Life insurance tax benefits in San Jose, California
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Bob Fillhouer - State Farm Insurance Agent
Bob Fillhouer - State Farm Insurance Agent is an insurance agency located at 2899 The Villages Parkway in San Jose, California. The institution is situated in The Villages Plaza, off of San Felipe Road, between Bonfare Market and Club Nails. The agency is dedicated to helping customers understand the importance of being properly insured, especially during Distracted Driving Awareness month in April. Bob Fillhouer has been a State Farm Agent since 1990 and takes pride in assisting customers with developing custom protection plans for their personal and business needs. Bob Fillhouer, along with his team of professionals, offer free insurance quotes for residents of San Jose, Evergreen, Silver Creek, and all of California. The agency provides tips for safe rural road driving, information on motorcycle insurance costs, and advice on maintaining safety in businesses to prevent slips, trips, and falls. The team's mission is to help individuals manage risks, recover from unexpected events, and achieve their dreams.
Derek Alota - State Farm Insurance Agent
Derek Alota - State Farm Insurance Agent is a trusted insurance agency located at 5615 Cottle Road in San Jose, California. Our team is dedicated to providing quality insurance and financial services to our customers while building lifelong relationships and actively participating in the local community. With over 20 years of combined State Farm experience, we can assist you with auto insurance, home insurance, renters insurance, life insurance, business insurance, and more. Whether you prefer to call, click, text, or walk in, we are here to help you protect what matters most. Contact us today to discuss your insurance needs and let us provide you with personalized and friendly service. #StopDistractedDriving #SanJose #InsuranceAgency
Apna Tax and Insurance Services
Apna Tax and Insurance Services is a reputable insurance agency located at 900 South Winchester Boulevard in San Jose, California. With a dedicated team of professionals, we offer a wide range of insurance services to meet the needs of our clients. From auto and home insurance to life and health insurance, we are committed to providing personalized solutions to protect what matters most to you. Our knowledgeable staff is here to guide you through the insurance process and ensure you have the coverage you need. Visit us today to experience our excellent customer service and find the right insurance plan for you.
Acrisure San Jose, CA (Filice Insurance)
Acrisure San Jose, CA (Filice Insurance) is a reputable insurance agency located at 738 North First Street in San Jose, California. With a strong presence in the community, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their dedicated team of professionals is committed to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Acrisure San Jose, CA (Filice Insurance) has you covered. Contact them today to discuss your insurance needs and find the right coverage for you.
No Worries Insurance Services, LLC
No Worries Insurance Services, LLC is a trusted insurance agency and local government office located at 996 Minnesota Avenue in San Jose, California, United States. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and attention to detail, we strive to alleviate any worries you may have about your insurance coverage. Contact us today for peace of mind and reliable protection.
Ken Williams - State Farm Insurance Agent
Ken Williams - State Farm Insurance Agent is located at 15305 Watsonville Road in Morgan Hill, California. As an insurance agency, we specialize in providing Auto Insurance, Homeowner Insurance, Renters Insurance, and Life Insurance coverage for you and your family. With March being the start of spring break travel, it's the perfect time to ensure you have the right Auto Insurance protection. Our team is dedicated to helping you navigate the complexities of insurance and make the process easy for you. Ken Williams, along with his team, is passionate about helping people protect their financial future. As a State Farm family, they understand the importance of having a solid insurance plan in place. Ken is not only an insurance agent but also a Pastor at UCF- Silicon Valley and a music enthusiast. With a background in music and a love for helping others, Ken brings a unique perspective to the insurance industry.
Hieu Truong: Allstate Insurance
Hieu Truong: Allstate Insurance is a reputable insurance agency located at 1625 Alum Rock Avenue in San Jose, California. Our dedicated team of insurance professionals is committed to providing personalized insurance coverage that meets the unique needs of each individual and family. We offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure that our clients are protected in every aspect of their lives. With a focus on customer service and satisfaction, Hieu Truong: Allstate Insurance is your trusted partner in securing the financial future of you and your loved ones.
