Insurance Broker in Concord, CA

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

Connect With an Insurance Agent

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Concord, CA Insurance Brokerages

generic_business-71
Ferrante Insurance Services, Inc.
4 out of 5
Location 1401 Willow Pass Rd #880, Concord, CA 94520, USA
Phone (925) 674-1755
Directions
generic_business-71
Kwon Lee - State Farm Insurance Agent
4 out of 5
Location 1251 Monument Blvd #200, Concord, CA 94520, USA
Phone (925) 827-3500
Directions
generic_business-71
Johnny Huang Insurance Service, Inc.
Location 1485 Civic Ct #1355, Concord, CA 94520, USA
Phone (800) 772-8568
Directions
generic_business-71
HUB International
2 out of 5
Location 2300 Clayton Rd #300, Concord, CA 94520, USA
Phone (925) 609-6500
Directions
generic_business-71
Atlas Mutual Insurance Services
5 out of 5
Location 1320 Willow Pass Rd #600, Concord, CA 94520, USA
Phone (888) 702-8527
Directions
generic_business-71
Farmers Insurance - Mauricio Carbajal
3 out of 5
Location 1505 Monument Blvd, Concord, CA 94520, USA
Phone (925) 602-1900
Directions
generic_business-71
Freeway Insurance
4 out of 5
Location 1701 Monument Blvd Ste H, Concord, CA 94520, USA
Phone (925) 951-0953
Directions
generic_business-71
Farmers Insurance - Israel Martinez
4 out of 5
Location 3119 Clayton Rd, Concord, CA 94519, USA
Phone (925) 246-2976
Directions
generic_business-71
Interstate Risk Insurance Services
Location 1800 Sutter St # 777, Concord, CA 94520, USA
Phone (925) 680-4747
Directions
generic_business-71
EPIC Insurance Brokers and Consultants
Location 1390 Willow Pass Rd #800, Concord, CA 94520, USA
Phone (925) 798-3334
Directions
generic_business-71
Jared Burns-Coffin - State Farm Insurance Agent
5 out of 5
Location 2151 Salvio St Suite 270, Concord, CA 94520, USA
Phone (925) 682-0800
Directions
generic_business-71
Farmers Insurance - Zuleima Garcia
5 out of 5
Location 2691 Monument Blvd Ste 17, Concord, CA 94520, USA
Phone (925) 691-9225
Directions
generic_business-71
Healthmarkets Insurance - Jason Zachery Moreno
5 out of 5
Location 1200 Contra Costa Blvd Suite A, Concord, CA 94523, USA
Phone (415) 966-5792
Directions
generic_business-71
Farmers Insurance - Reet Singh
Location 2120 Diamond Blvd Ste 110, Concord, CA 94520, USA
Phone (925) 671-0342
Directions
generic_business-71
Covered California Certified Agent - Curt Bulloch
5 out of 5
Location 1505 Monument Blvd, Concord, CA 94520, USA
Phone (925) 640-0485
Directions
generic_business-71
Gail Williams - State Farm Insurance Agent
5 out of 5
Location 5041 Clayton Rd, Concord, CA 94521, USA
Phone (925) 685-8000
Directions
generic_business-71
Lane Taglio - Humana Agent
Location 1320 Willow Pass Rd Ste. 600, Concord, CA 94520, USA
Phone (916) 244-2939
Directions
generic_business-71
American Income Life: The Hart Group
4 out of 5
Location 1800 Sutter St #850, Concord, CA 94523, USA
Phone (209) 207-9509
Directions
generic_business-71
Weber Insurance & Financial Services, LLC
5 out of 5
Location 51 John Glenn Dr, Concord, CA 94520, USA
Phone (925) 452-6969
Directions
generic_business-71
AGENT2000 Commercial & Personal Insurance Brokers
5 out of 5
Location 1220 Diamond Way Suite 250, Concord, CA 94520, USA
Phone (925) 827-0510
Directions
generic_business-71
Monumental Insurance Services LLC
5 out of 5
Location 1070 Concord Ave ste 280, Concord, CA 94520, USA
Phone (925) 349-5203
Directions
generic_business-71
American Income Life: Andrew McQuade
5 out of 5
Location 4071 Port Chicago Hwy Suite 200, Concord, CA 94520, USA
Phone (925) 849-6864
Directions
generic_business-71
HealthMarkets Insurance Agency
5 out of 5
Location 1200 Contra Costa Blvd A, Concord, CA 94523, USA
Phone (408) 441-7777
Directions
generic_business-71
Brick Insurance Agency
5 out of 5
Location 2975 Treat Blvd # D2, Concord, CA 94518, USA
Phone (925) 687-6262
Directions
generic_business-71
Farmers Insurance - John Duncan
5 out of 5
Location 5354 Clayton Rd Ste B2, Concord, CA 94521, USA
Phone (925) 825-1808
Directions
generic_business-71
Financial Balance Insurance Agency
5 out of 5
Location 1320 Willow Pass Rd F6, Concord, CA 94520, USA
Phone (925) 698-5164
Directions
generic_business-71
krbenefits.com
Location 1470 Civic Ct #350, Concord, CA 94520, USA
Phone (925) 338-0475
Directions
generic_business-71
Courtney Khashabi - State Farm Insurance Agent
5 out of 5
Location 901 Sunvalley Blvd Suite 230, Concord, CA 94520, USA
Phone (925) 356-7900
Directions
generic_business-71
Covered California Certified Agent - marc protenic
Location 1200 Contra Costa Blvd ste a, Concord, CA 94523, USA
Phone (925) 200-8598
Directions
generic_business-71
Union General Insurance Services
4 out of 5
Location 1390 Willow Pass Rd # 1050, Concord, CA 94520, USA
Phone (925) 671-2128
Directions
generic_business-71
Covered California Certified Agent
Location 1485 Civic Ct #1400, Concord, CA 94520, USA
Phone (925) 680-8182
Directions
Insurance Brokers in Concord, CA

