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TOP 30 Insurance and investment in San Mateo, CA
23 results found
A convenient service for searching for businesses, places and services
Gina Vallee - State Farm Insurance Agent
Gina Vallee - State Farm Insurance Agent is a trusted insurance agency located at 632 El Camino Real in San Carlos, California, United States. Conveniently situated between San Carlos Ave and Cherry Street, the office offers parking on the side and back for clients. Specializing in providing free car insurance quotes throughout the Bay Area, with a focus on San Carlos, Redwood City, and San Mateo County, Gina Vallee has over 35 years of State Farm Insurance experience and has been a reliable agent for over 27 years. Gina and her team are dedicated to helping people insure their autos, as well as offering earthquake and life insurance policies. They prioritize educating clients on the importance of life insurance and finding ways to use their dollars wisely. Gina is actively involved in the community, volunteering at the Peninsula Humane Society and supporting organizations like Samaritan House and Second Harvest.
Kristen Young - State Farm Insurance Agent
Kristen Young - State Farm Insurance Agent is a reputable insurance agency located at 543 Main Street, Half Moon Bay, California. Conveniently situated across from Goldworks Jewelers, our agency is dedicated to serving as your trusted insurance resource. As a small business owner in Half Moon Bay, we understand the importance of protecting your insurance and financial needs. With a B.S. degree from Cal Poly San Luis Obispo and deep roots in San Mateo County, we have a strong connection to the local community. Specializing in assisting individuals and families with relocations to the Half Moon Bay Coastside, we offer personalized options tailored to your unique requirements. Our expertise extends to health and life insurance options throughout California, ensuring that you have the coverage you need to safeguard what matters most. Whether you need assistance with relocations, health insurance, life insurance, or pet insurance, our agency is here to help.
New York Life Insurance Company
New York Life Insurance Company, located at 951 Mariners Island Boulevard in San Mateo, California, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, offering best-in-class products and solutions to help grow your financial security and peace of mind. Their commitment to doing good extends to charitable giving, community engagement, and responsible investing. Whether you're just starting to plan for your financial future or managing complex situations, New York Life's agents are dedicated to addressing your unique needs and finding the right approach to protect your family and help them prosper. With high financial strength ratings and a mission to make the world a better place, New York Life is a trusted partner for all your insurance and financial needs.
Farmers Insurance - David Flaig
Farmers Insurance - David Flaig is a local insurance agency located at 72 37th Avenue in San Mateo, California. As a Farmers® agent with over 17 years of experience, David Flaig helps individuals and businesses protect themselves and their assets from the unexpected. The agency offers a range of insurance options including auto, home, life, renters, and business insurance. Customers can visit the office to learn more about coverage options and ensure they are properly insured. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, David Flaig can help take the mystery out of selecting the right insurance coverage for your needs and budget. The agency also offers competitive rates and multi-line insurance discounts for home insurance, renters insurance, condo insurance, and more.
Harbor Travel Insurance
Harbor Travel Insurance is a well-established insurance agency located at 1875 South Grant Street in San Mateo, California, United States. We specialize in providing comprehensive travel insurance coverage for individuals and families planning trips both domestically and internationally. Our experienced team of insurance professionals is dedicated to helping our clients find the right insurance policies to protect their travel investments and ensure peace of mind while exploring the world. Whether you are looking for coverage for trip cancellations, medical emergencies, or lost luggage, Harbor Travel Insurance has you covered. Contact us today to learn more about our services and how we can help you travel confidently.
Farmers Insurance - Sarjit Singh
Farmers Insurance - Sarjit Singh is an insurance agency located at 456 San Mateo Avenue, San Bruno, California, United States. As a resident of California for over 25 years, Sarjit Singh is proud to serve the San Francisco Bay Area as a local Farmers® agent. Situated near Bridgepoint Shopping Center in the Chess Area of Foster City, the agency focuses on providing exceptional customer service and ensuring that each client is well-informed about their coverage options tailored to their specific needs. With over a decade of experience in the insurance industry, Sarjit Singh has the knowledge and expertise to help clients understand their coverage options, whether it's for business, life, auto, home, umbrella, or specialty insurance. Clients can reach out to Sarjit Singh for assistance with comprehensive coverage, collision coverage, deductibles, medical payments, and more. The agency offers online quotes for auto insurance and various discounts to help clients save money. For homeowners, Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts to protect homes in the event of disasters.
