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TOP 30 Tax advice and insurance in Napa, CA
9 results found
Search for local businesses, places and services near you
Alyssa Samrick - State Farm Insurance Agent
Alyssa Samrick - State Farm Insurance Agent is located at 915 Trancas Street in Napa, California. As an insurance agency, we are dedicated to helping customers with their insurance and financial services needs. Our office is conveniently situated on the corner of Trancas Street and Villa Lane, making it easily accessible for our clients. Driving on rural roads may seem peaceful, but it comes with its own set of risks, especially when sharing the road with farm vehicles. We provide tips to help you stay safe while driving in the countryside. Additionally, we offer advice on fire-resistant tactics for your home, such as maintaining a well-mowed lawn and trimmed trees to reduce exterior fire hazards.
Katie Chase - State Farm Insurance Agent
Katie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
Christine Tickner - State Farm Insurance Agent
Christine Tickner - State Farm Insurance Agent is a reputable insurance agency located at 710 West Napa Street in Sonoma, California. With over 15 years of insurance experience, Christine has been with State Farm for 12 years and has strong ties to the company dating back to 1981. She opened her agency in Sonoma in 2013 and is dedicated to helping families recover from catastrophes and build close relationships with her customers. Christine's favorite part of being a State Farm Agent is being able to assist families in protecting their future and being part of the State Farm family. At Christine Tickner - State Farm Insurance Agent, you can insure your love by ensuring the protection of your loved ones' future. During the colder and wetter months, virtual appointments are available to review your insurance and financial needs. The agency also offers tips for safe online banking, driving on rural roads, and finding proper pet care while on vacation.
Silver Leaf Financial Management & Insurance
Silver Leaf Financial Management & Insurance is a renowned finance and insurance agency located at 1700 Soscol Avenue in the beautiful city of Napa, California. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or comprehensive insurance coverage, our experts are here to help you navigate the complex world of finance. Trust Silver Leaf Financial Management & Insurance to provide you with personalized solutions to secure your financial future.
New Aspect Financial Services, LLC
New Aspect Financial Services, LLC, located at 1475 4th Street in Napa, California, is a finance institution dedicated to guiding clients in the right direction with personalized financial strategies and advice. Their services include income planning, investment planning, IRA reviews, Social Security and Medicare reviews, estate planning, retirement planning, life insurance, and more. The institution follows a five-step process of Discovery, Assessment, Evaluation, Implementation, and Monitoring & Adjusting to ensure that clients achieve their financial goals. They are committed to their clients' financial success and offer a range of services to support them. Additionally, they host events such as seminars and client appreciation events to engage with the community. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. New Aspect Financial Services, LLC takes a unique perspective on investing and values their clients, friends, family, and supporters.
Align Financial Inc.
Align Financial Inc. is a reputable finance institution located at 1700 Soscol Avenue in the beautiful city of Napa, California. With a team of experienced financial experts, Align Financial Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Align Financial Inc. is dedicated to providing personalized solutions tailored to meet your specific needs. Trust in Align Financial Inc. to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Pina Carino
Merrill Lynch Financial Advisor Pina Carino, located at 700 Main Street, Napa, California, is a finance institution dedicated to providing comprehensive wealth management and legacy planning strategies to help clients pursue their financial goals. With over 25 years of experience, Pina offers a wide range of financial strategies and portfolio management solutions to retirees, individuals, affluent families, corporate executives, and businesses. As a CERTIFIED FINANCIAL PLANNER, CFP professional, Pina focuses on developing personalized plans to help clients grow, create wealth, preserve, and plan for the distribution of wealth in a tax-advantaged manner. She also holds the Chartered Retirement Planning Counselor, CRPC designation, and is a licensed life insurance and long-term care insurance agent with series 7 and 63 FINRA registrations. Pina takes a hands-on, holistic approach to wealth management, addressing her clients' current financial situation, interim goals, and long-term financial strategies. She is committed to assisting domestic partners & LGBTQ clients and is actively involved in various community organizations. Merrill Lynch Wealth Management Advisors prioritize building customized investment approaches to address clients' needs and goals, with access to comprehensive financial solutions from Bank of America. Pina Carino is registered to do business in multiple states, including AZ, CA, CO, FL, KS, MD, MI, NC, NV, OR, TX, and UT. Contact Pina Carino for personalized financial advice and strategies tailored to your unique financial situation and goals.
Carson Wealth
Carson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
Midas
Welcome to Midas, your trusted local car repair and service destination in Fresno, CA, located at 7340 N Blackstone Ave. We are dedicated to providing high-quality automotive care, whether you need brakes, oil changes, tires, or general auto repair. Owned and operated by families in your community, Midas is committed to offering exceptional service at fair prices, backed by our renowned Midas Golden Guarantee™. Take advantage of our special offers on select Nexen tires, where you can receive an instant rebate with the purchase and installation of four tires—your lowest priced tire is free! Please note that eligibility depends on tire size and model, and additional charges may apply for services like TPMS reset and disposal fees. Visit our store for detailed terms and conditions.
List of local businesses, places and services in California
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