Professional risk management services in San Jose, California
44 results found
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Micheletti Insurance Services
● Closedthem to make decisions and take actions. At Micheletti Insurance Services, our values drive us to provide the best insurance solutions for our clients. With over 63 years of experience, we are dedicated to offering comprehensive coverage options to meet the unique needs of each client. Located in San Jose, California, our agency serves clients throughout the West Coast, including Nevada and Arizona. Whether you are a business owner in need of commercial insurance, an individual looking for personal coverage, or seeking risk management solutions, our team of seasoned professionals is here to help.
111 N Market St #705, San Jose, CA 95113, United States -
Gallagher Insurance, Risk Management & Consulting
● ClosedGallagher Insurance, Risk Management & Consulting is a reputable insurance agency located at 160 West Santa Clara Street in San Jose, California. With a focus on providing top-notch insurance solutions and expert risk management services, Gallagher is dedicated to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers personalized consulting services to ensure clients receive tailored insurance plans that meet their specific needs. Trust Gallagher Insurance, Risk Management & Consulting to be your partner in safeguarding what matters most to you.
160 W Santa Clara St #300, San Jose, CA 95113, United States -
Fent Insurance Services
● ClosedFent Insurance Services is a reputable insurance agency located at 1 South Almaden Boulevard in San Jose, California, United States. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for you. Contact us today to learn more about how Fent Insurance Services can help you achieve peace of mind and financial security.
1 S Almaden Blvd, San Jose, CA 95113, United States -
San Jose Heart Center
● OpenSan Jose Heart Center is a leading medical institution located at 200 Jose Figueres Avenue in San Jose, California. Specializing in cardiac care, the center is dedicated to providing top-quality services to patients in need of heart-related treatments. With a team of experienced doctors and healthcare professionals, San Jose Heart Center offers a range of services including diagnostic tests, treatment plans, and preventive care to ensure the overall heart health of their patients. Trust in the expertise and compassionate care provided by San Jose Heart Center for all your cardiac needs.
200 Jose Figueres Ave STE 320, San Jose, CA 95116, United States -
Jose Cetale - Morgan Stanley
● OpenJose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
101 W Broadway UNIT 1800, San Diego, CA 92101, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, 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 -
James Park - Branch Manager, Ameriprise Financial Services, LLC
● ClosedJames Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
PwC San José
● ClosedPwC San José is a leading accounting and finance institution located at 488 South Almaden Boulevard in San Jose, California. As part of the global PricewaterhouseCoopers network, our team of professionals offers a wide range of services including auditing, tax consulting, and financial advisory. With a commitment to excellence and innovation, we strive to help our clients navigate the complexities of the financial world and achieve their business goals. Visit us at PwC San José for expert advice and solutions tailored to your specific needs.
488 S Almaden Blvd #1800, San Jose, CA 95110, United States -
Mike Myers - State Farm Insurance Agent
● ClosedThe Mike Myers State Farm Insurance Agency is located at 250 East Hamilton Avenue in Campbell, California. The agency is dedicated to helping residents of Santa Clara County with all their insurance needs. Whether you need auto, life, or health insurance, the experienced team at Mike Myers State Farm is here to assist you. With a focus on superior customer service and respect, the agency aims to earn customers for life. Whether you are a long-time resident of the area or new to California, the team is ready to help you with all of your insurance and financial services needs. From auto insurance transfers to life insurance policies, the agency can provide you with the coverage you need to protect yourself and your loved ones.
250 E Hamilton Ave Ste B, Campbell, CA 95008, United States -
Yama Ebrat - State Farm Insurance Agent
● ClosedYama Ebrat - State Farm Insurance Agent is an insurance agency located at 1276 Lincoln Avenue in San Jose, California. Our office is conveniently situated in Downtown Willow Glen next to Wells Fargo. As a born and raised Bay Area resident, I am dedicated to helping customers in California, Oregon, and Arizona with their insurance needs. At our agency, we strive to build personal relationships with our customers and provide guidance on protecting what matters most to them. We offer a range of insurance products including Auto, Home, Business, Life, and Health Insurance. Our professional team members speak Spanish, Farsi, and English to assist you with any insurance inquiries.
