Life insurance consultation in Newport Beach, CA
31 results found
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Jerry Estabrook - State Farm Insurance Agent
● ClosedJerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.
2700 East Coast Hwy #202, Corona Del Mar, CA 92625, United States -
State Farm Insurance: Chip Stassel, Agent
● ClosedState Farm Insurance: Chip Stassel, Agent is an insurance agency located at 2855 East Coast Highway in Newport Beach, California. As a State Farm agent, Chip Stassel provides a range of insurance options, including Rideshare Driver Coverage for those who work in the ridesharing industry. The agency also offers tips for rural road driving safety and signs that indicate the need for rewiring a house. Please note that sensitive personal information should not be shared on the website, and if you are having trouble accessing the site, you can call (949) 723-4000 for assistance. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company offer life insurance and annuities, while deposit products are provided by U.S. Bank National Association.
2855 East Coast Hwy # 229, Corona Del Mar, CA 92625, United States -
Long Term Care Insurance Consultants - ACACIA Insurance Services
● ClosedLong Term Care Insurance Consultants at ACACIA Insurance Services is a leading health insurance agency located in Newport Beach, California. Our team of expert consultants specialize in providing comprehensive and personalized long term care insurance solutions for individuals and families. With a focus on quality care and financial protection, we are dedicated to helping our clients navigate the complexities of long term care insurance and find the best coverage options for their needs. Visit us at 4667 Macarthur Boulevard to speak with one of our knowledgeable consultants and start planning for your future today.
4667 MacArthur Blvd #260, Newport Beach, CA 92660, United States -
Floribel Ferreira - State Farm Insurance Agent
● ClosedFloribel Ferreira - State Farm Insurance Agent is a trusted insurance agency located at 4425 Jamboree Road in Newport Beach, California. Our office offers a variety of insurance plans to fit any budget and lifestyle, with discounts available to help you get the coverage you need. We serve communities in Orange County, including Newport Beach, Costa Mesa, Irvine, and Tustin. Whether you are looking for auto, home, life, or business insurance, we can help you find the right policy to protect you and your family. If you are relocating to Arizona, Oregon, or California, we can assist you with transferring your insurance coverage.
4701 Von Karman Ave Ste Ste 150, Newport Beach, CA 92660, United States -
Scott Stevens - State Farm Insurance Agent
● ClosedScott Stevens - State Farm Insurance Agent is an insurance agency located at 4482 Barranca Parkway, Irvine, California. The agency is conveniently situated in Woodbridge on the corner of Barranca and Lake, serving the local communities of Newport Beach, Tustin, Lake Forest, Costa Mesa, and all of Orange County. Scott Stevens, a second-generation agent, leads a team of licensed and professional individuals who are dedicated to meeting all your financial and services needs. With over 50 years of collective insurance experience, the team consists of Laura, Mayra, Viviana, and Scott. Viviana and Mayra are bilingual, speaking both English and Spanish, and are well-versed in all the products offered by State Farm.
4482 Barranca Pkwy #224, Irvine, CA 92604, United States -
BlueRock Insurance & Financial Services
● ClosedBlueRock Insurance & Financial Services is a finance, health, and insurance agency located at 2901 West Coast Highway, Newport Beach, California, United States. We specialize in protecting families, public employees, and businesses across America by offering a range of insurance and financial services. Our experienced agents are dedicated to helping you grow and protect what is important to you, providing solutions for retirement savings, home protection, and general life insurance. We offer retirement solutions for business owners and public employees, as well as assistance with State Mandated Retirement programs. Our services include key man insurance, buy-sell agreements, group and individual health care plans, mortgage protection, final expense insurance, and more. With contracts with over 30 major insurance carriers, we can find the best products to suit your needs. Our licensed agents are extensively trained and background checked, ensuring that you receive the best options available. We have agents located coast to coast, ready to assist you with your insurance and financial needs. Join our team of professional agents dedicated to serving and protecting families and businesses. Contact us today for personalized options from our top-rated carriers.
2901 West Coast Hwy #200, Newport Beach, CA 92663, United States -
Resolute Financial and Insurance Services
● ClosedResolute Financial and Insurance Services is a comprehensive finance, health, and insurance agency located at 260 Newport Center Drive in Newport Beach, California, United States. Our dedicated team of professionals is committed to providing personalized solutions to meet our clients' financial and insurance needs. Whether you are looking for retirement planning, investment strategies, health insurance, or risk management services, we are here to help you navigate the complexities of the financial world and secure your future. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.
260 Newport Center Dr #100, Newport Beach, CA 92660, United States -
gyc insurance
● OpenGYC Insurance is a trusted insurance agency located in Newport Beach, California. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses in the area. Our experienced agents are dedicated to helping our clients find the best insurance coverage at competitive rates. Whether you're looking for auto, home, life, or business insurance, GYC Insurance has you covered. Visit us at 2901 West Coast Highway to speak with one of our knowledgeable agents today.
