TOP 30 Secure financial future in San Jose, California

318 results found

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.

Farmers Insurance - Ray Kellam is an insurance agency located at 2189 Monterey Street, San Jose, California, United States. As your personal Farmers Insurance agent in San Jose, CA, Ray Kellam believes in keeping you informed of ways to protect what's important to you. With experience in disaster response and claims processes, Ray is a knowledgeable and valuable agent dedicated to providing the best service to his clients. Whether you're in need of auto insurance, homeowners insurance, life insurance, or specialty coverage, Ray will help you select the right products to fit your insurance needs. Ray is committed to his clients and their trust in the agency to protect what they value the most. From comprehensive coverage to deductibles and medical payments, Ray can help take the mystery out of selecting the right insurance coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Ray can provide you with the best options for your car insurance, home insurance, life insurance, renters insurance, condo insurance, and business insurance needs.

Farmers Insurance - Kelly Dunn is an insurance agency located at 2695 Moorpark Avenue in San Jose, California, United States. Kelly Dunn is ready to assist with any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance offers a range of insurance products to protect your home, car, life, business, and personal belongings. Whether you need renters insurance, condo insurance, or a personal umbrella policy, Kelly Dunn can help customize a plan to fit your needs and budget. Contact Kelly Dunn today to discuss your financial goals and secure your future with a solid financial plan. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage for policies underwritten by Farmers Insurance. Securities are offered through Farmers Financial Solutions, LLC. Contact Kelly Dunn at Farmers Insurance for more information and personalized assistance.

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.

HealthMarkets Insurance - Scott Zhang is a reputable health insurance agency located in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, Scott Zhang and his team strive to help individuals and families find the best coverage options that meet their unique needs and budget. Whether you are looking for health, dental, vision, or Medicare insurance, HealthMarkets Insurance is dedicated to guiding you through the process and ensuring you have the protection you deserve. Visit us at 543 West Capitol Expressway to learn more about how we can help you secure your health and financial future.

Ozone Insurance Services, Inc. is a reputable insurance agency located at 2077 Gold Street in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, health, or business insurance, we offer a wide range of options to meet your unique needs. Trust Ozone Insurance Services, Inc. to provide you with peace of mind and financial security. Contact us today to learn more about our services and how we can assist you in safeguarding your future.

Disability Insurance is an insurance agency located at 297 West Hedding Street in San Jose, California, United States. Our institution specializes in providing coverage for individuals who may become disabled and unable to work. We offer a range of policies to protect our clients in the event of a disability, ensuring financial security and peace of mind. Our knowledgeable agents are dedicated to helping you find the right disability insurance plan to fit your needs and budget. Contact us today to learn more about how we can help protect your income and future.

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.

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.

South Bay Health & Insurance Services is a reputable health and insurance agency located at 989 Story Road in San Jose, California, United States. Our dedicated team of professionals is committed to providing top-notch services in the areas of health and insurance. Whether you are looking for health coverage or insurance options, we are here to help you navigate through the complexities of the industry and find the best solutions for your needs. Visit us today to learn more about our services and how we can assist you in securing your health and financial future.

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.

Farmers Insurance - Shinobu Arisawa is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent, Shinobu Arisawa helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Shinobu has the knowledge and experience to help you understand your options. You can contact Shinobu by phone or email for personalized assistance. For auto insurance, Farmers Insurance can help you select the right coverage for your needs and budget, with discounts available to help you save money. For home insurance, Farmers has been providing coverage for over 80 years, ensuring your most valuable possession is protected in the event of a disaster.

Red Wave Insurance Services, LLC is a reputable insurance agency located at 2901 Moorpark Avenue in San Jose, California. Specializing in finance, health, and insurance services, our experienced team is dedicated to providing top-notch coverage and personalized solutions for our clients. With a commitment to excellence and customer satisfaction, we strive to ensure that you and your loved ones are protected in every aspect of your life. Contact us today to learn more about our services and how we can help you secure a brighter future.

WaFd Bank, located at 500 3rd Street in Santa Rosa, California, is a neighborhood bank that truly cares about its customers. Whether you're a business owner in San Jose or an individual looking to secure your financial future, WaFd Bank offers a range of banking services to meet your needs. From free checking accounts to small business banking and commercial lending, WaFd Bank is dedicated to helping you achieve financial success. You can also enjoy the convenience of online and mobile banking, allowing you to manage your finances anytime, anywhere. Named the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing top-notch service to its customers. As a DBA of Washington Federal Bank, WaFd Bank values accessibility, privacy, and data security for all its customers.

Excite Credit Union, located at 265 Curtner Avenue in San Jose, California, is a full-service financial institution offering banking and finance services. In addition to traditional services such as ATMs and loans, Excite Credit Union provides individualized advising through BALANCE with coaches who speak Spanish. These coaches can help with creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union is committed to helping all members build a financially stronger future. They offer products designed to save members money and are owned by their members. Rates for services such as loans are subject to change without notice, with APR and APY clearly disclosed to ensure transparency. Join Excite Credit Union today to start on the path to financial wellness and security.

