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TOP 30 Risk management services in San Jose, CA
74 results found
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Micheletti Insurance Services
them 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.
Gallagher Insurance, Risk Management & Consulting
Gallagher 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.
Willis Insurance Services of CA Inc
Willis Insurance Services of CA Inc is an insurance agency located at 2055 Gateway Place, San Jose, California, United States. Our team unlocks the potential of your business by providing a clear perspective on how work is done and valued, ultimately enhancing the health and financial well-being of your employees. Managing risks is crucial for success in an uncertain world, and we specialize in balancing the complex relationship between risk and reward. Our clients rely on our industry expertise to navigate challenges and achieve their goals. We work together to motivate and reward your employees, offer attractive benefits, create an effective employee experience, and lead your company to sustainable success. At WTW, we offer a smarter approach to risk management, helping you redefine risks, seize opportunities, stay on track strategically, and enhance your company's resilience. By leveraging cutting-edge analysis techniques and our combined knowledge, we sharpen your focus on the next big investment opportunities.
BSI EHS Services and Solutions
BSI EHS Services and Solutions is your partner for a safe, secure, and sustainable future. Located at 2150 North First Street in San Jose, California, United States, our institution offers a unique blend of consulting, knowledge, assurance, and regulatory services to help navigate complex challenges in various industries. Our team of industry experts provides support in areas such as EHS, digital trust, and supply chain management. We offer customized legal registers and compliance calendars to help manage legal obligations efficiently, saving time and improving operational compliance. Additionally, our Healthcare Masterclass conference on April 18, 2024, focuses on key issues facing hospitals today, providing insights into navigating risks and opportunities in the healthcare industry.
Fent Insurance Services
Fent 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.
San Jose Heart Center
San 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.
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC
Derek Seo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States. Derek Seo holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Derek Seo is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Jose Cetale - Morgan Stanley
Jose 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.
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Koppanyi is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 South Almaden Boulevard, San Jose, California, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Lisa specializes in asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Military Financial Advisor®, Lisa is also trained to serve veterans and active duty military personnel. With a strong focus on ethical practices and continuing education, Lisa is dedicated to helping clients achieve their financial goals and secure their financial future.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley 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.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael 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.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.
James Park - Branch Manager, Ameriprise Financial Services, LLC
James 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.
PwC San José
PwC 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.
State Farm Insurance - Greg Pond Agency
The State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.
Mike Myers - State Farm Insurance Agent
The 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.
Yama Ebrat - State Farm Insurance Agent
Yama 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.
Farmers Insurance - Candice Salcedo
Farmers Insurance - Candice Salcedo is a trusted insurance agency located at 816 North First Street in San Jose, California. With a commitment to providing personalized and reliable insurance solutions, Candice Salcedo and her team are dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, Farmers Insurance - Candice Salcedo offers a range of coverage options to suit your specific needs. Contact them today to learn more about their services and how they can help you secure peace of mind for the future.
GDI Insurance Agency, Inc.
GDI Insurance Agency, Inc. is a leading health and insurance agency located at 801 Geer Road in Turlock, California. Our agency is rapidly growing and offers the latest in insurance solutions to our clients. With headquarters in Turlock and locations throughout California's Central Valley, we provide personalized services to meet the unique needs of each client. Our experienced team exceeds expectations to show our clients how much we value their business. We offer a wide range of commercial insurance policies to protect businesses of all sizes and industries. Our specialty lies in risk management and financing programs, with a focus on helping clients achieve their dreams. We recently acquired InsPro Agents & Brokers Insurance Services in San Jose, CA, further expanding our reach and expertise.
Bothwell Corp
Bothwell 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.
CWT
CWT is a leading travel agency located at 950 South Bascom Avenue in San Jose, California, United States. Specializing in unrivaled corporate travel and meetings services, CWT offers a seamless booking experience through their myCWT platform. They provide personalized solutions for various industries, including healthcare, entertainment, and remote workforce management. At CWT, they believe in transforming travel data into actionable insights to optimize your travel program. With a focus on sustainability and safety, they empower responsible travel choices and help reduce risk for your company. Their high-touch travel and meetings solutions cater to the unique requirements of different industries, ensuring that travelers are well taken care of.
Kaiser Permanente Medical Center Cardiology
Kaiser 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.
Robert Reed - State Farm Insurance Agent
Robert Reed - State Farm Insurance Agent is a second-generation State Farm agency located at 1842 Jefferson Street in Napa, California. Robert Reed, a graduate of San Jose State University, leads a dedicated team that offers free quotes for Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Life Insurance, Health Insurance, and Business/Commercial Insurance. With a focus on creating individualized experiences and relationships with each policyholder, the team aims to equip customers for today so they can embrace tomorrow. Whether you prefer to visit the office, call, or text, the team is ready to provide you with a complimentary quote and help you find the right coverage for your specific needs. Outside of work, Robert Reed enjoys spending quality time with his wife and son, traveling, attending sporting events, exploring wine tasting, and actively participating in local community events. The team at Robert Reed - State Farm Insurance Agent is committed to helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. They are prepared to assist customers in California, Arizona, Nevada, and Oregon with their insurance and financial services needs. Give them a call, text, email, or stop by the office to see how they can help you today.
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.
Art Holland - State Farm Insurance Agent
Art Holland - State Farm Insurance Agent is a trusted insurance agency located at 5520 Almaden Expressway in San Jose, California. As a State Farm agent, Art Holland is dedicated to providing top-notch insurance services to the community. Whether you are looking for auto, home, life, or business insurance, Art Holland is here to help you find the perfect coverage for your needs. With a focus on personalized service and attention to detail, Art Holland - State Farm Insurance Agent is committed to helping you protect what matters most. Contact them today to learn more about their insurance offerings and how they can help you secure your future.
Farmers Insurance - Dereck Caso
Farmers 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.
Tonk Insurance Agency
Tonk 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.
First Republic Bank
First Republic Bank, located at 1625 The Alameda, San Jose, California, is a full-service financial institution offering banking, ATM, and finance services. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions for all your financial needs. Deposit products and services are offered by JPMorgan Chase Bank, N.A., with a firm commitment to FDIC regulations and Equal Housing Opportunity. Investing with First Republic Bank involves market risks, but their experienced team at J.P. Morgan Wealth Management is dedicated to helping you achieve your investment objectives. Trust and Fiduciary services, as well as insurance products, are also available through affiliated companies under the common control of JPMorgan Chase & Co. Remember, investment and insurance products are subject to risks, including the potential loss of principal, so it's important to work with a trusted financial partner like First Republic Bank.
City National Bank
City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
Darrell Dukes Insurance Associates
Darrell 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.
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