2901 West Coast Hwy, Newport Beach, CA 92663, United States -
CrossWay Financial & Insurance Services
● OpenCrossWay Financial & Insurance Services is an insurance agency located at 4695 Macarthur Court, Newport Beach, California, United States. We offer a wide range of protection services for properties such as homes and cars, ensuring that you have peace of mind. Our individual medical coverage options are tailored to meet the specific needs of you and your family. We also provide business bonds to help safeguard your business against the unexpected. Our education plans help you save for your child's future. We are here to offer free consultant meetings to assist you with your insurance needs. Let us help find a solution for you today.
4695 MacArthur Ct 11th floor, Newport Beach, CA 92660, United States -
Reza Shah Financial & Insurance Services, Inc.
● ClosedReza Shah Financial & Insurance Services, Inc. is a reputable finance and insurance agency located at 4000 Macarthur Boulevard in Newport Beach, California. With a commitment to providing top-notch financial and insurance solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Reza Shah Financial & Insurance Services, Inc. is here to provide personalized and comprehensive services to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
East Tower, 4000 MacArthur Blvd Suite 600, Newport Beach, CA 92660, United States -
Maxwell Insurance Agency
● OpenMaxwell Insurance Agency is a trusted insurance agency located at 120 Tustin Avenue in Newport Beach, California. As a leading provider of insurance services in the United States, Maxwell Insurance Agency offers a wide range of coverage options to meet the needs of individuals, families, and businesses. With a team of experienced and knowledgeable insurance professionals, clients can expect personalized service and expert guidance in selecting the right insurance policies for their specific needs. Whether you are looking for auto, home, life, or business insurance, Maxwell Insurance Agency is committed to providing reliable coverage and exceptional customer service. Contact us today to learn more about how we can help protect what matters most to you.
120 Tustin Ave, Newport Beach, CA 92663, United States -
Bob Garrett - State Farm Insurance Agent
● ClosedBob Garrett - State Farm Insurance Agent is a trusted insurance agency located at 2435 East Coast Highway, Newport Beach, California, United States. Whether you need auto, home, life, or pet insurance, Bob Garrett is here to help. You can reach out for a quote by calling 949-675-0700 during office hours or texting the same number anytime. Feel free to email Bob at Bob@AgentBobGarrett.Com for more information. At Bob Garrett - State Farm Insurance Agent, we prioritize creating a safe environment for your newborn, providing tips on safe sleep practices. We also offer valuable advice for teaching your teenager to drive and driving safely on rural roads.
2435 East Coast Hwy #7, Corona Del Mar, CA 92625, United States -
Farmers Insurance - Kathy Lamm
● ClosedFarmers Insurance - Kathy Lamm is an insurance agency located at 2915 Red Hill Avenue, Costa Mesa, California, United States. With over 35 years of experience, Kathy Lamm understands that insurance is about more than just coverage options - it's about protecting what you cherish most. Whether you're in need of Commercial Insurance or Personal Insurance, Kathy and her team are dedicated to providing personalized service and finding solutions to meet your insurance needs. Located conveniently next door to Durty Nelly's on Red Hill Avenue, the agency serves clients in Newport Beach, Fountain Valley, Orange, Santa Ana, Irvine, and Costa Mesa. From Auto insurance to Home insurance, Life insurance to Business insurance, Kathy Lamm is committed to guiding you through the insurance process and ensuring you are properly educated on your coverage options. Contact Farmers Insurance - Kathy Lamm today for a personalized insurance plan that fits your needs and budget.
2915 Red Hill Ave Ste F201, Costa Mesa, CA 92626, United States -
Whole Life Insurance Quotes
● OpenWhole Life Insurance Quotes is a reputable insurance agency located at 567 San Nicolas Drive in Newport Beach, California, United States. We specialize in providing comprehensive and personalized whole life insurance quotes to individuals seeking long-term financial security for themselves and their loved ones. Our team of experienced agents is dedicated to helping clients find the best coverage options that suit their unique needs and budget. Contact us today for a consultation and start planning for a secure future.
567 San Nicolas Dr, Newport Beach, CA 92660, United States -
Northwestern Mutual Life Insurance Company: Brian Forth, CLU
● OpenNorthwestern Mutual Life Insurance Company: Brian Forth, CLU is a reputable finance institution located at 1500 Quail Street in Newport Beach, California, United States. Specializing in life insurance services, Brian Forth, a Chartered Life Underwriter (CLU), offers expert advice and personalized solutions to help clients protect their financial future. With a strong commitment to professionalism and customer service, this institution is a trusted partner for individuals and families looking to secure their assets and plan for the unexpected.
