TOP 10 Life insurance advisor consultation in Petaluma, CA
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Kathy Crim - State Farm Insurance Agent
Kathy Crim - State Farm Insurance Agent is a reputable insurance agency located at 170 Farmers Lane in Santa Rosa, California. Situated in the Sunrise Plaza, across from the Montecito Health Club and Flamingo Hotel, our office is easily accessible for all your insurance needs. With 22 years of experience as a State Farm agent, Kathy Crim holds prestigious designations such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). She is also a member of The American College Alumni Association and serves as a Field Development Agent for new State Farm Agents. Kathy has achieved various accolades, including being a Legion of Honor Qualifier and National Convention Qualifier. We proudly serve all of Sonoma County, including Rincon Valley, Bennett Valley, Oakmont, Kenwood, Glen Ellen, Sonoma, Rohnert Park, Petaluma, and Sebastopol. Whether you need insurance for your collectibles, college savings plans, or auto repairs, our knowledgeable team is here to assist you. We prioritize safeguarding your personal information and offer a range of insurance products, including life insurance, annuities, and pet insurance.
Jared Soukup - State Farm Insurance Agent
Jared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!
Lucey Wealth Advisors LLC
Lucey Wealth Advisors LLC is an insurance agency located at 1129 Industrial Avenue in Petaluma, California, United States. Our team of experienced advisors is dedicated to helping clients navigate the complexities of insurance and financial planning. We offer a range of services to meet the individual needs of each client, including retirement planning, investment management, and risk assessment. With a focus on personalized service and a commitment to excellence, Lucey Wealth Advisors LLC is here to help you secure your financial future.
Innovative Settlements(R), Life Settlement Experts
Innovative Settlements(R), Life Settlement Experts is a leading finance, insurance agency, and lawyer institution located on Candlewood Drive in Petaluma, California, United States. With a team of experts specializing in life settlements, they offer innovative solutions for clients looking to maximize the value of their life insurance policies. Whether you are looking to sell your policy or explore other options, Innovative Settlements(R) has the knowledge and experience to help you make informed decisions about your financial future. Trust the experts at Innovative Settlements(R) to provide personalized and professional service to meet your unique needs.
Carlson Hammond
Carlson Hammond is a trusted insurance agency located at 755 Baywood Drive in Petaluma, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and a wide range of insurance products, Carlson Hammond is your go-to agency for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.
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