Insurance financial advice in Redwood City, California
25 results found
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Redwoods Leavitt
● OpenRedwoods Leavitt is a reputable insurance agency located at 785 East Washington Boulevard in Crescent City, California. With a strong focus on customer service and a commitment to providing the best insurance solutions for individuals and businesses, Redwoods Leavitt is a trusted partner in managing risk and protecting assets. Their team of experienced professionals offers personalized advice and tailored insurance packages to meet the unique needs of each client. Whether you are looking for auto, home, life, or commercial insurance, Redwoods Leavitt is dedicated to serving you with integrity and expertise. Visit their office today to discuss your insurance needs and experience the peace of mind that comes with comprehensive coverage.
785 E Washington Blvd #4, Crescent City, CA 95531, United States -
Nick Bertetta - State Farm Insurance Agent
● OpenNick Bertetta - State Farm Insurance Agent is a reputable insurance agency located at 705 Veterans Boulevard in Redwood City, California. Customer service is their top priority, and they offer virtual appointments to review insurance and financial needs. With over 150 years of combined State Farm experience within the family, Nick Bertetta is a proud Third Generation Agent who is dedicated to helping and protecting the community. The agency specializes in providing various insurance options, including Auto, Homeowners, Renters, Condo, Life, and Health insurance. They also work with small business owners to address their insurance and planning needs. Whether it's in-office, at-home, or virtual appointments, they strive to make the process convenient for their customers.
705 Veterans Blvd #5, Redwood City, CA 94063, United States -
Darren Normoyle - State Farm Insurance Agent
● OpenDarren Normoyle - State Farm Insurance Agent is an insurance agency located at 734 Woodside Road, Redwood City, California, United States. The office proudly serves the San Francisco Bay Area with Insurance and Financial Services. They offer disability insurance to help individuals stay on their feet if they become disabled. The office is dedicated to helping customers through both good and difficult times. They provide tips for rural road driving safety and encourage teaching kids good saving habits from a young age. The mission of the office is to help customers achieve their goals through personalized risk protection. They strive to be known for their professionalism, strength, and modernism. For more information, customers can call (650) 257-7848. Please note that neither State Farm nor its agents provide tax or legal advice.
734 Woodside Rd, Redwood City, CA 94061, United States -
Commercial Coverage Insurance Agency
● OpenCommercial Coverage Insurance Agency, located at 7250 Redwood Boulevard in Novato, California, is more than just your typical insurance agency. As advisors and consultants, we offer counsel and advice on a wide range of commercial property insurance products. Our commitment to excellence and ethics is unmatched, providing tools, resources, and services to meet your insurance needs. With our A.I. powered Surefit system, we offer instant quotes with the most accurate and transparent information. By appointment only, you can visit us at our locations in San Francisco and Novato. We serve clients in multiple states, including Alaska, Arizona, California, Colorado, and many more.
7250 Redwood Blvd Suite 300, Novato, CA 94945, United States -
Charlotte Russell - State Farm Insurance Agent
● OpenCharlotte Russell - State Farm Insurance Agent is a local insurance agency located at 1391 Woodside Road in Redwood City, California. Serving the greater Bay Area, including Redwood City, Palo Alto, Menlo Park, and Mountain View, our team is dedicated to providing personalized insurance solutions for individuals and families. With over 15 years of experience in the industry, Charlotte Russell is committed to helping clients understand their unique insurance needs and find the right coverage to protect what matters most to them. At our office, you can get quotes for auto insurance, homeowners insurance, renters insurance, life insurance, commercial insurance, small business insurance, and financial services. We believe in giving back to the community and support local organizations such as Samaritan House, Street Life Ministries, and the La Honda Fire Brigade.
1391 Woodside Rd Ste 218, Redwood City, CA 94061, United States -
Redwood Credit Union
● OpenRedwood Credit Union, located at 3033 Cleveland Avenue in Santa Rosa, California, is a trusted institution for all your financial needs. With a focus on making banking easy and convenient, the Cleveland branch offers a range of services including ATM access, finance assistance, and notary services. Local businesses trust Redwood Credit Union for their banking needs, and you can too. Visit the branch to meet the friendly team who are ready to help you with all your financial service needs. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, Redwood Credit Union has you covered. Plus, enjoy a delicious meal at the Grove Café during your visit. For appointments regarding investments, insurance, or auto services, visit the main appointments page. With access to a large network of ATMs and a Member Service Center, Redwood Credit Union is committed to providing top-notch service to its members.
3033 Cleveland Ave # 100, Santa Rosa, CA 95403, United States -
Redwood Credit Union
● OpenRedwood Credit Union is a trusted financial institution located at 301 North McDowell Boulevard in Petaluma, California. As a full-service bank, we offer a wide range of financial services including ATM access, banking, and finance options. Many local businesses choose to bank with us for our commitment to excellent customer service and community support. Our Petaluma branch is staffed with dedicated professionals who are ready to assist you with all your financial needs. Whether you're looking for investment advice, insurance services, or help with auto loans, we have appointments available to fit your schedule. Our convenient drive-up services allow you to withdraw cash, deposit funds, and make loan payments without ever leaving your vehicle.
