Insurance Broker in San Mateo County, CA

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Top San Mateo County, CA Insurance Brokerages

Connell & Associates Insurance Brokers
5 out of 5
Location 1710 S Amphlett Blvd UNIT 201, San Mateo, CA 94402, USA
Phone (650) 571-8771
Language https://connell-ins.com/
Directions
ABD Insurance & Financial Services
5 out of 5
Location 777 Mariners Island Blvd STE 250, San Mateo, CA 94404, USA
Phone (650) 488-8565
Language http://www.theabdteam.com/
Directions
Farmers Insurance - Li Wu
Location 1670 S Amphlett Blvd #214-9, San Mateo, CA 94402, USA
Phone (650) 921-3232
Language https://agents.farmers.com/index.html?utm_source=GMB&utm_medium=Local
Directions
Jerry Selvitella - State Farm Insurance Agent
5 out of 5
Location 117 N San Mateo Dr #3, San Mateo, CA 94401, USA
Phone (650) 343-5976
Language http://www.selvitella.com/?cmpid=b8am_blm_0001
Directions
Craig Ichiuji - State Farm Insurance Agent
Location 461 1st Ave, San Mateo, CA 94401, USA
Phone (650) 342-8857
Language http://www.ichiuji.us/?cmpid=gjcd_blm_0001
Directions
DHW Insurance Brokers
Location 155 Bovet Rd #515, San Mateo, CA 94402, USA
Phone (650) 858-2375
Language http://www.dhw-ins.com/
Directions
Farmers Insurance - John Kemmer
5 out of 5
Location 1720 S Amphlett Blvd Ste 140, San Mateo, CA 94402, USA
Phone (650) 572-1044
Language https://agents.farmers.com/ca/san-mateo/john-kemmer?SourceID=AMPALFGMAG&utm_source=GMB&utm_medium=Local&y_source=1_MTU1MjE3Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
SRK Insurance Brokerage
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 376-0869
Language http://srkinsurance.com/
Directions
Catalli Insurance Brokers
5 out of 5
Location 60 41st Ave, San Mateo, CA 94403, USA
Phone (650) 349-1803
Language http://www.catalli.com/
Directions
Insurance Brokers in San Mateo County, CA

Where San Mateo County, CA Auto, Life & Health Insurance Brokers Serve

San Mateo County, located in the heart of the San Francisco Bay Area, is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Golden Gate Bridge to the picturesque Pacific coastline, this county is home to some of the most breathtaking natural wonders in the world. In addition, San Mateo County is a hub for innovation and technology, with top employers such as Facebook, Oracle, and Genentech driving the local economy. The county is also well-connected with major highways and streets, including US-101, I-280, and El Camino Real, providing easy access to neighboring cities and beyond. Whether you're exploring the charming neighborhoods of Burlingame and San Carlos or enjoying the vibrant nightlife of downtown San Mateo, there's something for everyone in this dynamic county.

San Mateo County, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of San Mateo County, CA can benefit from banks in a multitude of ways. Firstly, banks can provide financial assistance to those in need, such as loans and credit cards. With the high cost of living in San Mateo County, many residents may require financial assistance to meet their daily needs. Additionally, banks can help residents save money by offering savings accounts and investment opportunities. San Mateo County is known for its high-tech industry, and banks can help residents invest in this industry to potentially reap financial benefits. Furthermore, banks can provide financial education to residents, which is especially important in a county where the median household income is over $100,000. By educating residents on financial management, banks can help them make informed decisions about their money and potentially increase their wealth. Overall, the role of banks in San Mateo County is crucial in helping residents manage their finances and achieve financial stability.

Retirement Planning

Residents of San Mateo County, CA can benefit greatly from the services of a retirement planner. With a population of over 700,000 people, San Mateo County is one of the most populous counties in California. The high cost of living in the county, coupled with the fact that it is home to many tech companies, means that residents may need specialized guidance when it comes to planning for their retirement. A retirement planner can help them navigate the complex tax laws and investment options available to them, as well as help them create a personalized retirement plan that takes into account their unique financial situation. In addition, a retirement planner can help residents of San Mateo County, CA to plan for the high cost of healthcare in the area, which is known to be one of the most expensive in the country. With the help of a retirement planner, residents of San Mateo County can feel confident that they are on track to achieving their retirement goals and living a comfortable and secure life in their golden years.

