Personal financial planning services in Martinez, California

Jared Burns-Coffin - State Farm Insurance Agent is a family-run insurance agency located at 1910 Olympic Boulevard in Walnut Creek, California. With over 8 years of experience working for State Farm, Jared Burns-Coffin is a first-generation State Farm Agent who holds a BS in Business Management from California State University, Chico. He and his team of knowledgeable professionals are dedicated to serving the insurance and financial service needs of clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and the surrounding Bay Area communities. In addition to providing insurance services, Jared Burns-Coffin and his team are committed to educating clients on important topics such as the dangers of drunk driving, car repair versus replacement, and maximizing home value through renovations and improvements. They offer free quotes and are available to assist clients with any questions or concerns they may have.

Chelsea Brackett State Farm Insurance Agent is a trusted insurance agency located at 2261 Morello Avenue in Pleasant Hill, California. Since 2011, Chelsea and her team have been dedicated to providing insurance services to customers in Pleasant Hill, Concord, Martinez, Lafayette, Walnut Creek, and surrounding areas. With a background in California Polytechnic San Luis Obispo, Chelsea is committed to helping Good Neighbors protect what matters most to them. The agency offers a wide range of insurance services, including Auto, Life, and Health Insurance. Whether you need coverage for your vehicles or want to secure your loved ones' future with life insurance, Chelsea Brackett State Farm Agency is here to meet your unique needs. The team is experienced and motivated to ensure that the insurance process is an enjoyable experience for all customers.

Tobie Flores - State Farm Insurance Agent is a trusted insurance agency located at 201 West La Habra Boulevard in La Habra, California. Our office, State Farm House, is conveniently situated downtown next to the Community Center. We are dedicated to providing outstanding service and personalized coverage options for auto and life insurance. Our experienced and licensed team is ready to assist you with all your insurance needs. We serve the La Habra community and surrounding areas, including Whittier, Brea, La Mirada, and Hacienda Heights. Join us at the La Habra Eggstravaganza on March 30th at City Hall! While we will be closed on that day, we look forward to helping you clean up your insurance policies and provide you with the best coverage options. Don't forget to check out our 5-star reviews and see why our customers trust Tobie Flores State Farm as their preferred choice for insurance and financial services.

Farmers Insurance - Albert Naranjo is an insurance agency located at 535 Main Street, Martinez, California, United States. As your local Farmers® Agent, Albert Naranjo helps customers identify the insurance coverage that best fits their needs. With over 11 years of insurance experience, he can assist with Business Insurance, Life Insurance, Financial Services, Home, Renters, Auto, Health, and more. Albert is a member of the leadership team at Business Network International (BNI) and has access to local professionals who can help with various services such as home construction projects, real estate, mortgages, and more. He offers complimentary Farmers Friendly Reviews to discuss individual situations and coverage options. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, or Business insurance, Albert can help customize a plan to protect your assets and future earnings. Contact Albert Naranjo at 925-407-5393 to schedule an appointment and discuss your insurance needs.

Farmers Insurance - Kevin Cullop is a local insurance agency located at 4041 Alhambra Avenue in Martinez, California. With over 11 years of industry experience, we are dedicated to helping you with all of your insurance needs. Whether you are looking for auto, home, life, commercial, business, or umbrella insurance, we are here to assist you. We specialize in insuring classic cars and low riders as well. Our goal is to ensure that you are properly covered, while also saving you money by bundling the best products together. You can find us across the street from the Martinez Post Office, just off of Highway 4. Follow us on Instagram at www.instagram.com/farmers_cullop_insurance and give us a call for any questions you may have. We offer comprehensive coverage options, including collision coverage, deductibles, and medical payments. Our multi-line insurance discounts can help you save money on your home insurance. We also offer renters insurance, business insurance, condo insurance, and personal umbrella insurance. Let us help you create a solid financial plan for your future. Contact us today for an appointment and let's discuss how we can help you reach your goals. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit our website for more information on our insurance products and services.

Kathy Bernardez - State Farm Insurance Agent, located at 837 Arnold Drive in Martinez, California, is a dedicated insurance agency offering a wide range of coverage options including Auto, Home, Life, Health, and Business Insurance. With a focus on customer service and ensuring our clients are adequately protected, we strive to help our customers understand the benefits of insurance and achieve their financial goals. Our office is committed to providing exceptional service and personalized attention to each and every customer. We understand the unique risks of rural road driving and offer tips to help drivers stay safe while sharing the road with farm vehicles. Our car depreciation calculator tool helps customers determine the value of their vehicles over time. For those dealing with bird or geese nuisances in their yard, we provide deterrent tips to keep unwanted fowl away.

