TOP 30 Secure future planning in Oakland, California

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Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 638 Webster Street in Oakland, California, United States. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the institution helps clients navigate the uncertainties of retirement planning in a world of increased life expectancy and economic volatility. Whether you are in the wealth accumulation stage or planning for retirement, the team at Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth offers comprehensive consulting services and financial tools to help you achieve your financial goals. Visit their website to learn more about their services and meet their professional and experienced team of agents dedicated to helping you secure a financially stable future for you and your family.

The San Francisco-Oakland Bay Bridge is a vital transportation link in the Bay Area, carrying a significant portion of the region's traffic. It is not only a functional bridge but also a beautiful landmark along the San Francisco waterfront. The bridge consists of a unique design, with a combination of a suspension span and a skyway structure connecting Oakland and San Francisco. In addition to its transportation significance, the Bay Bridge also serves as a tourist attraction, with the Bay Lights installation illuminating the bridge with thousands of LEDs. The Bay Bridge Trail provides a scenic route for cyclists and pedestrians to enjoy the majestic views of the East Span.

Balance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, plan for your children's education, or manage your investments, our team is here to provide expert guidance and support. Trust Balance Financial Planning, LLC to help you achieve financial balance and security for the future.

Modern Financial Planning is a leading finance institution located in the heart of Oakland, California. Our team of experienced financial advisors provides personalized and comprehensive planning services to help individuals and businesses achieve their financial goals. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each client. Visit us at 344 Thomas L Berkley Way to start planning for a secure financial future today.

Curtis Financial Planning is a reputable finance institution located at 2655 Haverhill Drive in Oakland, California. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or seeking to grow your wealth, Curtis Financial Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Fortune Financial Security Group LLC is a reputable finance and insurance agency located at 3940 High Street, Oakland, California, United States. With a strong track record of providing personalized financial solutions and comprehensive insurance coverage, Fortune Financial Security Group LLC is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance options, their team of experienced professionals is committed to providing top-notch service and guidance. Trust Fortune Financial Security Group LLC to safeguard your financial future and provide peace of mind.

Marin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.

Farmers Insurance - Sirak Tegbaru is an insurance agency located at 10810 San Pablo Avenue, El Cerrito, California, United States. During the COVID-19 pandemic, they are committed to providing safety and support to their clients in El Cerrito, Albany, Berkeley, Richmond, Oakland, and the surrounding East Bay Area. With eight years of experience, they offer a range of insurance services including auto, homeowners, small business, commercial, workers compensation, renters, life insurance, and financial services. As a proud member of the Farmers Topper Club, they aim to help clients customize insurance policies to fit their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, their team is dedicated to providing the assistance and results you expect. Contact them for a personalized insurance quote and learn about available discounts to help you save money. From protecting your home to securing your financial future, Farmers Insurance - Sirak Tegbaru is here to help you navigate the world of insurance with confidence.

Alex Anneker - State Farm Insurance Agent is a trusted insurance agency located at 5301 Claremont Avenue in Oakland, California. Positioned conveniently at the corner of Vicente Way and Claremont Ave, across from the California DMV office, we are committed to helping you protect what matters most in your life. With over 18 years of experience in the financial services field, we specialize in providing comprehensive insurance coverage to safeguard your assets and help you achieve your goals. From flood insurance to home, auto, life, and disability coverage, we offer a range of options to suit your needs.

Kelly Lux - State Farm Insurance Agent is a well-established insurance agency located at 2221 Harbor Bay Parkway in Alameda, California. With over 34 years of experience in the insurance industry, Kelly Lux and her team are dedicated to providing personalized service to customers in Alameda, Oakland, San Leandro, Hayward, and the surrounding East Bay Area. They have been recognized with prestigious awards such as the State Farm Legion of Honor and Crystal Excellence for their exceptional customer service. Kelly Lux believes in building genuine relationships with her clients to create insurance plans that cater to their unique needs. Her team of experienced professionals, including Tiffany Palmer, Laura Seagren, Carolyn Owen, and Kelcey Edwards, are committed to helping customers with a range of insurance services including auto, home, life, business, health insurance, and financial services.

Farmers Insurance - Scott Halbrook is an insurance agency located at 1433 Leimert Boulevard in Oakland, California. As a local Farmers® agent, Scott Halbrook helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Scott has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect homes and possessions in the event of disasters like fires. Competitive rates and multi-line insurance discounts are available for customers. Scott also offers life insurance policies to provide financial support for loved ones in case of unexpected events.

