Insurance strategy consultants in California
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Consolidated Benefits & Insurance Services
● ClosedConsolidated Benefits & Insurance Services is a reputable health and insurance agency located at 8181 East Kaiser Boulevard in Anaheim, California. Our dedicated team of professionals is committed to providing top-notch service and personalized solutions to meet all your insurance needs. Whether you are looking for health insurance, life insurance, or any other type of coverage, we are here to help you navigate the complex world of insurance. Trust Consolidated Benefits & Insurance Services to provide you with the peace of mind and security you deserve.
8181 E Kaiser Blvd 2nd floor, Anaheim, CA 92808, United States -
FCA Insurance Services Inc CA-License# OE86550
● ClosedFCA Insurance Services Inc CA-License# OE86550 is a finance and insurance agency located at 4132 Katella Avenue in Los Alamitos, California. We specialize in Living Benefits, helping our clients save money today to secure their financial future. With America's debt reaching $34 trillion, it's crucial to plan ahead to avoid financial pitfalls. We offer protection for your most valuable assets, including your mortgage and income. Our services also include college planning, will preparation, and business preservation strategies. Did you know that 60% of bankruptcies in the U.S. are due to uncovered medical expenses? Our Living Benefits allow policyholders to access funds from their life insurance in case of critical, chronic, or terminal illness, bridging the gap left by health insurance. Our mission is to educate and empower clients to protect themselves from financial disaster. With locations in California, Hawaii, and Connecticut, we provide fixed annuity and life insurance products to U.S. residents. Please note that the information on this website is for informational purposes only and is not intended as tax or legal advice. Contact us today to learn more about how we can help secure your financial future.
4132 Katella Ave UNIT 202, Los Alamitos, CA 90720, United States -
Wolfgang Financial and Insurance Agency
● ClosedWolfgang Financial and Insurance Agency, located at 28765 Single Oak Drive in Temecula, California, is your partner in achieving financial freedom. Start your journey today by scheduling a meeting to discuss your retirement goals and dreams. Our process will help you turn those dreams into actionable steps, and we will monitor your plan to ensure it stays on track throughout your retirement. As an independent agency, we offer a wide array of products and services to help meet your specific financial needs. Whether you are planning for retirement, considering long-term care options, or looking into Medicare, we are here to guide you every step of the way.
28765 Single Oak Dr #125, Temecula, CA 92590, United States -
Bulen & Associates Insurance Services
● ClosedBulen & Associates Insurance Services is a health insurance agency located at 40750 Symphony Park Lane in Murrieta, California, United States. With a commitment to providing tailored and comprehensive insurance solutions since 1927, we offer effective risk management strategies to protect your people and reduce costs. Our strategic approach to organizational wellbeing focuses on investing in the health, financial wellbeing, and career growth of your employees to align with your goals. As part of the Gallagher family, a global leader in insurance, risk management, and consulting services, we are here to help you face any risk, anywhere in the world. With over 52,000 employees worldwide, we bring over 90 years of excellence and expertise to your business. Discover how our services can enhance your risk management program and provide innovative solutions for your insurance needs. From business insurance to human capital consulting, we are dedicated to enriching lives and communities around the world. Contact us today to learn more about how we can support your business goals and protect your assets.
40750 Symphony Park Ln #101, Murrieta, CA 92562, United States -
Gold Line Insurance And Financial Services
● ClosedGold Line Insurance and Financial Services, located at 14251 Firestone Boulevard in La Mirada, California, is a finance and insurance agency dedicated to providing solutions that achieve systematic wealth. Our mission as financial educators is to help you learn about money and work towards financial independence. By being open to learning new financial concepts, our strategies can empower you to build wealth and reach your goals. Serving clients in California, Chicago, and Texas markets, we aim to free clients from financial insecurities and empower them over their economic situations. Our curated financial strategies, including income protection, college funding, and asset accumulation, have yielded proven results. Visit Gold Line Insurance and Financial Services to take control of your financial future.
