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TOP 30 Insurance and retirement consultation in City of Industry, CA
99 results found
A convenient service for searching for businesses, places and services
George Petersen Insurance Agency
George Petersen Insurance Agency, located at 521 Main Street in Ferndale, California, is a health and insurance agency dedicated to providing comprehensive insurance plans and risk management services tailored to meet the unique needs of each individual or business. From health and disability benefits to retirement programs, their experienced agents are committed to helping clients protect their assets and loved ones. At George Petersen Insurance Agency, they prioritize building strong relationships with their clients and strive to earn their trust by putting their needs first. With a client retention rate of over 95%, they have established themselves as a reliable and trusted partner in the insurance industry.
Farmers Insurance - Victoria Shi
Farmers Insurance - Victoria Shi is a local insurance agency located at 1070 6th Avenue in Belmont, California. With over 16 years of experience in the insurance industry, Victoria Shi and her team specialize in providing personalized and comprehensive coverage options for clients in Belmont and the surrounding areas. They offer a range of insurance products including home, auto, life, renters, condo, and business insurance. Victoria Shi also specializes in life insurance with cash accumulation, annuity, 529 education savings, and retirement planning. As a Farmers Insurance agent, she is dedicated to providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Whether you are looking to protect your home, car, business, or loved ones, Farmers Insurance - Victoria Shi is here to help you find the right insurance solution for your needs and budget. Contact them today for a personalized insurance quote and start protecting what matters most to you.
Visionary Insurance/Financial
Visionary Insurance/Financial is a reputable finance and insurance agency located at 2650 Industrial Parkway in Santa Maria, California, United States. With a team of experienced professionals, we provide a wide range of insurance and financial services to meet the diverse needs of our clients. Whether you are looking for insurance coverage for your home, auto, or business, or seeking assistance with retirement planning, investments, or financial planning, our experts are here to help. At Visionary Insurance/Financial, we are committed to providing personalized solutions and excellent customer service to ensure our clients' financial security and peace of mind.
John's Financial and Health Services
John's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.
Jim Hussey - State Farm Insurance Agent
Jim Hussey - State Farm Insurance Agent is located at 1000 North Western Avenue in Los Angeles, California. Situated in the Tarragona Plaza within the Ralphs Market & In-N-Out Shopping Center, our insurance agency is dedicated to providing support and guidance to our clients during the spring season and beyond. With a team of professionals ready to assist you, we are here to help you navigate any challenges and answer all your insurance questions. Whether you are considering life insurance or looking to protect your assets, we are here to help you make informed decisions.
Farmers Insurance - Eva Chong
Farmers Insurance - Eva Chong is an insurance agency located at 321 North Rampart Street in Orange, California, United States. With 21 years of experience in the Insurance Industry in the Orange County area, Eva Chong is dedicated to providing superior customer care and retention. The agency offers a wide range of services including coverage for Businesses, Workers Compensation, Life, Auto, Home, Financial Investments, Retirements, and more. Community outreach is important to Farmers Insurance - Eva Chong, as they are actively involved with the Chamber of Commerce of Garden Grove and local community services. Eva Chong strives to provide outstanding personalized service, expertise, and coverage at the best value. Whether you need auto insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Eva Chong can help customize a plan to meet your needs. Additionally, they offer financial services to help you build a secure future. Contact Eva Chong for a quote or to learn more about the services offered.
Brooks Jucha & Associates Insurance Services, Inc. DBA BJA Partners
Brooks Jucha & Associates Insurance Services, Inc. DBA BJA Partners is a full-service insurance brokerage and consulting firm located at 990 Highland Drive in Solana Beach, California. Specializing in health and insurance services, BJA Partners is dedicated to putting your best interests first. They offer a range of services including employee benefits, property and casualty, retirement planning, and personal insurance solutions for various industries. With a focus on optimizing insurance offerings, BJA Partners provides consulting services to help you establish a new benefits package or evaluate your current program. They also specialize in workers' compensation insurance policies, ensuring that your coverage meets your evolving needs.
Churchill & Associates Insurance Services, Inc.
