Insurance Broker in Mountain View, CA

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Top Mountain View, CA Insurance Brokerages

Randy Chang - State Farm Insurance Agent
5 out of 5
Location 2083 Old Middlefield Way Suite 206, Mountain View, CA 94043, USA
Phone (650) 919-8880
Language http://www.randychang.com/?cmpid=uq8j_blm_0001
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Goosehead Insurance - Ivan Calvillo
5 out of 5
Location 235 E Middlefield Rd Suite #3, Mountain View, CA 94043, USA
Phone (650) 499-4904
Language https://www.goosehead.com/agents/ca/mountain-view/235-e-middlefield-road?utm_source=ExtNet&utm_medium=Yext&y_source=1_MTk2OTA2MjYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Kathy Wu Insurance Services
5 out of 5
Location 800 W El Camino Real #180, Mountain View, CA 94040, USA
Phone (650) 564-4712
Language http://kathywu-insurance.com/
Directions
Farmers Insurance - Elena Goldin
Location 1901 Old Middlefield Way #12, Mountain View, CA 94043, USA
Phone (650) 940-1100
Language https://agents.farmers.com/ca/mountain-view/elena-goldin?SourceID=AMPALFGMAG&utm_source=GMB&utm_medium=Local&y_source=1_MTU0OTc3Mi03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
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Gurbinder Mavi - State Farm Insurance Agent
5 out of 5
Location 988 El Monte Ave, Mountain View, CA 94040, USA
Phone (650) 237-0400
Language http://www.gmavi.com/?cmpid=pwof_blm_0001
Directions
Ozone Insurance Services, Inc.
Location 100 North Whisman Road, Suite 415, Mountain View, CA 94043, USA
Phone (650) 285-2264
Language http://www.ozoneinsurance.com/
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Insurance Brokers in Mountain View, CA

Where Mountain View, CA Auto, Life & Health Insurance Brokers Serve

Mountain View, CA is a bustling city located in the heart of Silicon Valley. Its diverse neighborhoods offer a unique blend of urban and suburban living, with top employers such as Google, LinkedIn, and NASA Ames Research Center driving the local economy. The city is home to several iconic landmarks, including the Computer History Museum, Shoreline Amphitheatre, and the Googleplex. Major highways such as the 101 and 280, as well as busy streets like El Camino Real and Castro Street, provide easy access to neighboring cities and attractions. Whether you're looking for a lively downtown scene or a peaceful residential area, Mountain View has something for everyone.

Mountain View, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Mountain View, CA would benefit from a bank in numerous ways. Firstly, a bank would provide them with access to financial services such as savings accounts, loans, and credit cards. This would enable them to save for their future, invest in their businesses, and make purchases using credit. Secondly, a bank would offer them security by providing safe deposit boxes to store their valuable possessions. This is particularly important in Mountain View, CA, which is home to many tech companies and startups, whose employees may have expensive gadgets and equipment that they need to keep safe. Additionally, a bank would offer residents access to financial advice and planning services, which would help them to make informed decisions about their financial future. Finally, a bank would provide them with a convenient and reliable way to pay their bills and transfer money, which is essential in a fast-paced and tech-savvy city like Mountain View, CA.

Retirement Planning

Residents of Mountain View, CA can greatly benefit from the expertise of a retirement planner. With the city being home to numerous tech companies, such as Google and LinkedIn, many residents have high-paying jobs and may be able to retire earlier than they anticipated. However, navigating the complexities of retirement planning can be overwhelming, especially for those who are not familiar with financial jargon and investment strategies. A retirement planner can help residents of Mountain View, CA create a personalized retirement plan that takes into account their unique financial situation, goals, and lifestyle. They can also provide guidance on tax-efficient investment strategies, estate planning, and healthcare costs in retirement. With the cost of living in Mountain View being significantly higher than the national average, a retirement planner can help residents ensure that they have enough savings to maintain their desired standard of living in retirement.

Wealth Management

Residents of Mountain View, CA can benefit from the services of a wealth manager in numerous ways. With the city being home to some of the largest technology companies in the world, such as Google, LinkedIn, and Microsoft, a wealth manager can help residents navigate the complexities of stock options, restricted stock units, and other equity compensation plans. Additionally, with the high cost of living in Mountain View, a wealth manager can assist residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. This can include investment strategies, retirement planning, tax optimization, and estate planning. Furthermore, with the ever-changing economic landscape, a wealth manager can provide residents with the latest market insights and help them make informed decisions about their finances. Overall, a wealth manager can provide invaluable guidance and support to residents of Mountain View, CA, helping them achieve financial stability and security in a rapidly changing world.

