Insurance Broker in Cupertino, CA

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Top Cupertino, CA Insurance Brokerages

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Farmers Insurance - Abigail Lopez
5 out of 5
Location 10055 N Portal Ave Ste 120, Cupertino, CA 95014, USA
Phone (650) 407-4688
Directions
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David Gragnola: Allstate Insurance
5 out of 5
Location 10520 S De Anza Blvd Ste B, Cupertino, CA 95014, USA
Phone (408) 252-3830
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Shana Nelson - State Farm Insurance Agent
5 out of 5
Location 10011 N Foothill Blvd STE 111, Cupertino, CA 95014, USA
Phone (650) 988-8990
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Farmers Insurance - Ray Cheng
5 out of 5
Location 20370 Town Center Ln Ste 105, Cupertino, CA 95014, USA
Phone (408) 863-0180
Directions
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American Brokerage Network
SEC File# 801-111055
CRD# 158043
Location Cupertino, CA 95014, USA
Directions
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TransGlobal Holding Company 美國泛宇集團
Location 19656 Stevens Creek Blvd, Cupertino, CA 95014, USA
Phone (888) 831-8868
Directions
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Farmers Insurance - Patricia Han
Location 20567 Sunrise Dr, Cupertino, CA 95014, USA
Phone (408) 865-0365
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Catherine Chen - State Farm Insurance Agent
5 out of 5
Location 20132 Stevens Creek Blvd, Cupertino, CA 95014, USA
Phone (408) 863-0000
Directions
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Covered California Certified Agent
Location 7337 Bollinger Rd A, Cupertino, CA 95014, USA
Phone (408) 996-7200
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Farmers Insurance - Stacy Lane
5 out of 5
Location 20410 Town Center Ln Ste 101, Cupertino, CA 95014, USA
Phone (408) 715-3535
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Health Wealth Management & Insurance Agency
Location 10455 Torre Ave, Cupertino, CA 95014, USA
Phone (408) 859-9896
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Ciardella Insurance Services Inc
Location 21721 Granada Ave, Cupertino, CA 95014, USA
Phone (408) 255-1500
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Alex Thu Nguyen of Farmers Insurance Group
Location 10297 S De Anza Blvd #101, Cupertino, CA 95014, USA
Phone (408) 375-5478
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Somerset Insurance Solutions Inc.
Location 19925 Stevens Creek Blvd Ste 100, Cupertino, CA 95014, USA
Phone (408) 359-5758
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AM Pacific Insurance Services: Allstate Insurance
Location 10052 Pasadena Ave # A, Cupertino, CA 95014, USA
Phone (408) 961-2008
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Farmers Insurance - Lily Zhao
4 out of 5
Location 20432 Silverado Ave Ste 211, Cupertino, CA 95014, USA
Phone (408) 398-4616
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Jim Liu - State Farm Insurance Agent
5 out of 5
Location 21070 Homestead Rd #118, Cupertino, CA 95014, USA
Phone (408) 738-1200
Directions
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Robert Ju Insurance Agency
3 out of 5
Location 1136 S De Anza Blvd STE C, San Jose, CA 95129, USA
Phone (888) 855-4061
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Farmers Insurance Group
Location 20111 Stevens Creek Blvd, Cupertino, CA 95014, USA
Phone (408) 840-3542
Directions
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Kevin Ching - State Farm Insurance Agent
Location 10025 S Tantau Ave, Cupertino, CA 95014, USA
Phone (408) 777-9777
Directions
Insurance Brokers in Cupertino, CA

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

Cupertino, nestled in the heart of Silicon Valley, is a vibrant city bursting with innovation and creativity. Home to tech giants like Apple, HP, and Seagate, the city is a hub for cutting-edge technology and groundbreaking research. The city's top employers are a diverse mix of tech companies, healthcare providers, and educational institutions, including Kaiser Permanente, De Anza College, and Cupertino Union School District. Cupertino is known for its beautiful parks and open spaces, including the stunning Rancho San Antonio Preserve and the serene McClellan Ranch Park. The city is also home to several notable landmarks, such as the iconic Apple Park, the Cupertino Library, and the Flint Center for the Performing Arts. Major highways and streets in the area include the 280, 85, and 101 freeways, as well as Stevens Creek Boulevard and De Anza Boulevard. Cupertino is divided into several distinct neighborhoods, each with its own unique character and charm.

