TOP 30 Best Insurance and financial services in Santa Clara, California

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong 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 are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

StarOne Valley Insurance Agency is a leading insurance agency located at 598 East Santa Clara Street in the heart of San Jose, California. With a team of experienced and dedicated professionals, we offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Our mission is to provide personalized and comprehensive insurance solutions to protect what matters most to our clients. Whether you're looking for auto, home, life, or business insurance, our knowledgeable agents are here to help you find the right coverage at the right price. Visit us today to see how we can help you secure your future and give you peace of mind.

Farmers Insurance - Johnny Eugenio is an insurance agency located at 344 Reservation Road in Marina, California, United States. Johnny Eugenio has been a Farmers Agent since 1987 and has received numerous accolades for his exceptional sales, service, and character. He has been recognized as Agent of the Year for nine consecutive years in Monterey County and has also served as a Farmers District Manager in Santa Clara County. Johnny is dedicated to providing comprehensive coverage for auto, home, life, renters, and business insurance. He is committed to helping clients protect their assets and plan for a secure financial future. Contact Johnny Eugenio for personalized insurance solutions tailored to your needs and budget.

Cheryl Ching - State Farm Insurance Agent is a family-owned insurance agency located at 10025 South Tantau Avenue in Cupertino, California. With over 34s of experience, Cheryl and her team are dedicated to providing insurance and financial services to the residents of Cupertino, Sunnyvale, San Jose, Saratoga, Los Altos, Mountain View, Santa Clara, Campbell, and Milpitas. They offer auto insurance, life insurance, health insurance, and more, all tailored to fit the needs of their clients. Cheryl and her team are committed to creating a welcoming and understanding environment for their customers, delivering exceptional customer service every step of the way. They also offer services in Mandarin. Whether you are new to the area or a lifelong resident, Cheryl Ching - State Farm Insurance Agent is there to help protect close to you and your family safe and protected.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Farmers Insurance - Leticia Da Conceicao is an insurance agency located at 1624 Santa Clara Drive, Roseville, California, United States. If your business has grown since your last insurance review, it may be time to reassess your coverage to ensure it aligns with your success. Life insurance can provide financial support for your loved ones in the event of unforeseen circumstances. Whether you're welcoming a new baby or getting married, life insurance can offer a sense of security. As a Farmers® agency owner, you will have access to a wide range of insurance products and the support of a reputable brand. By supporting local community initiatives, you can make a positive impact and become a valued leader. With over 85 years of experience, Farmers Insurance Group of Companies® offers a variety of insurance and financial services. Contact Farmers Insurance - Leticia Da Conceicao today to discuss your insurance needs and explore your options.

Michelle Adams: Allstate Insurance is a reputable insurance agency located at 3140 De La Cruz Boulevard in Santa Clara, California. As a trusted Allstate provider, the agency offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a commitment to excellent customer service and personalized insurance solutions, Michelle Adams and her team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, Michelle Adams: Allstate Insurance is here to provide you with peace of mind and financial security. Contact them today to learn more about their offerings and how they can help you protect your assets.

Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Farmers Insurance - Jessica Lim is an insurance agency located at 3044 Scott Boulevard, Santa Clara, California, United States. Jessica Lim has been helping customers identify the best insurance coverage since 1989. Whether you need auto, home, renters, business, or life insurance, Jessica can provide personalized and straightforward assistance to help you make informed decisions. She can help you navigate options such as comprehensive coverage, deductibles, and more. Farmers Insurance has been a trusted provider for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need coverage for your home, rental property, small business, or condo, Jessica can help customize a plan to suit your needs. Additionally, she offers financial planning services through Farmers Insurance and Financial Services to help you secure a stable future. For added protection, Jessica can also assist with Personal Umbrella insurance policies. Contact Jessica Lim at Farmers Insurance for a consultation and to explore your insurance options.

Martinez Corp. Taxes and Insurance is a family-owned multi-service agency dedicated to personal and business financial needs. With 25 years of experience and exceptional customer service, we pride ourselves on being a trusted family business in the community. Located at 3569 Benton Street, Santa Clara, California, United States, we offer a wide range of services including tax preparation and resolution, insurance for cars, homes, and businesses, immigration processes, financial planning, entity creation, and accounting for starting a business. Our team of professionals is here to guide you towards making better financial decisions for you and your family. Whether you need help preparing your taxes remotely or in-person, we have the expertise to assist you. We also have access to the best rates in the area for insurance policies.

New York Life Insurance is a reputable finance and insurance agency located at 550 South Winchester Boulevard in San Jose, California. With a long-standing history of providing reliable and customizable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Their team of experienced agents offers a wide range of insurance products, including life, health, and retirement plans, tailored to meet the unique needs of each customer. Whether you are looking for coverage for yourself, your family, or your business, New York Life Insurance is dedicated to providing top-notch service and peace of mind.

CompuTax Services Santa Clara is a trusted institution located at 1765 Scott Boulevard in Santa Clara, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses in the Santa Clara area. From tax preparation to financial planning, our comprehensive services are designed to help our clients achieve their financial goals. Visit us today to experience personalized and professional financial assistance.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

Farmers Insurance is a reputable insurance agency located at 18282 East Santa Clara Avenue in Santa Ana, California. With a strong presence in the United States, Farmers Insurance offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Their knowledgeable agents are dedicated to providing personalized and comprehensive coverage options to ensure peace of mind and financial security for their clients. Whether you are looking for auto, home, life, or business insurance, Farmers Insurance is committed to protecting what matters most to you. Visit their office in Santa Ana today to learn more about their offerings and how they can help you with your insurance needs.

