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TOP 30 Life insurance and estate planning in Menlo Park, CA
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Bill Cohen - State Farm Insurance Agent
Bill Cohen - State Farm Insurance Agent is a trusted insurance agency located at 325 Sharon Park Drive in Menlo Park, California. With over 200 years of combined office experience, the team is dedicated to helping clients with their Auto, Home, and Life insurance needs throughout California. Serving areas such as Menlo Park, Atherton, Stanford, Palo Alto, Woodside, and Red City, the agency offers comprehensive insurance reviews to ensure that coverages align with individual needs and preferences. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include auto insurance, homeowners’ insurance, life insurance, business insurance, and more. The office manager conducts complementary insurance reviews, while other team members specialize in providing fast quotes, comprehensive policy bundling, and personalized service. Whether you need auto insurance, renters insurance, or estate planning assistance, the team at Bill Cohen - State Farm Insurance Agent is here to help you navigate the world of insurance with professionalism and care.
Brighton Jones
Brighton Jones is a finance and legal institution located at 1300 El Camino Real in Menlo Park, California. Our team of financial advisors and CPAs in Silicon Valley specialize in full-service planning and strategy, creating personalized financial plans tailored to your specific needs. With a fiduciary responsibility to individuals and families, we offer a comprehensive approach to wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate. Our services also extend to financial planning for business owners and multi-generational family wealth. As a community-minded firm, we are actively involved in altruistic ventures, supporting organizations such as Register Her and Malawi Children’s Mission. Our clients appreciate our family-oriented approach to client relationships, as we prioritize their best interests above all else.
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