third-party platforms.
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