1500 Quail St #600, Newport Beach, CA 92660, United States -
Colonial Life
● ClosedColonial Life, located at 3737 Birch Street in Newport Beach, California, is a leading employee benefits broker and consultant known for providing vision, guidance, and protection to clients. With a focus on helping businesses navigate the complexities of employee benefits, Colonial Life offers unique cost-containment solutions that have saved clients time and money. With over 30 qualified consultants and 60 years of combined industry experience, Colonial Life serves a national client base across various industries. Their partnership with Employee Navigator aims to streamline processes and reduce costs for clients. Please note that the information and services provided by Colonial Life may contain inaccuracies or errors, and it is recommended to consult a professional for personalized advice tailored to your specific situation.
3737 Birch St #210, Newport Beach, CA 92660, United States -
Lifeplans Financial and Insurance Services
● OpenLifeplans Financial and Insurance Services is a trusted finance institution located in Newport Beach, California. Our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of financial services including retirement planning, investment management, and insurance coverage. Visit us at 1300 Bristol Street North to learn more about how we can help you plan for a secure and prosperous future.
1300 Bristol St N #214, Newport Beach, CA 92660, United States -
Huntington Beach Roofing Co
● OpenWelcome to Huntington Beach Roofing Co Located at 17171 Bolsa Chica Street, Huntington Beach, California 92649, Huntington Beach Roofing Co stands out as one of the premier residential and commercial roofing contractors in the Huntington Beach area. Our commitment to quality and customer satisfaction has made us a trusted choice for countless homeowners and businesses alike.
17171 Bolsa Chica Street, Huntington Beach, California 92649, United States -
AkermanMed OBGYN & Midwifery Santa Ana
● ClosedAkermanMed OBGYN & Midwifery Santa Ana is a reputable institution located at 1220 West Hemlock Way, Santa Ana, California, United States. Our team of Physicians, Midwives, and Nurse Practitioners are affiliated with top hospitals in Orange County, including St Joseph Hospital of Orange, HOAG Newport Beach, HOAG Irvine, and OCGMC Santa Ana. We accept various insurances, including PPOs, HMOs, and MediCal. Since 2005, we have been providing trusted OBGYN services to women in Orange County. Our caring providers offer a wide range of services, including obstetrics, gynecology, midwifery, infertility, and more. We prioritize your health and well-being, and strive to provide honest and superior care to all our patients. With a collaborative care team and state-of-the-art equipment, we are dedicated to supporting women through all stages of life. Our multilingual staff ensures that every patient feels comfortable and understood. We also offer telehealth services for certain appointments. Contact us today to schedule a consultation and become a part of the AkermanMed family.
1220 W Hemlock Way # 200, Santa Ana, CA 92707, United States -
Seeman Holtz Comprehensive Advisory
● ClosedSeeman Holtz Comprehensive Advisory is a leading finance, health, and insurance agency located in Newport Beach, California. Our team of experienced advisors provides comprehensive financial planning, healthcare solutions, and insurance services to help individuals and businesses achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial security. Visit us at 20280 Southwest Acacia Street to learn more about how we can help you plan for the future.
20280 SW Acacia St # 320, Newport Beach, CA 92660, United States -
Jennifer Catabas, LMFT, LPCC
● OpenJennifer Catabas, LMFT, LPCC is a private psychotherapy practice located in Costa Mesa, California. The institution, known as Parent with PRIDE, offers counseling services to individuals in-person and via telehealth throughout California. With a focus on supporting individuals through life's challenges, Parent with PRIDE takes an individualized approach to address issues such as stress, relationships, and life transitions. Jennifer Catabas, the co-founder of Parent with PRIDE, is a Licensed Marriage & Family Therapist and Licensed Professional Clinical Counselor with over 18 years of experience. She specializes in working with various populations, including individuals in recovery, women's issues, grief/loss, anxiety, depression, PTSD, and adolescent issues.
1500 Adams Ave Suite 305, Costa Mesa, CA 92626, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management. They understand the hard work and dedication it takes to build success, and they are here to help you continue to grow and protect your wealth. Unlike other firms, Mercer Advisors believes in a comprehensive approach to financial planning, including investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Tracy O. Jackson, James, Rudy, Erik, Iggy, and Colton, are dedicated to helping you connect all the dots of your financial life. With expertise in various areas of finance, they work together to provide personalized solutions that align with your goals and values. Whether you are a high-net-worth individual, a business owner, or a healthcare professional, Mercer Advisors can help you navigate your financial journey and enjoy the fruits of your labor.
