Life insurance with investment in Walnut Creek, CA
13 results found
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Ben Samrick - State Farm Insurance Agent
● OpenBen Samrick - State Farm Insurance Agent is located at 1511 Treat Boulevard in Walnut Creek, California, United States. Just one block away from Pleasant Hill Bart, the office is conveniently situated on the corner of Treat and Cherry. Serving the areas of San Ramon, Alamo, Emeryville, Orinda, Dublin, Lafayette, Pleasant Hill, Danville, and Concord, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. Ben Samrick, the State Farm Insurance Agent for Walnut Creek, has been in the insurance business since October 2002. Coming from a family of insurance professionals, Ben has a background in the music industry and a passion for rescuing and retraining horses off the racetrack. The team at Ben Samrick State Farm Insurance is dedicated to providing outstanding service and protecting what's important to customers so they can focus on achieving their life goals.
1511 Treat Blvd Suite #300, Walnut Creek, CA 94598, United States -
Farmers Insurance - Kevin Hennessy
● OpenFarmers Insurance - Kevin Hennessy is a local insurance agency located at 2678 North Main Street in Walnut Creek, California. As a Farmers agent, Kevin Hennessy helps customers in the area identify the insurance coverage that best suits their needs. Whether you are looking for auto, home, life, renters, business insurance, workers compensation, or more, Kevin has the knowledge and experience to assist you in understanding your coverage options. With over 80 years of experience, Farmers Insurance has been providing reliable insurance products to protect your assets in case of unexpected events. Kevin Hennessy can help you customize an insurance package to reduce your risk and protect your investment, whether it's for your home, car, business, or personal belongings.
2678 N Main St Ste 6, Walnut Creek, CA 94597, United States -
Standard Insurance Co
● OpenStandard Insurance Co, located at 1600 Riviera Avenue in Walnut Creek, California, is a health insurance agency dedicated to providing the right financial solutions and insurance products for individuals, employees, and small businesses. With a commitment to giving back to communities through financial and volunteer support, Standard Insurance Co offers a range of products, services, and unique programs tailored to clients of all sizes and types. Their proactive, whole-person approach to disability ensures personalized support to help employees stay at work or return safely. With partnerships with innovative companies, Standard Insurance Co offers a seamless benefits administration experience from enrollment to billing. Clients can rely on quality service and a people-first commitment when choosing insurance and investment products for their small businesses. The Standard is the marketing name for Standard Insurance Company (Portland, Oregon) and The Standard Life Insurance Company of New York (White Plains, New York), providing products and availability that vary by state.
1600 Riviera Ave STE 385, Walnut Creek, CA 94596, United States -
Hanna Insurance + Financial Solutions
● OpenHanna Insurance Financial Solutions is a reputable insurance agency located at 1990 N. California Blvd in Walnut Creek, California. Our dedicated team of professionals is committed to providing personalized insurance and financial solutions to meet the unique needs of our clients. With a focus on excellent customer service and a wide range of insurance products, we strive to protect our clients' assets and help them achieve their financial goals. Contact us today to learn more about how we can assist you with your insurance and financial needs.
1990 N. California Blvd Suite 710, Walnut Creek, CA 94596, United States -
John Villanueva - State Farm Insurance Agent
● OpenJohn Villanueva - State Farm Insurance Agent is an insurance agency located at 1430 Arroyo Way, Walnut Creek, California, United States. The institution focuses on helping you insure your love by protecting your loved ones' future. Their team of licensed professionals can assist with property, casualty, life, health, and business insurance needs. They offer virtual meetings to review your insurance and financial needs during the colder months. The institution also provides information on approaching aging parents about finances, safe driving tips for rural roads, and pet insurance options. Additionally, they offer services for home loans, credit cards, and investment opportunities. State Farm VP Management Corp. and U.S. Bank National Association are affiliated with the institution to provide additional financial services. It is important to note that neither State Farm nor its agents provide tax or legal advice. For more information, visit their website or contact them directly at (925) 954-4667.