Churchill & Associates Insurance Services, Inc. is a commercial insurance firm located at 5210 Lewis Road in Agoura Hills, California. As a member of Patriot Growth Insurance Services, our goal is to provide the right business insurance at the best price possible. With over 40 years of industry experience, our full-service agency specializes in loss control, claims management, and HR consulting for middle to large commercial companies. We offer a range of insurance services including property and casualty, health benefits, and personal lines insurance. Our team of advisors can tailor a custom insurance program to meet all your needs, helping you manage risks in workers' compensation, group employee benefits, and other areas of specialized exposure. Let us help you protect your business with insurance packages designed for different types of businesses, including group health and retirement plans. Contact us today to simplify the challenges of developing and improving your organization's risk management efforts. Division of Patriot Growth Insurance Services, LLC | CA License # 0M56067.
Suburbs Centerpoint Insurance Services
Suburbs Centerpoint Insurance Services, located at 3188 Airway Avenue in Costa Mesa, California, is a health insurance agency dedicated to providing top-notch insurance and financial services. Founded on the principles of Service Strength, Integrity, and Humanity, we strive to be the most friendly and easy-to-do business with agency in the industry. Our goal is to be there for our clients when they need us most and to be the center point in their decision-making process. At Suburbs Centerpoint Insurance Services, we offer a range of insurance options to protect you and your family, as well as help you plan for retirement. Our knowledgeable team will walk you through all possible solutions and ensure you have the coverage you need.
New York Life Insurance Co. / Denison Financial and Insurance Services
New York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
Farmers Insurance - Martin Manzo
Farmers Insurance - Martin Manzo is an insurance agency located at 11 Plaza Circle in Patterson, California, United States. As your local Farmers agent, Martin Manzo helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Martin has the knowledge and experience to assist you in understanding your coverage options. By providing personalized and straightforward service, Martin aims to make you smarter about insurance. You can contact Martin Manzo for any questions you might have about comprehensive coverage, deductibles, or other insurance-related inquiries. Farmers Insurance has been in the industry for over 80 years, offering reliable insurance products to protect your most valuable possessions. Whether you need coverage for your home, life, rental property, small business, or condo, Martin Manzo can help you customize an insurance package to suit your unique needs. With competitive rates and multi-line insurance discounts, Farmers Insurance is dedicated to providing affordable and comprehensive coverage to its customers.
Swan Retirement Planning
Swan Retirement Planning is a boutique financial planning firm located at 56 East Main Street in Ventura, California. As a finance and insurance agency, we specialize in providing personalized, goal-based financial solutions for individual families. Our experienced advisors work closely with clients to create customized plans that align with their unique financial goals, whether it be retirement planning, education funding, or legacy building. With a focus on building enduring relationships, our team at Swan Retirement Planning offers steadfast support and guidance as your financial needs evolve over time. With over two decades of industry expertise, you can trust us to help you secure a prosperous financial future.
Allstate Life Insurance Specialist: Timothy Curry
Allstate Life Insurance Specialist Timothy Curry is a trusted insurance agency located at 1281 Westwood Boulevard in Los Angeles, California. With years of experience and expertise in the insurance industry, Timothy Curry provides personalized life insurance solutions to meet the unique needs of each client. Whether you are looking to protect your family's financial future or plan for retirement, Timothy Curry is dedicated to helping you find the right coverage. Contact him today to schedule a consultation and secure your peace of mind.
Prudential | Rosa Sun | Life Insurance & Financial Services
Prudential | Rosa Sun | Life Insurance & Financial Services is a reputable finance and insurance agency situated at 17700 Castleton Street in the City of Industry, California, United States. We offer a range of insurance and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving your financial goals.
Farmers Insurance - Vincent Polito
Farmers Insurance - Vincent Polito is an insurance agency located at 488 West Holt Avenue in Pomona, California. Vincent Polito, a lifelong California resident, is proud to serve the Chino and Pomona Valley areas as a local Farmers® agent. With over 35 years of experience in the insurance industry, Vincent and his team provide outstanding customer service and ensure that each client is well-informed about their coverage options. The agency offers a wide range of insurance products, including auto, home, commercial lines, workers' compensation, commercial real estate, life insurance, and more. They are dedicated to helping clients find the right coverage for their needs and budget. Located near Pomona Catholic High School, the office welcomes visitors and looks forward to starting a friendly conversation with anyone interested in learning more about their insurance options.
