Insurance and financial planning in Danville, CA
12 results found
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Jared Burns-Coffin - State Farm Insurance Agent
● ClosedJared Burns-Coffin - State Farm Insurance Agent is a reputable insurance agency located at 2151 Salvio Street, Concord, California, United States. Situated next to EJ Phair Restaurant and across the street from Todos Santos Park, we offer a wide range of insurance and financial services to clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and surrounding Bay Area communities. As a first-generation State Farm Agent with over 10 years of experience, I am dedicated to providing personalized insurance solutions to meet the unique needs of each client. Our team consists of knowledgeable professionals who are committed to making a positive impact on the lives of our clients and the community.
2151 Salvio St Ste 270, Concord, CA 94520, United States -
Farmers Insurance - Brian Moggan
● ClosedFarmers Insurance - Brian Moggan is an insurance agency located at 3200A Danville Boulevard in Alamo, California, United States. As your local Farmers® agent, Brian Moggan helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Brian offers personalized assistance to make you smarter about insurance. With over 80 years of experience, Farmers® provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Brian also specializes in life insurance, renters insurance, condo insurance, and small business insurance. Additionally, he offers financial planning services to help clients build a solid financial plan for a secure future. For added coverage, Brian can provide a Personal Umbrella insurance policy to protect assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by Brian Moggan. Life insurance is issued by Farmers New World Life Insurance Company, while securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Brian Moggan today for expert insurance advice and personalized service.
3200A Danville Blvd Ste 101, Alamo, CA 94507, United States -
Farmers Insurance - Casey Allen
● ClosedFarmers Insurance - Casey Allen is a trusted insurance agency located at 185 Front Street in Danville, California. With over 25 years of experience, Casey Allen is dedicated to providing the best customer care possible to the residents of Danville and the Bay Area. Specializing in home, auto, life, and business insurance, the agency helps customers find the insurance coverage that fits their needs. Founded in 1996, Allen Insurance has insured hundreds of families and businesses, offering peace of mind during life's most difficult moments. The agency treats customers like family, consistently reviewing policies, responding to inquiries, and providing support in times of need. Conveniently located in downtown Danville, stop by today to say hello and learn more about the insurance options available. Contact Casey Allen for personalized assistance with car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan and secure a bright future. Don't hesitate to reach out for a consultation and start protecting what matters most to you.
185 Front St Ste 204, Danville, CA 94526, United States -
Farmers Insurance - David Olson
● ClosedFarmers Insurance - David Olson, located at 3195 Danville Boulevard in Alamo, California, is your go-to insurance agency for all your coverage needs. As a local Farmers® agent, David Olson is dedicated to helping customers like you find the insurance options that best suit your individual needs. Whether you're looking for auto, home, renters, business insurance, or more, David has the knowledge and experience to guide you through the process and ensure you understand your coverage options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. From competitive rates to multi-line discounts, Farmers® is there for you in the event of disaster to ensure your home, belongings, and loved ones are safeguarded.
3195 Danville Blvd STE 2, Alamo, CA 94507, United States -
Farmers Insurance - Tom Dote
● ClosedFarmers Insurance - Tom Dote is an insurance agency located at 3015 Hopyard Road in Pleasanton, California. As a lifelong resident of California, Tom Dote is proud to serve the local community and surrounding areas as a Farmers® agent. With a focus on educating clients about their insurance needs, Tom is dedicated to ensuring that individuals and businesses are properly covered. Whether you are looking for home, auto, commercial, workers comp, or life insurance, Tom and his team are committed to providing personalized and comprehensive coverage options. Conveniently located across from the Pleasanton Sports Park, the office welcomes clients from Dublin, Livermore, San Ramon, Danville, Castro Valley, Alamo, Walnut Creek, and beyond. With a range of insurance products available, including car, home, renters, business, condo, and life insurance, Tom Dote is equipped to help clients navigate their insurance needs. Additionally, as a Farmers Insurance and Financial Services agent, Tom can assist in building a solid financial plan for the future. For added protection, Personal Umbrella insurance policies are also available. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, individuals can contact Tom Dote directly.
