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TOP 30 Personalized insurance consultant in San Rafael, CA
23 results found
Search for local businesses, places and services near you
San Rafael Insurance Services, Inc.
San Rafael Insurance Services, Inc. is a reputable health insurance agency located at 999 Fifth Avenue in San Rafael, California, United States. Our team of experienced professionals is dedicated to providing top-notch insurance services to our clients. We offer a wide range of health insurance options to suit the needs of individuals and families. Whether you are looking for coverage for yourself or your loved ones, we are here to help you find the right plan. Contact us today to learn more about our services and how we can assist you in securing the best health insurance coverage for your needs.
EPIC Insurance Brokers and Consultants
EPIC Insurance Brokers and Consultants is a leading insurance agency located at 1010 B Street in San Rafael, California, United States. With a team of experienced professionals, EPIC offers a wide range of insurance solutions to meet the needs of individuals and businesses. Whether you are looking for personal insurance coverage or specialized risk management services, EPIC is dedicated to providing tailored solutions to protect what matters most to you. Contact EPIC Insurance Brokers and Consultants today to discuss your insurance needs and find the right coverage for you.
Thomas F. Keating Jr. - Personal Injury Attorney serving Marin County - Free Consultation - 30+ Years Experience
Thomas F. Keating Jr. is a highly experienced personal injury attorney serving Marin County and surrounding areas in the San Francisco Bay Area. With over 30 years of experience, Tom Keating has successfully represented clients who have been seriously injured or lost a loved one in various types of accidents. From back and neck injuries to wrongful death cases, Tom has a proven track record of achieving successful outcomes for his clients. Located at 1108 Fifth Avenue in San Rafael, California, Tom Keating offers free consultations to discuss your case and provide expert legal advice. He has represented clients throughout Northern California, including Marin County, San Francisco, Sonoma County, Napa County, Alameda, Contra Costa County, and other Northern California counties.
Larry L Nazry - State Farm Insurance Agent
Larry L Nazry - State Farm Insurance Agent is an insurance agency located at 412 D Street, San Rafael, California, United States. This institution offers personalized coverage plans to protect your family, belongings, and finances. Larry L Nazry can help you save money with safe driving rewards, bundling options, and various discounts. Whether you need auto insurance, homeowners insurance, renters insurance, or business insurance, Larry L Nazry can tailor a plan to meet your needs. Additionally, they offer recreational vehicle insurance, personal property insurance, life insurance, and health insurance options. State Farm is the largest auto insurance provider in the U.S., providing reliable coverage for all your insurance needs. Contact Larry L Nazry in San Rafael, CA to get started on a customized insurance plan that fits your lifestyle and budget.
Farmers Insurance - Daniel Martinez
Farmers Insurance - Daniel Martinez is an insurance agency located at 1601 Second Street, San Rafael, California, United States. As a lifelong California resident and Bay Area native, Daniel Martinez is proud to serve Novato, CA and the surrounding areas. The Martinez Insurance Agency offers a wide range of coverage options including home, life, commercial, recreational, and more. They are committed to providing outstanding customer service and ensuring that each client is well-informed about their insurance options. The office is conveniently located in the Del Prado Shopping Center near Nugget Market. Whether you need comprehensive coverage, collision coverage, or medical payments, Daniel Martinez is ready to help you find the right insurance plan for your needs and budget. In addition to personal insurance, they also offer business insurance and financial planning services. Contact Daniel Martinez today for a friendly conversation and to learn more about how Farmers Insurance can protect your assets and provide peace of mind.
TWFG Branch Office-Nunes Ins Service
TWFG Branch Office-Nunes Ins Service is a trusted insurance agency located at 150 Bellam Boulevard in San Rafael, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your lifestyle and budget. With years of experience in the industry, we strive to offer excellent customer service and peace of mind to our clients. Contact us today to discuss your insurance needs and let us help you protect what matters most.
Fiesta Auto Insurance & Tax Service
Fiesta Auto Insurance & Tax Service is a finance and insurance agency located at 330 Bellam Boulevard in San Rafael, California, United States. Their team of insurance and tax professionals are dedicated to helping families with a wide range of insurance coverage options, including auto, home, business, rental property, boat, and motorcycle insurance. They also offer a full suite of personal and business tax services. At Fiesta, you will be treated like family and receive personalized assistance with all your insurance and tax needs. Now is the time to make the switch to Fiesta Auto Insurance & Tax Service!