Farmers Insurance - Anthony Sue is an insurance agency located at 1986 Lewelling Boulevard, San Leandro, California, United States. With over 20 years of experience, Anthony Sue, along with his father who has been an agent for over 35 years, provides personalized service to help customers find the best coverage for their needs. In addition to the San Leandro location, there is also an office in Oakland near Lake Merritt. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. Farmers Insurance has been in business for over 80 years, offering competitive rates and multi-line insurance discounts. Customers can also inquire about personal umbrella insurance for added protection.

Raymond Investments is a reputable financial institution located at 1461 Alice Street in Oakland, California. With a strong commitment to providing top-notch investment services, Raymond Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, our team of experienced advisors is here to help. Trust Raymond Investments to guide you towards a secure financial future.

Farmers Insurance - Anthony Sue is an established insurance agency located at 3333 Grand Avenue, Oakland, California. With 20 years of experience in the industry, Anthony Sue is dedicated to providing personalized service to his customers. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Anthony Sue can help you find the right coverage to suit your needs and budget. Additionally, he offers financial services to help you plan for a secure future. Contact Farmers Insurance - Anthony Sue today for a quote and to discuss your insurance needs.

The Globe Life American Income Division: Saavedra Longino Organization is an insurance agency located at 80 Swan Way in Oakland, California, United States. With a focus on providing quality insurance products and services, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, health insurance, or retirement planning, the professionals at this organization are committed to finding the right solutions for your specific needs. Trust in the expertise and experience of the Globe Life American Income Division: Saavedra Longino Organization to secure your peace of mind today and for years to come.

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Khidir Insurance Agency is a reputable insurance agency located at 3937 Martin Luther King Junior Way in Oakland, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, health, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With our years of experience and expertise in the industry, you can trust Khidir Insurance Agency to protect what matters most to you. Visit us today to learn more about our services and how we can help you secure your future.

Farmers Insurance - Cuong Cao is an insurance agency located at 1711 International Boulevard in Oakland, California, United States. As a local Farmers® agent, Cuong Cao helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Cuong Cao has the knowledge and experience to help customers understand their coverage options. With over 80 years of providing insurance products, Farmers® ensures that your most valuable possessions are protected in the event of a disaster. From auto and home insurance to life insurance and renters insurance, Cuong Cao can help you create a plan to secure your future and protect your assets. For small businesses, Farmers® offers customizable insurance packages to reduce risk and protect investments. With a focus on providing options, flexibility, and financial security, Cuong Cao can help you build a solid financial plan for a secure future. Contact Cuong Cao at the address above for personalized insurance quotes and expert advice.

Patelco Credit Union is a trusted financial institution located at 1200 Clay Street in Oakland, California, United States. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, credit cards, and more. With a focus on providing personalized service and competitive rates, Patelco Credit Union is committed to helping individuals and families achieve their financial goals. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day finances, Patelco Credit Union is here to support you every step of the way.

Young Mogul Financial Services and Loan is a premier financial institution located in Oakland, California, United States. Specializing in finance, they offer a wide range of services including loans, investments, and financial planning. With a team of experienced professionals, Young Mogul Financial Services and Loan is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to start a new business, buy a home, or invest for the future, they are committed to providing personalized solutions to meet your needs. Trust Young Mogul Financial Services and Loan to be your partner in building a secure financial future.

Rhinehart Ink LLC is a finance institution located at 4618 Allendale Avenue in Oakland, California, United States. Specializing in financial services, Rhinehart Ink LLC offers a range of investment opportunities, wealth management services, and financial planning solutions to individuals and businesses. With a team of experienced professionals, Rhinehart Ink LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complex world of finance.

Summerall Law, P.C. is a law firm located at 3873 Piedmont Avenue in Oakland, California, United States. Specializing in estate planning, the firm aims to make the process fast, friendly, easy, and affordable for clients. They offer services such as creating wills, trusts, probates, powers of attorney, and health care directives. The firm's founder and managing attorney, Sarah Summerall, is dedicated to helping clients have difficult conversations with their loved ones and ensuring their assets are distributed according to their wishes. With a team of dedicated attorneys, Summerall Law, P.C. provides clear, organized, and affordable estate planning solutions to clients in the Bay Area. Whether you need a simple document or a comprehensive plan, Summerall Law, P.C. is committed to helping you secure your family's future. Contact them today to schedule a consultation.