The Bank of America Financial Center at 2905 Stevens Creek Boulevard in Santa Clara, California, is a leading financial institution offering a wide range of banking and finance services to individuals, businesses, and organizations. With a strong presence in the United States, Bank of America is known for its innovative financial products, convenient banking solutions, and exceptional customer service. Whether you need assistance with personal banking, wealth management, or business financing, the experienced professionals at this financial center are dedicated to helping you achieve your financial goals. Visit the Bank of America Financial Center in Santa Clara today for all your banking and financial needs.

John Hancock Life Insurance Co, located at 100 North Winchester Boulevard, Santa Clara, California, United States, is an insurance agency that provides financial advisory services with a personal touch. With a history spanning over 160 years, John Hancock is committed to honesty, reliability, and customer satisfaction. The institution offers a variety of products designed to add real value to life insurance policies. John Hancock partners with leading companies to provide innovative solutions, such as the Galleri multi-cancer early detection test for eligible Vitality members. Their team of Advisors can help clients navigate financial challenges and plan for a secure future, whether it's retirement, college savings, or personalized financial goals. John Hancock is dedicated to empowering individuals to protect what matters most and live longer, healthier, and better lives.

Adler Insurance Services, Inc. is a reputable insurance agency located at 3375 Scott Boulevard in Santa Clara, California. With a strong commitment to providing personalized insurance solutions to meet the unique needs of each client, Adler Insurance Services offers a wide range of insurance products including home, auto, life, and business insurance. Their team of experienced agents are dedicated to helping clients navigate the complexities of the insurance world and find the best coverage options at competitive rates. Whether you are looking to protect your family, assets, or business, Adler Insurance Services, Inc. is here to provide you with the peace of mind you deserve.

Gallagher Insurance, Risk Management & Consulting is a reputable insurance agency located at 160 West Santa Clara Street in San Jose, California. With a focus on providing top-notch insurance solutions and expert risk management services, Gallagher is dedicated to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers personalized consulting services to ensure clients receive tailored insurance plans that meet their specific needs. Trust Gallagher Insurance, Risk Management & Consulting to be your partner in safeguarding what matters most to you.

NRI Life Insurance is an insurance agency located at 5201 Great America Parkway in Santa Clara, California, United States. We specialize in providing life insurance solutions for non-resident Indians (NRIs) living in the United States. Our dedicated team of professionals is committed to helping our clients protect their loved ones and secure their financial future through customized insurance plans. Contact us today to learn more about our services and how we can assist you in selecting the right life insurance policy for your needs.

Be Well Insurance Solutions is a leading finance, health, and insurance agency located at 1092 Scott Boulevard in Santa Clara, California. Our institution is dedicated to helping individuals and families find the best insurance solutions to protect their health and financial well-being. With a team of experienced professionals, we provide personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for health, life, or disability insurance, Be Well Insurance Solutions is here to help you secure your future and peace of mind.

Jacaranda Insurance Inc is a reputable insurance agency located at 100 North Winchester Boulevard in Santa Clara, California, United States. With a commitment to providing top-notch insurance services to its clients, Jacaranda Insurance Inc offers a wide range of insurance products including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping customers find the best coverage options tailored to their specific needs. Whether you are looking to protect your assets or secure your family's financial future, Jacaranda Insurance Inc is here to guide you every step of the way. Visit their office today and experience peace of mind knowing that you are in good hands with Jacaranda Insurance Inc.

Epi-Digm Insurance Agency is a leading health insurance agency located at 3600 Benton Street in Santa Clara, California. We specialize in providing comprehensive health insurance solutions to individuals and families, ensuring they have access to quality healthcare when they need it most. Our experienced team of insurance professionals is dedicated to helping clients find the right coverage that meets their unique needs and budget. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, Epi-Digm Insurance Agency is here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you secure your health and financial well-being.

Life Insurance Company Santa Clara is a reputable insurance agency located at 3150 De La Cruz Boulevard in Santa Clara, California. We provide a range of life insurance products to help protect you and your loved ones financially in case of unexpected events. Our experienced agents are dedicated to helping you find the right coverage to meet your needs and budget. Contact us today to learn more about our services and how we can help you secure your future.

Pinnacle Group Financial Services is a leading financial institution located at 2224 East Santa Clara Avenue in Santa Ana, California, United States. Specializing in finance, Pinnacle Group offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced professionals, Pinnacle Group is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial aspirations.

Debra Trujillo: Primerica - Financial Services is a reputable finance and insurance agency located at 701 East Santa Clara Street in Ventura, California. With a focus on providing quality financial services to individuals and families, Debra Trujillo and her team are dedicated to helping clients achieve their financial goals. Whether it's planning for retirement, investing for the future, or obtaining insurance coverage, they offer personalized solutions tailored to each client's unique needs. Trust Debra Trujillo: Primerica - Financial Services to guide you towards a secure financial future.

Merrill Edge Financial Solutions, located at 2900 El Camino Real in Santa Clara, California, is a finance institution offering online investing, trading, brokerage, and advice services. With Merrill Guided Investing, clients can start investing with $0 in program fees for the first 6 months. The institution provides a wide range of brokerage, investment advisory, and other financial services. It is important to note that investing in securities carries risks, and there is always the potential to lose money. Merrill Edge also offers banking products through Bank of America, N.A. and its affiliated banks. Additionally, Merrill Lynch Life Agency Inc., a licensed insurance agency, is a wholly owned subsidiary of BofA Corp. For more information, clients can refer to the Client Relationship Summary and Form CRS available on the institution's website.

A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.

Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.

Raymond Regala is a financial advisor at Ameriprise Financial Services, LLC, located at 333 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Raymond provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Raymond Regala can help you navigate the complex world of finance with confidence and peace of mind. Contact him today to schedule a consultation and take the first step towards a secure financial future.