TOP 30 Personalized financial services in San Jose, California

823 results found

Dennis Mesic - State Farm Insurance Agent is a local insurance agency located at 835 Blossom Hill Road in San Jose, California. Conveniently situated one block from Oakridge Mall and across the street from the Main Street shopping center, our team is dedicated to providing excellent customer service and being your go-to resource for all insurance and financial needs. Our agency is led by Dennis Mesic, a proud Vietnam Veteran and University of Illinois graduate with an MBA in Finance. With over four decades of experience in the insurance industry, Dennis and his team are committed to helping customers navigate the complexities of auto, life, and pet insurance.

Farmers Insurance - John Williams is an insurance agency located at 4476 Pearl Avenue, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, John Williams helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, John Williams has the knowledge and experience to help customers better understand their coverage options. Customers can receive personalized assistance to make informed decisions about their insurance needs. The agency offers comprehensive coverage options for auto insurance, home insurance, renters insurance, and more. Customers can also explore insurance discounts to save money on their policies. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect homes and possessions in the event of disasters.

Rich Storelee - State Farm Insurance Agent is a trusted insurance agency located at 43195 Mission Boulevard, Fremont, California, United States. Conveniently situated across the street from Mission San Jose, our agency is dedicated to helping individuals and families protect themselves and their assets. We offer a range of insurance products including Home Insurance, Condo Insurance, Renters Insurance, and Auto Insurance. Our experienced agents, Tasha & Tamara, are passionate about providing personalized service and finding the best coverage options for our clients in Fremont and the surrounding areas.

Farmers Insurance - Marleny Martinez is a trusted insurance agency located at 1897 Alum Rock Avenue, San Jose, California, United States. As your local Farmers® agent, Marleny Martinez is dedicated to helping customers find the insurance coverage that best suits their needs. Whether it's auto, home, renters, or business insurance, Marleny has the knowledge and experience to guide you through the process and ensure you understand your options. With over 80 years of experience, Farmers® has a solid reputation for providing reliable insurance products. From protecting your home in case of a disaster to ensuring your loved ones are financially supported through life insurance, Marleny can help you create a plan that meets your specific needs.

Farmers Insurance - Khushvinder Singh is an insurance agency located at 2092 Concourse Drive, San Jose, California. As your local Farmers agent, Khushvinder Singh helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Khushvinder has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates. Khushvinder also offers life insurance, renters insurance, condo insurance, and financial planning services. Contact Khushvinder Singh today for personalized insurance solutions to protect your assets and future earnings.

Farmers Insurance - Phan Le is an insurance agency located at 567 East Santa Clara Street in San Jose, California. As a local Farmers® agent, Phan Le helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a range of insurance products including auto, home, renters, business, life, and umbrella insurance. Phan Le is committed to helping clients understand their coverage options and find cost-saving premiums. Whether you're looking for comprehensive car insurance, home insurance to protect your valuable possessions, or business insurance for your small business, Farmers Insurance - Phan Le can customize a plan to reduce your risk and protect your investment. Additionally, Farmers Financial Solutions, LLC offers financial planning services to help you reach your goals. Contact Phan Le today for personalized assistance with your insurance needs.

Farmers Insurance: Sonny Vu is an insurance agency located at 11700 Dublin Boulevard in Dublin, California, United States. As a local Farmers® agent in San Jose, CA, Sonny Vu helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, life, and more. Sonny Vu is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you are looking for comprehensive coverage, collision coverage, or medical payments, Sonny Vu can help you select the right insurance options for your budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Protect your most valuable possessions with home insurance, or create a plan for financial support with life insurance. Sonny Vu can also help you customize a business insurance package to reduce risk and protect your investment. For added coverage, consider a personal umbrella insurance policy. Contact Sonny Vu at Farmers Insurance: Sonny Vu for a quote and start building a solid financial plan for a secure future.

Prudential | Chiou-Pying Cheng | Life Insurance & Annuities is a finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. Specializing in life insurance and annuities, this institution offers a range of financial products and services to help individuals and families protect their futures. With a focus on providing personalized and tailored solutions, Prudential | Chiou-Pying Cheng is committed to helping clients achieve their financial goals and secure their financial well-being. Contact them today to learn more about their offerings and how they can assist you in planning for the future.

Bay View Funding is a finance institution located at 224 Airport Parkway in San Jose, California. We specialize in providing working capital solutions to businesses through invoice factoring and other financial services. Our team of experts is dedicated to helping businesses grow and thrive by providing them with the funding they need to succeed. With a focus on customer service and personalized attention, Bay View Funding is committed to helping businesses reach their full potential. Contact us today to learn more about how we can help your business succeed.

Heritage Bank of Commerce is a trusted financial institution located at 224 Airport Parkway in San Jose, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized banking solutions to help individuals and businesses achieve their financial goals. With a focus on customer service and community involvement, Heritage Bank of Commerce is proud to be a reliable partner for all your banking and finance needs.

