The 30 Best Retirement benefits in San Jose, California
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Rogers Benefit Group Inc
Rogers Benefit Group Inc is a leading insurance agency located at 6155 Almaden Expressway in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents works tirelessly to help clients protect their assets and achieve peace of mind. Whether you are in need of health, life, or disability insurance, we are dedicated to finding the right coverage for you and your loved ones. Contact us today to learn more about our services and how we can help you secure your future.
AAA San Jose Brokaw Commons Branch
The AAA San Jose Brokaw Commons Branch is a versatile institution located at 1035 East Brokaw Road in San Jose, California, United States. This branch offers a wide range of services including finance, insurance, local government assistance, and travel planning. Whether you need help with your finances, insurance policies, government services, or travel arrangements, the friendly and knowledgeable staff at the AAA San Jose Brokaw Commons Branch are here to assist you. Visit us today to experience top-notch customer service and expert advice in a convenient location.
Star One Credit Union | San Jose
Star One Credit Union in San Jose is a trusted financial institution located at 3136 Stevens Creek Boulevard in California, United States. As a credit union, we offer a range of financial services including ATM access for your convenience. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Join us at Star One Credit Union for all your banking needs in the heart of San Jose.
Star One Credit Union | San Jose
Star One Credit Union in San Jose is a trusted financial institution located at 1090 Blossom Hill Road in California, United States. As a credit union, they offer a wide range of financial services including ATM access for convenient banking. With a focus on providing excellent customer service and competitive rates, Star One Credit Union is committed to helping their members achieve their financial goals. Visit them today to experience the difference of banking with a credit union.
Jose Ignacio Chavez: Primerica - Financial Services
Jose Ignacio Chavez: Primerica - Financial Services is a leading finance and insurance agency located at 3954 Murphy Canyon Road in San Diego, California, United States. With a focus on providing comprehensive financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to investment strategies, Jose Ignacio Chavez and his team offer expert guidance and personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Primerica is a trusted partner in navigating the complex world of finance and insurance.
Employee Benefits Law Group
The Employee Benefits Law Group is a renowned institution located at 2033 Gateway Place in San Jose, California, United States. Specializing in accounting, finance, and legal services, this group provides expert guidance and support in navigating the complex landscape of employee benefits laws. With a team of experienced lawyers and financial professionals, they offer comprehensive solutions tailored to meet the unique needs of each client. Whether you are an employer looking to design a competitive benefits package or an employee seeking assistance with a benefits claim, the Employee Benefits Law Group is dedicated to delivering top-notch service and achieving successful outcomes.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 6490 Camden Avenue in San Jose, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Financial Solutions Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest, save for retirement, or manage your wealth, Merrill has the tools and resources to assist you every step of the way. Additionally, the institution provides information on a variety of financial products and services, including banking products offered by Bank of America, N.A. and affiliated banks. With a focus on building relationships and providing exceptional service, Merrill Investment & Retirement Financial Center is dedicated to helping clients turn their ambitions into action.
Piazza Piccola Italia
Piazza Piccola Italia, located at 350 West Julian Street in San Jose, California, is a charming food restaurant that is also home to the Little Italy San Jose Cultural Center & Museum. This institution serves the entire community and is the heart of Little Italy San Jose. The construction of this exciting project is complete, but fundraising efforts continue to support the Museum's programming and exhibits. For those looking to leave a lasting impact, charitable gift planning is a special way to ensure that your legacy reflects the ideas and values you cherish most. By including the Little Italy San Jose Foundation in your estate planning, you can make a meaningful contribution to the Cultural Center & Museum and leave a lasting legacy for the Italian American community and the Little Italy San Jose business district.
Global Green Insurance Agency of the Bay Area
Global Green Insurance Agency of the Bay Area is a health and insurance agency located at 32146 Alvarado Boulevard in Union City, California. We serve Union City, Fremont, San Jose, Milpitas, Newark, Hayward, Castro Valley, and all cities in California. Our agency specializes in providing auto insurance to protect you against financial loss in case of an accident. Additionally, we offer a range of insurance options including home, life, business, health, healthcare reform, and work compensation insurance.
New York Life Insurance
New York Life Insurance, located at 25 Metro Drive in San Jose, California, is a reputable finance and insurance agency. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced agents is dedicated to offering personalized service and tailored insurance solutions to meet the unique needs of each customer. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is a trusted partner in securing your financial well-being.
Social Security Administration
The Social Security Administration is a local government office located at 280 South 1st Street in San Jose, California, United States. This institution is responsible for administering social security benefits to eligible individuals, including retirement, disability, and survivor benefits. The Social Security Administration also provides information and assistance to help individuals understand and access their benefits. Visit the office for personalized assistance with your social security needs.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon 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.
National Life
National Life is a renowned insurance agency located at 101 Metro Drive, San Jose, California, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, National Life is dedicated to helping individuals and families protect their assets and secure their financial future. Their team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for life, health, or property insurance, National Life is the trusted choice for safeguarding what matters most to you.
