Insurance Broker in Portola Valley, CA

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Top Portola Valley, CA Insurance Brokerages

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Covered California Certified Agent
Location 4 Portola Green Cir, Portola Valley, CA 94028, USA
Phone (650) 269-1750
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Sbhu Life Agency Inc: Bertolet Daniel
Location 2775 Sand Hill Rd # 120, Menlo Park, CA 94025, USA
Phone (650) 926-7633
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Rubicon Insurance Services, LLC
Location 101 Jefferson Dr, Menlo Park, CA 94025, USA
Phone (650) 931-2321
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Du Vo - State Farm Insurance Agent
5 out of 5
Location 2218 Old Middlefield Way B, Mountain View, CA 94043, USA
Phone (650) 969-2871
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Mimi Lam - State Farm Insurance Agent
5 out of 5
Location 2083 Old Middlefield Way Suite 206, Mountain View, CA 94043, USA
Phone (650) 237-9168
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Eva Martin-Long - State Farm Insurance Agent
5 out of 5
Location 10011 N Foothill Blvd STE 111, Cupertino, CA 95014, USA
Phone (408) 973-0700
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Jim Flynn - State Farm Insurance Agent
5 out of 5
Location 4546 El Camino Real b4, Los Altos, CA 94022, USA
Phone (650) 941-5000
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Harry Chang - State Farm Insurance Agent
4 out of 5
Location 2083 Old Middlefield Way UNIT 206, Mountain View, CA 94043, USA
Phone (650) 919-2223
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Darren Normoyle - State Farm Insurance Agent
5 out of 5
Location 734 Woodside Rd, Redwood City, CA 94061, USA
Phone (650) 257-7848
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Mike Kelty - State Farm Insurance Agent
1 out of 5
Location 1075 Old County Rd # A, Belmont, CA 94002, USA
Phone (650) 593-1400
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Jason Stefely - State Farm Insurance Agent
5 out of 5
Location 20395 Pacifica Dr STE 108, Cupertino, CA 95014, USA
Phone (408) 255-3212
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Bill Cohen - State Farm Insurance Agent
5 out of 5
Location 325 Sharon Park Dr b2, Menlo Park, CA 94025, USA
Phone (650) 854-0500
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Leone Dirk
Location 150 Portola Rd, Portola Valley, CA 94028, USA
Phone (650) 529-0500
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Pollock Financial Group
Location 150 Portola Rd, Portola Valley, CA 94028, USA
Phone (650) 529-0500
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Red Cedar Insurance Agency
5 out of 5
Location 855 Jefferson Ave #2669, Redwood City, CA 94063, USA
Phone (650) 596-9500
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Ludwig & Fawcett Inc
4 out of 5
Location 100 W El Camino Real #82, Mountain View, CA 94040, USA
Phone (650) 528-4100
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DHW Insurance Brokers
Location 155 Bovet Rd #515, San Mateo, CA 94402, USA
Phone (650) 858-2375
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Insurance Brokers in Portola Valley, CA

Where Portola Valley, CA Auto, Life & Health Insurance Brokers Serve

Portola Valley, CA is a quaint and affluent town nestled in the foothills of the Santa Cruz Mountains. With a population of just over 4,500, it boasts a variety of landmarks, including the Windy Hill Open Space Preserve, the Alpine Inn Beer Garden, and the Portola Valley Town Center. As for top employers, the town is home to a number of small businesses and startups, as well as the prestigious Stanford University, which is just a short drive away. Major highways and streets in the area include the scenic Alpine Road, which winds through the hills and offers stunning views of the surrounding landscape, as well as the nearby Interstate 280, which provides easy access to San Francisco and the rest of the Bay Area. Portola Valley is also known for its charming neighborhoods, each with its own unique character and charm. From the rustic charm of Los Trancos Woods to the upscale elegance of Westridge, there's something for everyone in this picturesque town.

Portola Valley, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Portola Valley, CA can benefit from a bank in numerous ways. Firstly, the bank can provide them with a secure place to store their money and valuable assets. This is especially important in Portola Valley, a town known for its affluent population and high standard of living. Secondly, the bank can offer various financial services, such as loans, mortgages, and investment opportunities, which can help residents achieve their financial goals. Furthermore, the bank can provide financial education and advice to help residents make informed decisions about their money. In a town where the median household income is nearly $200,000, having access to these resources can be instrumental in achieving financial stability and success. Finally, the bank can contribute to the local economy by investing in businesses and supporting community initiatives. Overall, a bank can play a vital role in the lives of Portola Valley residents, providing them with the tools and resources they need to thrive financially and contribute to the community.