Principal Life Insurance Co
Principal Life Insurance Co is an insurance agency located at 181 Metro Drive, San Jose, California, United States. At Principal Life Insurance Co, we believe in helping you protect what matters most. Whether it's your life, your wages, or your future goals, we offer a range of insurance products and services to meet your needs. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are proud to celebrate expertise, excellence, and equality in sports. Our mission is to help you feel confident about investing in your future, whether it's for retirement, education, or any other big goals you have in mind.
Favorable Insurance CA
Favorable Insurance CA is a health insurance agency located at 5542 Monterey Street in San Jose, California. With an additional office at 6134 Camino Verde Drive, Suite E, we are dedicated to providing affordable and comprehensive insurance plans for individuals, families, and groups. Our vision plans start as low as $9 per month when bundled with other benefits, making it easy for you to find the coverage that fits your needs. Shopping for health insurance can be overwhelming, but our team at Favorable Insurance CA is here to simplify the process for you. Visit our web page hosted by Keith D Bishop at HealthMarkets to get a free quote and access valuable health-related information. If you are interested in individual, family, or group health insurance, simply contact us with your phone number, address, total number of people on your tax return, their ages, and whether they need insurance. Let Favorable Insurance CA prioritize your family's health and well-being.
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
John F Di Palermo, Financial Professional - New York Life
John F Di Palermo, Financial Professional at New York Life, is a trusted institution located at 1731 Technology Drive in San Jose, California. Specializing in finance and insurance, they provide expert guidance and personalized solutions to help individuals and families achieve their financial goals. With a commitment to integrity and excellence, John F Di Palermo and his team strive to provide top-notch service and support to their clients. Whether you are planning for retirement, protecting your assets, or securing your family's future, you can count on John F Di Palermo, Financial Professional at New York Life, to provide the expertise and resources you need.
Prudential | Mei Teng | Life Insurance & Financial Services
Prudential | Mei Teng | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California. Our dedicated team of professionals is committed to providing top-notch life insurance and financial services to our clients. Whether you are looking for protection for your loved ones or planning for your future financial goals, we are here to help you every step of the way. With our expertise and personalized approach, we strive to ensure that you have peace of mind and financial security. Contact us today to learn more about how we can assist you in achieving your financial objectives.
Khushvinder Singh, Financial Professional - New York Life
Khushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.
Employee Benefits Law Group
The Employee Benefits Law Group is a renowned institution located at 2033 Gateway Place in San Jose, California, United States. Specializing in accounting, finance, and legal services, this group provides expert guidance and support in navigating the complex landscape of employee benefits laws. With a team of experienced lawyers and financial professionals, they offer comprehensive solutions tailored to meet the unique needs of each client. Whether you are an employer looking to design a competitive benefits package or an employee seeking assistance with a benefits claim, the Employee Benefits Law Group is dedicated to delivering top-notch service and achieving successful outcomes.
LEEWARD FINANCIAL AND INSURANCE SERVICES
Leeward Financial and Insurance Services is a reputable finance and insurance agency located at 1046 West Taylor Street in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, our dedicated team is here to help you navigate your financial future. Contact us today to schedule a consultation and learn more about how Leeward Financial and Insurance Services can help you achieve your financial goals.
True North Financial & Insurance Services
True North Financial & Insurance Services is a reputable finance institution located at 1630 Oakland Road in San Jose, California. With a focus on providing comprehensive financial and insurance services, our team of experienced professionals is dedicated to helping clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, True North is committed to guiding you in the right direction towards achieving your financial goals. Visit us today to learn more about how we can help secure your financial future.
Piazza Piccola Italia
Piazza 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.
