TOP 30 Insurance products for individuals in San Diego, California
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Steven Golden, Bankers Life Agent
● ClosedSteven Golden, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. As a trusted Bankers Life agent, Steven Golden offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Steven Golden is dedicated to helping clients find the right coverage for their unique needs. Whether you're looking for life insurance, long-term care insurance, or retirement planning solutions, Steven Golden is here to provide you with the peace of mind you deserve. Contact Steven Golden, Bankers Life Agent today to learn more about how he can help you secure your financial future.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Vance Hivoral, Bankers Life Agent
● OpenVance Hivoral, Bankers Life Agent is a trusted insurance agency located at 16855 West Bernardo Drive in San Diego, California. Specializing in providing personalized insurance solutions, Vance Hivoral is dedicated to helping clients protect their financial future. With a focus on integrity and customer service, this agency offers a wide range of insurance products to meet the unique needs of individuals and families. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Vance Hivoral, Bankers Life Agent is committed to providing expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Gilbert R. Harlan
● OpenGilbert R. Harlan is a reputable insurance agency located at 4455 Murphy Canyon Road in San Diego, California, United States. With a strong commitment to providing top-notch insurance services, Gilbert R. Harlan offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Gilbert R. Harlan is the go-to agency for all your insurance needs. Visit their office today to learn more about their services and how they can help you protect what matters most.
4455 Murphy Canyon Rd #205, San Diego, CA 92123, United States -
Phuong Paik
● ClosedPhuong Paik is a reputable insurance agency located at 6050 Santo Road in San Diego, California. With a commitment to providing top-notch insurance services, Phuong Paik offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, their team of experienced agents is dedicated to helping you find the right coverage at the best rates. Trust Phuong Paik for all your insurance needs in the San Diego area.
6050 Santo Rd Suite 100C, San Diego, CA 92124, United States -
Stephen Ewing, Bankers Life Agent
● ClosedStephen Ewing, Bankers Life Agent is a reputable insurance agency located at 16855 West Bernardo Drive in San Diego, California, United States. As a trusted agent for Bankers Life, Stephen Ewing provides personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and attention to detail, Stephen Ewing helps individuals and families secure their financial future with quality insurance products. Contact Stephen Ewing today to discuss your insurance needs and find the right coverage for you.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Brian Stock, Bankers Life Agent
● ClosedBrian Stock, Bankers Life Agent is a trusted insurance agency located at 16855 West Bernardo Drive in San Diego, California, United States. Specializing in providing comprehensive insurance solutions, Brian Stock is dedicated to helping individuals and families protect their financial future. With a commitment to personalized service and a wide range of insurance products, clients can rely on Brian Stock to find the right coverage to meet their unique needs. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Brian Stock, Bankers Life Agent is here to help you secure peace of mind for the future.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
William Oxidine, Bankers Life Agent
● OpenWilliam Oxidine, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. As a dedicated Bankers Life Agent, William Oxidine offers a range of insurance products and services to help individuals and families protect their financial futures. With a focus on providing personalized and professional service, William Oxidine is committed to helping clients find the right insurance solutions to meet their specific needs. Whether you are looking for life insurance, health insurance, or retirement planning services, William Oxidine, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your financial well-being. Contact us today to schedule a consultation and learn more about how we can assist you in achieving your insurance goals.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Gerardo Sanchez, Bankers Life Agent
● ClosedGerardo Sanchez, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals navigate their Medicare options, including Medicare Advantage plans which provide comprehensive coverage with the option for prescription drug coverage. Our agents can assist you in finding the right plan to meet your needs and budget.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Lee Donn, Bankers Life Agent
● OpenLee Donn, Bankers Life Agent is an insurance agency located at 16855 West Bernardo Drive in San Diego, California, United States. As a trusted Bankers Life Agent, Lee Donn provides personalized insurance solutions to help clients protect their financial future. With a commitment to customer service and expertise in insurance products, Lee Donn is dedicated to helping individuals and families find the right coverage for their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Lee Donn, Bankers Life Agent is here to help you navigate the complexities of insurance and secure peace of mind for the future.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Bill Roth
● OpenBill Roth is a reputable insurance agency located at 16776 Bernardo Center Drive in San Diego, California. With a commitment to providing top-notch insurance services to individuals and businesses in the area, Bill Roth offers a range of insurance products tailored to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, the knowledgeable team at Bill Roth is dedicated to helping you find the best coverage options at competitive rates. Trust Bill Roth for all your insurance needs in San Diego and beyond.