Wealth Management

Residents of San Mateo County, CA can benefit greatly from the services of a wealth manager. With a median household income of over $110,000, San Mateo County is one of the wealthiest counties in the United States. However, with that wealth comes a complex financial landscape that can be difficult to navigate. A wealth manager can help residents of San Mateo County with a variety of financial needs, including investment management, tax planning, retirement planning, and estate planning. They can also provide guidance on managing debt and creating a budget. Additionally, with the high cost of living in the Bay Area, a wealth manager can help residents maximize their income and investments to ensure they can maintain their standard of living. Overall, a wealth manager can provide invaluable assistance to residents of San Mateo County in managing their finances and achieving their long-term financial goals.

Financial Advisor

Residents of San Mateo County, CA can greatly benefit from the services of a financial advisor. With the high cost of living in the area, many individuals struggle to manage their finances effectively. A financial advisor can help them create a comprehensive budget and savings plan that takes into account the unique challenges of living in the county. For example, the high cost of housing in San Mateo County means that many residents may need to allocate a larger portion of their income towards rent or mortgage payments. A financial advisor can help them navigate this challenge and find ways to save money in other areas of their budget. Additionally, with the prevalence of tech companies in the area, many residents may have stock options or other complex financial assets that require specialized knowledge to manage effectively. A financial advisor can provide expert guidance on how to maximize the value of these assets and minimize tax liabilities.

Mortgage Loan Officer

Residents of San Mateo County, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. With the high cost of living in the area, many individuals may struggle to afford a home without the assistance of a mortgage. A loan officer can help residents navigate the complex process of obtaining a mortgage, including determining the best type of loan for their needs, understanding the various fees and costs associated with the process, and ensuring that they meet all necessary qualifications. Additionally, San Mateo County is home to a diverse population, with a significant number of immigrants and non-native English speakers. A loan officer who is fluent in multiple languages and knowledgeable about cultural differences can help ensure that all residents have equal access to the resources they need to achieve their homeownership goals.

Tax Services

Residents of San Mateo County, CA can benefit from the expertise of a tax advisor in various ways. Firstly, tax advisors can assist individuals in navigating the complex tax laws and regulations specific to San Mateo County, such as the county's high property tax rates and the impact of Proposition 13 on property tax assessments. Additionally, a tax advisor can help residents maximize their tax deductions and credits, such as the Homeowners' Property Tax Exemption and the Earned Income Tax Credit. Furthermore, tax advisors can provide guidance on tax planning strategies, such as retirement planning and charitable giving, to help residents minimize their tax liabilities. Overall, a tax advisor can provide valuable assistance to residents of San Mateo County in navigating the intricacies of the tax system and optimizing their financial situation.

Estate Planning Lawyer

Residents of San Mateo County, CA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families protect their assets and ensure that their wishes are carried out after they pass away. In San Mateo County, where the cost of living is high and many residents have significant assets, estate planning is particularly important. A skilled lawyer can help clients create wills, trusts, and other legal documents that will ensure their assets are distributed according to their wishes. They can also help clients minimize taxes and avoid probate, which can be a time-consuming and expensive process. By working with an estate planning lawyer, residents of San Mateo County can gain peace of mind knowing that their assets are protected and their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in San Mateo County, CA can provide a range of insurance brokerage services to individuals and businesses alike. From assessing the insurance needs of clients to recommending appropriate coverage options, an insurance broker can help clients navigate the often complex and confusing world of insurance. In San Mateo County, CA, where the tech industry is a major player in the local economy, insurance brokers can also provide specialized coverage options for tech companies and startups. Additionally, given the county's proximity to the Bay Area and its susceptibility to natural disasters such as earthquakes, insurance brokers can provide valuable guidance on how to protect against such risks. With their expertise and knowledge of the insurance industry, insurance brokers in San Mateo County, CA can help clients find the right coverage options to meet their unique needs and protect against potential risks.

San Mateo County, located in the heart of California, is an ideal place to find an insurance broker. With its diverse population and thriving economy, the county offers a plethora of options for insurance coverage that caters to the unique needs of its residents. What makes San Mateo County stand out from other places is its commitment to innovation and technology. The county is home to Silicon Valley, the world's leading hub for technology and startups. This means that insurance brokers in San Mateo County have access to cutting-edge tools and resources that enable them to provide their clients with the most up-to-date information and solutions. Furthermore, the county's proximity to San Francisco, Oakland, and San Jose makes it a convenient location for individuals and businesses looking for insurance coverage. With its bustling economy and innovative spirit, San Mateo County is undoubtedly the best place to find an insurance broker.