Insurance Broker in Palo Alto, CA

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Top Palo Alto, CA Insurance Brokerages

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Toguchi Roger
Location 245 Lytton Ave # 200, Palo Alto, CA 94301, USA
Phone (650) 330-3818
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Farmers Insurance - Jay Schmidt
5 out of 5
Location 459 Hamilton Ave Ste 207, Palo Alto, CA 94301, USA
Phone (650) 329-8711
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Art Young Insurance Agency
5 out of 5
Location 415 Cambridge Ave # 6, Palo Alto, CA 94306, USA
Phone (650) 838-1080
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Covered California Certified Agent - Paul Saba
Location 4083 Transport St, Palo Alto, CA 94303, USA
Phone (650) 858-1123
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Primerica
1 out of 5
Location 260 Sheridan Ave b42, Palo Alto, CA 94306, USA
Phone (650) 323-2554
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Allstate Insurance Agent Harold Lorber
5 out of 5
Location 467 Hamilton Ave #24, Palo Alto, CA 94301, USA
Phone (650) 322-5191
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Landeck Insurance Service Farmers Agency
Location 1731 Embarcadero Rd #212, Palo Alto, CA 94303, USA
Phone (415) 358-3410
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United Healthcare
5 out of 5
Location 1800 Embarcadero Rd, Palo Alto, CA 94303, USA
Phone (650) 590-8416
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Annette Parker - State Farm Insurance Agent
4 out of 5
Location 4546 El Camino Real b4, Los Altos, CA 94022, USA
Phone (650) 941-5000
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Jerry, Inc.
4 out of 5
Location 430 Sherman Ave, Palo Alto, CA 94306, USA
Phone (833) 445-3779
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Klein Financial
5 out of 5
Location 999 Commercial St #107, Palo Alto, CA 94303, USA
Phone (650) 858-8065
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Insurance by Lee Aldinger Insurance
4 out of 5
Location 460 California Ave Suite #203, Palo Alto, CA 94306, USA
Phone (650) 326-3350
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Michael Goldeen Co
Location 378 Cambridge Ave # G, Palo Alto, CA 94306, USA
Phone (650) 391-7247
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Brooks Insurance Services
Location 3790 El Camino Real, Palo Alto, CA 94306, USA
Phone (650) 327-7312
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Covered California Certified Agent - Robert henderson
Location 445 Sherman Ave ste h, Palo Alto, CA 94306, USA
Phone (650) 321-2251
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Bob Anderson - State Farm Insurance Agent
5 out of 5
Location 325 Sharon Park Dr Ste B-2, Menlo Park, CA 94025, USA
Phone (650) 321-8711
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Next Insurance
5 out of 5
Location 975 California Ave, Palo Alto, CA 94304, USA
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Farmers E Palo Alto
2 out of 5
Location 2142 University Ave, East Palo Alto, CA 94303, USA
Phone (650) 847-1825
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Henderson Strategic Financial
Location 855 El Camino Real building 4 suite 220, Palo Alto, CA 94301, USA
Phone (650) 321-2251
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Josh Anderson - State Farm Insurance Agent
5 out of 5
Location 4546 El Camino Real b4, Los Altos, CA 94022, USA
Phone (650) 941-5000
Directions
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Emily Chapman - State Farm Insurance Agent
5 out of 5
Location 325 Sharon Park Dr b2, Menlo Park, CA 94025, USA
Phone (650) 854-0500
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Amanda Martin - State Farm Insurance Agent
4 out of 5
Location 3968 Middlefield Rd, Palo Alto, CA 94303, USA
Phone (650) 494-1404
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Allied Brokers Insurance Agency, Inc.
SEC File# 801-107199
CRD# 282202
4 out of 5
Location 591 Lytton Ave, Palo Alto, CA 94301, USA
Phone (650) 328-1000
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Marketside Insurance Services
5 out of 5
Location 4083 Transport St, Palo Alto, CA 94303, USA
Phone (650) 858-1123
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Candice Kistner - State Farm Insurance Agent
5 out of 5
Location 576 Cambridge Ave, Palo Alto, CA 94306, USA
Phone (650) 424-1100
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Palo Alto Health Insurance
Location 299 California Ave #115, Palo Alto, CA 94306, USA
Phone (252) 650-5210
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Heffernan Insurance Brokers
5 out of 5
Location 1460B O'Brien Dr, Menlo Park, CA 94025, USA
Phone (650) 842-5200
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Covered California Certified Agent - Claudette Klein
Location 999 Commercial St #107, Palo Alto, CA 94303, USA
Phone (650) 858-8065
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Pacific Life Insurance Co
1 out of 5
Location Palo Alto, CA 94301, USA
Phone (650) 321-9999
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Benefit Experts Insurance Agency
5 out of 5
Location 228 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (800) 495-4172
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Insurance Brokers in Palo Alto, CA

Where Palo Alto, CA Auto, Life & Health Insurance Brokers Serve

Palo Alto, a city located in the heart of Silicon Valley, is known for its vibrant tech industry and stunning natural beauty. Home to Stanford University and the Stanford Research Park, the city is a hub of innovation, with top employers such as Tesla, Hewlett-Packard, and VMware. The city is crisscrossed by major highways like the US-101 and the I-280, making it easily accessible from San Francisco and San Jose. The city's bustling downtown area is anchored by University Avenue, a lively street lined with high-end boutiques, restaurants, and cafes. Palo Alto is also home to several iconic landmarks, including the Cantor Arts Center, the Stanford Theatre, and the Hoover Tower. The city's vibrant neighborhoods, such as Old Palo Alto and Crescent Park, offer a diverse range of housing options, from historic mansions to modern condos.

