Insurance Broker in Santa Ana, CA

We did the hard work of finding trustworthy partners in Santa Ana, CA. Fill out the form to get connected.

Connect With an Insurance Agent


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Santa Ana, CA Insurance Brokerages

TruSave Insurance Agency
5 out of 5
Location 1820 E Garry Ave STE 209, Santa Ana, CA 92705, USA
Phone (714) 981-1814
Insurance Navy Brokers
5 out of 5
Location 1150 S Bristol St Unit A, Santa Ana, CA 92704, USA
Phone (714) 242-0035
Monica Drevon - State Farm Insurance Agent
5 out of 5
Location 2001 E 1st St Ste 203, Santa Ana, CA 92705, USA
Phone (714) 966-2679
Peggy Bates - State Farm Insurance Agent
5 out of 5
Location 2723 N Bristol St Ste D1, Santa Ana, CA 92706, USA
Phone (714) 543-0422
Elmco Insurance Inc
5 out of 5
Location 1905 N Main St, Santa Ana, CA 92706, USA
Phone (714) 973-1436
Farmers Insurance - Wendy Munoz
4 out of 5
Location 2380 N Tustin Ave Ste D, Santa Ana, CA 92705, USA
Phone (714) 550-1100
Insurance Brokers in Santa Ana, CA

Where Santa Ana, CA Auto, Life & Health Insurance Brokers Serve

Santa Ana, CA is a bustling city located in Orange County, known for its rich cultural heritage and diverse population. It is home to several iconic landmarks, including the Santa Ana Zoo, Bowers Museum, and the historic Old Orange County Courthouse. The city is also a hub for business and industry, with top employers such as Ingram Micro, First American Financial Corporation, and Orange County Global Medical Center. Major highways and streets that run through Santa Ana include the 5, 55, and 22 freeways, as well as Main Street, Bristol Street, and Grand Avenue. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including Downtown Santa Ana, Floral Park, and West Floral Park. With its vibrant culture, thriving economy, and beautiful surroundings, Santa Ana is truly a city like no other.

Santa Ana, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Santa Ana, CA would greatly benefit from the services provided by a bank. One specific way in which a bank could help the community is by offering financial education programs. Santa Ana has a high population of low-income families and immigrants who may not have a strong understanding of personal finance. By providing workshops and resources on budgeting, saving, and investing, a bank could empower these individuals to make informed financial decisions and improve their overall financial health. Additionally, a bank could provide access to affordable loans and credit options, allowing residents to start businesses, purchase homes, and pursue their goals. With the support of a bank, the people of Santa Ana could build a stronger, more prosperous community.

Retirement Planning

Residents of Santa Ana, CA could benefit from the expertise of a retirement planner in several ways. Firstly, with the city's high cost of living, it is crucial for individuals to have a plan in place to ensure they can maintain their lifestyle in retirement. A retirement planner can assist with creating a personalized savings plan and investment strategy that considers the unique financial landscape of Santa Ana. Additionally, many residents in Santa Ana are bilingual or multilingual, and a retirement planner who speaks Spanish could be especially helpful in providing clear and effective communication. Furthermore, given the city's diverse population, a retirement planner can help navigate cultural considerations and customs when it comes to financial planning. Overall, a retirement planner can provide valuable guidance and support to Santa Ana residents as they prepare for their future.

Wealth Management

Residents of Santa Ana, CA can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by creating a personalized financial plan that considers their unique circumstances and goals. This plan can help them achieve their financial objectives, whether it's saving for retirement, buying a house, or paying for their children's education. Additionally, a wealth manager can help Santa Ana residents navigate the complex tax laws and regulations in California, which can be particularly challenging due to the state's high tax rates and frequent changes in tax laws. Moreover, a wealth manager can help Santa Ana residents invest their money wisely, taking into account their risk tolerance, time horizon, and investment goals. Given that Santa Ana is a diverse city with a large Hispanic population, a wealth manager who speaks Spanish can be particularly helpful in providing financial advice and guidance to this community.

Financial Advisor

Residents of Santa Ana, CA can benefit from the assistance of a financial advisor in various ways. Firstly, due to the high cost of living in the city, a financial advisor can help individuals and families create a budget and manage their expenses to ensure they are living within their means. Additionally, Santa Ana has a large Hispanic population, and a financial advisor can help bridge the gap in financial literacy and provide guidance on how to navigate the complex financial system. Furthermore, the city has a diverse economy, with a mix of industries ranging from manufacturing to education. A financial advisor can provide tailored advice on investment opportunities and retirement planning based on the unique needs and goals of each client. Lastly, with the ongoing pandemic, many individuals and businesses in Santa Ana have been financially impacted. A financial advisor can provide guidance on how to navigate the current economic climate and make informed decisions to protect their financial well-being.

Mortgage Loan Officer

Residents of Santa Ana, CA can benefit from the expertise of a mortgage loan officer in several ways. With the city's median home value at $550,000, many residents may require assistance in securing financing for a home purchase. A mortgage loan officer can guide them through the process of obtaining a mortgage loan, including explaining the different types of loans available and helping them choose the one that best suits their needs. Additionally, Santa Ana has a diverse population, with a significant number of residents who may require specialized loan products, such as those for non-citizens or those with lower credit scores. A knowledgeable mortgage loan officer can help these individuals navigate the complex lending process and find the best loan option for their unique situation. Furthermore, with the city's high cost of living, many residents may be struggling to make ends meet. A mortgage loan officer can help them refinance their current mortgage, potentially lowering their monthly payments and freeing up funds for other expenses.

Tax Services

Residents of Santa Ana, CA can benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor can be particularly helpful in Santa Ana is with regards to navigating the complex tax laws surrounding property ownership. With a large population of homeowners in the city, understanding the tax implications of owning property can be a daunting task. A tax advisor can help residents maximize their deductions, minimize their tax liability, and ensure compliance with local and state tax laws. Additionally, with Santa Ana's diverse population and many small businesses, a tax advisor can assist individuals with filing taxes for self-employment income or navigating the tax implications of starting a new business. Overall, a tax advisor can provide invaluable guidance to residents of Santa Ana seeking to navigate the often confusing world of taxes.

Estate Planning Lawyer

Residents of Santa Ana, CA can benefit greatly from the services of an estate planning lawyer. With the city's diverse population and high concentration of small businesses, an estate planning lawyer can help ensure that individuals and families have a solid plan in place for their assets and property. This includes drafting wills, trusts, and other legal documents that protect their interests in the event of incapacity or death. Additionally, with Santa Ana's proximity to major highways and transportation hubs, an estate planning lawyer can assist with issues related to out-of-state property and inheritance laws. The lawyer can also advise on tax implications and strategies to minimize estate taxes. With the complexities of estate planning, having a knowledgeable and experienced lawyer on their side can bring peace of mind to Santa Ana residents.


Insurance Agency FAQs