Daniel Auzenne - State Farm Insurance Agent
Daniel Auzenne - State Farm Insurance Agent is an insurance agency located at 8560 Vineyard Avenue in Rancho Cucamonga, California. The institution is now licensed to do business in the State of Arizona as well. The agent, Daniel Auzenne, is dedicated to serving the community and is actively involved as a volunteer baseball and football coach for his two sons. He is also an avid golfer and enjoys going on hikes in the local mountains with his family and dog. The agency services areas including Rancho Cucamonga, Upland, Fontana, Ontario, Glendora, Chino, Eastvale, and all surrounding areas. Customers can reach out by calling, clicking, walking in, or meeting virtually. The agency provides valuable information on topics such as drunk driving prevention, vehicle transmission options, retirement savings, and more.
Kevin Kane - State Farm Insurance Agent
Kevin Kane - State Farm Insurance Agent is an insurance agency located at 3914 Murphy Canyon Road in San Diego, California. With over two decades of experience, Kevin Kane and his team are dedicated to protecting you and your family with a variety of insurance products. Kevin holds a B.S. in Finance from San Diego State University and has completed his ChFC designation from The American College of Financial Services, ensuring that he stays current with the insurance industry to better serve his customers. Specializing in Homeowners’ Insurance, Auto Insurance, Personal Liability Umbrella Insurance, and more, Kevin Kane State Farm can create a personalized price plan to meet your needs. While currently not writing new home and business insurance in California due to increasing construction costs and high wildfire risks, the agency is still licensed in Arizona and California to assist with Home, Renters, and Condo Insurance.
Tower Bridge Financial and Insurance Solutions Inc
Tower Bridge Financial and Insurance Solutions Inc. is an insurance agency located at 9300 West Stockton Boulevard in Elk Grove, California, United States. Our dedicated team of professionals is committed to helping you protect your hard-earned retirement income. Led by Andrew Kagan, who has over a decade of experience in the insurance and financial industry, we strive to provide the best service and knowledge possible to each and every pre-retiree and retiree we work with. Andrew's personal experience with his own family's insurance struggles has fueled his passion for helping others secure their future. Eric Kagan, the Client Relationship Manager, works closely with clients to ensure they are well-informed and prepared for retirement. Jaime Lara Lomeli, the Client Services Coordinator, schedules appointments and provides personalized service to meet clients' individual needs.
Scott Goodyear, Financial Services Professional - Goodyear Financial & Insurance Services
Scott Goodyear, Financial Services Professional at Goodyear Financial & Insurance Services, is a trusted advisor in the finance and insurance industry. Located at 2999 Douglas Boulevard in Roseville, California, United States, Scott Goodyear offers personalized financial planning and insurance solutions to help clients achieve their financial goals and protect their assets. With a focus on building long-term relationships based on trust and integrity, Scott Goodyear provides expert guidance and tailored strategies to meet each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to secure your family's financial future, Scott Goodyear and his team at Goodyear Financial & Insurance Services are dedicated to helping you achieve financial security and peace of mind.
Prudential | Jeannette Okada | Life Insurance & Annuities
Prudential | Jeannette Okada | Life Insurance & Annuities is a trusted finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping individuals and families protect their financial futures. Whether you are looking to secure your loved ones' financial stability or plan for retirement, we offer personalized guidance and tailored products to meet your specific needs. Trust Prudential | Jeannette Okada to provide reliable and dependable insurance services for peace of mind.
Marshall Life and Financial Solutions, Inc.
Marshall Life and Financial Solutions, Inc. is a finance institution located at 1040 Nevada Street, Redlands, California, United States. With years of combined experience and industry knowledge, we offer customized financial plans to protect your family, retirement income, or business. Our services go beyond investing, as we guide you through major financial decisions and help execute your plan. We take a holistic approach to retirement planning, tailored to your priorities and risk tolerance. Meet with us for a one-on-one consultation to establish a strong foundation and create a sound financial plan. Our advisors will work with you continuously to review and adjust your plan as needed. We believe in early planning for retirement income, tax optimization, and balancing assets to mitigate risk. Join us to see why we are one of the fastest-growing financial and life insurance companies in Redlands since 2003.
