Insurance Broker in Santa Clara County, CA

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Top Santa Clara County, CA Insurance Brokerages

Sure88 Insurance Brokers LLC
Location 1061 Monroe St, Santa Clara, CA 95050, USA
Phone (408) 453-8831
Covered California Certified Agent
Location 3105 El Camino Real #201, Santa Clara, CA 95051, USA
Phone (408) 249-7726
Ana Orozco - State Farm Insurance Agent
5 out of 5
Location 2066 Clarmar Way B, San Jose, CA 95128, USA
Phone (408) 241-7665
Be Well Insurance Solutions
Location 1092 Scott Blvd, Santa Clara, CA 95050, USA
Phone (408) 615-1280
Insurance Brokers in Santa Clara County, CA

Where Santa Clara County, CA Auto, Life & Health Insurance Brokers Serve

Santa Clara County is located in California and is home to many major landmarks and attractions including the Santa Clara University, Levi's Stadium, and the Winchester Mystery House. The top employers in the county are major technology companies such as Apple, Google, and Intel. Major highways and streets in the area include Highway 101 and El Camino Real. The neighborhoods in Santa Clara County are diverse and include areas such as downtown San Jose, suburban neighborhoods, and rural areas.

Santa Clara County, CA Insurance Broker Related Services

Banks and Credit Unions

Banks can provide a variety of financial services to Santa Clara County, CA residents. One service that banks can offer is the ability for people to deposit and withdraw money. This would be especially helpful for people who do not have bank accounts or live in rural areas where there are no brick-and-mortar banks. Another service that banks can offer is the ability to take out loans. This would be helpful for people who need money for a large purchase or want to start a business. Banks can also provide other services, such as mortgage loans, car loans, and credit cards.

Estate Planning Lawyer

Estate planning lawyers in Santa Clara County, CA provide a wide range of services to their clients. This includes helping them create wills and trusts, as well as plan for their future healthcare needs. They can also help residents with probate and estate administration tasks.

Retirement Planning

Most Santa Clara County, CA residents are aware of the importance of saving for retirement. However, many don't know how to go about it or where to start. Fortunately, there are a number of excellent retirement planning resources available in the area. This article will provide an overview of some of the best options.

Wealth Management

Wealth management services can be extremely beneficial for Santa Clara County, CA residents. By working with a wealth manager, individuals can create a plan that will help them save money and grow their assets. In addition, wealth managers can offer advice on tax planning and estate planning. As a result, Santa Clara County, CA residents can feel confident that they are doing everything possible to protect their financial future.

Financial Advisor

Residents of Santa Clara County, CA have a number of financial advisors to choose from when it comes to seeking help managing their money. While all of these advisors may be qualified in their own way, some may be better suited for certain individuals or families than others. Some considerations that residents should take into account when choosing a financial advisor include the advisor's experience, fees, and approach to financial planning.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Santa Clara County, CA residents. They can help you find the best mortgage rates, guide you through the loan application process, and answer any questions you may have about mortgages. They can also help you refinance your mortgage or get a home equity loan.

Tax Services

Tax accountants in Santa Clara County, CA provide a variety of services to residents and businesses in the area. Some of these services include preparing and filing tax returns, providing advice on tax planning and strategies, and representing clients before the IRS. Many tax accountants also offer bookkeeping and accounting services.

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