Wealth management team in Morro Bay, California

Karen Perlette - State Farm Insurance Agent is a reputable insurance agency located at 783 Quintana Road, Morro Bay, California, United States. With over 30 years of experience in the industry, Karen Perlette is dedicated to helping the community manage everyday risks, recover from unexpected events, and achieve their dreams. As a Life Underwriter's Training Council Fellow and a recipient of various awards, Karen brings a wealth of knowledge and expertise to her clients. The institution offers a range of insurance products, including life insurance and annuities, to meet the diverse needs of individuals and families. With a focus on customer satisfaction and safety, Karen and her team provide valuable advice on topics such as drunk driving prevention, online car buying, and repetitive stress injuries. Additionally, the institution offers pet insurance products underwritten by reputable companies to ensure the well-being of furry family members. For personalized service and reliable insurance solutions, contact Karen Perlette - State Farm Insurance Agent today.

Ross | Carreiro | Brown CPAs, P.C. is a reputable accounting, finance, and insurance agency located at 895 Shasta Avenue in Morro Bay, California, United States. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and insurance solutions. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs. Visit them today to see how they can help you achieve your financial goals.