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TOP 30 Strategic insurance planning in San Jose, CA
8 results found
Search for local businesses, places and services near you
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.
Auto International Insurance
Auto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
M D Tax Insurance and Financial Services Inc
M D Tax Insurance and Financial Services Inc is a finance institution located at 1879 Lundy Avenue in San Jose, California, United States. They offer a wide range of financial services including tax preparation, insurance services, and investment planning. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to file your taxes, protect your assets with insurance, or grow your wealth through strategic investments, M D Tax Insurance and Financial Services Inc is dedicated to helping you secure a stable financial future.
Petzoldt Hand & Back Rehab
Petzoldt Hand & Back Rehab is a health institution located at 4010 Moorpark Avenue in San Jose, California. Specializing in hand and back rehabilitation, our Certified Hand Therapist with 20 years of experience treats a wide range of conditions including Carpal Tunnel Syndrome, Tendonitis, Arthritis, and Musicians Injuries. We accept most insurance plans including Workers Compensation, Medicare, PPO, Valley Health, and TriCare. Our facility features state-of-the-art MedX Medical Grade Machines for precision strengthening and computer testing of strength and progress. Additionally, we offer McKenzie Institute training to empower patients to care for themselves strategically. Our center was established in 1986 as the RL Petzoldt Memorial Center for Hand Rehabilitation by Fayanna Petzoldt in honor of her late husband, Richard Petzoldt, MD, a hand surgeon in San Jose. Join us in our mission to provide top-quality care and rehabilitation services for our patients. Visit us at Suite 103, located in the rear parking lot of Building 4010.
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC
Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.
Sun Financial Group
Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
The Alameda Financial Group
The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Burke, Williams & Sorensen, LLP
Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
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