Insurance Broker in Campbell, CA

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Top Campbell, CA Insurance Brokerages

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Mark Chapman - State Farm Insurance Agent
5 out of 5
Location 250 E Hamilton Ave Ste B, Campbell, CA 95008, USA
Phone (408) 370-7100
Directions
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Lockton Insurance Brokers
Location 900 E Hamilton Ave #100, Campbell, CA 95008, USA
Phone (408) 200-3600
Directions
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Farmers Insurance - Gina Navarro
5 out of 5
Location 900 E Hamilton Ave Ste 100, Campbell, CA 95008, USA
Phone (408) 550-9586
Directions
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Joe Frangieh - State Farm Insurance Agent
5 out of 5
Location 120 W Campbell Ave ste a, Campbell, CA 95008, USA
Phone (408) 793-8303
Directions
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Mike Myers - State Farm Insurance Agent
5 out of 5
Location 250 E Hamilton Ave ste b, Campbell, CA 95008, USA
Phone (408) 412-8585
Directions
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Atlantic-Pacific Insurance Brokers, Inc.
Location 2542 S Bascom Ave STE 280, Campbell, CA 95008, USA
Phone (408) 371-9224
Directions
Insurance Brokers in Campbell, CA

Where Campbell, CA Auto, Life & Health Insurance Brokers Serve

Campbell, CA is a vibrant city located in the heart of Silicon Valley. It is known for its charming downtown area, which is home to numerous shops, restaurants, and landmarks such as the Campbell Water Tower and the Ainsley House. The city is also home to several top employers, including eBay, Barracuda Networks, and the Santa Clara Valley Medical Center. Major highways that run through Campbell include the 17 and the 85, while notable streets in the area include Bascom Avenue and Hamilton Avenue. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including the Pruneyard, the Westmont, and the San Tomas Estates. Overall, Campbell is a bustling and dynamic city that offers something for everyone.

Campbell, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Campbell, CA can benefit from a bank in various ways. Firstly, a bank can provide residents with financial assistance such as loans and mortgages to help them purchase homes or start their own businesses. Additionally, banks can offer savings accounts and investment options to help residents grow and manage their wealth. Specifically in Campbell, CA, a bank can also assist with the town's unique housing market. With a median home price of $1.5 million, many residents may need specialized loan options or financial advice to navigate the competitive real estate market. Furthermore, a bank can provide Campbell residents with access to mobile and online banking services, allowing them to easily manage their finances from the comfort of their homes. Overall, a bank can be a valuable resource for residents of Campbell, CA in achieving their financial goals and managing their money effectively.

Retirement Planning

Residents of Campbell, CA can benefit greatly from the services of a retirement planner. With its high cost of living, residents in Campbell face unique challenges when it comes to saving for retirement. A retirement planner can help them navigate the complexities of retirement planning, including understanding Social Security benefits, creating a budget, and choosing the right investment strategy. They can also help residents in Campbell to plan for unexpected expenses, such as medical bills or home repairs. Additionally, a retirement planner can help residents in Campbell to navigate the tax implications of retirement, including understanding how to maximize their tax-deferred savings accounts. With the help of a retirement planner, residents in Campbell can feel confident that they are on track to meet their retirement goals and enjoy their golden years.

Wealth Management

Campbell, CA is a vibrant city that boasts of a thriving economy and a diverse population. With its high standard of living and a growing number of successful businesses, residents of Campbell, CA may require the services of a wealth manager to help them manage their finances and investments. A wealth manager can provide expert advice on investment strategies, asset allocation, and risk management, which are essential for long-term financial success. Additionally, residents of Campbell, CA may benefit from a wealth manager's knowledge of local tax laws and regulations, which can help them minimize their tax liabilities. With a wealth manager's guidance, residents of Campbell, CA can make informed decisions about their finances and investments, ensuring they are well-positioned to achieve their financial goals.

Financial Advisor

Residents of Campbell, CA can benefit greatly from the expertise of a financial advisor in navigating the complexities of their personal finances. With the city's median household income of $126,000, residents may need guidance in managing their wealth and planning for retirement. Additionally, Campbell's high cost of living may require a financial advisor to help residents create a budget and make smart investment decisions. The advisor may also assist with estate planning and tax strategies, as California has some of the highest state income taxes in the country. Furthermore, with the city's proximity to Silicon Valley, many residents may have stock options or other investments tied to the tech industry, making it crucial to have a knowledgeable advisor who can provide guidance on managing these assets. Overall, a financial advisor can provide invaluable assistance to residents of Campbell, CA in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Campbell, CA can benefit from the services of a mortgage loan officer in a multitude of ways. One of the most common ways is by providing guidance on the various mortgage options available to them. With the housing market in Campbell being highly competitive, residents may struggle to find affordable housing options. A mortgage loan officer can help them navigate the different types of mortgages, such as fixed-rate and adjustable-rate mortgages, and find the best option that suits their needs. Additionally, a mortgage loan officer can help residents with the application process, which can be complex and time-consuming. They can assist with gathering the necessary documentation, such as income statements and credit reports, and help residents understand the terms and conditions of the mortgage agreement. Ultimately, a mortgage loan officer can help residents achieve their dream of homeownership in Campbell, CA.

Tax Services

Residents of Campbell, CA can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws and regulations specific to the state of California. For example, Campbell residents may be subject to unique tax laws related to the tech industry, which is a significant part of the local economy. Additionally, a tax advisor can help residents to maximize their deductions and credits, potentially resulting in significant tax savings. Furthermore, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. With the help of a skilled tax advisor, residents of Campbell, CA can ensure that they are in compliance with all applicable tax laws and regulations while minimizing their tax burden.

Estate Planning Lawyer

Residents of Campbell, CA can benefit from the expertise of an estate planning lawyer in many ways. For instance, an estate planning lawyer can help residents of Campbell, CA create a comprehensive estate plan that outlines their wishes for the distribution of their assets and personal belongings after their death. Additionally, an estate planning lawyer can assist residents of Campbell, CA in creating trusts that can help protect their assets and provide for their loved ones. Furthermore, an estate planning lawyer can help residents of Campbell, CA navigate the complex legal landscape surrounding estate planning, including tax laws and probate court procedures. In a city like Campbell, CA, where many residents have significant assets and complex family structures, the guidance of an estate planning lawyer can be invaluable in ensuring that their wishes are carried out and their loved ones are provided for.

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