World Financial Group
World Financial Group is a leading insurance agency located at 2099 Gold Street in San Jose, California. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and find the best policies to meet their needs. Whether you are looking for life insurance, health insurance, or business insurance, World Financial Group is here to help you every step of the way. Contact us today to learn more about our services and how we can help you achieve peace of mind and financial stability.
Wellspring Consulting Group
Wellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.
Financial Journey Partners
Financial Journey Partners is a leading finance and insurance agency located at 101 Metro Drive in San Jose, California, United States. Our team of experienced professionals is dedicated to guiding our clients through every step of their financial journey, helping them achieve their goals and secure their futures. Whether you are looking for investment advice, insurance solutions, or retirement planning, we are here to provide personalized and comprehensive services to meet your needs. Trust Financial Journey Partners to be your partner in financial success.
Law Offices of Rozy Lahlouh Boulos, APLC
The Law Offices of Rozy Lahlouh Boulos, APLC is a Bay area law firm located in San Jose, California. Our dedicated attorney has been serving clients since 2007, specializing in helping collision victims and individuals with end of life planning. With over two decades of experience, our attorney is committed to providing straightforward legal advice and representation to help you reach a positive outcome. We are here to assist you at every stage of your case. Please note that the information provided on our website is for general information only and should not be considered legal advice. Contact us today to schedule a consultation with our attorney.
Mexi-America Multi Service - Morgan Hill
Mexi-America Multi Service in Morgan Hill, California is a leading provider of multiple services in California. A trusted source for car insurance solutions and more, Mexi-America Multi Service has been in the business of car insurance sales and vehicle procedures for over 22 years. With offices in Morgan Hill, Hayward, Menlo Park, and San Jose, CA, Mexi-America Multi Service also offers professional tax services for income tax preparation and filing. Protect your valuable asset by ensuring your car is fully insured today. Contact Mexi-America Multi Service for the best car and motorcycle insurance packages, or visit their office in San Jose, CA for top-notch tax services. Trust their friendly staff to assist you with all your insurance and tax needs.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
Petco Vaccination Clinic
Petco 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.
Maxi-America Multi Service - Tijuana
Maxi-America Multi Service in Tijuana is a leading provider of multiple services in California. They are a reliable source for car insurance solutions and more. With over 22 years of experience in the business, they have offices in Morgan Hill, Hayward, Menlo Park, and San Jose, CA. In addition to car insurance, they also offer professional tax services to help with income tax preparation and filing. Protect your valuable asset by ensuring it is fully insured today. Contact Maxi-America Multi Service for the best car and motorcycle insurance packages. Their friendly staff is ready to assist with your insurance needs and provide you with the additional information you require. Visit their office in San Jose, CA for the best services tailored to your needs.
United Administrative Services
United Administrative Services is a leading insurance agency located at 6800 Santa Teresa Boulevard in San Jose, California. With a reputation for providing top-notch customer service and a wide range of insurance products, United Administrative Services is dedicated to helping individuals and businesses find the coverage they need to protect themselves and their assets. Whether you are looking for auto, home, health, life, or business insurance, the experienced team at United Administrative Services is here to help you navigate the complexities of the insurance industry and find the perfect policy for your needs. Contact us today to learn more about how we can help you secure your future.
Morgan Law Offices
Morgan 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.
Heart of the Valley Wealth Advisors - Thrivent
Heart of the Valley Wealth Advisors - Thrivent is a finance and insurance agency located in the heart of San Jose, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for retirement, protect your assets, or plan for the future, our team is here to provide personalized guidance and support. Visit us at 2021 The Alameda to learn more about how we can help you navigate the complexities of financial planning and insurance.
Merrill Edge
Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Koppanyi is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 South Almaden Boulevard, San Jose, California, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Lisa specializes in asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Military Financial Advisor®, Lisa is also trained to serve veterans and active duty military personnel. With a strong focus on ethical practices and continuing education, Lisa is dedicated to helping clients achieve their financial goals and secure their financial future.
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