TOP 30 Retirement home services in San Mateo, California
10 results found
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Newfront
● OpenNewfront is an innovative insurance agency located at 777 Mariners Island Boulevard in San Mateo, California. We specialize in providing tailored solutions for our clients, helping them create competitive benefit packages to attract and retain top talent. Our team of dedicated experts serves clients across various industries, offering support at every stage of their business growth. At Newfront, we believe in using technology to enhance the expertise of our elite insurance talent, giving our clients a competitive edge in the market. Our breakthrough AI technology provides valuable insights for our clients, allowing our teams to focus on strategic work and delivering optimized outcomes. We are committed to fostering transparency, convenience, and long-lasting relationships with our clients, as evidenced by our large roster of satisfied customers and high retention rate.
777 Mariners Island Blvd STE 250, San Mateo, CA 94404, United States -
Julie La - State Farm Insurance Agent
● ClosedJulie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.
1005 MacArthur Blvd, San Leandro, CA 94577, United States -
Glendora Apartments | Prodesse Property
● OpenGlendora Apartments, managed by Prodesse Property, is a premier residential community located at 1300 Overland Drive in San Mateo, California. Our beautifully landscaped grounds and modern amenities provide residents with a comfortable and convenient living experience. With spacious floor plans, updated kitchens, and on-site laundry facilities, Glendora Apartments offers a peaceful retreat in the bustling city of San Mateo. Our friendly staff is dedicated to providing excellent customer service and ensuring that residents feel right at home. Experience the best of California living at Glendora Apartments.
1300 Overland Dr, San Mateo, CA 94403, United States -
Farmers Insurance - Kelly Cansler
● ClosedFarmers Insurance - Kelly Cansler is an insurance agency located at 72 37th Avenue, San Mateo, California, United States. Kelly Cansler is not just an insurance agent, but a risk manager and client advocate who will help you navigate through tough times. With a focus on advising you on everyday risks and ensuring you have the right coverage in place, Kelly and her team are dedicated to being responsive to your needs. Whether you need comprehensive coverage, car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or a personal umbrella policy, Kelly can help you customize a plan that fits your needs and budget. As a Farmers Insurance and Financial Services agent, Kelly has the experience and professional perspective to help you build a solid financial plan for a secure future. Contact Kelly Cansler at Farmers Insurance for personalized assistance with your insurance needs.
72 37th Ave, San Mateo, CA 94403, United States -
Mike Pascua - State Farm Insurance Agent
● ClosedMike Pascua - State Farm Insurance Agent is a trusted insurance agency located at 1050 El Camino Real in Belmont, California, United States. As the kids head back to school, it's the perfect time for you to meet your local State Farm Agent. While online auto quoting is not available at this time, you can call, text, or visit our office for a personalized auto quote. Our experienced team is dedicated to creating a Personal Price Plan tailored to your needs. With over a decade of experience in the insurance industry, Mike Pascua takes pride in helping individuals, families, and business owners prepare for the unexpected. Offering a range of insurance products including auto, home, life, and pet insurance, Mike is committed to being the insurance agent you can rely on for all your insurance needs.
1050 El Camino Real B, Belmont, CA 94002, United States -
Merrill Lynch Financial Advisor Kate Ma Martinez
● ClosedMerrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
ASF Clean Team
● OpenASF Clean Team, formerly known as A Sparkling Finish Window Washing, is a family-owned and operated small business located at 52 South Linden Avenue, South San Francisco, California. We specialize in providing Window Cleaning, Exterior Cleaning, and Maintenance Solutions for both commercial and residential customers in the San Francisco Bay Area and surrounding regions. Our motto is "From Start To Finish" and we take pride in offering free estimates, fast friendly service, and unparalleled quality. Currently, we are servicing 10 counties in Northern California including San Francisco, San Mateo, Marin, Santa Clara, Alameda, Contra Costa, Napa, Solano, Sonoma, and Sacramento County. We cater to a diverse range of clients, from small businesses to corporate office towers, Retirement Communities, Homeowners Associations, Property Managers, and Real Estate Professionals.
52 S Linden Ave STE 1, South San Francisco, CA 94080, United States -
Merrill Lynch Financial Advisor Linhvien Tran
● ClosedMerrill Lynch Financial Advisor Linhvien Tran is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. The institution, Lui, Tran, Yates, Song & Associates, focuses on building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice, guiding you through the financial planning process with dedication and diligence. The institution takes the time to understand you as an individual and investor, collaborating with you to identify and understand your primary financial goals. They develop an investment and planning approach designed to help you pursue your most meaningful goals, both now and for future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with you to address your financial needs.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Sergio Giuseppe Santilli
● ClosedMerrill Lynch Financial Advisor Sergio Giuseppe Santilli, located at 101 South Ellsworth Avenue in San Mateo, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, the institution works one-on-one with clients to understand their priorities and develop a customized financial approach. Drawing upon research in behavioral finance, they use the Investment Personality Assessment to refine investing preferences and create a plan that aligns with individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, clients can address their financial needs and work towards achieving their aspirations. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives. As a Certified Financial Planner, they provide comprehensive strategies to help clients live their best financial life, while also staying informed about market changes and adjusting their approach as needed. Whether it's planning for the future or managing current wealth, Merrill Lynch Financial Advisor Sergio Giuseppe Santilli is committed to helping clients achieve their goals.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Jennifer Huynh Buhl
● ClosedMerrill Lynch Financial Advisor Jennifer Huynh Buhl, located at 101 South Ellsworth Avenue in San Mateo, California, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch will work with you one-on-one to develop a personalized financial strategy tailored to your needs and aspirations. By listening to your priorities and utilizing the Investment Personality Assessment, they aim to create a plan that aligns with your values and objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial services to help you manage, grow, and preserve your wealth. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, with a focus on helping you turn your financial goals into reality. Meet with a Merrill Lynch Wealth Management Advisor today to start planning for a secure financial future.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States
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