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TOP 30 Insurance and retirement consultation in San Leandro, CA
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Julie La - State Farm Insurance Agent
Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 1925 Marina Boulevard in San Leandro, California, offers personalized advice and guidance to help individuals turn their ambitions into action. Our team of Merrill Financial Solutions Advisors can assist you in pursuing your financial goals and planning for what matters most to you. Whether you prefer in-person meetings or virtual consultations, we have the tools and expertise to help you achieve financial success. Our services include brokerage, investment advisory, financial planning, and insurance products offered through Bank of America and affiliated banks. With a focus on building strong relationships with our clients, we strive to provide information about products and services that are interesting and useful to you. Please review our privacy policies and terms of service for more information. Remember, investing in securities involves risks, and it's important to carefully consider your options before making any decisions. Contact us today to schedule a consultation with a Merrill Financial Solutions Advisor in San Leandro, CA.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center in San Leandro, California, offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors, clients can pursue their financial goals and plan for their future with confidence. Whether you are looking to invest in securities or need assistance with financial planning, the experienced advisors at Merrill are here to help. Additionally, the institution provides a range of banking products and insurance services through affiliated banks and subsidiaries of Bank of America Corporation. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide clients with information about products and services that may be of interest. Visit the Merrill Investment & Retirement Financial Center in San Leandro to learn more about how they can help you achieve your financial goals.
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