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TOP 30 Insurance and investment in Santee, CA
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Perlman Clinic Santee
Perlman Clinic Santee is a doctor's office and health institution located at 9325 Mission Gorge Road, Suite 102 in Santee, California. Our office is open on weekdays from 8am to 5pm for in-office visits, and we also offer video visits through PocketDoc on weekdays from 6:30am to 10pm and weekends from 7am to 10pm. Since 2005, Perlman Clinic has been providing patient-centered, high quality primary and urgent care in San Diego. Our goal is to create a comfortable and welcoming medical home for our patients. With 9 exam rooms, our providers have more time to invest in developing long-term relationships with patients.
Farmers Insurance - Michael Clinkenbeard
Farmers Insurance - Michael Clinkenbeard is an insurance agency located at 235 Town Center Parkway in Santee, California, United States. As your local Farmers® agent, Michael Clinkenbeard helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Michael provides personalized and straightforward assistance to make clients smarter about insurance. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help save money. From car insurance to home insurance, life insurance, renters insurance, and business insurance, Michael Clinkenbeard can help customize an insurance package to reduce risk and protect investments. For added coverage, a Personal Umbrella insurance policy is also available. Contact Michael Clinkenbeard for a consultation to discuss building a solid financial plan and reaching your goals.
Edward Jones - Financial Advisor: Jack Loehr
Edward Jones - Financial Advisor: Jack Loehr is a trusted and experienced finance institution located at 30 Town Center Parkway in Santee, California, United States. Jack Loehr, the dedicated financial advisor, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Jack offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Jack Loehr is here to help you every step of the way.
Michael Heidtbrink - Thrivent Financial
Michael Heidtbrink - Thrivent Financial is an insurance agency located at 9510 Cuyamaca Street in Santee, California, United States. They are licensed in multiple states including AZ, CA, FL, NE, TN, and TX. The institution does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
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