14251 Firestone Blvd Suite 130, La Mirada, CA 90638, United States -
Marlet Insurance & Services
● ClosedMarlet Insurance & Services is an insurance agency located at 12097 Garden Grove Boulevard in Garden Grove, California, United States. If you are in need of health insurance, simply schedule an appointment with us and we will help you get started. Our enrollment period runs from November 1st to January 31st. We understand that everyone needs effective and affordable health insurance. Our team will work with you to determine the best plan that fits your lifestyle and budget. We are dedicated to finding a plan that meets your needs.
12097 Garden Grove Blvd, Garden Grove, CA 92843, United States -
Douglas Capital Strategies
● ClosedDouglas Capital Strategies is a reputable insurance agency located at 380 South Melrose Drive in Vista, California. With a focus on providing top-notch insurance solutions to individuals and businesses in the United States, Douglas Capital Strategies offers a wide range of insurance products and services tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options available. Whether you are looking for personal insurance coverage or business insurance solutions, Douglas Capital Strategies is committed to providing exceptional service and expert guidance to ensure your peace of mind. Contact them today to learn more about how they can help you protect what matters most.
380 S Melrose Dr Suite 319, Vista, CA 92081, United States -
Rancho Del Sur Insurance Service, Inc.
● ClosedRancho Del Sur Insurance Service, Inc. is a reputable insurance agency located at 11622 El Camino Real in San Diego, California. With a strong commitment to providing personalized and comprehensive insurance solutions, they strive to protect their clients' assets and well-being. Whether you are in need of auto, home, life, or business insurance, their experienced team of professionals is dedicated to helping you find the right coverage at competitive rates. Trust Rancho Del Sur Insurance Service, Inc. for all your insurance needs in the San Diego area.
11622 El Camino Real # 100, San Diego, CA 92130, United States -
B&M Business Success Insurance Agency
● ClosedB&M Business Success Insurance Agency is a leading insurance agency located at 300 Harding Boulevard in Roseville, California. We offer a variety of property and casualty, life insurance products and services to individuals, businesses, and communities throughout California. Our team is dedicated to helping our clients prepare for and navigate times of uncertainty, providing peace of mind and financial security. With over 60 companies to choose from, B&M Insurance Agency ensures that you receive the best price and service for your auto insurance needs, in compliance with California state requirements. Whether you are looking for coverage for your home, business, or personal assets, our experienced agents are here to provide you with personalized solutions to protect what matters most to you. Trust B&M Business Success Insurance Agency for all your insurance needs in California.
300 Harding Blvd #112, Roseville, CA 95678, United States -
Bente Dianna Pro Insurance Planning
● ClosedBente Dianna Pro Insurance Planning is a reputable insurance agency located at 325 Rolling Oaks Drive in Thousand Oaks, California, United States. With a team of knowledgeable professionals, they specialize in providing comprehensive insurance planning services to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, Bente Dianna Pro Insurance Planning is dedicated to helping you protect what matters most. Contact them today to discuss your insurance needs and receive personalized assistance.
325 Rolling Oaks Dr # 201, Thousand Oaks, CA 91361, United States -
New York Life Insurance Company
● ClosedNew York Life Insurance Company, located at 4505 Las Virgenes Road, Calabasas, California, is a leading finance and insurance agency offering a wide range of permanent policies with guaranteed benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest in the market for potential gains. They also provide support for everyday tasks, income replacement due to illness or injury, and expert guidance for investment strategies and estate planning. With over 12,000 agents nationwide, New York Life is committed to helping families protect their financial futures and thrive. They offer best-in-class products that adapt to changing needs, while upholding values of diversity, responsibility, and service. As the largest mutual insurer in the U.S., they operate for the benefit of policy owners and have consistently earned the highest financial ratings.
4505 Las Virgenes Rd, Calabasas, CA 91302, United States -
Prime Source Insurance Services Inc
● OpenPrime Source Insurance Services Inc is a reputable insurance agency located in Los Angeles, California. With a commitment to providing top-notch insurance services to individuals and businesses, Prime Source offers a wide range of insurance products tailored to meet the specific needs of their clients. From auto and home insurance to commercial and life insurance, their team of experienced agents is dedicated to helping customers find the best coverage at competitive rates. Conveniently located at 19350 Business Center Drive, Prime Source Insurance Services Inc is your go-to source for all your insurance needs in the Los Angeles area.