3015 Hopyard Rd suite u, Pleasanton, CA 94588, United States -
Farmers Insurance - Steven Flath
● ClosedFarmers Insurance - Steven Flath is an insurance agency located at 3840 Blackhawk Road, Danville, California, United States. Steven Flath is available to answer any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance offers a variety of insurance products to protect your home, car, life, business, and personal belongings. Whether you need renters insurance, condo insurance, or a personal umbrella insurance policy, Steven Flath can help customize a plan to meet your needs. Additionally, Farmers Financial Solutions, LLC offers investment options to help you build a secure financial future. Contact Steven Flath today for more information and to discuss your insurance and financial goals.
3840 Blackhawk Rd Ste 107, Danville, CA 94506, United States -
Farmers Insurance - Andrew Sinclair
● ClosedFarmers Insurance - Andrew Sinclair is a local insurance agency located at 312 Railroad Avenue in Danville, California, United States. As a Farmers agent, Andrew Sinclair helps customers identify the insurance coverage that best fits their needs, whether it be auto, home, life, renters, business insurance, or financial services. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Andrew Sinclair can assist you in selecting the right car insurance coverage, protecting your home from potential disasters, reviewing your life insurance policy, obtaining renters insurance, customizing a business insurance package, and securing your condo. Additionally, Farmers Insurance offers Personal Umbrella insurance policies for added protection.
312 Railroad Ave #204, Danville, CA 94526, United States -
Merrill Lynch Financial Advisor Douglas M. Robbins
● Opene 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.
4900 Hopyard Rd, Pleasanton, CA 94588, United States -
Conversant Wealth Management
● OpenConversant Wealth Management is a finance and insurance agency located at 500 La Gonda Way in Danville, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and insurance solutions to meet the unique needs of each individual or family. Contact us today to learn more about how Conversant Wealth Management can help you secure your financial future.
500 La Gonda Way Suite 205, Danville, CA 94526, United States -
Quorum Private Wealth
● OpenQuorum Private Wealth, located in Danville, California, is a finance institution that provides objective advice and effective solutions for the complex financial challenges faced by busy, successful individuals. They work with multigenerational families, business owners, professionals, and executives, putting their clients at the center of their services. The experienced and collaborative team at Quorum Private Wealth acts as a financial sounding board, offering comprehensive advice on investments, insurance, estate planning, taxes, and more. They aim to simplify their clients' financial affairs and provide peace of mind through personalized solutions. In addition to their industry recognition for outstanding professional service, the team at Quorum Private Wealth is actively involved in supporting their communities through volunteer work. With a personalized approach and a commitment to their clients' best interests, Quorum Private Wealth strives to make a difference in the financial well-being of their clients.
345 Hartz Ave, Danville, CA 94526, United States -
First Allied Securities Inc
● ClosedFirst Allied Securities Inc is a finance institution located at 3189 Danville Boulevard, Alamo, California, United States. As a branch of Cetera Advisors, our team of financial professionals is dedicated to helping our clients achieve their financial goals. You can trust in our expertise and knowledge to provide you with personalized financial solutions. Visit FINRA's BrokerCheck to learn more about our team and the services we offer. Your privacy is important to us, and we follow strict guidelines to protect your information. Our services include retirement planning, insurance solutions, and advisory services. We are committed to providing you with transparent information about our fees and services. Trust First Allied Securities Inc for all your financial needs.
3189 Danville Blvd #280, Alamo, CA 94507, United States -
Baird Wealth Management, LLC
● OpenBaird Wealth Management, LLC is a reputable finance and insurance agency located at 26 La Vista Way in Danville, California, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on integrity and excellence, we provide a range of services including investment management, retirement planning, and insurance solutions. Contact us today to learn more about how we can help you secure your financial future.
26 La Vista Way, Danville, CA 94506, United States
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