1276 Lincoln Ave, San Jose, CA 95125, United States -
Bothwell Corp
● ClosedBothwell Corp is a highly reputable electrician and general contractor located in San Jose, California. With a prime location at 1590 Industrial Avenue, they offer a wide range of services for both residential and commercial clients. Their team of skilled professionals is dedicated to providing top-quality workmanship and exceptional customer service. Whether you need electrical repairs, installations, or general contracting services, Bothwell Corp is the go-to choice in the San Jose area. Contact them today for all your electrical and construction needs.
1590 Industrial Ave, San Jose, CA 95112, United States -
Kaiser Permanente Medical Center Cardiology
● OpenKaiser Permanente Medical Center Cardiology in San Jose, California is a leading healthcare institution specializing in cardiology services. Our team of expert doctors and healthcare professionals are dedicated to providing high-quality care and treatment for patients with heart-related conditions. Located at 270 International Circle, our state-of-the-art facility offers advanced diagnostic tools and treatment options to ensure the best possible outcomes for our patients. Whether you are in need of preventive care, treatment for a heart condition, or ongoing management of a cardiac issue, you can trust Kaiser Permanente Medical Center Cardiology to provide personalized and compassionate care. Contact us today to schedule an appointment and take the first step towards better heart health.
270 International Cir, San Jose, CA 95119, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States -
Farmers Insurance - Dereck Caso
● ClosedFarmers Insurance - Dereck Caso is an insurance agency located at 4990 Speak Lane, San Jose, California, United States. As your local Farmers® agent near the Robertsville Car Wash in San Jose, CA, Dereck Caso is dedicated to educating customers on insurance and finding the coverage that best fits their lifestyle. With over 17 years of experience with Farmers, Dereck will travel to you to help you understand your coverage options, whether it's auto, home, renters, life, business insurance, and more. The agency offers comprehensive coverage, collision coverage, deductibles, medical payments, and more. They also provide personalized service to make customers more educated and confident about insurance. In addition to offering auto, home, renters, life, business, and condo insurance, Farmers Insurance - Dereck Caso also provides personal umbrella insurance policies for added protection above and beyond the liability limits of auto or home insurance. They can help customers create a solid financial plan to reach their goals and secure a stable future.
4990 Speak Ln #250, San Jose, CA 95118, United States -
Tonk Insurance Agency
● OpenTonk Insurance Agency is a reputable health insurance agency located in the heart of San Jose, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best plan for your specific situation. With our convenient location on Silver Creek Valley Road, we are easily accessible to residents in the San Jose area. Trust Tonk Insurance Agency to safeguard your health and financial well-being with our top-notch insurance services.
5978 Silver Creek Valley Rd #50, San Jose, CA 95138, United States -
Darrell Dukes Insurance Associates
● ClosedDarrell Dukes Insurance Associates is a reputable health insurance agency located in San Jose, California. Our dedicated team of experts is committed to providing personalized insurance solutions to meet the unique needs of each individual and family. With a focus on exceptional customer service and a wide range of insurance options, we strive to ensure our clients have peace of mind when it comes to their health coverage. Visit us at 1156 North 4th Street to learn more about how we can help protect you and your loved ones.
1156 N 4th St, San Jose, CA 95112, United States -
Paul Middleton - State Farm Insurance Agent
● OpenPaul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.
1468 S De Anza Blvd, San Jose, CA 95129, United States -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
3650 Thornton Ave, Fremont, CA 94536, United States -
Hieu Truong: Allstate Insurance
● ClosedHieu Truong: Allstate Insurance is a reputable insurance agency located at 1625 Alum Rock Avenue in San Jose, California. Our dedicated team of insurance professionals is committed to providing personalized insurance coverage that meets the unique needs of each individual and family. We offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure that our clients are protected in every aspect of their lives. With a focus on customer service and satisfaction, Hieu Truong: Allstate Insurance is your trusted partner in securing the financial future of you and your loved ones.
