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TOP 30 Insurance and investment in San Clemente, CA
10 results found
A convenient service for searching for businesses, places and services
Michele Ellena - State Farm Insurance Agent
Michele Ellena - State Farm Insurance Agent is a reputable insurance agency located at 940 Calle Negocio in San Clemente, California. Michele and her team are dedicated to helping people navigate the often confusing world of insurance by designing personalized plans based on individual needs, goals, budget, and concerns. With two physical offices in San Clemente and Newport Beach, the multi-state licensed team can assist clients in California, Arizona, and Nevada. Specializing in business insurance programs and retirement plans, Michele and her team understand the importance of protecting what matters most to their clients. They have received numerous accolades within the industry, showcasing their commitment to excellence. The agency prides itself on exceeding customer expectations with the highest level of integrity on a daily basis.
Farmers Insurance - Peter Chen
Farmers Insurance - Peter Chen is a local insurance agency located at 2505 Clement Street, San Francisco, California. With over a decade of experience, Peter Chen serves as a personal insurance agent for all insurance needs including auto, home, business, workers' compensation, and life insurance policies. He is dedicated to finding the best coverage options tailored to each client's current situation. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Peter Chen can help you navigate the complexities of selecting the right car insurance coverage. He also offers competitive rates and insurance discounts to help you save money.
Greg Rosalino - State Farm Insurance Agent
Greg Rosalino - State Farm Insurance Agent is located at 1520 North El Camino Real in San Clemente, California. As an insurance agency, we provide valuable information on topics such as the dangers of drunk driving, what to do in the event of a car fire, and signs that may indicate the need for rewiring in your home. We prioritize the protection of your personal information and offer assistance for those using screen readers. Investors can find important information on investment objectives and risks on our website. We also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, we provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.
Farmers Insurance - Brian Case
Farmers Insurance - Brian Case is an insurance agency located at 3607 South El Camino Real, San Clemente, California, United States. Brian Case, a long-time resident of California, is proud to serve the San Clemente area as a local Farmers® agent. With over 9 years of experience in the insurance industry, Brian can help you identify the insurance coverage that best fits your needs, whether it's auto, home, renters, business insurance, and more. With Farmers Insurance, you can get comprehensive coverage, collision coverage, deductibles, medical payments, and more. Brian can help take the mystery out of selecting the right car insurance coverage for your needs and budget. You can also get a home insurance quote to protect your most valuable possession in case of disaster.
NCG Financial Inc.
NCG Financial Inc. is a reputable finance and insurance agency located at 185 Avenida La Pata in San Clemente, California, United States. With a team of experienced professionals, NCG Financial Inc. offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and wealth management. Whether you are looking to secure your financial future or protect your assets, NCG Financial Inc. is dedicated to providing personalized solutions tailored to meet your individual needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Steven Michael Vasquez: Primerica - Financial Services
Steven Michael Vasquez: Primerica - Financial Services is a reputable finance and insurance agency located at 100 South Ola Vista in San Clemente, California, United States. With a focus on providing quality financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, Steven Michael Vasquez and his team at Primerica are committed to delivering personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and experienced, this institution is a trusted partner in navigating the complexities of the financial world.
Gold Coast Financial Group
Gold Coast Financial Group is a comprehensive financial services institution located at 2753 Camino Capistrano in San Clemente, California. Our team of experts specialize in finance, insurance, and legal services to provide our clients with a one-stop shop for all their financial needs. Whether you are looking to invest, protect your assets with insurance, or need legal advice, our experienced professionals are here to help. Trust Gold Coast Financial Group to provide you with personalized solutions to help you achieve your financial goals.
Tober Financial
Tober Financial is a reputable finance institution located at 635 Camino De Los Mares in San Clemente, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Tober Financial is here to help. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, you can trust Tober Financial to provide you with the expertise and guidance you need. Contact us today to learn more about how we can help you secure your financial future.
Thrivent
Thrivent is a financial institution located at 800 South El Camino Real in San Clemente, California, United States. Thrivent is licensed in multiple states including Arizona, California, Colorado, Florida, Iowa, Idaho, Massachusetts, Minnesota, North Carolina, Nebraska, New Jersey, Oklahoma, South Carolina, Texas, Utah, Washington, and Wisconsin. Thrivent offers insurance products and investment advisory services through its Financial Planning Framework. Clients can choose to engage further with Thrivent through its Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit Thrivent's website for more information on their financial advisors and services.
Bank of America ATM
The Bank of America ATM located at 620 Camino De Los Mares in San Clemente, California, United States, offers convenient access to financial services. By providing your mobile number, you can receive text message alerts, although fees may apply. This ATM is equipped with state-of-the-art technology, including Apple and Android compatibility. A dedicated business teller is available for business clients, and Merrill Edge Financial Solutions Advisors can provide investment advice. Additionally, this location offers night depository services, currency exchange, and the option to meet with a banking representative. Express centers provide extended access for sales and service needs. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a subsidiary of Bank of America Corporation. Banking, credit card, and insurance products are also available through Bank of America, N.A. The institution strives to provide personalized and useful information to its customers.
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