Maggio Capital is a finance institution located at 2570 North First Street in San Jose, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Maggio Capital can help you reach your financial objectives.

Flagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.

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.

A & A Enterprise Group is a reputable finance institution located on Lakeside Drive in San Jose, California, United States. With a focus on providing top-notch financial services to individuals and businesses, A & A Enterprise Group offers a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or financial planning services, A & A Enterprise Group is here to help you every step of the way. Visit their office on Lakeside Drive in San Jose to learn more about how they can assist you with your financial needs.

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.

Jing Chen, a MassMutual insurance agency located at 2150 North First Street in San Jose, California, offers a wide range of services including life insurance, retirement planning, and long term care insurance. With a focus on providing personalized financial solutions, Jing Chen is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can help you plan for a secure financial future.

Farmers Insurance - Dominik Caloiaro is an insurance agency located at 915 Meridian Avenue, San Jose, California, United States. As your local Farmers® agent in San Jose, CA, Dominik Caloiaro will not only help you, but also guide you in understanding how much insurance you need. With several years of experience in the industry, Dominik's knowledge and expertise will help you better understand your insurance needs. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other type of insurance, Dominik can help take the mystery out of selecting the right coverage for your needs and budget. Dominik offers a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there for you in the event of a disaster.

Fortune Union Corporation is a dynamic and innovative institution located at 2901 Moorpark Avenue in San Jose, California. As a leading player in the financial industry, we specialize in providing a wide range of services including investment management, wealth planning, and financial advisory. With a team of experienced professionals, we strive to help our clients achieve their financial goals and secure their financial future. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today and let us help you navigate the complexities of the financial world.

Ann Do - Tera Capital Group is a reputable finance institution located at 2092 Concourse Drive in San Jose, California, United States. With a commitment to providing top-notch financial services, they specialize in investment management, financial planning, and wealth management. Their team of experienced professionals work tirelessly to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Ann Do - Tera Capital Group is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start on the path to financial success.

Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.

Farmers Insurance - Oliver Huang is a local insurance agency located at 920 Saratoga Avenue in San Jose, California. As an experienced Farmers® agent with a background in engineering, Oliver Huang is dedicated to helping customers protect their assets and make informed decisions about their insurance coverage. Whether you need auto, home, renters, business, or life insurance, Oliver can provide you with personalized guidance and options to meet your needs and budget. Additionally, he offers financial services to help you plan for a secure future. You can visit Oliver's office near Mitsuwa or give him a call to get started on finding the right insurance coverage for you. Farmers Insurance has been in business for over 80 years, providing reliable insurance products to customers in times of need. From car insurance to renters insurance to business insurance, Oliver Huang can help you customize a policy that suits your unique situation. Contact Oliver today for a consultation and take the first step towards protecting what matters most to you.

Alexandra Anderson - State Farm Insurance Agent is an insurance agency located at 980 El Camino Real in Santa Clara, California. Situated at the corner of El Camino Real & Lafayette, across from Jack-n-the-Box, on the 3rd floor. March is the perfect time to review your auto insurance coverage, especially with spring break approaching. Our dedicated team is committed to helping customers build a more promising future by providing the necessary tools and resources for financial security. We offer a range of insurance services including life, health, and income replacement insurance, with a focus on explaining the benefits of each plan. By bundling your auto, home, condo, or renters insurance with State Farm, you can start saving today. Serving Santa Clara County since 2004, we are a Good Neighbor Agency catering to Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, and more. Our professional and licensed staff offers personalized insurance quotes and small business protection. Alexandra's agency has received numerous awards over the years for outstanding service. Our team is genuine, hardworking, and personable, dedicated to providing exceptional service to our customers. Whether you need car insurance, home insurance, life insurance, or more, our bilingual team is here to assist you. Contact us today for a one-of-a-kind insurance experience.

Alexandra Anderson - State Farm Insurance Agent is a trusted insurance agency located at 1865 Winchester Boulevard, Campbell, California. With over 20 years of experience, we specialize in providing a wide range of insurance services including life insurance, health insurance, and income replacement insurance. Our dedicated team of professionals is committed to helping our customers secure a prosperous future by offering personalized insurance quotes for auto, home, renters, and condo insurance. We are proud to serve the communities of Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, Mountain View, Morgan Hill, Gilroy, and more. Our agency has received numerous awards for our outstanding customer service and commitment to excellence. Whether you are looking to bundle your insurance policies or need assistance with financial planning, we are here to help.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Farmers Insurance - Eva Colon-Salcedo is an insurance agency located at 1769 Park Avenue, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Eva Colon-Salcedo helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, covering options such as auto, home, renters, and business insurance. Eva has the knowledge and experience to help customers better understand their coverage options. Customers can get started with an online quote and learn about insurance discounts to save money. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, Eva can help take the mystery out of selecting the right car insurance coverage. For home insurance, Farmers® has been providing insurance products for over 80 years and offers competitive rates with multi-line insurance discounts. Customers can also review their life insurance policy to create a plan that provides financial support for their dependents.