1625 Alum Rock Ave, San Jose, CA 95116, United States -
Riviera Finance
● ClosedRiviera Finance is a finance institution located at 2025 Gateway Place in San Jose, California, United States. We offer financing solutions tailored to your cash flow needs, providing receivable-based funding solutions that help you get paid faster in San Jose, Sacramento, San Francisco, and throughout Northern California. Our San Jose office offers invoice factoring services and financing solutions to companies in various cities across Northern California. Our team of financial professionals takes on the credit risk for all invoices we factor, offering non-recourse factoring options to businesses. We help unlock working capital in as little as 24 hours, ensuring that your business can fund growth projects, manage expenses, and meet payroll obligations. Whether you are a janitorial business, a specialty item producer, or a subcontractor, Riviera Finance can provide the funding you need to keep your operations running smoothly.
2025 Gateway Pl, San Jose, CA 95110, United States -
Birdsong Legal Counsel
● ClosedBirdsong Legal Counsel is a reputable law firm located in the heart of San Jose, California. Our team of experienced lawyers specialize in various areas of law including family law, estate planning, and business law. We are dedicated to providing top-notch legal services to our clients, helping them navigate through complex legal matters with ease. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, our team is here to help. Visit us at 2 North Market Street to discuss your legal needs with our knowledgeable attorneys.
2 N Market St, San Jose, CA 95113, United States -
Omni Law P.C.
● ClosedOmni Law P.C. is a leading law firm located at 99 South Almaden Boulevard in San Jose, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of professional representation. Specializing in a wide range of practice areas, including personal injury, family law, and criminal defense, we are committed to achieving the best possible outcomes for our clients. Whether you are facing a legal dispute or need guidance on complex legal matters, Omni Law P.C. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
99 S Almaden Blvd #600, San Jose, CA 95113, United States -
Safety Training Seminars
● OpenSafety Training Seminars, located at 1261 Lincoln Avenue in San Jose, California, offers a range of American Heart Association CPR, BLS, ACLS, and PALS courses. Serving the surrounding cities of Milpitas and Campbell, this institution provides convenient access to life-saving training for healthcare professionals and individuals alike. With the option to take courses at their local office or arrange for on-site training, Safety Training Seminars makes it easy to acquire essential skills for emergency situations. One of the highlights of Safety Training Seminars is the American Heart Association's Resuscitation Quality Improvement (RQI) program, which offers a modern and efficient way for medical professionals to obtain their BLS, ACLS, and PALS certifications. By completing an online course at home and practicing with a voice-assisted manikin at one of their local offices, participants can receive their certification card on the same day of the class.
1261 Lincoln Ave Suite 204, San Jose, CA 95125, United States -
DCHS OB/GYN O’Connor -DCHS Medical Foundation
● OpenDCHS OB/GYN O'Connor - DCHS Medical Foundation is a leading healthcare institution located at 455 O'Connor Drive in San Jose, California. Specializing in obstetrics and gynecology, our hospital provides comprehensive and compassionate care for women of all ages. Our team of dedicated healthcare professionals is committed to providing excellent medical services to ensure the well-being of our patients. Visit us today for top-quality healthcare in a warm and welcoming environment.
455 O'Connor Dr, San Jose, CA 95128, United States -
Occupational Solutions
● ClosedOccupational Solutions is a leading health institution located at 1905 Hamilton Avenue in San Jose, California, United States. We specialize in providing comprehensive occupational health solutions to individuals and organizations in the area. Our team of experienced healthcare professionals is dedicated to promoting wellness and preventing injuries in the workplace. Whether you are looking for pre-employment screenings, ergonomic assessments, or injury rehabilitation services, Occupational Solutions has you covered. Trust us to help you achieve a healthy and safe work environment for you and your employees.
1905 Hamilton Ave A, San Jose, CA 95125, United States -
Deloitte
● ClosedDeloitte, located at 225 West Santa Clara Street in San Jose, California, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contributions to the workplace. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is one of inclusion, collaboration, high performance, and opportunity, providing professionals with the chance to make a difference on business-critical projects. Deloitte is a part of a global network of member firms, each operating independently to provide top-notch services to clients. Visit www.deloitte.com/about to learn more about Deloitte's global network.
225 W Santa Clara St #600, San Jose, CA 95113, United States -
Wellspring Consulting Group
● OpenWellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.
2635 N First St #201, San Jose, CA 95134, United States -
Merrill Lynch Financial Advisor C Shawn Warthen
● ClosedMerrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Sun Financial Group
● OpenSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States
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