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TOP 30 Life insurance planning in Lake Forest, CA
33 results found
Search for local businesses, places and services near you
Scott Stevens - State Farm Insurance Agent
Scott 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.
Blackwell Insurance Agency
Blackwell Insurance Agency is a trusted health insurance agency located in Lake Forest, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, we strive to ensure our clients have the coverage they need to protect their health and well-being. Visit us at 23002 Lake Center Drive to learn more about how Blackwell Insurance Agency can help you secure the right insurance plan for your needs.
Sabeti Insurance & Investment Services
Sabeti Insurance & Investment Services, located at 23832 Rockfield Boulevard in Lake Forest, California, is a comprehensive finance, health, and insurance agency dedicated to making the search for the right insurance surprisingly painless. With a mission to simplify the process, make it transparent, and offer affordable options, Sabeti Insurance is committed to finding the perfect insurance policy for every budget. Specializing in commercial insurance to protect assets, as well as being a leading online source of health insurance for individuals, families, and small businesses, Sabeti Insurance offers objective, user-friendly information to help consumers find the best coverage for their needs. Additionally, they provide Covered California Health Insurance options and a variety of dental and vision insurance plans with pride and benefit options. Their full-service Customer Care Center is available via toll-free number, online, email, or fax to assist clients throughout the insurance buying and usage process. Trust Sabeti Insurance & Investment Services to provide you with the insurance solutions you need.
Farmers Insurance - Tey Garcia
Farmers Insurance - Tey Garcia is an insurance agency located at 22706 Aspan Street, Lake Forest, California, United States. As a local Farmers® agent in Lake Forest, CA, Tey Garcia aims to provide a personal and authentic experience to all customers. They assist customers in identifying the insurance coverage that best fits their needs, whether it be auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts. Tey Garcia can help you create a plan to provide financial support for your loved ones through life insurance policies. They also offer renters insurance, condo insurance, and business insurance tailored to your unique needs. Additionally, they provide umbrella insurance for added protection above the liability limits of your auto or home insurance policies. For those looking to secure their financial future, Tey Garcia offers financial planning services through Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC. Contact Tey Garcia at the given address for more information and to get a personalized insurance quote.
Noel Insurance Services
Noel Insurance Services is a reputable insurance agency located at 27472 Portola Parkway in Lake Forest, California, United States. We specialize in providing term insurance quotes, burial insurance quotes, and life insurance plans from top providers, helping our clients save up to 58% on their premiums. Our goal is to help individuals across the nation secure the best life insurance rates tailored to their needs. At Noel Insurance Services, we offer free life insurance quotes with no obligation to buy, allowing you to compare and choose the best plan for you. Our no-medical exam life insurance options are budget-friendly and convenient, providing coverage without the need for needles or labs. These policies now cost about the same as conventional ones, making life insurance more accessible than ever.
Farmers Insurance - Richard Tyler
Farmers Insurance - Richard Tyler is a local insurance agency located at 1 Orchard Road in Lake Forest, California, United States. As your Farmers agent, Richard Tyler helps customers identify the best insurance coverage for their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. Richard Tyler can also assist with life insurance, renters insurance, condo insurance, and personal umbrella insurance. Additionally, he can help small business owners customize a business insurance package to protect their investment. Contact Richard Tyler for a personalized insurance quote and financial planning appointment.
EMC Insurance Co
EMC Insurance Co is a reputable insurance agency located at 25541 Commercentre Drive in Lake Forest, California, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, EMC Insurance Co offers a wide range of insurance products and services to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to delivering personalized and reliable insurance coverage to ensure peace of mind and financial security. Whether you are looking for auto, home, business, or life insurance, EMC Insurance Co is committed to helping you find the right coverage at competitive rates. Contact them today to learn more about their insurance offerings and how they can help protect what matters most to you.
Wally Shao - State Farm Insurance Agent
Wally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.
Farmers Insurance - Jennifer Rich
Farmers Insurance - Jennifer Rich is a trusted insurance agency located at 22951 Los Alisos Boulevard, Mission Viejo, California, United States. Jennifer Rich, a resident of Mission Viejo for nearly 27 years, takes pride in serving the community and surrounding areas as a local Farmers® agent. With over 20 years of industry experience, Jennifer focuses on addressing clients' insurance needs and protecting their assets. She aims to guide clients through the insurance process with sincerity and care, ensuring they are well-educated on their coverage options. Whether you need home, wildfire, auto, recreational, or life insurance, Jennifer and her staff are dedicated to providing personalized and easy insurance solutions. Conveniently located across from the Village Montessori Center, the agency welcomes clients from Lake Forest, Rancho Santa Margarita, Irvine, Laguna, the greater Orange County, and beyond. Contact Jennifer Rich today for comprehensive coverage, competitive rates, and a solid financial plan.
