Out of state transfers in Pleasanton, California

Jill Cash - State Farm Insurance Agent is a trusted insurance agency located at 2340 Santa Rita Road in Pleasanton, California. With 33 years of State Farm Agency experience, we offer a wide range of insurance options including Autos, Homeowners, Liability Umbrella, Small Business, Motorcycle, Renters, Condo, Life, and Health Insurance in the Pleasanton, Dublin, and Livermore area. We specialize in helping out-of-state State Farm transfers to the Bay Area, and offer free Workers Compensation, Commercial, Commercial Vehicles, and Tri Valley Commercial General Liability Insurance quotes. We also insure Food Trucks, Boats, and offer Pet insurance with no breed restrictions for dog lovers. Our services extend to the Tri Valley and East Bay areas. At Jill Cash - State Farm Insurance Agent, we prioritize safety and provide tips on avoiding drunk driving, overspending on school supplies, and grilling accidents. We also offer Life Insurance and annuities through State Farm Life Insurance Company and provide deposit products through U.S. Bank National Association. Our partnership with U.S. Bank National Association allows us to offer credit card services as well.

LifePlan Lawyer is a legal institution located at 1811 Santa Rita Road in Pleasanton, California. Our team of experienced lawyers specializes in creating personalized life plans for individuals and families. Whether you need assistance with estate planning, wills, trusts, or other legal matters, our dedicated team is here to provide expert guidance and support. We are committed to helping our clients navigate complex legal issues and ensure their wishes are carried out according to their unique life plan. Contact us today to schedule a consultation and start building your personalized life plan.

Lisa Elliott Law Offices, located at 78 Mission Drive in Pleasanton, California, is a trusted institution specializing in estate planning and tax law. Our team of experienced lawyers is dedicated to providing personalized and comprehensive legal services to help you protect your assets and plan for the future. At Lisa Elliott Law Offices, we understand that estate planning can be complex and overwhelming. That's why we have created an online estate planning learning center to guide you through the basics of estate planning and tax issues in plain English. Our goal is to help you save time and money while ensuring that your wishes are carried out effectively.

Merrill Lynch Financial Advisor Peter T. Torchia is a finance institution located at 4900 Hopyard Road, Pleasanton, California, United States. With over 45 years of experience, Peter Torchia provides personalized financial planning services to help clients pursue their desired retirement lifestyle and ensure their assets last through their lifetime and beyond. He takes a dynamic, hands-on approach to investments, favoring well-managed companies and utilizing research from various sources to build client portfolios that balance risk. Peter values face-to-face interaction and timely communication with clients, offering monthly market updates and encouraging clients to reach out with any questions. Additionally, he works closely with clients' CPAs to minimize tax consequences and align strategies. Peter graduated with degrees in Mathematics and Economics from the University of Pittsburgh and has been a resident of California for many years. Committed to giving back, Peter is involved in various organizations that support fallen soldiers, police officers, and needy families. With a focus on building strong client relationships based on trust and personalized service, Peter and his team at Merrill Lynch Wealth Management work to understand clients' goals and priorities, helping them manage, grow, and preserve their wealth for the future. Through conversations and assessments, Peter helps clients identify and prioritize their financial goals, providing tailored solutions to help them pursue what matters most. By staying informed about clients' changing life circumstances and financial needs, Peter ensures their financial approach evolves to align with their evolving goals.