Brian Grites - State Farm Insurance Agent
Brian Grites - State Farm Insurance Agent is located at 1365 El Camino Real in Millbrae, California. Brian Grites, a long-time resident of The Peninsula, has been serving as a State Farm Agent in Millbrae since 2009. As a 2nd generation Agent, Brian is dedicated to providing insurance services to San Mateo County residents. He is a proud father of boy/girl twins and a dog dad to his beloved Basset Hound. The office offers a range of insurance services including Auto, Home, Renters, Life, Health, and Business Insurance. They also specialize in assisting individuals relocating to California. Brian and his team are committed to being a local insurance resource for the community. They are passionate about helping clients manage risks, recover from unexpected events, and achieve their dreams. For personalized insurance coverage, individuals are encouraged to contact the office for a consultation. Additionally, the office provides helpful tips on topics such as selling a motorcycle, driving on rural roads, and navigating tax deductions. Please note that sensitive personal information should not be shared on the website. For those using a screen reader, assistance is available by calling (650) 697-5300. State Farm Life Insurance and annuities are issued by State Farm Life Insurance Company. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third party sites referenced in this material. For investment advice, tax, or legal guidance, individuals are advised to consult with a professional advisor.
Manny Casillas - State Farm Insurance Agent
Manny Casillas - State Farm Insurance Agent is an insurance agency located at 1611 Borel Place in San Mateo, California, United States. They offer a range of insurance services including life insurance, annuities, and health insurance. The institution provides valuable tips on avoiding drunk driving, keeping careful records for taxes and health insurance, and limiting screen time for children. For your protection, sensitive personal information should not be shared on their website. If you are having difficulty accessing the website, you can call (650) 593-8258 for assistance. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company are the issuers of life insurance and annuities. State Farm VP Management Corp. provides banking and insurance products, with investing involving risk. It is important to consult a tax or legal advisor for personalized advice.
Jake Bursalyan - State Farm Insurance Agent
Jake Bursalyan - State Farm Insurance Agent is located at 1710 South Amphlett Boulevard in San Mateo, California. Our office is part of a professional campus with 7 buildings, and we welcome you to schedule a visit to learn more about our insurance services. At our institution, we provide valuable information on how to stay safe while riding a jet ski for the first time, as well as tips on DIY auto maintenance to save on repair costs. We also offer advice on pet preparedness during thunderstorms and ways to calm your furry friends during stressful weather events.
Farmers Insurance - Ken Tso
Farmers Insurance - Ken Tso is a reputable insurance agency located at 1117 South B Street in San Mateo, California. Ken Tso, a lifelong resident of California, proudly serves the Bay Area as the local Farmers® agent. With a focus on outstanding customer service, Ken ensures that each client is well-educated on the various coverage options available to suit their specific needs. With years of experience in the insurance industry, Ken has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, life, commercial insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance needs, Ken Tso can help you navigate through the options and find the right insurance coverage that fits your budget. By getting an online quote, you can also learn about insurance discounts that can help you save money.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 300 South El Camino Real in San Mateo, California, United States. As a finance institution, we have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you are looking to pursue your goals or plan for what matters most to you, our advisors can provide personalized advice and guidance to meet your needs. You can search for a specific advisor or our parent company, Merrill Lynch, to find the right fit for you. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. At Merrill, we strive to provide information about products and services that may be of interest to you. Investing in securities involves risks, and there is always the potential of losing money. Our returns are based on the prior-day closing NAV value or market price, and include fees and applicable loads. It's important to review the fund's detailed annual fund operating expenses before making any investment decisions.
New York Life
New York Life, located in San Mateo, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs to help grow your financial security and peace of mind. They have been in business since 1845 and are committed to upholding their values of diversity, responsibility, and service. The institution is known for its financial strength, accountability to policy owners, and commitment to giving back to the community.
Baymark Financial Inc
Baymark Financial Inc is a leading finance institution located at 177 Bovet Road in San Mateo, California. With a strong reputation for excellence in the financial industry, Baymark Financial Inc offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, our team of experts is dedicated to providing top-notch service and guidance. Trust Baymark Financial Inc to help you navigate the complexities of the financial world and achieve your goals.