SID Consulting Group
SID Consulting Group is a financial institution located at 2075 Diamond Boulevard in Concord, California, United States. At SID Cortez Consulting Group, we understand that each client has unique financial goals, which is why we provide customized financial planning tailored to your specific needs and situation. Our team of experts has years of experience in real estate, retirement planning, and insurance, offering professional advice and support in various areas including vending machine business, virtual assistance, business, immigration law, and accounting. Our founder, Sid Cortez, brings over 15 years of experience in the financial industry, ensuring that our clients receive personalized advice that exceeds expectations. We believe that financial planning is key to building wealth and securing your financial future, offering services such as real estate consulting, retirement planning, and insurance services. Whether you are buying, selling your house, multi-units property, or commercial properties, we are here to help you make informed decisions for your financial future.
Marion Douglas Financial and Insurance Services
Marion Douglas Financial and Insurance Services, located at 151 North Kraemer Boulevard in Placentia, California, is a finance institution specializing in protecting estates, retirement planning, and family income protection. They also provide expert advice to employer groups on acquiring the best benefits, costs, and services for their companies. Established in 1990, Marion Douglas Financial and Insurance Services, led by experienced professional Doug Godown, offers employee benefits, family wealth, retirement, and business planning services. Their team of senior consultants has a strong reputation for industry leadership and a commitment to building long-term relationships with clients. As a Registered Representative of Capital Synergy Partners, they offer securities through FINRA/SIPC. With a focus on innovation and client satisfaction, Marion Douglas Financial and Insurance Services is dedicated to providing exceptional financial and insurance solutions for individuals and businesses alike.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 450 Montgomery Street, San Ramon, California, United States, is a finance institution where you can find a Merrill® Financial Solutions Advisor™. Whether you are searching for a specific advisor or are interested in the services offered by Merrill Lynch, our parent company, we are here to assist you. Please note that by visiting our website, you will be redirected to FINRA's BrokerCheck, as we prioritize transparency and compliance with industry regulations. At Merrill Investment & Retirement Financial Center, we aim to provide you with information about products and services that may be of interest to you. Our team is dedicated to helping you navigate the complexities of investing in securities, while also acknowledging the risks involved. We offer a range of services, including investment advisory, financial planning, and brokerage services, to cater to your specific needs.
Essential Trust Financial Insurance Solutions
Essential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.
Mahdion Financial & Insurance Center
Welcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 403 East Bidwell Street in Folsom, California, offers a wide range of financial services. Whether you are looking for investment advice, retirement planning, or insurance solutions, our team of Merrill® Financial Solutions Advisors™ is here to help. As a part of Merrill Lynch, a trusted name in the finance industry, we strive to provide personalized and comprehensive financial guidance to our clients. Please note that investing in securities involves risks, and it is important to understand the potential of losing money. For more information about our services, fees, and privacy policies, please review our online resources. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance solutions are offered through Merrill Lynch Life Agency Inc. Contact us today to schedule a consultation with one of our experienced advisors.
Newfront
Newfront is an innovative insurance agency located at 777 Mariners Island Boulevard in San Mateo, California. We specialize in providing tailored solutions for our clients, helping them create competitive benefit packages to attract and retain top talent. Our team of dedicated experts serves clients across various industries, offering support at every stage of their business growth. At Newfront, we believe in using technology to enhance the expertise of our elite insurance talent, giving our clients a competitive edge in the market. Our breakthrough AI technology provides valuable insights for our clients, allowing our teams to focus on strategic work and delivering optimized outcomes. We are committed to fostering transparency, convenience, and long-lasting relationships with our clients, as evidenced by our large roster of satisfied customers and high retention rate.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 1864 Myrtle Avenue in Eureka, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a range of insurance products and financial services to help clients achieve their financial goals and secure their future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual has a team of experienced professionals ready to assist you. Visit their office today to learn more about their comprehensive financial planning services.
Betenbaugh Financial - Paul Betenbaugh
Betenbaugh Financial, led by Paul Betenbaugh, is a trusted finance and insurance agency located at 1165 Hoff Way in Orland, California, United States. With years of experience in the industry, our team is dedicated to providing personalized financial solutions to meet the unique needs of our clients. From retirement planning to insurance coverage, we offer a wide range of services to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how Betenbaugh Financial can help secure your financial future.
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