Life insurance planning in San Jose, CA
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Farmers Insurance - Rachel Oster-Payne
● OpenFarmers Insurance - Rachel Oster-Payne is an insurance agency located at 915 Meridian Avenue, San Jose, California, United States. Rachel Oster-Payne can help answer any questions you may have regarding comprehensive coverage, collision coverage, deductibles, and more. With over 80 years of experience, Farmers Insurance offers home insurance, life insurance, renters insurance, business insurance, and more. Whether you need to protect your home, belongings, or business, Rachel Oster-Payne can help customize an insurance package to suit your needs. Contact Rachel Oster-Payne today for a personalized financial plan and secure your future.
915 Meridian Ave UNIT 210, San Jose, CA 95126, United States -
Farmers Insurance - Trang Phan
● OpenFarmers Insurance - Trang Phan is an insurance agency located at 1161 Ringwood Court, San Jose, California, United States. As your local Farmers® agent in San Jose, CA, Trang Phan helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a wide range of coverage options including auto, home, renters, business insurance, and more. Trang Phan can help you navigate the complexities of insurance, whether you need comprehensive coverage, collision coverage, or medical payments. By getting a quote online, you can learn about insurance discounts that can save you money. Farmers Insurance also provides life insurance, renters insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Trang Phan can help you create a solid financial plan to reach your goals. For business owners, Farmers Insurance offers customized insurance packages to reduce risk and protect investments. Contact Trang Phan today for personalized insurance solutions to secure your future.
1161 Ringwood Ct STE 130, San Jose, CA 95131, United States -
Farmers Insurance - Frank Pham
● OpenFarmers Insurance - Frank Pham is an insurance agency located at 1804 McLaughlin Avenue, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Frank Pham helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, with a focus on auto, home, renters, business insurance, and more. Frank Pham has the knowledge and experience to help customers understand their coverage options and offers competitive rates with multi-line insurance discounts. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Frank Pham can help take the mystery out of selecting the right car insurance coverage for your needs and budget. He also offers home insurance to protect your most valuable possession, life insurance to provide financial support for your loved ones, renters insurance to protect your personal belongings, and business insurance to reduce risk and protect your investment.
1804 McLaughlin Ave, San Jose, CA 95122, United States -
Auto International Insurance
● OpenAuto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
1160 E William St, San Jose, CA 95116, United States -
Integrative Therapy & Life Coaching
● OpenIntegrative Therapy & Life Coaching is a health institution located at 3277 South White Road in San Jose, California, United States. Our services focus on combining therapy and coaching techniques to help individuals achieve holistic wellness and personal growth. Please note that we do not accept insurance, but most PPO plans may reimburse a percentage of fees. We can provide you with a monthly statement for you to submit to your insurance for potential reimbursement.
3277 S White Rd, San Jose, CA 95148, United States -
Benson Ng - State Farm Insurance Agent
● OpenBenson Ng - State Farm Insurance Agent is an insurance agency located at 3410 Stevens Creek Boulevard, San Jose, California, United States. Whether you need auto, home, renters, life, health, or pet insurance, Benson Ng can help you customize a coverage plan that fits your needs and helps protect what's important to you. With options for safe driving rewards, bundling, and discounts, you can create a solution that works for you. State Farm is the largest auto insurance provider in the U.S., offering coverage for new drivers, business travelers, collectors, and more. Additionally, State Farm offers homeowners insurance to protect your largest investment, as well as renters insurance, personal articles policies, business insurance, and life insurance options. With an alliance with U.S. Bank, you can also access banking products such as checking, savings, CDs, retirement CDs, and credit cards. And don't forget about your furry family members - State Farm works with Trupanion to offer pet medical insurance to help you care for your pets when they need it most. Contact Benson Ng in San Jose, CA to get started with a personalized insurance plan that meets your needs.
3410 Stevens Creek Blvd STE 200, San Jose, CA 95117, United States -
Lucia Capital Group - San Jose
● OpenLucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.
2033 Gateway Pl #574, San Jose, CA 95110, United States -
Hadi Ahmadi Aval, Founder - Aval Financial Strategies And Insurance Solutions, Inc.
● OpenHadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
Piazza Piccola Italia
● ClosedPiazza Piccola Italia, located at 350 West Julian Street in San Jose, California, is a charming food restaurant that is also home to the Little Italy San Jose Cultural Center & Museum. This institution serves the entire community and is the heart of Little Italy San Jose. The construction of this exciting project is complete, but fundraising efforts continue to support the Museum's programming and exhibits. For those looking to leave a lasting impact, charitable gift planning is a special way to ensure that your legacy reflects the ideas and values you cherish most. By including the Little Italy San Jose Foundation in your estate planning, you can make a meaningful contribution to the Cultural Center & Museum and leave a lasting legacy for the Italian American community and the Little Italy San Jose business district.