Cupertino, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Cupertino, CA can benefit from a bank in various ways. For instance, the bank could provide financial assistance to residents who are looking to purchase a home in the city, given that Cupertino is known for its high real estate prices. Additionally, the bank could offer investment opportunities to residents who are looking to grow their wealth, considering that Cupertino is home to many tech companies and entrepreneurs. Moreover, the bank could provide loans to small business owners in the city, given that Cupertino has a thriving business community. Furthermore, the bank could offer financial education to residents who may be unfamiliar with managing their finances, given that Cupertino has a diverse population with varying levels of financial literacy. Overall, a bank in Cupertino could be a valuable resource for residents looking to achieve their financial goals.

Retirement Planning

Residents of Cupertino, CA can greatly benefit from the services of a retirement planner. With the high cost of living in the area, it is essential to have a solid financial plan in place for retirement. A retirement planner can help residents navigate the complexities of retirement planning, including creating a budget, investing wisely, and maximizing Social Security benefits. Additionally, with the tech industry being a major employer in the area, a retirement planner can provide guidance on navigating stock options and other equity compensation plans. The planner can also assist with estate planning, ensuring that residents' assets are protected and distributed according to their wishes. Overall, a retirement planner can provide peace of mind and help residents of Cupertino, CA achieve their retirement goals.

Wealth Management

Residents of Cupertino, CA would greatly benefit from the services of a wealth manager. With a median household income of $151,000, many residents are in need of professional guidance to manage their wealth effectively. A wealth manager can assist with investment strategies, retirement planning, estate planning, and tax optimization. Additionally, Cupertino is home to many tech industry employees who may have stock options or restricted stock units that require careful management. A wealth manager can provide advice on when to exercise these options and how to diversify their portfolio. Furthermore, with the high cost of living in the Bay Area, a wealth manager can help residents navigate the real estate market and make informed decisions about buying or renting property. In short, a wealth manager can provide invaluable support to residents of Cupertino in managing their finances and planning for their future.

Financial Advisor

Residents of Cupertino, CA would benefit from the expertise of a financial advisor in a variety of ways. Given that Cupertino is home to many technology companies, including Apple, a financial advisor could assist residents in navigating stock options, employee benefits, and retirement planning. Additionally, with the high cost of living in the area, a financial advisor could provide guidance on budgeting and saving strategies to help residents achieve their financial goals. Furthermore, with the recent surge in real estate prices in the area, a financial advisor could help residents make informed decisions when it comes to purchasing or selling a home. Overall, a financial advisor could provide invaluable support to residents of Cupertino, helping them to make sound financial decisions and achieve long-term financial stability.

Mortgage Loan Officer

Residents of Cupertino, CA nestled within the vibrant heart of Silicon Valley, frequently seek assistance from mortgage loan officers to navigate the intricate web of real estate financing. These adept professionals possess an arsenal of knowledge, catering to Cupertino's diverse population, including tech-savvy entrepreneurs, forward-thinking engineers, and artistic visionaries alike. With a medley of historical neighborhoods and modern architectural marvels gracing its streets, Cupertino's mortgage loan officers deftly analyze intricate financial scenarios, meticulously assessing market conditions, crafting tailored loan structures, and deciphering the labyrinthine paperwork required to secure optimal home loans. By skillfully unraveling the complexities of Cupertino's bustling real estate landscape, these experts empower residents to attain their dream homes while juggling the intricacies of the region's competitive market dynamics.

Tax Services

Residents of Cupertino, CA could benefit from the expertise of a tax advisor in various ways. Given the city's high median household income and tech-focused economy, a tax advisor could assist residents in navigating complex tax laws and regulations related to stock options, capital gains, and other investment income. Additionally, with the city's proximity to Silicon Valley, many residents may work for startups or have their own businesses, making it crucial to have a tax advisor who can provide guidance on tax planning and compliance for small businesses. Furthermore, with the recent changes to tax laws, such as the Tax Cuts and Jobs Act, a tax advisor could help residents understand how these changes impact their personal and business finances. Overall, a tax advisor can provide essential support to residents of Cupertino, ensuring they are maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Cupertino, CA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by helping individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. In Cupertino, where the cost of living is significantly higher than the national average, an estate planning lawyer can help residents navigate the complexities of estate tax laws and minimize their tax liability. Additionally, with a large number of tech companies based in Cupertino, many residents may have stock options or other unique assets that require specialized planning. An estate planning lawyer can help ensure these assets are properly accounted for and transferred to beneficiaries in a tax-efficient manner. Finally, in a community as diverse as Cupertino, an estate planning lawyer can help residents navigate the complexities of estate planning for blended families, LGBTQ couples, and other non-traditional family structures.

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