1430 Arroyo Way STE F, Walnut Creek, CA 94596, United States -
New York Life Insurance Co. / Denison Financial and Insurance Services
● OpenNew York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
150 N Wiget Ln Suite 211, Walnut Creek, CA 94598, United States -
Steven Gonsalves - State Farm Insurance Agent
● OpenSteven Gonsalves - State Farm Insurance Agent is located at 1910 Olympic Boulevard in Walnut Creek, California. As an insurance agency, we specialize in providing our customers with the right auto insurance coverage, especially during the busy month of March when many people are on the road for spring break. Our team is dedicated to making the insurance process easy and stress-free by answering all your questions and addressing your concerns. When it comes to financial professionals, it's important to look for certain traits, and we are here to help guide you in finding the right advisor. We also offer tips for safe driving on rural roads, where farm vehicles and other risks may be present.
1910 Olympic Blvd Ste 280, Walnut Creek, CA 94596, United States -
Bedell Frazier Investment Counselling, LLC
● OpenBedell Frazier Investment Counselling, LLC is a finance and insurance agency located at 200 Pringle Avenue in Walnut Creek, California. Our financial planning services prioritize your goals and help you navigate the path to a secure retirement. We offer expert insights and unique perspectives to ensure your money is working as hard as you do. Our team is dedicated to guiding you through each stage of your life with a personalized financial roadmap. Whether you're planning for the future or investing in the community, Bedell Frazier is here to help you achieve your financial goals. Visit us at our Walnut Creek location and receive our free "Investing From A to Z" ebook.
200 Pringle Ave # 555, Walnut Creek, CA 94596, United States -
Gateway Financial Advisors, Inc. Walnut Creek Branch
● OpenGateway Financial Advisors, Inc. Walnut Creek Branch is a financial institution located at 1801 North California Boulevard in Walnut Creek, California, United States. Specializing in accounting and finance, we cater to a wide range of clients, including business owners, parents, athletes, and widows. Our personalized approach ensures that every client receives a tailored financial plan that helps them achieve their goals and secure their future. At Gateway Financial Advisors, we go beyond traditional financial planning to help our clients build a Quality Life Plan. Our services include fee-based asset management, portfolio analysis, business planning, and more. Whether you need assistance with stocks, bonds, mutual funds, estate planning, or retirement accounts, our team of experts is here to help.
1801 N California Blvd UNIT 106, Walnut Creek, CA 94596, United States -
John Tarabini - Prudential Financial
● OpenJohn Tarabini - Prudential Financial is a reputable finance and insurance agency located at 3050 Citrus Circle in Walnut Creek, California. With a commitment to providing personalized financial solutions and top-notch insurance products, our team of professionals is dedicated to helping clients secure their financial futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to assist you every step of the way. Visit us today to learn more about how John Tarabini - Prudential Financial can help you achieve your financial goals.
3050 Citrus Cir Ste 104, Walnut Creek, CA 94598, 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 -
Van Kesteren Capital Management
● OpenVan Kesteren Capital Management is a trusted finance institution located at 1350 Treat Boulevard in Walnut Creek, California. With over 25 years of experience, we have been providing valuable resources to individual clients and business entities. Our investment philosophy is centered around understanding the unique needs of each client and focusing on achieving their specific goals and objectives. As a performance-driven institution, we are committed to the success of our clients. Greg Van Kesteren, a CERTIFIED FINANCIAL PLANNER™ professional, leads our team in providing comprehensive financial planning, wealth management strategies, and personalized investment portfolio creation. We follow a fiduciary standard, ensuring that our clients' best interests are always our top priority.
1350 Treat Blvd 3rd Floor, Walnut Creek, CA 94597, United States -
Principal Financial Group
● ClosedPrincipal Financial Group, located at 500 Ygnacio Valley Road in Walnut Creek, California, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with Principal Financial Group®, we offer a team approach to provide a range of services and benefits to our clients. Our licensed professionals can offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they are qualified. If you are looking for an opportunity to make a difference in the financial well-being of your community, we invite you to join our team of passionate and talented professionals. Let us help you protect what matters and advance your financial goals.
500 Ygnacio Valley Rd Suite 270B, Walnut Creek, CA 94596, United States
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