16776 Bernardo Center Dr, San Diego, CA 92128, United States -
The Sammartino Law Group, P.C.
● ClosedThe Sammartino Law Group, P.C. is a reputable law firm located at 7777 Girard Avenue in San Diego, California. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal services to clients in need of representation. With a commitment to excellence and a track record of success, The Sammartino Law Group, P.C. is dedicated to helping individuals navigate the complexities of the legal system with confidence and peace of mind. Contact them today for expert legal advice and representation.
7777 Girard Ave #105, La Jolla, CA 92037, United States -
Young Sharon
● OpenYoung Sharon is a health institution located at 4233 Adams Avenue in San Diego, California. We are dedicated to providing high-quality healthcare services to the community, with a focus on promoting the well-being and health of our patients. Our team of experienced healthcare professionals is committed to delivering personalized care and treatment to individuals of all ages. At Young Sharon, we strive to create a welcoming and supportive environment where patients can feel comfortable and confident in their healthcare decisions. Visit us today to experience compassionate and comprehensive healthcare services.
4233 Adams Ave, San Diego, CA 92116, United States -
Private Mobile Grooming
● OpenPrivate Mobile Grooming is a premier institution located at 4660 La Jolla Village Drive in San Diego, California, United States. We specialize in providing mobile grooming services for pets, making it easy and convenient for pet owners in the San Diego area. Our services are designed to promote pet health and well-being by improving skin condition, reducing stress, and enhancing overall comfort. We use high-quality products at no extra cost and stay current with safe and beneficial grooming techniques for each individual pet. Our grooming services prioritize your pet's comfort, safety, and well-being, and we never use cages, kennel dryers, or harsh chemicals during the grooming process.
4660 La Jolla Village Dr Suites 100, San Diego, CA 92122, United States -
Casa Financial Services, Inc
● ClosedCasa Financial Services, Inc is a finance institution located at 9560 Cuyamaca Street in Santee, California, United States. We are dedicated to helping our clients find the perfect mortgage product to suit their individual needs. Our team understands that each borrower is unique, which is why we offer a variety of products to cater to different requirements. Our goal is to make the mortgage process as simple and straightforward as possible by providing the latest financial tools and resources. Whether you are a first-time homebuyer or looking to refinance, we are here to assist you every step of the way.
9560 Cuyamaca St STE 101, Santee, CA 92071, United States -
Osaic Wealth
● OpenOsaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
3070 Bristol St #500, Costa Mesa, CA 92626, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 7825 Fay Avenue in San Diego, California, is a finance institution dedicated to helping high-net-worth households and business owners achieve their financial goals. The branch office is committed to transparency, openness, and building long-lasting relationships with clients. The advisor teams at the branch understand the importance of trust and strive to develop intimate relationships with clients to address their individual, multi-generational, and business needs. The branch offers a wide array of services tailored to each client's unique financial situation, with a focus on wealth management strategies that reflect their goals and priorities. The Resident Director, James Roeske, leads the office with a client-centric approach, emphasizing risk management and compliance. Merrill Lynch Wealth Management provides ongoing professional training, mentoring, and technology for financial advisors, offering a range of investment approaches and wealth management services. The institution has a long history of training advisors since 1946, providing the skills and knowledge needed to assist individuals in pursuing their financial goals. Clients are advised to consult with legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to learn more about the differences between these services and determine the best approach for their financial future.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Capital Growth Inc. Wealth Management
● ClosedCapital Growth Inc. Wealth Management is a trusted institution located at 12680 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we believe in helping individuals feel confident and secure in their financial situations. Our team works with you to create a customized financial plan that fits your needs and motivations, preparing you for a secure future. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term. Our goal is to help you achieve financial independence and meet your long-term financial goals. We also provide retirement funding and planning services to ensure a sustainable and secure retirement.
