The 30 Best Insurance agents near me in Pleasanton, California

BRIDGER is an insurance agency located at 7180 Koll Center Parkway in Pleasanton, California. Specializing in non-standard auto insurance, renters, and commercial auto programs, BRIDGER offers licensed California brokers a great opportunity to grow their business by becoming a Bridger broker. The bilingual offices can help clients better understand their policies and save money while receiving exceptional service. Founded in June 2017, BRIDGER has had a successful year and is preparing to launch a new non-standard California auto insurance program called BridgerDrive in 2018. With full coverage options available, this program will fill a void in the California auto insurance marketplace for non-standard risks.

e Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.

Mission Hills Associates Thrivent Financial is a trusted finance and insurance agency located at 7011 Koll Center Parkway in Pleasanton, California. With a commitment to helping individuals and families achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mission Hills Associates Thrivent Financial is dedicated to providing personalized and comprehensive financial solutions tailored to your unique needs and goals. Contact us today to learn more about how we can help you secure your financial future.