Principal Life Insurance Co
Principal Life Insurance Co is an insurance agency located at 181 Metro Drive, San Jose, California, United States. At Principal Life Insurance Co, we believe in helping you protect what matters most. Whether it's your life, your wages, or your future goals, we offer a range of insurance products and services to meet your needs. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are proud to celebrate expertise, excellence, and equality in sports. Our mission is to help you feel confident about investing in your future, whether it's for retirement, education, or any other big goals you have in mind.
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
Evergreen Teachers Association Health and Welfare Trust
Evergreen Teachers Association Health and Welfare Trust is an insurance agency located at 6800 Santa Teresa Boulevard in San Jose, California. This institution provides health and welfare benefits to teachers who are members of the Evergreen Teachers Association. With a focus on supporting the well-being of educators, the trust offers a range of insurance options to ensure that teachers have access to quality healthcare and other essential benefits. By providing comprehensive coverage and support, Evergreen Teachers Association Health and Welfare Trust strives to enhance the overall health and happiness of its members.
Self-Help Federal Credit Union
Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.
Patelco Credit Union
Patelco Credit Union is a trusted financial institution located at 1775 Story Road in San Jose, California. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, and investment options. With a commitment to providing excellent customer service and competitive rates, Patelco Credit Union is a reliable choice for all your banking needs. Visit us today to experience the difference of banking with Patelco.
KeyPoint Credit Union
KeyPoint Credit Union is a financial institution located in San Jose, California, United States. We are dedicated to helping our members thrive financially throughout all stages of life. Our commitment to the community goes beyond just providing financial services – we actively invest in the communities we serve by fostering financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference of banking with a financial institution that truly cares about your financial well-being.
Patelco Credit Union
Patelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.
Meriwest Credit Union
Meriwest Credit Union is a trusted financial institution located at 1795 Hillsdale Avenue in San Jose, California. As a credit union, Meriwest offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, Meriwest Credit Union is committed to helping individuals and businesses achieve their financial goals. Additionally, Meriwest Credit Union also offers convenient ATM services for easy access to cash and account management. Visit Meriwest Credit Union today to experience the benefits of membership and secure your financial future.
KeyPoint Credit Union
KeyPoint Credit Union is a financial institution located at 1055 East Brokaw Road in San Jose, California. We offer a range of financial services, including ATM access and traditional banking services. At KeyPoint Credit Union, we are dedicated to helping our members thrive financially throughout all stages of life. We believe in investing in the communities we serve, promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference in personalized, community-focused banking.
Bank of America Financial Center
The Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
Commonwealth Central Credit Union
Commonwealth Central Credit Union is a trusted financial institution located at 5890 Silver Creek Valley Road in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including ATM access, savings accounts, loans, and more. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Commonwealth Central Credit Union.
Meriwest Credit Union
Meriwest Credit Union is a trusted financial institution located at 5683 Cottle Road in San Jose, California. As a member-owned credit union, Meriwest offers a wide range of banking and financial services to help individuals and families achieve their financial goals. With a commitment to providing personalized service and competitive rates, Meriwest Credit Union is dedicated to helping its members thrive financially. Visit us today to experience the difference of banking with a credit union that puts your needs first.
OE Federal Credit Union
OE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.
CEFCU
CEFCU, located at 670 Lincoln Avenue in San Jose, California, is a finance institution that provides a range of financial services to its members. With a convenient location near the cross street of Parkmoor Avenue, CEFCU is easily accessible for those in the San Jose area. The institution is managed by Daisy Solorio Mondragon, with assistance from Assistant Manager Nick Aguila. Whether you need assistance with loans, savings accounts, or other financial services, CEFCU is dedicated to helping you achieve your financial goals.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 550 South Winchester Boulevard in San Jose, California. With a long-standing history of providing reliable and customizable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Their team of experienced agents offers a wide range of insurance products, including life, health, and retirement plans, tailored to meet the unique needs of each customer. Whether you are looking for coverage for yourself, your family, or your business, New York Life Insurance is dedicated to providing top-notch service and peace of mind.
World Financial Group
World Financial Group is a leading insurance agency located at 2099 Gold Street in San Jose, California. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and find the best policies to meet their needs. Whether you are looking for life insurance, health insurance, or business insurance, World Financial Group is here to help you every step of the way. Contact us today to learn more about our services and how we can help you achieve peace of mind and financial stability.
Stander Reubens Thomas Kinsey, SRTK Law
Stander Reubens Thomas Kinsey, SRTK Law, located at 6840 Vía del Oro in San Jose, California, is California's leading workers' compensation defense firm. Serving all statewide boards, the firm provides breaking news, workers' comp calculators, WCAB boards, events, job opportunities, diversity initiatives, and more on their website. Recent news includes an increase in estimated losses in a workers' compensation fraud case and updates on in-person hearings being paused. The firm is celebrating its 43rd anniversary and thanks clients and team members for their continued partnership. With recent retirements in Northern California, operations will be consolidated to Southern California offices. The firm recently secured the voluntary dismissal of a COVID claim and advises clients to furnish all benefit printouts and notices to ensure accurate accounting in settlement documents.
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