TOP 10 Insurance and consulting services in San Rafael, California

Ethan Cline - State Farm Insurance Agent is an insurance agency located at 3401 Cleveland Avenue in Santa Rosa, California, United States. At this time, State Farm online auto quoting is not available, so please call, text, or visit the office for an auto insurance quote. The institution is offering no obligation life insurance consultations to help you feel confident about your protection heading into 2024. The experienced team at Ethan Cline - State Farm Insurance Agent has over 50 years of insurance industry experience and serves customers in Santa Rosa, Sebastopol, Windsor, Healdsburg, Rohnert Park, Oakmont, and surrounding areas. They offer a range of insurance products including auto and life insurance. The team is dedicated to providing excellent customer service and working closely with individuals to cater to their insurance needs effectively. Services are available for customers in Sonoma, Napa, Mill Valley, San Rafael, Petaluma, Novato, Larkspur, San Anselmo, Corte Madera, Kentfield, Fairfax, Guerneville, and Cotati. Contact the office today to find the right insurance options for you and your family. Remember, it is important to have the right coverage to protect your loved ones.

San Rafael Insurance Services, Inc. is a reputable health insurance agency located at 999 Fifth Avenue in San Rafael, California, United States. Our team of experienced professionals is dedicated to providing top-notch insurance services to our clients. We offer a wide range of health insurance options to suit the needs of individuals and families. Whether you are looking for coverage for yourself or your loved ones, we are here to help you find the right plan. Contact us today to learn more about our services and how we can assist you in securing the best health insurance coverage for your needs.

Via Rapida Services is a versatile institution located at 9 Vivian Street in San Rafael, California. Specializing in accounting, finance, insurance agency, and local government services, Via Rapida is dedicated to providing personalized and efficient solutions to meet the diverse needs of its clients. With a team of experienced professionals, this institution offers a wide range of services to help individuals and businesses navigate the complexities of financial management and government regulations. Whether you are looking for tax assistance, insurance coverage, or guidance on local government policies, Via Rapida Services is here to help you every step of the way.

EPIC Insurance Brokers and Consultants is a leading insurance agency located at 1010 B Street in San Rafael, California, United States. With a team of experienced professionals, EPIC offers a wide range of insurance solutions to meet the needs of individuals and businesses. Whether you are looking for personal insurance coverage or specialized risk management services, EPIC is dedicated to providing tailored solutions to protect what matters most to you. Contact EPIC Insurance Brokers and Consultants today to discuss your insurance needs and find the right coverage for you.

The Law and Mediation Offices of Stuart Diamond, located at 1000 4th Street in San Rafael, California, offers full-time mediation services for a variety of civil disputes. Stuart Diamond, a seasoned mediator with extensive litigation experience, helps parties evaluate their cases and craft innovative solutions. Attorneys consult with Stuart for case evaluation services to help achieve optimal settlements. With over 2000 mediations under his belt, Stuart has been recommended by major insurance carriers and plaintiffs' attorneys alike. Rates for half or full day sessions are available, with additional fees for review and preparation time. Payment is due five days before the session, with cancellation fees applicable within seven days of the scheduled mediation. To book a mediation, email [email protected].

Larry L Nazry - State Farm Insurance Agent is an insurance agency located at 412 D Street, San Rafael, California, United States. This institution offers personalized coverage plans to protect your family, belongings, and finances. Larry L Nazry can help you save money with safe driving rewards, bundling options, and various discounts. Whether you need auto insurance, homeowners insurance, renters insurance, or business insurance, Larry L Nazry can tailor a plan to meet your needs. Additionally, they offer recreational vehicle insurance, personal property insurance, life insurance, and health insurance options. State Farm is the largest auto insurance provider in the U.S., providing reliable coverage for all your insurance needs. Contact Larry L Nazry in San Rafael, CA to get started on a customized insurance plan that fits your lifestyle and budget.

Farmers Insurance - Daniel Martinez is an insurance agency located at 1601 Second Street, San Rafael, California, United States. As a lifelong California resident and Bay Area native, Daniel Martinez is proud to serve Novato, CA and the surrounding areas. The Martinez Insurance Agency offers a wide range of coverage options including home, life, commercial, recreational, and more. They are committed to providing outstanding customer service and ensuring that each client is well-informed about their insurance options. The office is conveniently located in the Del Prado Shopping Center near Nugget Market. Whether you need comprehensive coverage, collision coverage, or medical payments, Daniel Martinez is ready to help you find the right insurance plan for your needs and budget. In addition to personal insurance, they also offer business insurance and financial planning services. Contact Daniel Martinez today for a friendly conversation and to learn more about how Farmers Insurance can protect your assets and provide peace of mind.

TWFG Branch Office-Nunes Ins Service is a trusted insurance agency located at 150 Bellam Boulevard in San Rafael, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your lifestyle and budget. With years of experience in the industry, we strive to offer excellent customer service and peace of mind to our clients. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Gainer Financial and Insurance Services is a reputable finance and insurance agency located at 1299 4th Street in San Rafael, California, United States. We provide a wide range of financial services, including investment planning, retirement planning, and wealth management. In addition, our insurance services cover life, health, home, auto, and business insurance policies. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Contact us today to schedule a consultation and secure your financial future.

Danian 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.

Sakiko 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.

Fiesta Auto Insurance & Tax Service is a finance and insurance agency located at 330 Bellam Boulevard in San Rafael, California, United States. Their team of insurance and tax professionals are dedicated to helping families with a wide range of insurance coverage options, including auto, home, business, rental property, boat, and motorcycle insurance. They also offer a full suite of personal and business tax services. At Fiesta, you will be treated like family and receive personalized assistance with all your insurance and tax needs. Now is the time to make the switch to Fiesta Auto Insurance & Tax Service!