Larson-Clark Insurance Associates Inc is a reputable insurance agency located at 1330 Arnold Drive in Martinez, California, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency offers a wide range of insurance products to meet the unique needs of individuals and businesses. The experienced team at Larson-Clark Insurance Associates Inc is dedicated to helping clients navigate the complexities of insurance coverage and find the best policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, you can trust Larson-Clark Insurance Associates Inc to provide expert advice and top-notch customer service.

Jared Burns-Coffin - State Farm Insurance Agent is a reputable insurance agency located at 2151 Salvio Street, Concord, California, United States. Situated next to EJ Phair Restaurant and across the street from Todos Santos Park, we offer a wide range of insurance and financial services to clients in Concord, Walnut Creek, Pleasant Hill, Lafayette, Martinez, Danville, Alamo, San Ramon, Pittsburgh, and surrounding Bay Area communities. As a first-generation State Farm Agent with over 10 years of experience, I am dedicated to providing personalized insurance solutions to meet the unique needs of each client. Our team consists of knowledgeable professionals who are committed to making a positive impact on the lives of our clients and the community.

1st Northern California Credit Union is a financial institution located at 538 Center Avenue in Martinez, California. As a credit union, we offer a wide range of financial services including savings accounts, checking accounts, loans, and investment opportunities. Our convenient ATM services make accessing your funds easy and convenient. At 1st Northern California Credit Union, we are committed to helping our members achieve their financial goals and providing exceptional customer service. Visit us today to learn more about how we can help you with your financial needs.

Jon Lam - State Farm Insurance Agent is a reputable insurance agency located at 1913 Bridgeway, Sausalito, California. Situated next door to Fred's Coffee Shop and the 7-11 on Bridgeway, our team of experienced professionals is dedicated to assisting clients with their insurance needs. Due to current market conditions, we are currently operating with a waiting list for new business. However, we encourage you to contact us to discuss your insurance requirements, and we will do our best to help you. Our agency team includes Michele Rodriguez, Jennifer Martinez, Melissa Diaz, and Angel Amarillo, who collectively bring over 100 years of experience in the industry. We prioritize the well-being of our established base of insureds in California during these challenging times. If you are using a screen reader and encounter difficulties with our website, please call (415) 331-1002 for assistance.

Farmers Insurance - Paul Bickham is an insurance agency located at 827 Arnold Drive, Martinez, California, United States. If you have any questions about comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related inquiries, feel free to give them a call. With over 80 years of experience, Farmers Insurance provides coverage for auto, home, life, renters, condo, and small business insurance. They also offer personalized financial planning services to help you reach your goals. Additionally, they can provide a personal umbrella insurance policy for added protection. Farmers Insurance works with various specific insurers to provide the best coverage options for their clients. Contact them today to get a quote and start securing your future.

Michelle Allman - State Farm Insurance Agent is a trusted insurance agency located at 1320 Arnold Drive, Martinez, California, United States. Our dedicated team is committed to protecting what matters most to you, whether it's your vehicles, loved ones, or future. With reliable coverage for auto, home, life, and business insurance, as well as financial services, we are here to meet your unique needs. As a State Farm agent since 2010, I bring years of experience in the insurance industry to serve the residents of Martinez and surrounding areas. Our agency is known for providing personalized service and individual attention to our customers, ensuring they are well-prepared for the unexpected. Fluent in both English and Spanish, we strive to deliver exceptional customer service and build lasting relationships with our clients. In addition to insurance services, we also actively participate in community service and support local initiatives. Contact us today for a free quote and let us help you find the right insurance coverage for your needs.

Susan Cappo - State Farm Insurance Agent is a trusted insurance agency located at 3021 Citrus Circle in Walnut Creek, California. With over 25 years of experience as a State Farm agent, Susan Cappo is dedicated to serving the residents of Walnut Creek and surrounding areas, including Pleasant Hill, Concord, Danville, Alamo, Martinez, and East Contra Costa County. The agency offers a wide range of insurance services, including homeowners, auto, life, and business insurance. Susan Cappo and her friendly team prioritize building relationships with their customers to truly understand their individual needs and provide personalized recommendations. They believe in putting the customer first, listening carefully, and ensuring that each client's needs are met as they evolve over time.