19350 Business Ctr Dr #106, Northridge, CA 91324, United States -
Brett Kopitz Insurance Professionals
● ClosedBrett Kopitz Insurance Professionals is a trusted insurance agency located at 4291 Apricot Road in Simi Valley, California. With over two decades of experience, we specialize in customizing insurance solutions tailored to meet your unique needs. Our team takes the time to carefully assess your requirements and provide a bundle of options to choose from. Serving clients in Southern California since 2000, we are dedicated to offering reliable and personalized insurance services. Contact us today to see how we can assist you with your insurance needs.
4291 Apricot Rd, Simi Valley, CA 93063, United States -
Thomas Costello Insurance
● OpenThomas Costello Insurance, located at 2775 Tapo Street in Simi Valley, California, is a trusted insurance agency that has been serving clients since 1927. As part of the Gallagher Way, we offer tailored and comprehensive insurance solutions for all your business needs. Our team develops effective risk management strategies to protect your people and reduce your total cost of risk. We focus on organizational wellbeing by investing in the health, financial wellbeing, and career growth of your employees to align with your goals. Gallagher is a global leader in insurance, risk management, and consulting services, helping clients face challenges and providing effective solutions. With over 52,000 employees worldwide, we have significant international reach and are dedicated to serving businesses, communities, and individuals around the globe.
2775 Tapo St STE 102, Simi Valley, CA 93063, United States -
IPS INCOME TAX SERVICES - NOTARY-COVERED CALIFORNIA -SENIOR HEALTH INSURANCE PLANS
● ClosedIPS Income Tax Services - Notary-Covered California - Senior Health Insurance Plans is a comprehensive finance, health, and insurance agency located at 820 West Slauson Avenue in Los Angeles, California. Specializing in tax preparation, immigration forms filling, and notary services, the institution offers a wide range of services to assist with personal and business tax matters. Care Professional Services at IPS Income Tax Services can help categorize monthly transactions, reconcile accounts, and keep financial information accurate and up to date. Services also include assistance with family petitions, green card renewals, TPS, DACA, and other immigration processes.
820 W Slauson Ave, Los Angeles, CA 90044, United States -
Todd Financial & Insurance Services, Inc.
● ClosedTodd Financial & Insurance Services, Inc. is a reputable finance, health, and insurance agency located at 7676 Hazard Center Drive in San Diego, California, United States. With a dedicated team of professionals, we offer a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with retirement planning, health insurance coverage, or investment strategies, our experienced advisors are here to help. Trust Todd Financial & Insurance Services, Inc. to provide you with personalized solutions to secure your financial future and protect your health and assets.
7676 Hazard Center Dr #1050, San Diego, CA 92108, United States -
JL Financial & Insurance Solutions-Justin LeRette
● ClosedJL Financial & Insurance Solutions, located at 100 Professional Center Drive in Rohnert Park, California, is an insurance agency dedicated to providing tailored financial strategies to help you reach your goals. Justin LeRette, an agent licensed with New York Life Insurance Company, is committed to helping you achieve financial clarity, confidence, and peace of mind. With a focus on understanding your hopes, dreams, and values, JL Financial and Insurance Solutions will work with you to find the right spending/saving balance and determine the best path for your future. Justin LeRette is also a Registered Representative offering securities products & services through NYLIFE Securities LLC. Please note that neither New York Life Insurance Company nor its agents provide tax, legal, or accounting advice, so it is recommended to consult your own professionals for these services. Visit JL Financial & Insurance Solutions for personalized financial guidance and protection for your future.
100 Professional Center Dr #104, Rohnert Park, CA 94928, United States -
Alan Berman Insurance and Financial Services
● ClosedAlan Berman Insurance & Financial Services is an independent finance and insurance agency located at 3427 Terra Linda Drive in Santa Rosa, California. We provide a wide range of insurance and financial products for both individuals and businesses. Our goal is to establish strong relationships with our clients by offering practical strategies and exceptional service. Contact us today to schedule a free consultation either over the phone or in person. Please note that Alan Berman Insurance & Financial Services is not affiliated with LPL Financial. Any information provided here is for courtesy only, and we are not responsible for the accuracy of information on third-party websites. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Our Registered Representatives can only conduct securities business with residents of California.