Jesse Waters | LPL Financial
Jesse Waters | LPL Financial is a finance and insurance agency located at 2024 Ticonderoga Drive in San Mateo, California, United States. With a commitment to providing personalized financial solutions, they offer a range of services including investment planning, retirement planning, and insurance products. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jesse Waters | LPL Financial is here to provide expert guidance and support.
Lincoln Financial Advisors
Lincoln Financial Advisors is a leading financial institution located at 1510 Fashion Island Boulevard in San Mateo, California. As a trusted name in the world of finance, Lincoln Financial Advisors provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Lincoln Financial Advisors is dedicated to providing top-tier financial services to clients in the United States.
Chen Financial Group, LLC
Chen Financial Group, LLC, located at 1600 West Hillsdale Boulevard in San Mateo, California, is a finance institution offering fee-based customized comprehensive financial planning services. Led by Curtis S. Chen, CFP®, the team at Chen Financial Group believes in a comprehensive approach to financial planning, covering investments, retirement and college planning, business planning, estate planning, insurance, tax planning, and cash flow analysis. Clients can expect high-quality, ongoing objective advice and thorough analysis to help them navigate all stages of their financial life. To schedule a complementary introductory meeting, please contact (650) 631-0600. Securities and advisory services are offered through LPL Financial, a registered investment advisor, while financial planning services are offered through Chen Financial Group, LLC. The registered representatives associated with this site are licensed to conduct securities business in California, Idaho, Massachusetts, Nevada, New York, Ohio, Oregon, Pennsylvania, and Texas. For more information, please visit the website or contact curtis@chenfinancial.com.
Financial Services Network
Financial Services Network is a leading finance institution located at 411 Borel Avenue in San Mateo, California, United States. We offer a wide range of financial services including investment advice, wealth management, retirement planning, insurance services, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complex world of finance and make informed decisions for your financial well-being.
Merrill Lynch Wealth Management: Wong Josephine
Merrill Lynch Wealth Management: Wong Josephine is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. Choose from three different ways to connect with Merrill based on your preferences. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term financial goals. Keep in mind that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and financial planning services, with important differences between them. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and investment management services are provided by Bank of America, N.A. and its subsidiaries. U.S. Trust Company of Delaware is a subsidiary of Bank of America Corporation, and banking products are offered by Bank of America, N.A. and affiliated banks. Click the "Return to Merrill" button to go back to the previous page or close the window after you leave.
Ting & Associates at Merrill Lynch
Ting & Associates at Merrill Lynch is a finance and insurance agency located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. At Ting & Associates, we focus on the bigger picture of what your wealth can do for you, rather than just counting dollars and cents. We work with a diverse clientele, including entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in various industries. Our goal is to help you make informed choices and build a solid foundation for future generations.
Ketcham Capital
Ketcham Capital is a reputable finance and insurance agency located at 3 East 3rd Avenue in San Mateo, California, United States. With a team of experienced professionals, Ketcham Capital offers a wide range of financial services including investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, Ketcham Capital is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Ameriprise Financial
Ameriprise Financial is a well-established financial institution located at 1900 O'Farrell Street in San Mateo, California. As a leading provider of financial services, Ameriprise Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Ameriprise Financial provides personalized advice and guidance to clients, helping them make informed decisions about their investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ameriprise Financial is dedicated to helping you secure a strong financial foundation.
Chris Benson - Thrivent
Chris Benson - Thrivent is a finance institution located at 951 Mariners Island Boulevard, San Mateo, California, United States. They are licensed in multiple states including AL, AZ, CA, FL, GA, ID, MA, MI, MN, NM, OR, PA, SD, TX, and WA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Gtf Financial Services Llc
GTF Financial Services LLC is a reputable accounting and finance institution located at 630 North San Mateo Drive, San Mateo, California, United States. With a team of experienced professionals, GTF Financial Services LLC offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, GTF Financial Services LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
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- Financial advisor
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- insurance and investment in Half Moon Bay
- insurance and investment in Millbrae
- insurance and investment in San Bruno
- insurance and investment in San Carlos
List of businesses, places and services in California
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