Retirement Planning

Residents of Portola Valley, CA could benefit from the expertise of a retirement planner in numerous ways. One specific area where a retirement planner could be of assistance is in navigating the high cost of living in Portola Valley. With a median home value of over $3 million, many residents may struggle to save for retirement while also covering the expenses of day-to-day life. A retirement planner could help individuals develop a comprehensive financial plan that takes into account the unique challenges of living in Portola Valley, such as high property taxes and the cost of healthcare. Additionally, a retirement planner could provide guidance on how to maximize retirement savings through tax-efficient investment strategies and retirement accounts, such as IRAs and 401(k)s. With the help of a skilled retirement planner, residents of Portola Valley could feel more confident and prepared as they approach their golden years.

Wealth Management

Residents of Portola Valley, CA could benefit greatly from the services of a wealth manager. With its high-income households and affluent community, Portola Valley presents unique financial challenges that require specialized expertise. A wealth manager can assist in managing investments, creating financial plans, and providing tax-efficient strategies. Additionally, with its proximity to Silicon Valley, Portola Valley residents may have complex stock options and equity compensation plans that require careful consideration. A wealth manager can help navigate these complexities and provide guidance on diversifying investments beyond tech stocks. Furthermore, the high cost of living in Portola Valley may require careful budgeting and cash flow management. A wealth manager can assist in creating a comprehensive financial plan that takes into account these unique circumstances and helps residents achieve their long-term financial goals.

Financial Advisor

Residents of Portola Valley, CA could benefit greatly from the services of a financial advisor. With its affluent population and high cost of living, many individuals in this area may struggle to navigate complex financial decisions and investments. A skilled financial advisor could provide guidance on retirement planning, tax optimization, estate planning, and investment strategies tailored to the unique needs of Portola Valley residents. Additionally, a financial advisor could assist with managing the wealth generated by the area's thriving tech industry, helping clients to diversify their portfolios and mitigate risk. With so many financial considerations to navigate, having a trusted advisor to provide expert guidance would be invaluable to residents of Portola Valley, CA.

Mortgage Loan Officer

Residents of Portola Valley, CA can greatly benefit from the services of a mortgage loan officer. One of the most common ways that these professionals can assist is by helping residents secure financing for their dream homes. This is especially important in Portola Valley, where the median home value is significantly higher than the national average. Additionally, a mortgage loan officer can provide guidance and support throughout the entire home-buying process, from pre-approval to closing. They can also help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of the loan. With their expertise and knowledge of the local real estate market, a mortgage loan officer can be an invaluable resource for residents of Portola Valley looking to achieve their homeownership goals.

Tax Services

Residents of Portola Valley, CA could greatly benefit from the expertise of a tax advisor. With its high median household income and affluent population, tax planning and optimization are crucial for maximizing wealth and minimizing liabilities. A tax advisor can provide guidance on the most advantageous tax strategies for individuals and businesses in Portola Valley, such as taking advantage of local tax credits and deductions. They can also assist with complex tax issues, such as estate planning and trust management, which are common among the area's wealthy residents. Additionally, a tax advisor can help navigate the unique tax laws and regulations specific to California, including the state's high income tax rates and complex property tax system. By working with a tax advisor, residents of Portola Valley can ensure they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Portola Valley, CA can benefit from the services of an estate planning lawyer in various ways. Firstly, the lawyer can assist in the creation of a comprehensive estate plan that accurately reflects the client's wishes and objectives. This is particularly important in Portola Valley, which is known for its affluent community and high property values. A lawyer can help ensure that assets are protected and properly distributed to heirs or beneficiaries. Additionally, an estate planning lawyer can provide guidance on tax planning strategies, which is crucial in California due to its high state and federal tax rates. Moreover, a lawyer can help clients navigate complex legal processes such as probate and trust administration, which can be especially daunting for those unfamiliar with the legal system. Overall, an estate planning lawyer can provide invaluable assistance to residents of Portola Valley, CA in protecting their assets and ensuring their wishes are carried out after their passing.

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