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TOP 30 Retirement and insurance expert in National City, CA
18 results found
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David Wong - State Farm Insurance Agent
David Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.
Kevin Schultz, Washington National Agent
Kevin Schultz, Washington National Agent is an insurance agency located at 271 King Daniel Lane in Goleta, California. As a trusted representative of Washington National, Kevin Schultz offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning, Kevin Schultz is dedicated to providing personalized and professional guidance to help you make informed decisions about your insurance coverage. Visit Kevin Schultz, Washington National Agent today to learn more about how they can help protect you and your loved ones.
SFI Snarr Financial & Insurance Services
SFI Snarr Financial & Insurance Services, located in San Jose, California, offers safe-money retirement solutions and complete asset protection training for agents. Founded by Roy Snarr, a nationally-recognized authority on long-term care and asset protection, the institution provides expert advice on maximizing retirement portfolios and securing guaranteed retirement income. With a focus on educating clients and agents alike, SFI Snarr Financial & Insurance Services aims to prepare individuals for life's unexpected moments and provide top-notch financial solutions. Whether you're looking for advice on Social Security, long-term care, or asset protection, Roy Snarr and his team are dedicated to helping you make informed decisions and secure your financial future. Join the Snarr Agent Academy to expand your business and learn how to protect your clients' assets effectively. With a track record of success and satisfied clients, SFI Snarr Financial & Insurance Services is a trusted resource for all your financial and insurance needs.
Dennis Stitt - State Farm Insurance Agent
Dennis Stitt - State Farm Insurance Agent is a well-established insurance agency located at 5301 Office Park Drive in Bakersfield, California, United States. Dennis, a Marine Corps veteran with 30 years of experience with State Farm, is dedicated to providing excellent service to his clients. From auto insurance quotes to retirement planning and home financing, Dennis is committed to helping you achieve great value with State Farm. In addition to insurance services, Dennis Stitt's agency offers valuable resources on important topics such as drunk driving prevention, handling the loss of a loved one, and making informed financial decisions. The agency is passionate about making a positive impact on the community and is always looking for motivated individuals to join their team.
Coleman Meshack - State Farm Insurance Agent
Coleman Meshack - State Farm Insurance Agent is a trusted insurance agency located at 6030 Santo Road in San Diego, California. With over 30 years of experience as a State Farm Agent, Coleman Meshack is dedicated to helping clients plan for the future and protect their loved ones. He is a graduate of Lincoln High School, UCLA University, and San Diego State University, with a BS Honor Agent Qualifier/RVP Council Millionaire Club Qualifier Golden Triangle Qualifier Life Honor Club Qualifier National Convention Qualifier San Diego Native. Understanding the importance of life insurance and retirement planning, Coleman Meshack offers expert advice on creating a secure financial future. He also provides tips on DIY auto maintenance to help combat rising repair costs. For your security, sensitive personal information should not be shared on the website.
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.
National Planning Corporation
National Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.
R B Financial & Insurance Services
R B Financial & Insurance Services is a reputable finance institution located at 916 East 8th Street in National City, California, United States. With a focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial matter, our knowledgeable professionals are here to offer personalized solutions tailored to your specific needs. Trust R B Financial & Insurance Services to provide expert guidance and support in navigating the complex world of finance.
The Doctors Company
Located at 185 Greenwood Drive in Napa, California, The Doctors Company is the nation's largest physician-owned medical malpractice insurer. Committed to supporting medical liability reform and safeguarding access to patient care, The Doctors Company offers the best coverage in the nation at an affordable price. Members of The Doctors Company benefit from the Tribute Plan, which provides a significant reward at retirement for clean, ethical, and exemplary medical practice. The institution offers risk management fundamentals for practice managers and accredited education for physicians, dentists, advanced practice clinicians, and practice managers.
Joe Montague Agency
The Joe Montague Agency is an insurance agency located at 6670 Glade Avenue, Suite 124, Woodland Hills, CA 91303 in Los Angeles, California. Our focus is on empowering clients with education and knowledge about their health insurance benefits. Whether it's assistance with applications or claims processing, we provide support to both individual clients and groups. At Joe Montague Agency, we prioritize our clients' interests, needs, and budget, ensuring they understand how their insurance works. We work closely with payroll and HR departments to streamline administration and provide direct assistance to employees, acting as an extension of the HR department.
Jean Mead & Associates
Jean Mead & Associates, located at 375 South Main Street in Lakeport, California, is a reputable institution specializing in Social Security Disability representation and advocacy. With over 15 years of experience, Seth now handles all cases after Jean's retirement. Serving Lake, Mendocino, and Sonoma Counties in California, we provide personalized services to help clients file claims, gather medical evidence, and build strong cases for disability benefits. As non-attorney representatives, we are dedicated to assisting disabled individuals in navigating the Social Security disability system. Seth DeSimone, a qualified disability claim advocate, has a background in various programs and is a member of the National Organization of Social Security Claimants' Representatives. Our commitment to integrity, professionalism, and ethics ensures the highest quality of service for our clients. With no upfront fees, we only charge a percentage of past-due benefits upon winning your case. We cover most upfront costs and represent clients through the disability evaluation process for both Social Security Disability Insurance Benefits and Supplemental Security Income. Contact us at our Lakeport office for expert assistance in your disability claim.
Thomas Roberts, Bankers Life Agent
Thomas Roberts, Bankers Life Agent is an insurance agency located at 355 East Rincon Street in Corona, California. Our experienced agents, including Thomas Roberts, provide a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Thomas Roberts, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients navigate Medicare Advantage plans to find the best coverage for their needs. With the increasing importance of long-term care planning as people live longer and healthcare costs rise, our team is here to help you start preparing for the future. Contact us today to start planning your next steps and ensure you and your loved ones are protected.
Douglas Andersen, Bankers Life Agent
Located at 16855 West Bernardo Drive in San Diego, California, Douglas Andersen, Bankers Life Agent is an insurance agency offering a wide range of insurance options. Specializing in core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, our agents are dedicated to helping you find the right coverage for your needs. As a Medicare specialist, Douglas Andersen can guide you through the complexities of Medicare Advantage (Part C), providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have important discussions with your loved ones. Let us help you start planning for the future and take the next steps towards securing your financial well-being.
Mohammad Kiamanesh, Bankers Life Agent
Mohammad Kiamanesh, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Led by Unit Supervisor Mohammad Kiamanesh, our team of Insurance Sales Representatives in Northridge, CA offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important in today's aging population, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards a secure future.
Fredy Cabrera, Bankers Life Agent
Fredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!
Domingo Baccay, Bankers Life Agent
Domingo Baccay, Bankers Life Agent is an insurance agency located at 355 East Rincon Street, Corona, California, United States. Led by Unit Supervisor Domingo Baccay, our agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage (Part C) offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we emphasize the importance of planning for long-term care as people live longer and healthcare costs rise. Start preparing for the future with us at Domingo Baccay, Bankers Life Agent.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
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