Palo Alto, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Palo Alto, CA can benefit from a bank in several ways. Firstly, banks can provide financial assistance to residents who want to invest in the booming real estate market in Palo Alto. With the median home price being $3.5 million, banks can offer mortgage loans with competitive interest rates to help residents purchase their dream homes. Secondly, Palo Alto is home to several high-tech companies, and banks can provide residents with loans to start their own businesses or invest in existing ones. Additionally, banks can offer personalized financial planning services to residents to help them manage their wealth and plan for their future. Lastly, with Palo Alto being a hub for innovation and entrepreneurship, banks can offer venture capital and angel investment services to help residents fund their innovative ideas and bring them to fruition. Overall, banks can play a crucial role in helping residents of Palo Alto achieve their financial goals and dreams.

Retirement Planning

Residents of Palo Alto, CA can benefit greatly from the services of a retirement planner. With the city's high cost of living, many individuals may struggle to save enough money for retirement. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. They can assist in identifying areas where residents can cut back on expenses and increase savings, such as downsizing their home or reducing unnecessary spending. Additionally, a retirement planner can help residents navigate the complex world of investment options and ensure that their retirement funds are being managed effectively. With the help of a retirement planner, residents of Palo Alto can feel confident that they are on track to achieving their retirement goals and enjoying their golden years without financial stress.

Wealth Management

Residents of Palo Alto, CA are known for their high net worth and sophisticated investment portfolios. A wealth manager can help these residents in a multitude of ways, from creating a personalized investment strategy to managing their tax liabilities. Specifically, in Palo Alto, residents may benefit from a wealth manager's expertise in navigating the local real estate market. The area is known for its high property values and competitive market, making it challenging for individuals to make informed decisions about buying or selling a home. A wealth manager can provide guidance on real estate investments, including analyzing market trends and identifying potential opportunities. Additionally, with the high cost of living in Palo Alto, a wealth manager can help residents plan for retirement and ensure they have sufficient savings to maintain their lifestyle. Overall, a wealth manager can provide invaluable support to Palo Alto residents looking to grow and protect their wealth.

Financial Advisor

Residents of Palo Alto, CA can benefit from the expertise of a financial advisor in several ways. Firstly, given the high cost of living in Palo Alto, a financial advisor can help individuals manage their expenses and create a budget that allows them to live comfortably without overspending. Additionally, Palo Alto is home to several tech companies, and many residents may have stock options or other investments tied to these companies. A financial advisor can provide guidance on how to diversify their portfolio and minimize risk. Furthermore, with the recent influx of wealth into the area, estate planning has become increasingly important. A financial advisor can assist with creating a comprehensive estate plan that takes into account the unique tax laws and regulations in California. Overall, a financial advisor can help residents of Palo Alto navigate the complexities of managing their finances in a rapidly changing economic environment.

Mortgage Loan Officer

Residents of Palo Alto, CA can greatly benefit from the services of a mortgage loan officer. These professionals can help individuals secure financing for their dream home, whether they are first-time buyers or looking to refinance. With the high cost of living in Palo Alto, it is important to work with a loan officer who is familiar with the local market and can offer personalized advice on the best financing options available. Additionally, with many residents working in the tech industry, loan officers can provide guidance on unique financing options such as employee stock options or RSUs. By working with a mortgage loan officer, residents of Palo Alto can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Palo Alto, CA can greatly benefit from the services of a tax advisor. With the city being home to several high-income earners and multinational corporations, navigating the complex tax laws can be overwhelming. A tax advisor can help residents minimize their tax liabilities through strategic tax planning and filing. Additionally, a tax advisor can assist with estate planning, retirement planning, and investment strategies. Given the city's proximity to Silicon Valley, many residents may also have stock options or equity compensation, which can further complicate their tax situation. A tax advisor can help residents understand the tax implications of these assets and develop a plan to optimize their tax situation. With the high cost of living in Palo Alto, CA, working with a tax advisor can help residents maximize their financial resources and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Palo Alto, CA can greatly benefit from the services of an estate planning lawyer. These skilled professionals can assist with a variety of legal matters related to estate planning, such as drafting wills and trusts, setting up power of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that apply to estates and ensure that their assets are distributed according to their wishes. In Palo Alto, where the median home value is over $3 million and many residents have significant assets, working with an estate planning lawyer can be especially important to ensure that their estates are managed properly and their heirs are protected. With their expertise and knowledge of the law, estate planning lawyers can provide peace of mind to Palo Alto residents and help them secure their legacies for future generations.

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