Tax and insurance consultation in Pleasanton, California
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Jill Cash - State Farm Insurance Agent
● ClosedJill Cash - State Farm Insurance Agent is a trusted insurance agency located at 2340 Santa Rita Road in Pleasanton, California. With 33 years of State Farm Agency experience, we offer a wide range of insurance options including Autos, Homeowners, Liability Umbrella, Small Business, Motorcycle, Renters, Condo, Life, and Health Insurance in the Pleasanton, Dublin, and Livermore area. We specialize in helping out-of-state State Farm transfers to the Bay Area, and offer free Workers Compensation, Commercial, Commercial Vehicles, and Tri Valley Commercial General Liability Insurance quotes. We also insure Food Trucks, Boats, and offer Pet insurance with no breed restrictions for dog lovers. Our services extend to the Tri Valley and East Bay areas. At Jill Cash - State Farm Insurance Agent, we prioritize safety and provide tips on avoiding drunk driving, overspending on school supplies, and grilling accidents. We also offer Life Insurance and annuities through State Farm Life Insurance Company and provide deposit products through U.S. Bank National Association. Our partnership with U.S. Bank National Association allows us to offer credit card services as well.
2340 Santa Rita Rd Suite 2, Pleasanton, CA 94566, United States -
Lawrence Mui - State Farm Insurance Agent
● ClosedLawrence Mui - State Farm Insurance Agent is an insurance agency located at 4625 First Street in Pleasanton, California. They offer a range of insurance services, including tips on avoiding the dangers of drunk driving, advice on choosing between fixed rate and adjustable rate mortgages, and guidance on selecting the right type of golf cart. Their mission is to help people manage everyday risks, recover from unexpected events, and achieve their dreams. For more information or assistance, you can contact them at (925) 846-7118. Please note that sensitive personal information should not be shared on their website. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company offers life insurance and annuities. Deposit products are provided by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a Visa license. It is important to carefully consider all terms and conditions before making any financial decisions. State Farm does not endorse third party sites and recommends consulting a tax or legal advisor for personalized advice.
4625 First St ste 110, Pleasanton, CA 94566, United States -
Michael Ornelas - State Farm Insurance Agent
● ClosedMichael Ornelas - State Farm Insurance Agent is an insurance agency located at 5765 Valley Avenue in Pleasanton, California, United States. We offer a variety of insurance options including Auto, Home, Business, and Life Insurance in Pleasanton, Dublin, Livermore, San Ramon, and Danville. We provide free quotes on Business and Commercial Insurance to help protect your assets. As a small business owner in Pleasanton, we understand the importance of taking care of your insurance and financial needs. Our team is dedicated to being your local insurance resource and we are here to review your current coverage. Telematics is a method we use to share information like GPS and diagnostics recorded by your vehicle with third parties such as insurance companies or mechanics.
5765 Valley Ave Ste 150, Pleasanton, CA 94566, United States -
Adero Partners
● ClosedAdero Partners, located at 5000 Hopyard Road in Pleasanton, California, is a finance institution that specializes in catering to the needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is dedicated to enhancing lives through thoughtful partnership. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with options for ESG and values-based investment strategies. Adero’s in-house tax team works closely with wealth advisors to provide an integrated tax, investment, and planning experience, while also offering legal, insurance, mortgage, and specialized services through outside partnerships. With Adero Family Office Services, they manage wealth like a business enterprise, providing financial oversight, portfolio management, planning, tax strategy, and reporting services. Sign up to receive insights on managing your wealth or start a conversation with Adero Partners to learn more about their tailored approach to wealth management.
5000 Hopyard Rd Suite 460, Pleasanton, CA 94588, United States -
Adero Partners
● ClosedAdero Partners is a finance institution located at 5000 Hopyard Road in Pleasanton, California, United States. Inspired by the Latin phrase ‘I will be there,’ Adero Partners specializes in catering to the unique needs of high-net-worth individuals and families. Whether you are a technology professional with concentrated stock holdings, a start-up founder, or a highly compensated individual, Adero Partners can help you optimize your wealth and realize your possibilities. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and thoughtful planning approach helps clients make important decisions with confidence, and they provide ongoing counsel on various financial planning topics.
5000 Hopyard Rd, Pleasanton, CA 94588, United States -
Merrill Lynch Financial Advisor Douglas M. Robbins
● Closede Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
4900 Hopyard Rd, Pleasanton, CA 94588, United States -
Dave Carlisle - Thrivent
● ClosedDave Carlisle - Thrivent is a finance institution located at 7011 Koll Center Parkway, Pleasanton, California, United States. They are licensed in multiple states including California (CA Insurance Lic. #0J10838), Kansas, Nevada, and Oregon. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. Insurance products are issued by Thrivent Financial for Lutherans, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit their website for more information on their services and professional designations.
7011 Koll Center Pkwy STE 190, Pleasanton, CA 94566, United States -
Bryan Zimmerling - Thrivent
● ClosedBryan Zimmerling - Thrivent is a finance institution located at 7011 Koll Center Parkway, Suite 190, Pleasanton, California, United States. They are licensed in multiple states including Arizona, California, Florida, Kansas, Nevada, and Oregon. Thrivent offers financial planning services through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee. They provide insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent is the marketing name for Thrivent Financial for Lutherans, with securities and investment advisory services offered through Thrivent Investment Management Inc. Clients are encouraged to consult with their attorney or tax professional for legal, accounting, or tax advice. For more information on professional designations and services offered, visit their website or FINRA's Broker Check.
7011 Koll Center Pkwy #190, Pleasanton, CA 94566, United States
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