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

Concord, California is a bustling city located in Contra Costa County that boasts an array of landmarks, top employers, major highways, and neighborhoods. From the iconic Mount Diablo to the vibrant Todos Santos Plaza, Concord is a city full of diverse attractions. The city is home to top employers such as Chevron, John Muir Health, and Kaiser Permanente, making it a hub for job opportunities. Major highways such as Interstate 680 and State Route 4 run through the city, providing easy access to neighboring cities. The city is also home to several notable neighborhoods such as the affluent Crystal Ranch and the family-friendly Clayton Valley Highlands. With its mix of urban and suburban lifestyles, Concord is a city that offers something for everyone.

Concord, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Concord, CA can benefit from a bank in various ways. For instance, a bank can provide them with financial advice on how to manage their money wisely. Concord, CA is a city with a diverse population, and many of its residents are immigrants who may not be familiar with the American banking system. Therefore, a bank can educate them on how to open a bank account, apply for a loan, or use credit cards. Moreover, Concord, CA is a city that is prone to natural disasters such as earthquakes and wildfires. In such situations, a bank can be a source of financial assistance to residents who may have lost their homes or businesses. Additionally, a bank can provide residents with access to online banking services, which can save them time and money. Overall, a bank can be a valuable resource for the residents of Concord, CA, helping them to achieve their financial goals and overcome unforeseen challenges.

Retirement Planning

Residents of Concord, CA can benefit from the services of a retirement planner in several ways. Firstly, a retirement planner can help them to set financial goals and create a plan to achieve them. With the high cost of living in Concord, CA, it is crucial for residents to have a solid financial plan in place to ensure their retirement needs are met. Secondly, a retirement planner can assist residents in identifying the best investment opportunities to maximize their savings and minimize their tax liabilities. Given the complex nature of the financial market, it can be challenging for residents to navigate it on their own. Lastly, a retirement planner can provide guidance on estate planning and help residents to create a will or trust that reflects their wishes. This is particularly important for residents of Concord, CA, where there are several high net worth individuals who need to plan their estates carefully to avoid probate and minimize taxes.

Wealth Management

Residents of Concord, CA could benefit from the guidance of a wealth manager in a variety of ways. For example, the city's population has a median age of 38, which means many residents are in the midst of building their careers, starting families, and saving for their futures. A wealth manager could help these individuals navigate the complexities of investing, retirement planning, and tax optimization to ensure they are making the most of their hard-earned money. Additionally, Concord is located in the San Francisco Bay Area, which is known for its high cost of living. A skilled wealth manager could help residents manage their expenses and prioritize their financial goals in this challenging economic environment. Overall, a wealth manager could provide invaluable support to the residents of Concord as they work to build a secure financial future for themselves and their families.

Financial Advisor

Residents of Concord, CA can benefit from the expertise of a financial advisor in many ways. With the cost of living in Concord being higher than the national average, a financial advisor can help residents create a budget that allows them to save for their future while still enjoying their present. Additionally, with the median home price in Concord being over $700,000, a financial advisor can assist residents in creating a plan to save for a down payment or refinance their current mortgage. Concord is also home to many small businesses, and a financial advisor can provide guidance on business finances, such as creating a budget, managing cash flow, and obtaining financing. Furthermore, with the Bay Area's volatile job market, a financial advisor can help residents plan for unexpected job loss or medical emergencies. Overall, a financial advisor can provide invaluable assistance to Concord residents in navigating the complex financial landscape of the Bay Area.

Mortgage Loan Officer

Residents of Concord, CA benefit significantly from the expertise and assistance provided by mortgage loan officers in navigating the complexities of homeownership. These professionals offer a wide range of invaluable services, such as evaluating creditworthiness, determining suitable mortgage options, and facilitating the loan application process. In Concord, with its diverse housing market and vibrant community, mortgage loan officers bring a nuanced understanding of the local real estate landscape, enabling them to identify specialized loan programs that cater to the unique needs and preferences of residents. Whether it's securing low-interest rates or streamlining the documentation process, these professionals adeptly guide individuals through the intricacies of mortgage financing, ensuring a smoother and more efficient experience. Their deep knowledge of Concord's neighborhoods, zoning regulations, and market trends further empowers residents to make informed decisions regarding their housing investments, helping them achieve their homeownership dreams with burstiness and complexity.

Tax Services

Residents of Concord, CA can greatly benefit from the expertise of a tax advisor in a myriad of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws surrounding California's Proposition 19. This law, which went into effect on February 16, 2021, has significant implications for homeowners in Concord and throughout the state. A tax advisor can provide guidance on how to take advantage of the new rules around property tax transfers, as well as how to minimize the impact of the law on estate planning and inheritance. Additionally, a tax advisor can help residents of Concord understand how to maximize deductions and credits on their federal and state tax returns, as well as how to plan for retirement and other long-term financial goals. Overall, working with a tax advisor can help residents of Concord ensure that they are making the most of their financial resources and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Concord, CA can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that clearly outlines their wishes for the distribution of their assets after their passing. This is particularly important in Concord, CA, a city that is home to many retirees and older adults who may have accumulated significant wealth over their lifetime. Additionally, an estate planning lawyer can assist with the creation of trusts and other legal arrangements that can help protect assets from creditors and ensure that they are passed down to beneficiaries in a tax-efficient manner. Finally, an estate planning lawyer can also help residents of Concord, CA navigate complex legal issues related to probate and estate administration, ensuring that their wishes are carried out in accordance with the law.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs