Insurance Broker in Oakland, CA

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Top Oakland, CA Insurance Brokerages

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avail insurance solutions llc - independent insurance broker
Location 6023 College Ave, Oakland, CA 94618, USA
Phone (510) 595-6600
Directions
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MT Insurance Services
Location 545 International Blvd # 204, Oakland, CA 94606, USA
Phone (510) 834-8729
Directions
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Maria Wong - State Farm Insurance Agent
5 out of 5
Location 1000 Broadway Ste 200-H, Oakland, CA 94607, USA
Phone (510) 834-3634
Directions
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Clauson Insurance Agency
4 out of 5
Location 859 Clay St, Oakland, CA 94607, USA
Phone (510) 839-3276
Directions
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All Purpose Insurance Agency
5 out of 5
Location 5857 MacArthur Blvd, Oakland, CA 94605, USA
Phone (510) 382-1900
Directions
Insurance Brokers in Oakland, CA

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

Oakland, CA is a vibrant city with a diverse population and a rich history. It is home to several iconic landmarks, including the stunning Lake Merritt, the historic Paramount Theatre, and the bustling Jack London Square. As for top employers, Oakland boasts a thriving healthcare industry with Kaiser Permanente and the Alta Bates Summit Medical Center leading the way. The city is also home to several major corporations, such as Clorox and Pandora Media. Navigating Oakland is made easy with its extensive network of highways and streets, including the 880, 580, and 980 freeways. Some of the city's most notable streets include Broadway, Telegraph Avenue, and International Boulevard. Oakland is made up of several distinct neighborhoods, each with its own unique character and charm. From the trendy Uptown district to the historic Old Oakland, there's something for everyone in this dynamic city. Other notable neighborhoods include Fruitvale, Rockridge, and Montclair.

Oakland, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Oakland, CA can benefit from a bank in various ways. Firstly, a bank can provide financial services that help residents manage their money better. This is particularly important in Oakland, where the cost of living is high, and many residents struggle to make ends meet. Secondly, a bank can provide loans and credit to residents who need it. This can be especially helpful for small business owners who need funding to grow their businesses. Thirdly, a bank can provide financial education to residents, helping them to make informed decisions about their money. This is particularly important in Oakland, where many residents lack access to financial education and may be vulnerable to scams and fraud. Overall, a bank can play a crucial role in helping residents of Oakland to achieve financial stability and security.

Retirement Planning

Residents of Oakland, CA can benefit from the expertise of a retirement planner in several ways. Firstly, Oakland is known for its high cost of living, and a retirement planner can help residents navigate the financial challenges of saving for retirement while also managing their day-to-day expenses. Secondly, Oakland has a diverse population, with many residents coming from different cultural backgrounds and speaking different languages. A retirement planner who is fluent in multiple languages and has experience working with diverse communities can help ensure that all residents have access to the information and resources they need to plan for a secure retirement. Additionally, a retirement planner can help Oakland residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to and helping them make informed decisions about their healthcare options. Overall, a retirement planner can provide invaluable support and guidance to Oakland residents as they plan for their future and work towards a comfortable and secure retirement.

Wealth Management

Residents of Oakland, CA could benefit greatly from the services of a wealth manager. With a population of over 400,000 people, Oakland is a diverse and vibrant city that is home to many different communities. One of the most common ways that a wealth manager could help residents of Oakland is by providing guidance on how to invest their money wisely. This could include advice on stocks, bonds, real estate, and other investment opportunities that are available in the area. Additionally, a wealth manager could help residents of Oakland plan for their future by creating a comprehensive financial plan that takes into account their current assets, income, and expenses. This could help them achieve their long-term financial goals, such as saving for retirement or buying a home. Overall, a wealth manager could be an invaluable resource for residents of Oakland who are looking to build and protect their wealth.

Financial Advisor

Residents of Oakland, CA can greatly benefit from the guidance of a financial advisor. With the city's diverse population and booming economy, a financial advisor can help individuals navigate the complexities of their financial situation and make informed decisions. For example, Oakland has a high cost of living, which can make it difficult for residents to save for retirement or invest in their future. A financial advisor can help create a personalized plan to manage expenses, increase savings, and invest wisely. Additionally, Oakland has a thriving startup scene and many entrepreneurs. A financial advisor can assist in developing a business plan, securing funding, and managing finances to ensure long-term success. With the guidance of a financial advisor, Oakland residents can achieve their financial goals and build a brighter future for themselves and their community.

Mortgage Loan Officer

Residents of Oakland, CA can benefit greatly from the services of a mortgage loan officer. The city's diverse population and booming real estate market require a skilled professional who can navigate the complex lending landscape. A mortgage loan officer can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned investors. With Oakland's high cost of living and competitive housing market, a loan officer can help residents find the best mortgage rates and terms to fit their unique financial situation. Additionally, a loan officer can guide residents through the application process, ensuring that all necessary documentation is submitted accurately and on time. Overall, a mortgage loan officer is an invaluable resource for residents of Oakland, CA looking to achieve their homeownership goals.

Tax Services

Residents of Oakland, CA can benefit immensely from the services of a tax advisor. With the city's diverse population and unique economic landscape, navigating the tax code can be a daunting task for many individuals. A tax advisor can provide guidance on tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, with Oakland's increasing housing costs and high cost of living, a tax advisor can help residents understand how to maximize their tax benefits related to homeownership and rental properties. They can also assist with tax issues related to small businesses, which are a vital part of Oakland's economy. Overall, a tax advisor can provide invaluable assistance to Oakland residents in navigating the complex world of taxation and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Oakland, CA can benefit from estate planning lawyers in several ways. Firstly, an estate planning lawyer can help residents to create a will that accurately reflects their wishes and ensures that their assets are distributed according to their desires. This is particularly important in Oakland, where the cost of living is high and property values are constantly rising. Secondly, an estate planning lawyer can assist residents in creating trusts, which can help them to minimize taxes, protect assets from creditors, and ensure that their beneficiaries receive their inheritance in a timely and efficient manner. Additionally, estate planning lawyers can help residents to plan for incapacity by creating durable powers of attorney and healthcare directives, which can provide peace of mind in the event of a medical emergency. With the help of an estate planning lawyer, residents of Oakland can rest assured that their assets and loved ones will be protected and cared for in the future.

Oakland, CA Financial Resources

Oakland, CA Chamber of Commerce

https://www.oaklandchamber.com/

Oakland, CA City Hall

https://www.oaklandca.gov/

Oakland, CA Public Library

https://oaklandlibrary.org/

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