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TOP 30 Insurance and investment in San Rafael, CA
22 results found
A convenient service for searching for businesses, places and services
Farmers Insurance - Holly Cade
Farmers Insurance - Holly Cade is an insurance agency located at 50-B Mitchell Boulevard in San Rafael, California, United States. As a local Farmers® agent, Holly Cade helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Holly has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of disaster. Holly can also help you review your life insurance policy to ensure financial support for your loved ones. Additionally, Farmers Insurance offers renters, condo, and umbrella insurance policies to protect your personal belongings and assets. For small business owners, Holly can customize a business insurance package to reduce risk and protect your investment. Farmers Insurance also offers financial services to help you build a solid financial plan for a secure future. Contact Holly Cade at Farmers Insurance for personalized assistance with your insurance needs.
Farmers Insurance - Ruth Morales
Farmers Insurance - Ruth Morales is an insurance agency located at 26 Medway Road, San Rafael, California, United States. As your local Farmers® agent, Ruth Morales helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a range of coverage options including auto, home, renters, business insurance, and more. Ruth Morales can help you understand your coverage options and find the right insurance plan for your needs and budget. Whether you need comprehensive coverage, collision coverage, or medical payments, Ruth Morales is here to help. Get started with an online quote today and discover the insurance discounts that can save you money. Protect your most valuable possession with home insurance from Farmers®. In the event of disaster, Farmers Insurance will be there to help you recover and rebuild. With competitive rates and multi-line insurance discounts, you can trust Farmers Insurance to protect your home and belongings. Get a quote now and ensure your home is covered.
Farmers Insurance - David Martin
Farmers Insurance - David Martin is an insurance agency located at 810 Fifth Avenue in San Rafael, California, United States. As a local Farmers® agent, David Martin helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, David has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. From protecting your home to securing your small business, David can customize an insurance package to reduce your risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan for a secure future. Contact David Martin today for personalized assistance with your insurance needs.
Farmers Insurance - R Michael Miller
Farmers Insurance - R Michael Miller is an insurance agency located at 817 Mission Avenue, San Rafael, California, United States. As a local Farmers® agent in San Rafael, CA, R Michael Miller helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. They provide personalized service to help customers understand their coverage options and offer competitive rates with multi-line insurance discounts. Whether you need coverage for your car, home, business, or condo, Farmers Insurance - R Michael Miller can help you customize an insurance package to reduce your risk and protect your investments. Additionally, they offer financial services to help you build a solid financial plan for a secure future. Contact Farmers Insurance - R Michael Miller for a quote and start protecting what matters most to you.
Gainer Financial and Insurance Services
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.
Merrill Investment & Retirement Financial Center
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.
For Your Future Financial
For Your Future Financial is a comprehensive financial, health, and insurance agency located at 4340 Redwood Highway in San Rafael, California. Our experienced team is dedicated to helping individuals and families plan for a secure future by offering a wide range of financial services, health insurance options, and insurance products. Whether you are looking to invest for retirement, protect your loved ones with life insurance, or ensure your healthcare needs are covered, we are here to provide personalized solutions tailored to your unique goals and circumstances. Trust For Your Future Financial to guide you towards a brighter financial future.
Redwood Credit Union
Redwood Credit Union, located at 209 3rd Street in San Rafael, California, is a trusted financial institution offering a range of services including ATM, banking, and finance. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the San Rafael branch is dedicated to helping RCU Members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. We also offer safe deposit boxes to keep your valuables secure. You can schedule appointments for investment, insurance, or auto services on our website. Additionally, you can find RCU ATMs and free Co-op Network ATMs using our locator map. If you have a PPP loan, we can help you navigate the forgiveness process according to the latest guidelines. Please note that we are not responsible for the content on third-party websites linked from our site. Visit us today and experience the difference at Redwood Credit Union.
Jim Borjian - Prudential Financial
Jim Borjian - Prudential Financial is a reputable finance and insurance agency located at 7 Mount Lassen Drive in San Rafael, California, United States. With a focus on providing top-notch financial services and insurance products, Jim Borjian and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Jim Borjian - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.
Wealth Protection Lady, LLC
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
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.
O'Donnell Financial Group
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.
O'Donnell Financial Group
O'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
World Financial Group
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.
Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
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.
HUB International
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.
Stonebridge Financial Group
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
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
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
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
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.
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
List of businesses, places and services in California
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