301 N McDowell Blvd, Petaluma, CA 94954, United States -
Allstate Personal Financial Representative: Joyce Cave
● OpenAllstate Personal Financial Representative: Joyce Cave is a finance and insurance agency located at 617 Veterans Boulevard in Redwood City, California, United States. With a focus on personalized financial planning, Joyce Cave and her team offer a range of insurance products and services to help clients protect their assets and achieve their financial goals. Whether you're looking for auto insurance, life insurance, retirement planning, or investment advice, Joyce Cave is dedicated to providing expert guidance and exceptional customer service. Visit Allstate Personal Financial Representative: Joyce Cave today to start securing your financial future.
617 Veterans Blvd Ste 215, Redwood City, CA 94063, United States -
Nancy Shotts - State Farm Insurance Agent
● OpenNancy Shotts - State Farm Insurance Agent is a reputable insurance agency located at 1318 Redwood Way, Petaluma, California. With over 30 years of experience in the industry, Nancy Shotts is the most experienced State Farm Agent in the local community. The agency offers personalized price plans for auto insurance, motorcycle insurance, home insurance, renters insurance, condo insurance, pet insurance, life insurance, farm ranch insurance, and business insurance. Nancy and her team are dedicated to providing excellent customer service and maximizing available discounts for their clients. Nancy Shotts is actively involved in the Petaluma community, having served as the past President of the Petaluma Chamber of Commerce and Rotary Club of Petaluma. She has also been on the Board of Directors for various local organizations, demonstrating her commitment to giving back to the community. The agency is equipped to assist clients in California and Oregon, offering a range of insurance products to meet their needs.
1318 Redwood Way Suite 100, Petaluma, CA 94954, United States -
Barbara Burke - Prudential Financial
● OpenBarbara Burke - Prudential Financial is a reputable finance and insurance agency located at 7250 Redwood Boulevard in Novato, California. With a strong commitment to providing top-notch financial services and insurance products, Barbara Burke - Prudential Financial serves individuals and businesses in the Novato area and beyond. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at this institution are dedicated to helping you achieve your financial goals. Visit Barbara Burke - Prudential Financial today and take the first step towards securing your financial future.
7250 Redwood Blvd #355, Novato, CA 94945, United States -
John Patrick Heaton - Prudential Financial
● OpenJohn Patrick Heaton - Prudential Financial is a reputable finance and insurance agency located at 7250 Redwood Boulevard in Novato, California. With a focus on providing top-notch financial planning and insurance services, this institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at John Patrick Heaton - Prudential Financial are here to help. Contact them today to start building a solid financial foundation for tomorrow.
7250 Redwood Blvd, Novato, CA 94945, United States -
Wen Ling Cheng - State Farm Insurance Agent
● OpenWen Ling Cheng - State Farm Insurance Agent is located at 1299 Old Bayshore Highway in Burlingame, California. As a State Farm agent since 2001, I am dedicated to serving the entire Bay Area and promoting equal education opportunities. I offer insurance services in various locations within the Bay Area, including San Mateo County, Burlingame, Millbrae, Hillsborough, San Mateo, Foster City, and Redwood City. I am passionate about community service and providing financial resolutions for the new year. For your protection, please avoid sharing sensitive personal information. Securities distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company. Pre-existing conditions may affect pet insurance policies. State Farm is not responsible for third party sites referenced in this material. Please consult a tax or legal advisor for personalized advice.
1299 Old Bayshore Hwy Ste 118, Burlingame, CA 94010, United States -
Farmers Insurance - Mark Landis
● OpenFarmers Insurance - Mark Landis is a trusted insurance agency located at 650 El Camino Real, Redwood City, California, United States. As a local Farmers® agent in Redwood City, CA, Mark Landis helps customers identify the insurance coverage that best fits their needs. Mark Landis offers personalized service to make customers smarter about insurance, with a focus on auto, home, renters, life insurance, business insurance, workers compensation, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates. Mark Landis also offers financial planning services to help customers reach their goals. Contact Mark Landis today for a personalized insurance quote and expert advice on protecting your assets and future earnings.
650 El Camino Real # R, Redwood City, CA 94063, United States -
Allstate Life Insurance Specialist: Benedict Cardenas
● OpenAllstate Life Insurance Specialist, Benedict Cardenas, is a trusted insurance agency located at 670 Woodside Road in Redwood City, California. With a focus on providing personalized life insurance solutions, Benedict Cardenas offers expert advice and guidance to help clients protect their loved ones and secure their financial future. Whether you are looking for term life, whole life, or universal life insurance, Benedict Cardenas is dedicated to finding the right policy to meet your individual needs. Contact Allstate Life Insurance Specialist, Benedict Cardenas, today to schedule a consultation and start planning for tomorrow.
670 Woodside Rd, Redwood City, CA 94061, United States -
Samantha Harris - State Farm Insurance Agent
● OpenSamantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.
