TOP 30 Insurance financial advisor in Concord, California

21 results found

Courtney Khashabi - State Farm Insurance Agent is a trusted insurance agency located at 901 Sunvalley Boulevard in Concord, California. Conveniently situated next to Sunvalley Mall, in the same building as Stat Med Urgent Care and Dominos Pizza, we are proud to serve the communities of Concord, Walnut Creek, Pleasant Hill, and the Greater Bay Area. Additionally, we offer insurance services in Oregon, Arizona, and Nevada. As your local State Farm Insurance Agency, we strive to provide personalized insurance solutions tailored to your needs. Whether you require auto insurance, homeowners insurance, business insurance, renters insurance, condo insurance, pet insurance, life insurance, or more, we are here to help. Our team of experienced professionals, including Courtney, Giovanni, Connie, Michelle, and Beth, collectively have 70 years of experience in serving policyholders.

Hamid Ray Asemi - State Farm Insurance Agent is an insurance agency located at 3600 Clayton Road in Concord, California. As a long-time resident of the East Bay since 1982, Hamid Asemi takes pride in protecting the community. With over 28 years of experience with State Farm, Hamid opened his agency in Concord in 2001. He graduated from California State University, East Bay with a degree in business, and is dedicated to helping his clients with their insurance and financial service needs. Hamid and his team are committed to supporting the local community, including donations to nonprofits like Monument Crisis Center and Contra Costa Shelter. They are passionate about protecting families from hardships and ensuring that life goes right. The agency offers a range of insurance services including auto, home, renters, and life insurance.

Chelsea Brackett State Farm Insurance Agent is a trusted insurance agency located at 2261 Morello Avenue in Pleasant Hill, California. Since 2011, Chelsea and her team have been dedicated to providing insurance services to customers in Pleasant Hill, Concord, Martinez, Lafayette, Walnut Creek, and surrounding areas. With a background in California Polytechnic San Luis Obispo, Chelsea is committed to helping Good Neighbors protect what matters most to them. The agency offers a wide range of insurance services, including Auto, Life, and Health Insurance. Whether you need coverage for your vehicles or want to secure your loved ones' future with life insurance, Chelsea Brackett State Farm Agency is here to meet your unique needs. The team is experienced and motivated to ensure that the insurance process is an enjoyable experience for all customers.

The "One-Stop Financial Supermarket" located at 2075 Diamond Boulevard in Concord, California, is your go-to destination for all your financial needs. Whether you're looking for banking services, investment opportunities, insurance options, or retirement planning, this institution has it all under one roof. With a wide range of products and services available, knowledgeable staff, and convenient location, you can trust that your financial matters are in good hands. Visit us today and experience the convenience and expertise of our one-stop financial solution.

Brent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.

Patricia Medina - State Farm Insurance Agent is an insurance agency located at 2001 Salvio Street, Concord, California, United States. Established in 2006, our East Bay State Farm Agent office is dedicated to assisting individuals with all their insurance needs. Our focus is on relocations, families, and young professionals, with a team that is fluent in Spanish, including the Agent. We strive to provide kindness, consideration, and professionalism to the community. In addition to our regular services, we celebrate Life Insurance Awareness during the fall season. Contact us for a complimentary quote to ensure you and your family have the protection they need. We also offer tips to help you avoid the dangers of drinking and driving, as well as tools like a car loan calculator and savings calculator to help you make informed financial decisions.

Lisa Truesdell - State Farm Insurance Agent is a trusted insurance agency located at 5444 Clayton Road in Concord, California. Situated between Washington Blvd and Duncan Dr, this agency offers a range of insurance products and services to meet your needs. Whether you are looking for auto, home, life, or pet insurance, Lisa Truesdell and her team are here to help. Driving on rural roads may seem peaceful, but it's important to be aware of the risks associated with sharing the road with farm vehicles. Lisa Truesdell - State Farm Insurance Agent provides valuable tips to help you stay safe while driving in the countryside.

Elena Sadur - State Farm Insurance Agent is a trusted insurance agency located at 5167 Clayton Road in Concord, California, United States. Conveniently situated across the street from the Lucky and Kmart shopping center, Elena Sadur offers a range of insurance services including homeowners, renters, auto, and life policies. With a focus on exceptional customer service and satisfaction, Elena aims to simplify the often complex world of insurance and financial services for her customers. As a State Farm Insurance Agent since 2003, Elena opened her own agency in 2007 and has been dedicated to providing value to customers ever since. She holds a BA from UC Davis and an MBA from SFSU, and has been recognized for her excellence in customer service with an award from the Five Star Rating Corporation. Whether you are in California, Oregon, or Arizona, Elena is committed to serving your insurance needs proactively and with care.

Javier Ly Martinez: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. With a focus on helping individuals and families achieve financial security and success, the institution offers a wide range of services including financial planning, investment strategies, insurance solutions, and retirement planning. With a team of experienced professionals, Javier Ly Martinez: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to its clients.

OneAmerica Financial Partners is an insurance agency located at 1320 Willow Pass Road in Concord, California, United States. We offer a wide range of insurance products and financial services to help individuals and families protect their assets and plan for the future. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve your financial goals.