3427 Terra Linda Dr, Santa Rosa, CA 95404, United States -
New York Life Insurance Company - Alvin Barnett
● ClosedNew York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.
1731 Technology Dr Suite 400, San Jose, CA 95110, United States -
Javelin Strategy & Research
● ClosedLocated at 4309 Hacienda Drive in Pleasanton, California, Javelin Strategy & Research is a leading institution in the field of finance. Specializing in digital banking, fraud and security, payments, and wealth management, Javelin offers strategic insights to a wide range of clients including financial institutions, payments companies, technology providers, fintechs, brokerages, insurers, and government agencies. One of Javelin's key offerings is their Trends and Predictions reports, which provide a comprehensive look at the upcoming year in their practice areas. They also release annual scorecards, such as the Authentication and Identity-Proofing Vendor Solutions Scorecard, which recognizes outstanding performances by industry leaders like LexisNexis Risk Solutions and TransUnion.
4309 Hacienda Dr Suite 380, Pleasanton, CA 94588, United States -
Heckman Financial & Insurance Services Inc-HFIS
● ClosedHeckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
333 W Santa Clara St 6th Floor, San Jose, CA 95113, United States -
Farmers Insurance - Rafael Suarez
● ClosedFarmers Insurance - Rafael Suarez is a trusted insurance agency located at 1185 Freedom Boulevard in Watsonville, California. With 14 years of experience serving the community, Rafael Suarez is dedicated to helping clients understand the importance of proper insurance coverage. Whether you need auto, home, life, or business insurance, Rafael can work with you to develop a personalized strategy that fits your needs and lifestyle. As a Farmers Insurance agent, he can provide options to help protect your assets and provide financial support for your loved ones. Additionally, Rafael offers retirement planning services and can help you navigate the complexities of insurance policies. Contact Farmers Insurance - Rafael Suarez today for a consultation and start securing your future.
1185 Freedom Blvd Ste 3, Watsonville, CA 95076, United States -
Melissa Gozukizil, Founder - Mindful Capital Strategies & Insurance Solutions
● OpenMelissa Gozukizil, Founder of Mindful Capital Strategies & Insurance Solutions, located at 1734 Paso Robles Street, Oceano, California, is a boutique financial practice dedicated to serving professional advisors and helping individuals enjoy their wealth while building strong legacies. With a focus on authentic relationships and straightforward financial advice, Melissa and her team are committed to providing honest guidance and fostering trusting relationships with their clients. As independent financial professionals, Melissa and her team spend time educating clients about their options to help them make the best decisions for their financial future. They believe that the greatest gift they can offer is peace of mind, and strive to help clients prepare for strong, meaningful futures while enjoying their success today.
1734 Paso Robles St, Oceano, CA 93445, United States -
Aucoin Insurance and Financial Services
● ClosedAucoin Insurance and Financial Services is a reputable insurance agency located at 21991 El Toro Road in Lake Forest, California. With a focus on providing top-notch insurance and financial services to individuals and businesses, our experienced team is dedicated to helping our clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Visit us today to learn more about how we can help you secure your future.
21991 El Toro Rd Ste 4, Lake Forest, CA 92630, United States -
Schwartz Retirement Benefit Strategies
● OpenSchwartz Retirement Benefit Strategies, located in Marina del Rey, California, is an experienced insurance agency specializing in comprehensive retirement plan administration, analysis, compliance, and design. With over 40 years of experience, their consulting team caters to a diverse portfolio of clients, from small professional firms to larger entities with over 100 employees. They also provide services to Third Party Administration (TPA) firms. The team at Schwartz Retirement Benefit Strategies focuses on the individual needs and goals of each client, ensuring their overall success and profitability. Clients praise the firm for their knowledge, integrity, and commitment to client satisfaction. Barbara Schwartz, the lead consultant, is known for her creativity in problem-solving and effective plan implementation.