CareCounsel
CareCounsel, located at 899 Northgate Drive in San Rafael, California, is a health insurance agency dedicated to helping individuals navigate the complex healthcare system. Since 1996, CareCounsel has been providing expert guidance and support to individuals in understanding their healthcare options and maximizing their healthcare dollars. As a dedicated advocate, CareCounsel offers confidential services tailored to each individual's needs, reducing hassle and headaches in the healthcare experience. Through collaboration with employers and benefit consultants, CareCounsel delivers high-touch, personalized services that seamlessly fit into employer-sponsored benefits programs.
LTC Financial Partners
LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 1821 Fifth Avenue in San Rafael, California, United States. Specializing in long-term care planning, their team of experts is dedicated to helping individuals and families navigate the complexities of securing their financial future and ensuring access to quality healthcare services. With a focus on personalized solutions and exceptional customer service, LTC Financial Partners is committed to providing peace of mind and security for their clients.
Via Rapida Services
Via Rapida Services is a versatile institution located at 9 Vivian Street in San Rafael, California. Specializing in accounting, finance, insurance agency, and local government services, Via Rapida is dedicated to providing personalized and efficient solutions to meet the diverse needs of its clients. With a team of experienced professionals, this institution offers a wide range of services to help individuals and businesses navigate the complexities of financial management and government regulations. Whether you are looking for tax assistance, insurance coverage, or guidance on local government policies, Via Rapida Services is here to help you every step of the way.
Kuvara Law Firm
Kuvara Law Firm, located at 550 Las Gallinas Avenue in San Rafael, California, is a team of experienced attorneys dedicated to helping clients with personal injury claims. Founded by attorney Neal Kuvara, who has a background in the Army as a medic and as an insurance adjuster, the firm has a unique understanding of the medical and insurance aspects involved in personal injury cases. The firm offers a free consultation to review your case and assess any settlement offers you may have received. They work on a contingency basis, meaning they only get paid if they successfully secure compensation for you. Communication with lead attorney Neal Kuvara is direct and easy, ensuring that you are always kept informed about the progress of your case.
Synergist Law, P.C.- Law Firm
Synergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.
Anthony Trias - CERTIFIED FINANCIAL PLANNER
Anthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
O'Donnell Financial Group
Located 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.
O'Donnell Financial Group
O'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
Baywell Psychiatry Group
Baywell Psychiatry Group is a mental health institution located at 181 2nd Avenue in San Mateo, California, United States. As a doctor and health institution, Baywell provides mental health care for adults, children, couples, and families. The institution prioritizes diversity, equity, and inclusion in their mission to make meaningful contributions to the mental health and well-being of their patients and communities. Baywell believes that all people possess a fundamental humanity and that systemic inequities deeply affect mental health. Their humanistic care approach addresses these impacts by offering thoughtful, culturally responsive psychotherapy approaches alongside biologic interventions.
World Financial Group
World Financial Group is a renowned financial institution located at 4340 Redwood Highway in San Rafael, California, United States. As a leading player in the finance industry, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment guidance, retirement planning, insurance services, or wealth management, World Financial Group is here to help you navigate the complex world of finance with confidence and success. Visit us today to see how we can help you secure your financial future.
Danian Peo - Financial Advisor, Ameriprise Financial Services, LLC
Danian Peo is a financial advisor at Ameriprise Financial Services, LLC located at 4314 Redwood Highway in San Rafael, California, United States. Danian Peo 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®, CFP®, 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 Danian Peo's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Danian Peo is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Stonebridge Financial Group
Stonebridge Financial Group, located at 100 Smith Ranch Road in San Rafael, California, is a finance institution founded by three independent financial professionals with unique skills and insights. Specializing in Private and Corporate Investment Fiduciaries, financial planning, and insurance services, Stonebridge offers a comprehensive range of wealth management services tailored to meet the specific financial needs of its clients. From Retirement Plan Consulting to Business Succession Planning, Stonebridge helps clients achieve their financial goals with personalized financial plans designed to make their dreams a reality. The team is committed to providing strategic financial services, from initial design and implementation to ongoing client support, ensuring an exceptional level of service.
Anspach Financial Group
Anspach Financial Group is a reputable accounting and finance institution located at 900 Fifth Avenue in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, investment management, or retirement planning, Anspach Financial Group has the expertise to assist you in achieving your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.
Carson Wealth
Carson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sakiko Kono is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4314 Redwood Highway, San Rafael, California, United States. With a focus on providing personalized financial advice, Sakiko Kono helps clients navigate the complexities of retirement planning, investment strategies, and wealth management. Background and qualification information for Sakiko Kono can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a finance institution located at 1000 4th Street, San Rafael, California, United States. At Merrill, we have experienced Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance, our team is here to assist you every step of the way. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks, with Merrill Lynch Life Agency Inc. offering insurance services. Visit us today to learn more about how we can help you turn your ambitions into action.
List of local businesses, places and services in California
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