StackedLife Financial Strategies is an innovative insurance agency located in the heart of Oakland, California. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you navigate the complex world of finance. Visit us at 505 14th Street to learn more about how StackedLife Financial Strategies can help you secure your financial future.

Farmers Insurance - Mike Clauson is an insurance agency located at 859 Clay Street in Oakland, California. Specializing in Homeowners Insurance, Business Insurance, General Liability Insurance, Workers Comp Insurance, and Commercial Auto Insurance, this agency has been serving clients for over 12 years. Mike Clauson and his team are dedicated to providing comprehensive coverage and advocating for their clients. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Condo insurance, or Business insurance, Farmers Insurance has you covered. With competitive rates and multi-line insurance discounts, they can help you protect your assets and plan for a secure financial future. For personalized service and expert advice, contact Farmers Insurance - Mike Clauson today.

Farmers Insurance - Norman Garcia, located at 8105 Edgewater Drive in Oakland, California, is your local Farmers® agent ready to assist you with all your insurance needs. Whether you're looking for auto, home, renters, business, life, or condo insurance, Norman Garcia is here to help you navigate through the coverage options and find the best policy to suit your needs and budget. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts to help you save money. Additionally, Norman Garcia can help you create a solid financial plan to secure your future. Contact him today for personalized assistance and to learn more about the insurance products offered by Farmers Insurance.

Farmers Insurance - Lilian Cabrera is an insurance agency located at 1324 Fruitvale Avenue in Oakland, California. As your local Farmers® agent, Lilian Cabrera helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Lilian Cabrera can help you navigate the world of insurance to find the right policy for your needs and budget. Farmers® also offers competitive rates and discounts to help you save money on your insurance.

Farmers Insurance - Sharon Li is a local insurance agency located at 320 13th Street, Oakland, California. As a Bay Area native, Sharon Li takes pride in helping customers identify the insurance coverage that best suits their needs. With years of experience as a second-generation Farmers agent, she is knowledgeable in various types of insurance including auto, home, renters, and business insurance. The agency is conveniently situated in Downtown Oakland and welcomes clients to schedule an appointment to meet the team. Whether you are in need of comprehensive coverage, collision coverage, deductibles, or medical payments, Sharon Li is here to guide you through the process and make you more informed about insurance. Additionally, Farmers Insurance offers competitive rates and discounts to help you save money on your policies. From protecting your home to providing financial support for your loved ones through life insurance, Farmers Insurance - Sharon Li has you covered. Contact Sharon Li today to discuss your insurance needs and create a plan for a secure future.

Farmers Insurance - Sam Cheng is an insurance agency located at 388 9th Street in Oakland, California. As a local Farmers agent, Sam Cheng helps customers find the insurance coverage that best suits their needs. Whether you need auto, home, renters, business insurance, or more, Sam is there to guide you through the process and make sure you understand your options. Located in the heart of Oakland Chinatown, Sam is available to answer any questions you may have. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, business, and more. Sam can help you navigate the complexities of insurance policies and find the right coverage for your budget. Whether you're a homeowner, renter, small business owner, or condo owner, Sam can help protect your assets and provide financial support for your loved ones.

Elaine Redus Life Insurance and Annuity Strategist is a reputable insurance agency located at 330 Franklin Street in Oakland, California, United States. With a focus on providing comprehensive life insurance and annuity solutions, our team of experts is dedicated to helping clients protect their financial future and achieve their long-term goals. We offer personalized strategies tailored to each individual's unique needs and priorities, ensuring peace of mind and security for you and your loved ones. Contact us today to learn more about our services and how we can assist you in planning for a secure tomorrow.

Farmers Insurance - Deborah Huber is an insurance agency located at 333 Hegenberger Road in Oakland, California. As a local Farmers® agent, Deborah Huber helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Deborah has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Deborah aims to make her customers smarter about insurance. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable insurance products. Whether you need coverage for your home, car, rental property, business, or life, Deborah Huber can help you create a customized insurance plan that suits your budget and requirements. By offering competitive rates and multi-line insurance discounts, Farmers Insurance aims to help clients protect their assets and financial future.