620 Newport Center Dr #1030, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
610 Newport Center Dr #280, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Bryce R Mott
● ClosedWith over a decade of experience as a financial advisor at Merrill Lynch Wealth Management, Bryce R Mott offers a wide range of investment services at the institution located at 520 Newport Center Drive in Newport Beach, California. By utilizing the resources of Merrill Lynch Wealth Management and Bank of America, Bryce provides services such as wealth management, retirement planning, life insurance, and trust and estate planning. With a focus on understanding each client's individual goals and fears, Bryce creates customized investment plans to help clients achieve their financial objectives. In addition to his professional experience, Bryce holds FINRA Series 7 and 66 Registrations and an Insurance license. Outside of work, Bryce is actively involved in his community and enjoys activities such as CrossFit, soccer, and spending time at the beach with his family. As a client of Merrill Lynch Wealth Management, you can expect personalized service and a commitment to helping you reach your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bridge Financial Management
● ClosedBridge Financial Management is a finance institution located at 4343 Von Karman Avenue in Newport Beach, California, United States. Our team understands that financial planning is a lifelong journey, with our financial lives constantly evolving. With a focus on personalized service and guidance, we aim to empower our clients to make informed decisions and achieve their financial goals. As a fee-only fiduciary firm, we provide objective advice tailored to each client's individual needs. Our comprehensive financial planning approach covers a range of areas including investment management, retirement savings, budgeting, insurance, and more. We believe in building long-term relationships with our clients, serving as partners in their financial journey.
4343 Von Karman Ave Suite 250, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Qing Zhou
● ClosedMerrill Lynch Financial Advisor Qing Zhou is located at 520 Newport Center Drive, Newport Beach, California, United States. Jessica Zhou, a Senior Financial Advisor with Merrill Lynch Wealth Management, holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She provides premier wealth management and investment services to affluent and high-net-worth clients. Jessica is a specially qualified Senior Portfolio Advisor who can build and manage custom investment strategies for clients, drawing from a wide range of model portfolios. She offers services in investment management, retirement planning, trust and estate planning, credit and lending services, insurance planning, and education planning. Jessica has extensive experience in the financial industry and is fluent in Mandarin. She is committed to helping clients reach their financial goals and offers personalized recommendations. The institution believes in focusing on clients' priorities, goals, and life changes to create a customized financial approach. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in helping clients achieve financial success by understanding their goals and aspirations. With access to investment insights and banking solutions, they work with clients to develop approaches tailored to their financial needs. The institution emphasizes the importance of regular check-ins to review progress and make any necessary adjustments to the financial approach. Overall, Merrill Lynch Financial Advisor Qing Zhou aims to help clients pursue their financial goals and manage investment risk effectively.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Integrative Financial Management - Ameriprise Financial Services, LLC
● OpenIntegrative Financial Management - Ameriprise Financial Services, LLC is a finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. Specializing in providing comprehensive financial management services, they help clients navigate the complexities of investment, retirement planning, insurance, and estate planning. With a focus on integrating all aspects of a client's financial life, they strive to create personalized strategies to help individuals and families achieve their financial goals. Trusted by clients for their expertise and commitment to financial wellness, Integrative Financial Management - Ameriprise Financial Services, LLC is a reliable partner in building a secure financial future.
4695 MacArthur Ct #1100, Newport Beach, CA 92660, United States -
Cole Bryant - Thrivent
● ClosedCole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
49 Discovery Suite 140, Irvine, CA 92618, United States -
ATC Program
● ClosedATC Program, located at 3300 Irvine Avenue in Newport Beach, California, is a finance institution dedicated to helping NATCA members understand and prepare for retirement. They offer assistance in completing retirement paperwork at no cost and can help answer important questions regarding retirement planning. Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor. Cambridge Financial Partners, LLC, the institution behind ATC Program, is authorized to conduct life insurance and securities business in California and other states where licensed. It is important to note that the content provided by ATC Program is for informational purposes only and should not be considered personalized financial advice. Guarantees are subject to the claims paying ability of the issuing insurance company, and investing involves risk. ATC Program is not affiliated with or endorsed by government agencies such as the Social Security Administration or the Centers for Medicare & Medicaid Services. The institution has been authorized by NATCA to provide seminar content to its members, but this does not constitute an endorsement by NATCA. For specific financial advice, individuals are encouraged to consult with a qualified attorney or tax advisor.
3300 Irvine Ave #385, Newport Beach, CA 92660, United States -
Cloud Bookkeeping, Inc.
● ClosedCloud Bookkeeping, Inc. is a professional accounting and finance institution located at 3281 East Guasti Road, Ontario, California, United States. With an additional office at 5000 Birch St., West Tower Suite 3000 Newport Beach CA 92660, we offer a range of services including bookkeeping, general accounting, life insurance, and tax services to individuals, families, start-ups, small and medium businesses. With over twenty years of experience, our team of professionals handle bookkeeping, general accounting, and tax services efficiently and effectively through the use of technology. We aim to empower entrepreneurs to run their businesses with financial clarity, helping them save time, resources, and cash while providing instant access to their financial health in real-time.
3281 E Guasti Rd Suite #700, Ontario, CA 91761, United States
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