12680 High Bluff Dr, San Diego, CA 92130, United States -
Highland Capital Financial Consulting, LLC
● ClosedHighland Capital Financial Consulting, LLC is a bank, finance, and insurance agency located at 9845 Erma Road in San Diego, California, United States. Unlike other institutions, we are not owned by an insurance company or wire house, ensuring that our consultants have no quotas or incentives to sell proprietary products. Our focus is on strategies, not products, putting our clients first and helping them realize their individual goals and objectives. We work closely with CPAs, attorneys, banks, and other services to provide a holistic experience and ensure all needs are met. Our team listens to your personal goals, hopes, dreams, and priorities, collaborating with existing advisors and elite consultants to create carefully constructed strategies for successful implementation across various disciplines. At Highland Capital Financial Consulting, our goal is to help YOU achieve your financial goals, hopes, dreams, and priorities.
9845 Erma Rd #210a, San Diego, CA 92131, United States -
Western Financial Corporation
● OpenWestern Financial Corporation is a reputable finance institution located at 13400 Sabre Springs Parkway in San Diego, California, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Western Financial Corporation offers a wide range of financial solutions including loans, investments, and insurance. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for a personal loan, investment advice, or insurance coverage, Western Financial Corporation is committed to providing excellent customer service and expert financial guidance.
13400 Sabre Springs Pkwy STE 170, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Maria De. J. Aguilar
● ClosedMerrill Lynch Financial Advisor Maria De. J. Aguilar is a dedicated finance institution located at 701 B Street, San Diego, California, United States. The team at this institution is committed to understanding your values and goals in order to help you manage your assets effectively. Maria Aguilar Julian, a First Vice President and Senior Financial Advisor, brings over 20 years of experience in the financial services industry to provide personalized wealth management planning to high net worth families and business owners. She works closely with clients to analyze their financial situations and create comprehensive strategies for asset allocation, retirement planning, college planning, and insurance. Maria lives in Chula Vista with her family and enjoys spending quality time with them. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team believes that every relationship begins with a conversation to understand your goals and priorities. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can create a personalized financial plan tailored to your individual needs and aspirations. The institution offers a range of services to help you pursue your financial goals, whether it's planning for retirement, saving for a home, or passing on wealth to future generations.
701 B St 24th Floor, San Diego, CA 92101, United States -
UBS International
● OpenUBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
600 W Broadway # 2800, San Diego, CA 92101, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 600 W Broadway in San Diego, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals is dedicated to providing personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for retirement planning, investment management, or insurance coverage, Northwestern Mutual is committed to helping you secure a stable and prosperous financial future.
600 W BRdway #600, San Diego, CA 92101, United States -
Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedIvan A Schleder is a financial advisor at Ameriprise Financial Services, LLC located at 8880 Rio San Diego Drive, San Diego, California, United States. Ivan 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®. Ivan specializes in wealth management, retirement planning, estate planning, investment strategies, and insurance products, offering comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Ivan is dedicated to providing expert advice and personalized financial solutions to help clients achieve their financial goals.
8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108, United States -
Securus Financial
● ClosedSecurus Financial, located at 10620 Treena Street in San Diego, California, is a finance institution dedicated to helping clients achieve their retirement goals. Led by John Iammarino, the team at Securus Financial offers personalized financial planning services tailored to each individual's unique needs and risk tolerance. By answering a brief questionnaire, clients can determine their exact Risk Number to guide the planning process. With a focus on education and personalized strategies, Securus Financial aims to help clients secure a comfortable retirement and leave a lasting legacy. As an independent firm, they prioritize individualized financial solutions over a one-size-fits-all approach. For those with pressing concerns or questions, reaching out to Securus Financial can provide clarity and guidance. Investment advisory services are offered through Brookstone Capital Management, LLC, and insurance products are sold through licensed agents. With a commitment to transparency and client education, Securus Financial is dedicated to helping individuals navigate the complexities of financial planning with confidence.