4640 Admiralty Way, Marina Del Rey, CA 90292, United States -
Safe and Secure Retirement and Insurance Services
● ClosedSafe and Secure Retirement and Insurance Services, located at 4740 Green River Road in Corona, California, is a finance and insurance agency specializing in retirement and income planning. Serving the Inland Empire, Orange County, and surrounding communities, our focus is on helping clients preserve and protect their assets as they transition into retirement. We offer innovative financial strategies, income planning, and legacy planning to ensure financial stability, clarity, and security for our clients. Our mission is to educate clients so they can make informed decisions and reduce the stress associated with the transition to retirement. We work with clients to provide a clear roadmap for their retirement goals, utilizing tax-advantaged vehicles and personalized risk analysis to create a comprehensive retirement strategy. Our Generational Vault allows clients to securely upload important documents and access financial information online.
4740 Green River Rd STE 201, Corona, CA 92878, United States -
Marsh Risk & Insurance Services Inc
● OpenMarsh Risk & Insurance Services Inc is an insurance agency located at 17901 Von Karman Avenue in Irvine, California, United States. We offer a range of consulting, brokerage, and claims advocacy services to help you manage and quantify risk using data, technology, and analytics. With over 150 years of experience, we provide industry-specific expertise and global insights to help you navigate the complexities of today's world. Our purpose is to explore the possibilities and opportunities that come with managing risk effectively. We provide essential guides and reports on top risks and opportunities, such as the Political Risk Report 2024, global insurance market insights, and the top risks for 2024 and beyond.
17901 Von Karman Ave #1100, Irvine, CA 92614, United States -
Bill Sampson - State Farm Insurance Agent
● ClosedAt Bill Sampson - State Farm Insurance Agent, located in Fullerton, California, we are committed to helping individuals and families protect what matters most. With over two decades of experience in the insurance industry, I have the knowledge and expertise to assist you with your insurance and financial service needs. As a graduate of Cal State Fullerton, I understand the importance of education and strive to provide clear and effective communication with all of my clients, whether they speak English or Spanish. Whether you are in need of Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Health Insurance, I am here to help tailor a plan that fits your unique requirements. My goal is to build strong relationships with my clients and ensure that they make informed choices about their insurance needs.
330 N Balcom Ave, Fullerton, CA 92832, United States -
Ramon Pantoja - State Farm Insurance Agent
● ClosedRamon Pantoja - State Farm Insurance Agent is a reputable insurance agency located at 714 West Olympic Boulevard in Los Angeles, California. Situated in the Petroleum Building, just one block east of LA Live and the Staples Center, our agency is led by a knowledgeable professional with a B.A. from the University of California - Santa Barbara and over 20 years of experience as a small business owner. Since 2007, we have been proudly serving the auto insurance needs of the Los Angeles community, offering free auto insurance quotes, life insurance policies, motorcycle insurance, business auto insurance, recreational vehicle insurance, and even pet insurance. At Ramon Pantoja - State Farm Insurance Agent, we prioritize safety and financial security. We provide valuable tips on avoiding drunk driving, motorcycle safety, and savings strategies. Our goal is to help you make informed decisions to protect yourself and your loved ones. Additionally, we offer a range of investment options through State Farm VP Management Corp. and deposit products through U.S. Bank National Association.
714 W Olympic Blvd Ste 1008, Los Angeles, CA 90015, United States -
EVERYBOND Surety & Insurance Solutions
● ClosedEVERYBOND Surety & Insurance Solutions is an insurance agency located at 611 Wilshire Boulevard in Los Angeles, California, United States. Specializing in surety bond solutions for commercial bonds, contract bonds, court bonds, and fidelity bonds, we have the experience to make a difference in your insurance needs. Our commitment to saving you money sets us apart, as we offer fast and friendly service at the lowest costs available in the industry. Financial literacy is a crucial aspect of sound financial management, especially for small business owners. As we celebrate Financial Literacy Month in April, we aim to educate our customers on the fundamentals of financial literacy that can lead to success. Budgeting basics and effective time management techniques are just a few of the topics we cover.
611 Wilshire Blvd #900, Los Angeles, CA 90017, United States
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