Dr. Steven S. Chase, DDS is a reputable dentist located at 4050 Redwood Highway in San Rafael, California. The institution offers a range of dental services, including cleanings, fillings, cosmetic procedures, and crowns. Patients can take advantage of a discounted plan for most services, exclusively valid at Marin Dental Care. With a focus on quality care and affordable options, Marin Dental Care has been serving the community of San Rafael since 1998. The institution accepts most major dental insurance plans and provides flexible financing options for patients. Visit Dr. Steven S. Chase, DDS for all your dental needs in a welcoming and professional environment.

CareCounsel, located at 899 Northgate Drive in San Rafael, California, is a health insurance agency dedicated to helping individuals navigate the complex healthcare system. Since 1996, CareCounsel has been providing expert guidance and support to individuals in understanding their healthcare options and maximizing their healthcare dollars. As a dedicated advocate, CareCounsel offers confidential services tailored to each individual's needs, reducing hassle and headaches in the healthcare experience. Through collaboration with employers and benefit consultants, CareCounsel delivers high-touch, personalized services that seamlessly fit into employer-sponsored benefits programs.

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 1821 Fifth Avenue in San Rafael, California, United States. Specializing in long-term care planning, their team of experts is dedicated to helping individuals and families navigate the complexities of securing their financial future and ensuring access to quality healthcare services. With a focus on personalized solutions and exceptional customer service, LTC Financial Partners is committed to providing peace of mind and security for their clients.

Synergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.

Wealth Protection Lady, LLC is a finance and insurance agency located at 79 Acacia Avenue in San Rafael, California. Led by Retirement Planning Specialist & Fiduciary, Sue Cunningham, the institution offers services to help clients maximize their retirement savings. With a background in Financial Services and a range of licenses, Sue is dedicated to helping clients explore alternative retirement investment strategies that can outperform traditional 401k plans. One unique strategy offered by Wealth Protection Lady, LLC is Kai-Zen, an IUL strategy that leverages contributions to produce 3X more retirement savings. Clients can also take advantage of a free Retirement Income Analysis to better understand their current retirement plans and projected income. Don't miss the opportunity to secure your financial future with Wealth Protection Lady, LLC.

Anthony 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.

Located at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals. Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.

Mindful Health Solutions is a leading institution located at 361 3rd Street, San Rafael, California, United States. We specialize in providing comprehensive mental health services to patients in Texas, Sacramento, San Francisco/Bay Area, Southern California, Georgia, and Washington. Our team of dedicated psychiatrists, therapists, and nurse practitioners offer services covered by most insurances. We focus on helping patients suffering from depression, anxiety, and other mental health conditions find relief and recovery through innovative treatments such as Transcranial Magnetic Stimulation (TMS), esketamine nasal spray, IV Ketamine, and ECT.

World Financial Group is a renowned financial institution located at 4340 Redwood Highway in San Rafael, California, United States. As a leading player in the finance industry, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment guidance, retirement planning, insurance services, or wealth management, World Financial Group is here to help you navigate the complex world of finance with confidence and success. Visit us today to see how we can help you secure your financial future.

HUB 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.

Forensic Accounting Corp, located at 454 Las Gallinas Avenue in San Rafael, California, offers a comprehensive range of forensic accounting services to the legal and insurance communities. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information, our team of experts can assist in a variety of cases. In addition to digital forensics, our San Rafael office provides litigation support in business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, ensuring that attorneys and clients receive top-notch financial and investigative expertise.

Stonebridge Financial Group, located at 100 Smith Ranch Road in San Rafael, California, is a finance institution founded by three independent financial professionals with unique skills and insights. Specializing in Private and Corporate Investment Fiduciaries, financial planning, and insurance services, Stonebridge offers a comprehensive range of wealth management services tailored to meet the specific financial needs of its clients. From Retirement Plan Consulting to Business Succession Planning, Stonebridge helps clients achieve their financial goals with personalized financial plans designed to make their dreams a reality. The team is committed to providing strategic financial services, from initial design and implementation to ongoing client support, ensuring an exceptional level of service.

Anspach Financial Group is a reputable accounting and finance institution located at 900 Fifth Avenue in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, investment management, or retirement planning, Anspach Financial Group has the expertise to assist you in achieving your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.

Carson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.

Stewart Wealth Management is a finance institution located at 1050 Northgate Drive, San Rafael, California, United States. Our focus is on providing strategies to build wealth for pragmatic investors. We only receive fees as a percentage of assets under management, creating a fiduciary relationship and long-term partnership with our clients' goals. Household balances over one million and income-specific strategies have lower management fees. Our goal is to build low-cost, durable, and tax-efficient portfolios with long-term predictable outcomes for each client. We implement proactive ETF strategies to navigate through changing markets skillfully. Each client will have their own unique investment allocation, which may include private real estate investments for high net worth investors. We build asset allocation models that seek consistent returns, goal-based investor behavior, and focus on lowering volatility, taxes, and fees. We have a minimum of 500k to get started.

Jolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.

Merrill Investment & Retirement Financial Center is a finance institution located at 1000 4th Street, San Rafael, California, United States. At Merrill, we have experienced Financial Solutions 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 seeking insurance, our team is here to assist you every step of the way. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks, with Merrill Lynch Life Agency Inc. offering insurance services. Visit us today to learn more about how we can help you turn your ambitions into action.