350 W Julian St #5, San Jose, CA 95110, United States -
Western Dental & Orthodontics
● OpenWestern Dental & Orthodontics is a premier dental institution located in San Jose, California. Situated at 1110 South King Road, this facility offers a wide range of dental services to ensure the oral health and well-being of its patients. From routine check-ups to orthodontic treatments such as braces and ClearArc Invisible Aligners, Western Dental is committed to providing top-notch care to all individuals. The institution accepts most forms of insurance, provides its own insurance options, and offers easy financing for convenient payment plans. With a focus on ensuring that people have healthy and beautiful smiles for life, Western Dental & Orthodontics is dedicated to serving the dental needs of the community. Contact (408) 216-2095 for more information or visit their website to explore other Western Dental locations. Because at Western Dental & Orthodontics, we believe that everyone deserves to enjoy a lifetime of healthy teeth.
1110 S King Rd, San Jose, CA 95122, United States -
Via Rapida Services
● OpenVia Rapida Services is an insurance agency located at 708 North 13th Street in San Jose, California. We offer a wide range of insurance services to meet the needs of our clients, including auto, home, life, and business insurance. Our experienced agents are dedicated to providing personalized and efficient service to ensure that our clients receive the coverage they need at competitive rates. Whether you are looking to protect your assets or plan for the future, Via Rapida Services is here to help. Contact us today to learn more about how we can assist you with your insurance needs.
708 N 13th St, San Jose, CA 95112, United States -
Liberty Integra
● OpenLiberty Integra is a leading health insurance agency located at 1122 Meridian Avenue in San Jose, California. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of healthcare coverage. With a focus on providing personalized service and tailored solutions, Liberty Integra is here to support our clients in finding the right insurance plan to meet their needs. Whether you are looking for individual coverage or group benefits, we are here to guide you every step of the way. Contact us today to learn more about how Liberty Integra can help you protect your health and financial well-being.
1122 Meridian Ave, San Jose, CA 95125, United States -
Whitaker Financial Services
● OpenWhitaker Financial Services is a reputable finance and insurance agency located at 1276 Lincoln Avenue in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial services to meet the needs of our clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Trust Whitaker Financial Services to help you secure your financial future.
1276 Lincoln Ave UNIT 202, San Jose, CA 95125, United States -
Courtney Financial
● OpenCourtney Financial is a reputable insurance agency located at 1405 South Bascom Avenue in San Jose, California. With a commitment to providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, Courtney Financial has you covered. Contact us today to discuss your insurance needs and secure your financial future.
1405 S Bascom Ave #6, San Jose, CA 95128, United States -
Leah Garcia: World Financial Group
● OpenLeah Garcia: World Financial Group is a reputable insurance agency located at 36660 Newark Boulevard in Newark, California, United States. With a focus on providing comprehensive financial services, Leah Garcia and her team are dedicated to helping clients secure their financial future. Whether you are looking for insurance coverage for your family or investments to grow your wealth, Leah Garcia: World Financial Group is committed to providing personalized solutions to meet your needs. Contact them today to start planning for a more secure tomorrow.
36660 Newark Blvd # F, Newark, CA 94560, United States -
O'Donnell Financial Group
● OpenLocated at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals. Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.
1101 Fifth Ave, San Rafael, CA 94901, United States -
Allstate
● OpenAllstate is a reputable insurance agency located at 4855 Atherton Avenue in San Jose, California. With a strong presence in the United States, Allstate offers a wide range of insurance products and services to meet the needs of individuals and businesses. Their experienced agents are dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Allstate is committed to helping you protect what matters most. Visit their office in San Jose today to learn more about their offerings and how they can help you secure your future.
4855 Atherton Ave, San Jose, CA 95130, United States -
Golden Trust
● OpenGolden Trust is a reputable accounting and finance institution located at 2690 South White Road in San Jose, California. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Golden Trust is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your future.
2690 S White Rd #60, San Jose, CA 95148, United States -
Allstate Personal Financial Representative: David Nguyen
● OpenAllstate Personal Financial Representative: David Nguyen is a trusted finance and insurance agency located at 3241 South White Road in San Jose, California. As a representative of Allstate, David Nguyen offers personalized financial planning services to help clients achieve their financial goals and protect their assets. With a focus on building long-term relationships, David Nguyen provides expert advice on insurance products and investment strategies tailored to each individual's needs. Whether you are looking to safeguard your family's future or grow your wealth, Allstate Personal Financial Representative: David Nguyen is dedicated to helping you secure a sound financial future.
3241 S White Rd Ste 3, San Jose, CA 95148, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a finance and insurance agency located at 1190 Saratoga Avenue, San Jose, California, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with personalized insurance plans. We offer a wide range of financial options, including investments and insurance, designed to meet your specific needs. With our top financial strength ratings and recognition for outstanding customer experience, you can trust us to help you secure your financial future. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies tailored to your individual goals. Whether you're planning for retirement, buying a home, or starting a family, we are here to guide you through life's milestones. Connect with us today to start planning for the life you've always wanted with Northwestern Mutual.