Signature America Insurance and Financial Services, Inc
Signature America Insurance and Financial Services, Inc is a reputable insurance agency located at 22956 El Toro Road in Lake Forest, California. Our experienced team is dedicated to providing top-notch insurance and financial services to our clients. Whether you are looking for auto, home, health, or life insurance, we are here to help you find the best coverage to suit your needs. Our goal is to ensure that you are properly protected and prepared for any unexpected events. Contact us today to learn more about how we can assist you with your insurance and financial planning needs.
Faison Insurance Services
Faison Insurance Services is a reputable health insurance agency located at 26632 Towne Centre Drive in Lake Forest, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are seeking individual health coverage or looking to protect your family with comprehensive insurance plans, we are here to help. Contact us today to learn more about our services and how we can assist you in finding the right insurance coverage for your needs.
Thomas Uzelac Insurance Agency
Thomas Uzelac Insurance Agency is a trusted health insurance agency located at 24404 Overlake Lane in Lake Forest, California. With a commitment to providing personalized insurance solutions for individuals and families, the agency offers a range of health insurance options to meet diverse needs. Whether you are looking for coverage for medical expenses, prescription drugs, or preventive care, the experienced team at Thomas Uzelac Insurance Agency is dedicated to helping you find the right plan. Contact them today to secure your health insurance and protect your well-being.
Accent Insurance Brokerage
Accent Insurance Brokerage is an insurance agency located at 26477 Rancho Parkway South in Lake Forest, California, United States. Specializing in helping individuals find the right health coverage and get the most for their healthcare dollars, Accent Insurance Brokerage offers free services that continue even after a plan is purchased. Owned by Melissa Shaw, a Certified Financial Planner™ professional, the agency aims to assist clients in making informed decisions about health insurance and finances. Open Enrollment for 2024 begins on November 1, 2023, providing an opportunity for Californians to explore their healthcare options. Covered California, a free service under the Affordable Care Act, connects individuals with brand-name health insurance and offers tax subsidies to make coverage more affordable. Special enrollment periods are available for those who experience qualifying events, allowing for coverage off cycle.
Farmers Insurance - Robert Schafnitz
Farmers Insurance - Robert Schafnitz is an insurance agency located at 24301 Muirlands Boulevard in Lake Forest, California. The agency is run by Robert Schafnitz, a Navy Veteran and California native, who has a strong background in customer service and financial services. The agency prides itself on putting the customer first and providing personalized service to meet each client's needs. Services offered include auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. The agency also offers umbrella insurance policies for added protection. Customers can schedule appointments with Robert Schafnitz online and receive competitive rates and discounts on insurance products. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite the policies offered by the agency. For more information or to request a quote, customers can contact the agency directly.
Farmers Insurance - Samuel Klein
Farmers Insurance - Samuel Klein is an insurance agency located at 22471 Aspan Street, Lake Forest, California, United States. Samuel Klein specializes in providing insurance coverage for homes and businesses located in high fire risk areas. He offers personalized service and treats each client as if they are the only one, ensuring that you can always speak directly with him. With over 37 years of experience in the retail auto industry, Samuel now brings his exceptional customer service to the insurance industry. He specializes in manufactured homes, rental properties, single-family homes, renters insurance, and more. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Samuel can help you find the right coverage for your needs and budget. He also offers personal umbrella insurance for added protection. Samuel is dedicated to helping you build a solid financial plan and reach your goals.
Farmers Insurance - Bradley Hume
Farmers Insurance - Bradley Hume is a local insurance agency located at 23101 Lake Center Drive in Lake Forest, California. As a Farmers® agent in Southern Orange County, Bradley Hume helps customers find the insurance coverage that best suits their needs. Whether it's auto, home, renters, life, recreational, or business insurance, he has the knowledge and experience to guide you through your options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your most valuable possessions, such as your home. Bradley Hume can help you navigate the complexities of selecting the right coverage for your car, home, life, business, or condo. Additionally, he offers personalized financial planning services to help you secure a stable future.
Aucoin Insurance and Financial Services
Aucoin 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.