Financial Advisor

Residents of Mountain View, CA could benefit from a financial advisor in a multitude of ways. With the high cost of living in the area, a financial advisor could help individuals create a budget and savings plan to ensure they are able to comfortably afford housing, food, and other necessities. Additionally, with the prevalence of tech companies in the area, many residents may have stock options or other complex financial assets that require expert guidance. A financial advisor could assist with investment strategies and tax planning to maximize returns and minimize liabilities. Furthermore, the proximity to Silicon Valley means that many residents may be entrepreneurs or small business owners, and a financial advisor could provide advice on business planning, financing, and risk management. Overall, a financial advisor could help residents of Mountain View navigate the complex financial landscape of the area and achieve their financial goals.

Mortgage Loan Officer

Mountain View, CA, is a city situated in the heart of Silicon Valley, known for its thriving tech industry and high cost of living. A mortgage loan officer can assist residents of Mountain View in various ways, such as finding the best loan options to purchase a home in this competitive market. With the median home price in Mountain View being around $2 million, a mortgage loan officer can provide guidance on obtaining a suitable mortgage loan that fits the borrower's financial situation. Additionally, with the influx of tech workers in the area, a mortgage loan officer can help individuals who are relocating to Mountain View to secure a mortgage loan. The loan officer can also provide advice on the best neighborhoods to live in, taking into account factors such as proximity to tech companies, schools, and amenities. Overall, a mortgage loan officer can help residents of Mountain View navigate the complex and competitive housing market, making the dream of owning a home in this vibrant city a reality.

Tax Services

Residents of Mountain View, CA could be helped by a tax advisor in a multitude of ways. One specific example is navigating the complexities of California state tax laws, which are notoriously confusing and difficult to understand. A tax advisor can help residents understand deductions and credits they may be eligible for, as well as assist with filing taxes correctly and on time. Additionally, with the high cost of living in Mountain View, a tax advisor can help residents maximize their tax savings and potentially reduce their overall tax burden. By working with a knowledgeable tax advisor, residents can ensure they are taking advantage of all available tax benefits and avoiding costly mistakes that could lead to penalties and fines.

Estate Planning Lawyer

Residents of Mountain View, CA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Mountain View, where the cost of living is high and many residents have accumulated significant assets over the years. An estate planning lawyer can also help residents minimize their tax liabilities and protect their assets from potential creditors. Additionally, they can provide guidance on issues such as long-term care planning and guardianship for minor children, which can be especially important for families in Mountain View who may have unique needs and circumstances. Overall, consulting with an estate planning lawyer can help residents of Mountain View ensure that their legacy is protected and their loved ones are taken care of, no matter what the future may hold.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Mountain View, CA can offer an array of insurance brokerage services to their clients. From analyzing insurance policies to negotiating rates with insurance providers, an insurance broker can help clients navigate the complex world of insurance. Specifically, in Mountain View, CA, an insurance broker can provide services tailored to the tech industry. With Silicon Valley just a stone's throw away, an insurance broker can assist technology companies and startups in finding insurance policies that cater to their unique needs. This includes protecting their intellectual property, safeguarding their data, and insuring against cyber threats. The insurance broker can also help these businesses understand the nuances of workers' compensation insurance, which can be particularly important in a city with a high concentration of tech workers. With their expertise and knowledge of the local industry, an insurance broker in Mountain View, CA can provide invaluable assistance to businesses looking to protect themselves and their assets.

Mountain View, CA is the ideal location to find an insurance broker due to its thriving economy and diverse population. The city is home to a plethora of technology companies, including Google and LinkedIn, which attract a highly educated and financially stable demographic. This translates into a competitive insurance market with brokers who are well-versed in providing coverage for complex and high-value assets. Additionally, Mountain View's proximity to Silicon Valley allows brokers to stay up-to-date on emerging technologies and their potential risks, ensuring their clients are adequately protected. With its bustling economy and diverse population, Mountain View, CA is the perfect place to find an insurance broker who can provide comprehensive coverage for all of your needs.