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TOP 30 Senior insurance planning in Sacramento, CA
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New York Life Insurance
New York Life Insurance, located at 910 Florin Road, Sacramento, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse workforce and a commitment to community engagement, New York Life Insurance is dedicated to helping individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, charitable giving, and supporting diverse communities. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life Insurance is a trusted partner in planning for your financial future. Contact them today to learn how they can help you protect your family and achieve financial security.
ADULT INSURANCE SOLUTIONS LLC
Adult Insurance Solutions LLC is a reputable health insurance agency based in Sacramento, California. Our dedicated team of professionals is committed to providing tailored insurance solutions for adults of all ages. Located at 2450 Venture Oaks Way, our agency offers a wide range of insurance options to meet the unique needs and preferences of our clients. Whether you are looking for individual health coverage or seeking insurance for your family, we are here to help. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan for your needs.
Andy Jimenez Life Insurance Agency
Andy Jimenez Life Insurance Agency is a trusted finance and insurance agency located at 4547 Winding Way in Sacramento, California, United States. With a commitment to providing personalized and comprehensive insurance solutions, our agency offers a range of life insurance products to meet the unique needs of our clients. Whether you are looking for term life insurance, whole life insurance, or a customized policy, our experienced team is here to help you navigate the complexities of insurance coverage. Contact us today to secure your financial future and protect your loved ones with Andy Jimenez Life Insurance Agency.
Merrill Lynch Financial Advisor Julie L. Small
Merrill Lynch Financial Advisor Julie L. Small is a Senior Vice President-Wealth Management Advisor located at 2998 Douglas Boulevard in Roseville, California. Julie holds the designations of CERTIFIED FINANCIAL PLANNER ™ CFP® professional, Chartered Retirement Planning Counselor CRPC®, and Certified Fiduciary Plan Advisor CPFA®. She is dedicated to helping high net worth clients achieve financial security through retirement planning, liability and insurance management, and investment management. Julie takes the time to fully understand each individual and business professional she works with, helping them establish objectives and develop appropriate strategies to achieve their goals. She works closely with clients to track their progress and adjust strategies as needed. In addition to serving individuals and businesses, Julie also assists Not For Profit Organizations and Foundations with optimizing their resources. With a background in Graphic Design and a Bachelor of Fine Arts Degree from the University of Arizona, Julie has been serving the Sacramento region since 1991. She is actively involved in the community and enjoys spending time with her family and friends. Julie's personalized approach to financial planning, supported by the resources of Merrill Lynch, helps clients pursue their financial goals and achieve long-term success.
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