Philip Anthony Nunez Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. Led by experienced professionals, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the team at Philip Anthony Nunez Jr: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Contact them today to take the first step towards securing your financial future.

Mutual of Omaha® Advisors - Concord is a finance and insurance agency located at 1390 Willow Pass Road in Concord, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with an advanced curriculum, marketing strategies, and tools to help them confidently begin their careers as Mutual of Omaha financial advisors. Our world-class CRM, extensive material library, and resources are available to help our advisors build their digital brand and thrive in their business.

World Financial Group Inc is a finance institution located at 2280 Diamond Boulevard in Concord, California, United States. As a leading financial services provider, World Financial Group Inc offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Financial Group Inc is dedicated to providing personalized solutions and expert advice to clients. Whether you are looking for investment opportunities, insurance coverage, retirement planning, or wealth management services, World Financial Group Inc can help you navigate the complexities of the financial world and make informed decisions. Visit World Financial Group Inc today to start building a secure financial future.

Woods Financial & Insurance Services is a trusted finance institution located at 1355 Willow Way in Concord, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world and achieve your goals. Visit us today to learn more about how we can assist you in securing your financial future.

Henry Frazier III, Financial Advisor at Eagle Strategies, located at 2219 Gehringer Drive, Concord, California, United States, specializes in creating custom insurance and financial solutions for clients. The institution offers permanent policies with guaranteed benefits, long-term coverage, and professionally managed investments. They provide guidance on various financial needs, including retirement planning, education expenses, and estate planning. With a focus on helping clients protect their families and assets, Henry Frazier III works closely with individuals to create personalized strategies for a secure financial future. As a financial advisor at Eagle Strategies, Henry Lee Frazier is committed to building long-term relationships with clients and providing support through life's biggest moments. With a range of insurance products and investment options, clients can protect their assets, plan for retirement, and ensure a smooth transfer of wealth to the next generation. Whether you are looking for income protection, investment opportunities, or estate planning, Henry Frazier III can help you navigate the complex world of finance and create a customized plan that fits your needs and goals.

Saylor Financial Services, located in Concord, California, is a finance and insurance agency led by John Saylor with over 25 years of experience. As an independent firm, we offer a wide range of products and services to meet the unique needs of our clients. In today's ever-changing financial landscape, proper planning, goal setting, and risk management are crucial. We take a comprehensive approach to financial planning, working with other professionals if necessary to create a Wealth Management program tailored to your needs. Our dedicated partners help navigate challenges and seize opportunities in the market. Visit our website to explore calculators and gain a better understanding of insurance, investing, retirement, estate planning, and wealth preservation. We are committed to helping you achieve your financial goals and appreciate the opportunity to serve you and your referrals. Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. John Saylor is a Registered Representative with LPL Financial. Please check the background of this investment professional before making any decisions.

AXA Advisors is a reputable financial institution located at 1800 Sutter Street in Concord, California, United States. As a leading provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, AXA Advisors provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, AXA Advisors can help you navigate the complex world of finance with confidence and peace of mind.

Merrill Investment & Retirement Financial Center, located at 2020 Willow Pass Road in Concord, 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 services, our team of Merrill Financial Solutions Advisors is here to assist you. We provide information on a wide range of products and services, including banking products offered by Bank of America, N.A. and affiliated banks. Our goal is to help you make informed decisions about your finances and investments, so you can turn your ambitions into action. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Primerica is an insurance agency located in Concord, California, United States. We specialize in providing individuals and families with affordable and comprehensive insurance coverage to protect their financial well-being. Our team of experienced agents is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or homeowner's insurance, Primerica is here to help you navigate the complex world of insurance and find the best policy for you. Contact us today to learn more about how we can help you secure your future.

Brian Reeg - CMG Home Loans Branch Manager is a reputable finance institution located at 1200 Concord Avenue, Suite 180, Concord, California, United States. Brian Reeg has been a top-producing Mortgage Loan Originator since 1992, dedicated to providing exceptional service to his clients. The team at Brian Reeg - CMG Home Loans goes above and beyond to help clients secure home loans, making the process smooth and stress-free. With a focus on customer satisfaction and a commitment to giving back to the community, Brian Reeg - CMG Home Loans is a trusted choice for all your mortgage needs. Whether you are a first-time homebuyer or looking to refinance, Brian Reeg and his team are here to help you navigate the loan process with ease. Contact them today to experience the difference in service and expertise.

Pearlman, Brown & Wax, LLP is a dedicated employer defense law firm located in Orange, California. With almost forty years of experience, their team of over 50 litigation specialists and support staff provide comprehensive legal solutions for employers, insurance carriers, and third-party administrators. They offer education, counseling, and litigation services to address legal issues that can complicate operations. The firm believes in the power of innovation, experience, and results to protect their clients' best interests. Their team of employer defense attorneys are trusted advisors who are available to clients at all times, including evenings and weekends. They specialize in employment law and litigation, helping companies navigate challenges related to workforce management, policies, and legal disputes. The firm also offers representation in areas such as Employment Practices Liability Insurance Policy Defense and Workers' Compensation Defense.