21060 Redwood Rd # 150, Castro Valley, CA 94546, United States -
Farmers Insurance - Andrew Ambro
● OpenFarmers Insurance - Andrew Ambro is a trusted insurance agency located at 20630 Redwood Road in Castro Valley, California. Serving the San Francisco Bay Area for over 15 years, Andrew Ambro takes pride in providing personalized insurance packages for clients in Castro Valley, Hayward, Pleasanton, Dublin, San Lorenzo, and surrounding areas. Whether you need earthquake, home, business, auto, or life insurance, Andrew and his team are dedicated to simplifying the insurance process and finding the right coverage for you. With a focus on accessibility and personalized service, clients can reach out via text, email, or chat for any insurance needs. The agency is conveniently located across from Safeway and next to Wells Fargo, making it easy for clients to stop by for a consultation. In addition to offering comprehensive coverage for cars, homes, renters, condos, and businesses, Farmers Insurance also provides financial planning services to help clients secure a stable future. With a range of insurance products underwritten by reputable insurers, clients can trust Farmers Insurance - Andrew Ambro to protect their assets and provide peace of mind. Contact Andrew Ambro today for expert advice on your insurance needs.
20630 Redwood Rd, Castro Valley, CA 94546, United States -
World Financial Group
● OpenWorld 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.
4340 Redwood Hwy D318, San Rafael, CA 94903, United States -
Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDanian 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.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSakiko 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.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Merrill Investment & Retirement Financial Center
● OpenMerrill Investment & Retirement Financial Center, located at 400 Woodside Plaza in Redwood City, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that may be of interest to you. Their team of advisors, including those from their parent company Merrill Lynch, can meet with you in a way that works best for you. Additionally, banking products are provided by Bank of America, N.A. and affiliated banks, ensuring a comprehensive range of financial services. Please review their Client Relationship Summary for more information on the services offered.
400 Woodside Plz, Redwood City, CA 94061, United States -
Tom J. Nohr CFP RFC – Successful Financial Education Workshops
● ClosedTom J. Nohr CFP RFC – Successful Financial Education Workshops is a reputable finance institution located at 20632 Redwood Road in Castro Valley, California, United States. With a focus on comprehensive financial planning since 1986, Tom Nohr offers educational workshops for residents of AL, AR, AZ, CA, FL, NC, OR, and WA. This institution is dedicated to providing valuable information for informational purposes only and is not a solicitation to buy or sell securities. Tom Nohr is a licensed California Insurance Agent with Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Education Workshops are not affiliated. It is important to note that Registered Representatives of Cambridge may only conduct securities business in a specific state if properly registered or exempt. Compliance with state registration requirements is necessary for personalized investment advice and transactions in securities. For more information, please refer to Cambridge’s Form CRS (Customer Relationship Summary) and check the background of this investment professional.
20632 Redwood Rd # E, Castro Valley, CA 94546, United States -
Merrill Investment & Retirement Financial Center
● OpenMerrill Investment & Retirement Financial Center is a finance institution located at 250 Redwood Shores Parkway, Redwood City, California, United States. At Merrill, we have a team of experienced 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 looking for banking products, we have the tools and expertise to help you make informed decisions. Our services include brokerage, investment advisory, financial planning, and insurance products. We strive to provide you with the information and resources you need to make smart financial choices. Contact us today to learn more about how we can help you turn your ambitions into action.
250 Redwood Shores Pkwy Suite A, Redwood City, CA 94065, United States -
Vocality Community Credit Union
● OpenVocality Community Credit Union, located at 757 Redwood Drive in Garberville, California, is a trusted institution offering ATM and finance services. We provide convenient links to third party websites for additional resources, but rest assured that your privacy and security are our top priorities. We are excited to announce that online loan applications, including home loans, are now available for a faster and easier process. It's never too early to educate your children about money, and we offer tips for millennials looking to buy a house. April is Financial Literacy Month, highlighting the importance of financial education. Our rates are competitive, with APR reflective as low as possible based on creditworthiness and loan term. Trust Vocality Community Credit Union for all your financial needs.
757 Redwood Dr, Garberville, CA 95542, United States -
Merrill Edge
● OpenMerrill Edge is a finance institution located at 700 Jefferson Avenue, Redwood City, California, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Additional services include brokerage, investment advisory, financial planning, and insurance through affiliated banks. Please review our Client Relationship Summary for more information.
700 Jefferson Ave, Redwood City, CA 94063, United States -
Northern Trust
● OpenNorthern Trust, located at 575 Redwood Highway in Mill Valley, California, is a leading finance institution offering comprehensive wealth management services. With over 130 years of experience and a client base that includes over 25% of the Forbes 400 Wealthiest Americans, Northern Trust advisors have unparalleled expertise in managing wealth. From individuals and families to privately held businesses, family offices, and foundations, Northern Trust provides innovative technology, exceptional service, and in-depth knowledge across all aspects of financial planning. Services include wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Northern Trust advisors are supported by The Northern Trust Institute, a research center dedicated to developing insights based on real-world outcomes and specialized expertise. With over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is committed to providing personalized advice tailored to important life moments. Trust Northern Trust for all your wealth management needs.
575 Redwood Hwy Suite 100, Mill Valley, CA 94941, United States
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