Jerry Lefevers - State Farm Insurance Agent
Jerry Lefevers - State Farm Insurance Agent is an insurance agency located at 23591 El Toro Road in Lake Forest, California. They offer customizable coverage plans to protect your family, belongings, and finances. With options such as safe driving rewards, bundling discounts, and more, Jerry Lefevers can help you find the right solution for your needs. They offer auto insurance options including collision, comprehensive, rental, and rideshare coverage. State Farm is the largest auto insurance provider in the U.S. Customers can also receive discounts by combining auto and home policies. In addition to auto insurance, Jerry Lefevers offers insurance for recreational vehicles, homeowners, renters, personal property, small businesses, and life insurance. They can help you create a personalized plan to protect your valuable assets and provide financial security for your loved ones. Health insurance options, including supplemental and Medicare coverage, are also available.
Farmers Insurance - Manuel Rocha
Farmers Insurance - Manuel Rocha is a local insurance agency located at 23101 Lake Center Drive in Lake Forest, California. As your personal insurance advisor, Manuel Rocha believes in providing custom solutions tailored to your specific needs. With a focus on integrity, knowledge, and trust, the agency aims to ensure your success by offering top-rated insurance products from Farmers Insurance. Whether you are in need of auto, home, renters, commercial, life, or specialty insurance such as for motorcycles, boats, or RVs, Farmers Insurance - Manuel Rocha has over 50 products and solutions to offer. With a commitment to being by your side during any claims process, you can trust Manny Rocha to assist you in times of need.
New York Life: Adam Herzing
New York Life: Adam Herzing is an insurance agency located at 26501 Rancho Parkway South, Lake Forest, California, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an investment strategy and estate plan. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and bereavement support. With a diverse and welcoming workplace, New York Life aims to help individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, community engagement, and financial support. They have the highest financial strength ratings and offer flexible solutions tailored to individual needs. New York Life is committed to making a positive impact and contributing to the well-being of their policy owners, employees, and the communities they serve.
Farmers Insurance - Clarinda Arriaga
Farmers Insurance - Clarinda Arriaga is an insurance agency located at 26212 Dimension Drive in Lake Forest, California, United States. As a local Farmers® agent, Clarinda Arriaga helps customers identify the insurance coverage that best fits their needs. With 15 years of knowledge and experience, she can help you understand your coverage options for auto, home, renters, business insurance, and more. Conveniently located at the intersection of Dimension Drive and Lake Forest Drive, you can stop by for a personalized quote. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, Clarinda Arriaga can help take the mystery out of selecting the right insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home and possessions are protected in the event of a disaster. Additionally, Farmers offers competitive rates with multi-line insurance discounts. Clarinda Arriaga can also assist with life insurance, renters insurance, business insurance, condo insurance, and financial planning. Contact her today for a personalized consultation to help you reach your financial goals.
Farmers Insurance: Kevin Langley
Farmers Insurance: Kevin Langley is a trusted insurance agency located at 26499 Rancho Parkway South in Lake Forest, California. With a focus on providing personalized insurance solutions, Kevin Langley and his team are dedicated to helping clients protect what matters most to them. Whether you need auto, home, life, or business insurance, they offer a wide range of coverage options to meet your specific needs. With a commitment to excellent customer service and a strong reputation in the community, Farmers Insurance: Kevin Langley is a reliable choice for all your insurance needs. Contact them today for a personalized quote and peace of mind.
Susan K Reeves, Financial Professional - New York Life
Susan K Reeves, Financial Professional at New York Life, located at 21482 Montbury Drive in Lake Forest, California, offers a range of financial and insurance services. Whether you are looking for guidance on budgeting, preparing for unexpected expenses, or managing your finances as a couple, Susan Reeves can provide personalized advice to help you achieve your financial goals. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Susan is equipped to assist clients in Arizona, California, Florida, Nevada, New York, Oregon, Texas, Utah, and Washington. Additionally, as a Registered Representative of NYLIFE Securities LLC, Susan can offer securities products and services to individuals in California, Connecticut, New York, Oregon, Utah, and Washington. With a focus on helping clients navigate the complexities of personal finance, Susan Reeves provides a thoughtful and comprehensive approach to financial planning. Contact Susan Reeves today to learn more about how she can help you secure your financial future.