10620 Treena St, San Diego, CA 92131, United States -
Planfortomorrow.com
● ClosedPlanfortomorrow.com is a finance institution located in San Diego, California, United States. Our mission is to help individuals and families plan for a secure financial future. We offer a range of financial services and products to help our clients achieve their long-term financial goals. Our team of experienced financial advisors are dedicated to providing personalized advice and guidance to help our clients make informed decisions about their finances. Visit us at 4250 Executive Square to start planning for tomorrow today.
4250 Executive Square #700, La Jolla, CA 92037, United States -
Mitch Ruibal - LPL Financial
● ClosedMitch Ruibal - LPL Financial is a reputable finance and insurance agency located at 4550 Kearny Villa Road in San Diego, California. With a strong focus on providing personalized financial solutions to individuals and businesses, the institution offers a wide range of services including investment planning, retirement planning, insurance solutions, and wealth management. The team at Mitch Ruibal - LPL Financial is dedicated to helping clients achieve their financial goals and secure their futures through expert guidance and tailored strategies. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Mitch Ruibal - LPL Financial is committed to providing top-notch financial services with a focus on integrity and client satisfaction.
4550 Kearny Villa Rd STE 214, San Diego, CA 92123, United States -
Mission Trails Financial
● ClosedMission Trails Financial is a reputable finance institution located at 7187 Navajo Road in San Diego, California. We offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Whether you are looking for assistance with investments, retirement planning, or wealth management, Mission Trails Financial is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
7187 Navajo Rd Suite B, San Diego, CA 92119, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank, located at 4747 Executive Drive in San Diego, California, is dedicated to helping individuals and families achieve their wealth goals. The team at the La Jolla office has expertise in working with retirees, business owners, and corporate executives, but can also provide advice on a variety of unique needs. The Private Wealth Advisor Managing Director can be reached at 619-699-6696. U.S. Bank believes in giving back to the community, with $7 million in foundation and corporate giving over the past three years, as well as 12,000 volunteer hours. Services include insurance products through affiliate U.S. Bancorp Investments. The institution offers strategies for family business succession and retirement planning, with a focus on individualized advice tailored to each client's unique financial situation. U.S. Bank is committed to providing exceptional service and support to help clients achieve the life and legacy they envision.
4747 Executive Dr 3rd Floor, San Diego, CA 92121, United States -
Financial Partners Credit Union
● OpenFinancial Partners Credit Union, located at 1665 Scenic Avenue in Costa Mesa, California, offers a range of financial solutions to help you achieve your goals. Whether you're looking for a new car, planning a big purchase, or just want to bank smarter, Financial Partners has you covered. With personalized product recommendations based on your unique financial goals, you can trust that you're getting the best advice for your situation. Take advantage of special offers like 0% APR for 12 months and 5,000 APEX bonus points when you open a new account. Plus, earn rewards like free cell phone insurance and APEX points for completing debit card transactions. With branches throughout California, including in Los Angeles, Orange County, San Diego, and San Francisco, Financial Partners is here to help you every step of the way.
1665 Scenic Ave, Costa Mesa, CA 92626, United States -
Brian Venn - Program Manager, Ameriprise Financial Services, LLC
● OpenBrian Venn is the Program Manager at Ameriprise Financial Services, LLC, located at 5898 Copley Drive in San Diego, California, United States. As a finance institution, Ameriprise Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Brian Venn and his team provide expert advice and personalized solutions to help clients navigate the complexities of the financial world and secure their financial future. With a focus on customer service and a commitment to excellence, Ameriprise Financial Services is a trusted partner for all your financial needs.
5898 Copley Dr, San Diego, CA 92111, United States
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