Jeny Villarroel - State Farm Insurance Agent is a modern insurance agency located at 965 E Yosemite Ave, Manteca, California, United States. With the Covid-19 changes to shelter in place, they offer virtual State Farm Office services 24/7 for your convenience, scheduling virtual consultations. They provide personalized insurance for all of California with a focus on protecting your family from the unexpected, backed by State Farm's financial stability. In addition to their insurance services, Jeny Villarroel is passionate about giving back to the community, volunteering to teach financial literacy classes to adults, supporting individuals with disabilities, and volunteering with the San Jose Jazz festival. They strive to be heroes and good neighbors, always there for you when you need them the most.

Farmers Insurance, located at 1021 South Wolfe Road in Sunnyvale, California, is your local insurance agency dedicated to helping customers identify the best insurance coverage for their needs. With a focus on personalized service, the experienced agents at Farmers Insurance can assist you with a variety of insurance options, including auto, home, renters, business, and more. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help simplify the process and provide you with the information you need to make informed decisions. Protecting your most valuable possessions, such as your home or personal belongings, is essential, and Farmers Insurance has been providing reliable insurance products for over 80 years. From home insurance to renters insurance, Farmers Insurance offers competitive rates and multi-line discounts to help you save money while ensuring your assets are protected.

Farmers Insurance - John Murphy is an insurance agency located at 2280 Lincoln Avenue in San Jose, California. John Murphy is the proud owner of this agency, situated in the Willow Glen area of San Jose. He helps customers find the insurance coverage that best suits their needs, offering products such as Auto, Home, Life, Renters, Business, Motorcycle, Recreational, and Farmers Financial Solutions. Whether you need comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, John Murphy is there to guide you through the process. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, personal belongings, and small business. John Murphy can also help you create a solid financial plan for the future. Contact him today for personalized assistance with your insurance needs.

Farmers Insurance - Jeff Senigaglia is an insurance agency located at 1038 Leigh Avenue, San Jose, California, United States. As your local Farmers® agent, Jeff Senigaglia helps customers identify the insurance coverage that best fits their needs. He offers personalized services to make customers smarter about insurance, whether it's auto, home, renters, business insurance, and more. Jeff Senigaglia is recognized by Farmers as an Elite Commercial Agency, showcasing his success in the business arena. If you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Jeff Senigaglia can help you navigate the complexities of selecting the right insurance coverage. He can provide online quotes and information on insurance discounts to help you save money.

Farmers Insurance - Heather Sadique is a local insurance agency located at 1952 Camden Avenue in San Jose, California. With over 25 years of experience in insurance and financial services, Heather Sadique, a CERTIFIED FINANCIAL PLANNER™, is dedicated to providing personalized coverage options for each client. The agency prides itself on offering outstanding customer service and treating clients like family. The knowledgeable and caring team at the Sadique Agency is committed to helping clients find the best insurance solutions for their lifestyle and family needs. The agency offers a range of insurance options including home, auto, umbrella, life, small business insurance, and more. The team at Farmers Insurance - Heather Sadique includes Ivy Allen, who has over 20 years of experience in high-tech in Silicon Valley and is fluent in Mandarin, Cantonese, and English, and Karen Johnson, the Customer Service Manager with expertise in insurance and finance. The office is conveniently located off Highway 85 or Highway 17 and operates primarily by appointment, with evening and weekend appointments available.

Farmers Insurance - Harry Nguyen is a local insurance agency located at 1221 Story Road in San Jose, California, United States. As your Farmers agent, Harry Nguyen helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Harry Nguyen can help guide you through the process and provide personalized assistance. If you're a homeowner, Farmers Insurance can provide competitive rates and multi-line insurance discounts to protect your most valuable possession. Renters insurance is also available to safeguard your personal belongings in case of a disaster. For small business owners, Farmers Insurance offers customizable business insurance packages to reduce risk and protect your investment.

Located at 2684 Berryessa Road in San Jose, California, Farmers Insurance - Gregory Wong is your go-to insurance agency for all your coverage needs. As a local Farmers® agent, Gregory Wong is dedicated to helping customers like you find the insurance solutions that best fit your unique needs. Whether you're looking for auto, home, renters, business insurance, or more, Gregory has the knowledge and experience to guide you through the process and ensure you're well-informed about your coverage options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable possessions. From competitive rates to multi-line insurance discounts, Farmers Insurance - Gregory Wong is committed to helping you save money while ensuring you have the coverage you need.

Fugate Business Solutions is a reputable accounting and finance institution located at 1637 Meridian Avenue in San Jose, California, United States. Our team of experienced professionals offers a wide range of services to help businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. With a commitment to excellence and personalized service, Fugate Business Solutions is the go-to institution for all your accounting and finance needs.

"A Life Well Spent" is a finance institution located at 4030 Moorpark Avenue in San Jose, California, United States. Our mission is to help individuals and families make wise financial decisions that lead to a fulfilling and prosperous life. With our expert financial advisors and personalized services, we strive to ensure that every penny is well spent and every investment is made with careful consideration. Join us on the path to financial security and a life well spent.