Kathleen Knight, Financial Services Professional - New York Life
Kathleen Knight, Financial Services Professional - New York Life, located at 26501 Rancho Parkway South, Lake Forest, California, United States, is dedicated to serving professional advisors and empowering clients to make wise decisions through comprehensive financial planning. The institution offers innovative and thorough planning to ensure clients have everything they need to live confidently. They provide personalized guidance, explain financial concepts clearly, and hold clients accountable as they carry out their financial plans. The institution is committed to finding creative solutions to help clients achieve their goals and offers world-class service to make their lives easier. Whether clients are planning for retirement, taking care of their families, or improving their businesses, Kathleen Knight is there to help identify their financial standing and create a plan to achieve their desired lifestyle. With a focus on building personal relationships and mutual trust, Kathleen Knight is dedicated to serving clients' best interests above all else. The institution is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Kathleen Knight is also licensed to offer mutual funds and variable products, and provides investment advisory services through Eagle Strategies, LLC. The institution serves clients in various states and is committed to providing top-notch service and support to help clients navigate their financial journeys with confidence and peace of mind.
autopom!
autopom! is an insurance agency located at 22651 Lambert Street in Lake Forest, California, United States. We specialize in providing vehicle protection plans to protect your family vehicle and budget from unexpected and costly auto repairs. With a 4.9 Star User Rating on Trustpilot and an A rating and accreditation from the Better Business Bureau, you can trust autopom! to provide you with peace-of-mind when it comes to your vehicle. We have been in business for 14 years and are partnered with A rated policy administrators and certified repair facilities nationwide. We understand the anxiety and worry that unexpected auto repairs can cause, which is why we are dedicated to providing you with a trusted partner to protect your vehicles for life.
OC Sports and Wellness
OC Sports and Wellness is a premier sports and primary care medical practice located in Lake Forest, California. Our dedicated physician, Dr. Sunshine, specializes in athlete orthopedic injuries and offers personalized care to help you recover safely and perform at your best. Whether you are a professional athlete, a sports enthusiast, or someone experiencing discomfort during daily activities, we are here to help you achieve peak performance. At OC Sports and Wellness, we take a patient-centered approach to healthcare, focusing on finding the root cause of your discomfort and developing a personalized treatment plan. Our integrative approach combines conventional medicine with holistic therapies, lifestyle changes, and nutritional support to address the underlying issues causing your pain or health issues.
Orange County Hemorrhoid Clinic
Orange County Hemorrhoid Clinic, located at 29300 Portola Parkway in Lake Forest, California, is a specialized medical institution dedicated to the treatment of hemorrhoids. Led by Dr. Gene Syn, a general surgery specialist with a focus on colorectal surgery, and Dr. Kevin Burns, a board-certified interventional radiologist specializing in non-surgical hemorrhoid treatment, our clinic offers advanced and compassionate care for patients suffering from various grades of hemorrhoids. From Grade 1 hemorrhoids that may cause bleeding to Grade 4 hemorrhoids that can lead to tissue damage, our experienced doctors provide personalized treatment plans to address each patient's unique needs. Dr. Burns, in particular, is renowned for his expertise in image-guided procedures for hemorrhoid care, ensuring minimal discomfort and rapid recovery for patients seeking non-invasive solutions.
MedicareSTOP
MedicareSTOP is a leading insurance agency located at 27472 Portola Parkway in Lake Forest, California. We specialize in providing top-notch Medicare coverage for individuals and families in the United States. Our experienced team of professionals is dedicated to helping clients find the best insurance plans that suit their needs and budget. With a focus on excellent customer service and personalized care, we strive to make the process of selecting Medicare coverage as easy and stress-free as possible. Contact us today to learn more about how MedicareSTOP can help you secure the insurance coverage you deserve.
Financial Professionals Group | FPG, A Simplicity Company
Financial Professionals Group (FPG), a subsidiary of Simplicity Company, is an insurance agency located at 26741 Portola Parkway in Lake Forest, California, United States. We specialize in supporting financial advisors in addressing their clients' greatest financial concerns, such as longevity, legacy, and long-term care. Our team helps advisors navigate the complexities of retirement planning and ensure their clients are protected against running out of money in their later years. At FPG, we believe in making complex financial concepts simple to understand. We offer expertise in Life Insurance, Annuities, Long-Term Care, and Disability Insurance to help advisors provide comprehensive financial solutions to their clients. Our goal is to protect families, provide for future generations, and plan for the possibility of a long-term care illness.
Weisz & Santagata LLP
Weisz & Santagata LLP is a law firm located in Lake Forest, California, United States. Founded in 2008 by James S. Weisz and Scott Santagata, the firm specializes in building and protecting entrepreneurial capital for their clients. They offer a range of services including corporate finance, M&A transactions, estate planning, and strategic planning. To enhance their services, the firm formed Portola Life Insurance Company, which issues private placement variable life policies and annuities to high net worth individuals. They also work with Gadsden Insurance Company to provide customized risk management solutions.
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