1190 Saratoga Ave #250, San Jose, CA 95129, United States -
Tyler Siegert: Primerica - Financial Services
● OpenTyler Siegert: Primerica - Financial Services is a reputable finance and insurance agency located in San Jose, California, United States. With a focus on providing top-notch financial services to clients, Tyler Siegert and his team at Primerica are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Tyler Siegert: Primerica - Financial Services is here to assist you every step of the way. With a commitment to excellence and personalized service, you can trust Tyler Siegert and his team to help you secure your financial future.
PLAZA WEST, 3031 TISCH WAY 110, #1062, San Jose, CA 95128, United States -
Danielle Sellers - Prudential Financial
● OpenDanielle Sellers - Prudential Financial is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. With a focus on providing top-notch financial planning and insurance services, our team is dedicated to helping clients achieve their financial goals and secure their futures. Whether you're looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to help you every step of the way. Contact us today to learn more about how we can assist you in building a solid financial foundation.
1731 Technology Dr #600, San Jose, CA 95110, United States -
Allstate Personal Financial Representative: Rebecca Najlis
● OpenAllstate Personal Financial Representative Rebecca Najlis is a trusted finance and insurance agency located at 420 South White Road in San Jose, California, United States. With a focus on providing personalized financial planning and insurance solutions, Rebecca Najlis is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with retirement planning, investments, or insurance coverage, Rebecca Najlis and her team are committed to providing expert guidance and exceptional customer service. Contact them today to schedule a consultation and start securing your financial future.
420 S White Rd, San Jose, CA 95127, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a leading finance, health, and insurance agency located at 5855 Pala Mesa Drive in San Jose, California, United States. Specializing in long-term care planning and insurance solutions, LTC Financial Partners offers expert advice and personalized services to help individuals and families protect their financial future and well-being. With a team of experienced professionals, they are dedicated to providing comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, facing a health crisis, or looking to secure your legacy, LTC Financial Partners is committed to helping you navigate the complexities of long-term care and insurance options with confidence and peace of mind.
5855 Pala Mesa Dr, San Jose, CA 95123, United States -
Petco Vaccination Clinic
● OpenPetco Vaccination Clinic, located at 500 El Paseo de Saratoga in San Jose, California, offers dog and cat vaccination services in a convenient neighborhood Petco setting. Our Vetco Vaccination Clinic provides affordable packages and services including vaccinations, microchipping, diagnostic testing, and deworming. State-licensed veterinarians administer all vaccinations and keep detailed medical records for future appointments. We offer a variety of packages to keep your pet healthy at any life stage, and our clinic also provides rabies vaccinations, microchipping, and other preventive care services. Appointments are required for vaccinations, and additional fees may apply for rabies licenses and taxes. Contact us for more information or visit our website to learn about our pet insurance plans. Join us at Petco Vaccination Clinic for the best care for your furry friend in San Jose Saratoga.
500 El Paseo de Saratoga, San Jose, CA 95130, United States -
Morgan Law Offices
● OpenMorgan Law Offices, located at 25 Metro Drive in San Jose, California, is a trusted institution specializing in estate planning, probate, and trust administration. Founded by Robert H. Morgan in 1991, the firm has a long-standing reputation for providing excellent client service. With an AV rating from Martindale Hubbell, Morgan Law Offices is recognized by fellow attorneys for their expertise in the field. The team at Morgan Law Offices works closely with clients' other professional advisors, such as accountants, investment advisors, and life insurance agents, to ensure comprehensive and personalized services tailored to individual needs. The firm's roots trace back to a partnership with Mr. Morgan's father, W. Robert Morgan, a respected litigation attorney in Santa Clara County.
25 Metro Dr, San Jose, CA 95110, United States -
Zygotherapy Inc
● OpenZygotherapy Inc is a cutting-edge health institution located in San Jose, California. Specializing in advanced Zygo Therapy techniques, Zygotherapy offers treatments to build muscles, manage pain, and improve strength and mobility. With a focus on enhancing muscle building, pain management, and boosting strength and mobility, Zygotherapy has been clinically tested and found to be 100% statistically effective. During the month of Father’s Day, Zygotherapy is offering a 40% discount on each treatment session. The institution also accepts selected insurance plans. Zygotherapy's non-invasive, FDA-cleared treatment uses electrical stimulation to promote muscle growth, improved range of motion, flexibility, and strength in affected areas.
1569 Lexann Ave #204, San Jose, CA 95121, United States -
Merrill Lynch Financial Advisor Behrooz Ighani
● OpenMerrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach 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.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States
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