Loan Till Payday Online is a finance institution located at 631 Ferry Street, Martinez, California, United States. Our secure online form takes just a few minutes to complete, providing a convenient way for individuals facing financial difficulties to seek assistance. By submitting your information through our website, you consent to the use of Site Visit Recordation Technology to connect with financial service providers who may be able to help with your needs. Please note that we are not a lender, but rather facilitate connections between consumers and financial service providers. Lenders offer loans with an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. It is important to carefully review the terms of any loan offer and only accept what you can afford to repay. Our services are administrative in nature and provided free of charge to consumers. We strive to connect individuals with the financial support they need, while ensuring transparency and compliance with applicable laws and regulations.

Westamerica Bank is a trusted financial institution located at 590 Center Avenue in Martinez, California. As a full-service bank, Westamerica offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a commitment to providing excellent customer service and innovative banking solutions, Westamerica Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Westamerica.

The U.S. Bank Branch located at 659 Main Street in Martinez, California is a trusted financial institution offering a wide range of banking services to individuals and businesses. With a strong reputation for reliability and excellent customer service, this branch is committed to helping customers achieve their financial goals. Whether you need assistance with checking and savings accounts, loans, mortgages, or investment options, the knowledgeable staff at U.S. Bank is here to assist you every step of the way. Visit us today to experience the convenience and security of banking with U.S. Bank.

Dressel Tax & Accounting is a trusted financial institution located in Martinez, California. We specialize in providing expert tax preparation and accounting services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance with ease and confidence. Whether you need help with tax planning, bookkeeping, or financial consulting, Dressel Tax & Accounting is here to provide personalized and reliable assistance. Visit us at 3800 Vista Oaks Drive to see how we can help you achieve your financial goals.

Jegen & Associates is an accounting and finance institution located at 1110 Alhambra Avenue in Martinez, California, United States. With over 40 years of tax experience, our business specializes in personal and business tax return preparation, tax planning, and bookkeeping services. As a family locally owned and operated business, we take pride in getting to know our clients and providing them with excellent service. Our team of certified registered tax preparers includes George Jegen, his daughters Teresa Leibnitz and Jene Gonzalez, and CPA Leslie Marquart. Trust Jegen & Associates for all your tax and financial needs.

H&R Block is a trusted accounting and finance institution located at 3755 Alhambra Avenue in Martinez, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance. Visit us today to experience our top-notch services and tailored financial solutions.

Pinson John is a reputable accounting and finance institution located in Martinez, California, United States. With a team of highly skilled professionals, Pinson John offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, Pinson John is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust Pinson John for all your accounting and finance needs in Martinez, California.

Account-Ability Matters is a reputable institution located at 422 Vista Way, Martinez, California, United States. Specializing in accounting and finance services, we offer a range of services including tax preparation, representation, bookkeeping, project accounting, and notary signing services. Our team provides mobile services for added convenience. With a focus on personalized attention, we cater to the unique needs of each client, whether they are individuals or businesses. Our knowledgeable team stays up-to-date on tax laws and financial trends to provide the best possible results and maximized returns for our clients.

JEM Accounting Solutions is a professional accounting and finance firm located at 1159 Polson in Martinez, California, United States. Our team of experienced accountants and financial experts provide a wide range of services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how JEM Accounting Solutions can support your financial needs.

D'Ottavio & Associates, Inc. is a trusted accounting and finance institution located at 1330 Arnold Drive in Martinez, California. Specializing in tax preparation for small businesses, partnerships, trusts, and individuals, our team of licensed CPAs are dedicated to providing top-notch service to our clients. We approach every client relationship with integrity, advocacy, and understanding, ensuring that each engagement benefits from our expertise. From simple to complex returns, we handle all aspects of tax preparation, keeping our clients informed about tax planning opportunities. In addition to tax preparation, we offer assistance with Form 990 for non-profit organizations, payroll, shareholder compensation, and business structure. Our goal is to provide the most accurate and informative returns possible, viewing the 990 as an opportunity to communicate your mission effectively. With a focus on minimizing tax liabilities through careful planning, we strive to make the tax preparation process as easy as possible for our clients.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.