TOP 30 Professional insurance advisors in Santa Clara, California
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David E. Quan Agency Insurance Brokers, Inc.
● ClosedLocated in Oakland, California, the David E. Quan Agency Insurance Brokers, Inc. is a full-service insurance agency serving the San Francisco Bay Area since 1955. Specializing in property, casualty, and life insurance, we offer risk management solutions to individuals and businesses throughout California. At David E. Quan Agency, Insurance Brokers, Inc., we believe in providing our clients with dedicated service, expert advice, and personalized attention. As an independent agency, we work with top-rated national and regional insurance carriers to offer a comprehensive suite of insurance solutions, including protection against cyber threats and online attacks.
1767 16th St, Oakland, CA 94607, United States -
Candice Kistner - State Farm Insurance Agent
● ClosedCandice Kistner - State Farm Insurance Agent is located at 576 Cambridge Avenue in Palo Alto, California. Our agency specializes in providing Auto Insurance, Life Insurance, and relocation services to the Santa Clara County area, including Palo Alto, Cupertino, Mountain View, and Redwood City. We have received prestigious awards such as the State Farm President's Club and State Farm Exotic Ambassador Travel. As a third generation State Farm Agent, I am dedicated to serving the community and protecting what's important to our customers. My team of licensed Insurance Professionals is committed to providing outstanding service and helping you find the right coverage for your needs. Whether you are moving to the area or looking for insurance quotes, we are here to assist you.
576 Cambridge Ave, Palo Alto, CA 94306, United States -
Holly LaBarber - State Farm Insurance Agent
● ClosedLocated at 1262 East Hamilton Avenue in Campbell, California, Holly LaBarber - State Farm Insurance Agent is your go-to local insurance resource. As a small business owner in the Bay Area/Santa Clara County, we prioritize taking care of your insurance and financial needs. With over 50 years of combined industry experience, our dedicated team of professionals is committed to properly insuring what matters most to you. We offer a wide range of insurance products including auto, business specialty products, life and health insurance, and more. Our goal is to provide personalized service and ensure that you feel confident in your coverage. Whether you're a long-time resident or new to the area, we are here to help you with all your insurance needs. Our team includes experienced professionals like Laila, our exceptional Office Manager, and Claudia, our newest addition with expertise in life, auto, and health insurance. Together, we work hard to ensure that you receive top-notch administrative support and personalized service. We understand that insurance is not a one-size-fits-all plan, which is why we take the time to analyze your needs and goals in order to tailor the right coverage for you.
1262 E Hamilton Ave #1c, Campbell, CA 95008, United States -
Ilda Mitchel - State Farm Insurance Agent
● ClosedIlda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.
6203 San Ignacio Ave #110, San Jose, CA 95119, United States -
Heckman Financial & Insurance Services Inc-HFIS
● ClosedHeckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
333 W Santa Clara St 6th Floor, San Jose, CA 95113, United States -
Essence Wealth & Insurance Services
● ClosedEssence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.
4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States -
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
CompuTax Services Santa Clara
● ClosedCompuTax Services Santa Clara is a trusted institution located at 1765 Scott Boulevard in Santa Clara, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses in the Santa Clara area. From tax preparation to financial planning, our comprehensive services are designed to help our clients achieve their financial goals. Visit us today to experience personalized and professional financial assistance.
1765 Scott Blvd #123, Santa Clara, CA 95050, United States -
Morgan Law Offices
● OpenMorgan Law Offices, located at 25 Metro Drive in San Jose, California, is a trusted institution specializing in estate planning, probate, and trust administration. Founded by Robert H. Morgan in 1991, the firm has a long-standing reputation for providing excellent client service. With an AV rating from Martindale Hubbell, Morgan Law Offices is recognized by fellow attorneys for their expertise in the field. The team at Morgan Law Offices works closely with clients' other professional advisors, such as accountants, investment advisors, and life insurance agents, to ensure comprehensive and personalized services tailored to individual needs. The firm's roots trace back to a partnership with Mr. Morgan's father, W. Robert Morgan, a respected litigation attorney in Santa Clara County.
25 Metro Dr, San Jose, CA 95110, United States -
A3C Financial Services
● ClosedA3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.
1700 Wyatt Dr Suite #9, Santa Clara, CA 95054, United States
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