Farmers Insurance - Dave Molinari is an insurance agency located at 6110 Camino Verde Drive, San Jose, California, United States. As your local Farmers® agent, Dave Molinari helps customers identify the insurance coverage that best fits their needs. The process is straightforward and personalized to make customers smarter about insurance. With knowledge and experience in auto, home, renters, business insurance, and more, Dave is able to help customers understand their coverage options. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other type of insurance, Dave is here to help. Dave Molinari can assist with car insurance, home insurance, life insurance, renters insurance, condo insurance, business insurance, and more. With over 80 years of experience, Farmers® has been providing insurance products to protect homes, possessions, and investments. For those who have experienced changes in their lives, such as purchasing a home, getting married, having children, or starting a small business, it's important to review your insurance policies. Dave Molinari can help create a plan to provide financial support for those who depend on you.

First Stop Mortgage Corporation is a leading financial institution located at 2114 Senter Road in San Jose, California. Specializing in mortgage services, our team of experienced professionals is dedicated to helping clients navigate the complexities of the home loan process. Whether you are a first-time buyer or looking to refinance, we offer personalized solutions to meet your unique needs. Trust First Stop Mortgage Corporation to be your first stop on the path to achieving your homeownership goals.

KOSHY P. GEORGE; CPA is a reputable accounting and finance institution located at 390 Spar Avenue in San Jose, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, KOSHY P. GEORGE; CPA is dedicated to providing top-notch financial services to meet your needs.

Curran & Associates CPA's, P.C. is a reputable accounting and finance institution located at 1314 Lincoln Avenue in San Jose, California, United States. With a team of experienced and knowledgeable CPAs, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. We are committed to providing our clients with accurate and reliable financial guidance to help them achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your financial needs.

Farmers Insurance - Kevin Truong is a reputable insurance agency located at 88 Tully Road in San Jose, California. As a local Farmers agent, Kevin Truong is dedicated to helping customers find the insurance coverage that best suits their needs. Whether you are looking for auto, home, renters, business, or life insurance, Kevin has the knowledge and experience to guide you through the process and ensure you understand your options. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage for your most valuable possessions. From competitive rates to multi-line insurance discounts, Farmers Insurance offers comprehensive solutions to protect your assets.

Berliner Cohen, LLP is a renowned law firm located in San Jose, California. With its office situated at 10 South Almaden Boulevard, the firm specializes in providing expert legal services to clients in various practice areas. The team of experienced lawyers at Berliner Cohen, LLP is dedicated to delivering top-notch legal representation and guidance to individuals and businesses in need of legal assistance. Whether you require assistance with corporate law, real estate transactions, estate planning, or litigation, Berliner Cohen, LLP is committed to providing personalized and effective legal solutions to meet your needs. Contact them today to schedule a consultation and learn more about how they can help you with your legal matters.

Liberty Tax is a finance institution located at 88 Tully Road in San Jose, California. With a team of knowledgeable professionals, Liberty Tax offers a range of financial services to assist individuals and businesses with tax preparation, planning, and filing. Whether you are looking for assistance with your personal taxes or need help managing your business finances, Liberty Tax is dedicated to providing reliable and efficient services to meet your needs. Visit us today to experience personalized financial solutions and expert advice.

Farmers Insurance - Linda Lynn is an insurance agency located at 4155 Moorpark Avenue, San Jose, California, United States. Linda Lynn, a resident of California for over 15 years, serves as the local Farmers® agent for San Jose and surrounding areas. The agency is dedicated to providing excellent customer service and ensuring clients are well-informed about their coverage options. With over 10 years of experience in the insurance industry, Linda Lynn can help clients understand and select the most suitable insurance solutions for their needs, whether it be for home, auto, life, business insurance, and more. The agency is conveniently located at the corner of Saratoga Ave and Moorpark Ave, making it easily accessible for clients. Customers can also get online quotes for auto, home, renters, condo, and business insurance. Additionally, Farmers Insurance offers financial services and personal umbrella insurance for added protection. The agency represents various insurers under the Farmers brand and is committed to helping clients secure a stable and secure financial future.

Farmers Insurance - Luis Delgadillo is a local insurance agency located at 2680 South White Road in San Jose, California. As a Farmers® agent, Luis Delgadillo helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Luis is dedicated to helping clients understand their coverage options and make informed decisions. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions, such as your home or personal belongings. Luis also offers life insurance policies to ensure financial support for your loved ones in the event of unforeseen circumstances. Additionally, Farmers Insurance provides business insurance tailored to your specific operation, as well as personal umbrella insurance for added protection. For those looking to secure their financial future, Luis Delgadillo offers professional financial planning services. Contact Luis Delgadillo at his office on South White Rd for personalized assistance with your insurance needs.

Block Advisors is a trusted institution located at 6467 Almaden Expressway in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and attention to detail, Block Advisors is the go-to destination for all your financial needs. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, our experienced professionals are here to provide expert guidance every step of the way. Visit us today to see how Block Advisors can help you achieve your financial goals.

Bains Accountancy Corporation is a reputable accounting and finance institution located at 1590 Oakland Road in San Jose, California. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bains Accountancy Corporation is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.