Insurance Broker in Walnut, CA

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Top Walnut, CA Insurance Brokerages

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Farmers Insurance - Helen Chan
Location 1169 Fairway Dr Ste 203, Walnut, CA 91789, USA
Phone (626) 638-3050
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Farmers Insurance - Linda Argumosa
5 out of 5
Location 378 N Lemon Ave, Walnut, CA 91789, USA
Phone (909) 869-1077
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Farmers Insurance - Donna Luc
Location 20264 Carrey Rd, Walnut, CA 91789, USA
Phone (909) 598-5599
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James Chen - State Farm Insurance Agent
5 out of 5
Location 306 S Lemon Ave, Walnut, CA 91789, USA
Phone (626) 522-1299
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Timoseed Insurance Services
5 out of 5
Location 18780 Amar Rd #105, Walnut, CA 91789, USA
Phone (626) 445-3168
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Covered California Certified Agent
Location 1858 Sundowner Ln, Walnut, CA 91789, USA
Phone (909) 612-7088
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Ida Vo - State Farm Insurance Agent
5 out of 5
Location 20821 Valley Blvd, Walnut, CA 91789, USA
Phone (909) 595-0155
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Coast Comp Insurance
4 out of 5
Location 19720 E Walnut Dr S UNIT 101, Walnut, CA 91789, USA
Phone (626) 965-0901
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Yulu Wang: Allstate Insurance
5 out of 5
Location 21450 Golden Springs Dr Ste 280, Walnut, CA 91789, USA
Phone (626) 239-7990
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Medicare
Location 382 N Lemon Ave #204, Walnut, CA 91789, USA
Phone (626) 866-3225
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Jimmy Hsu: Allstate Insurance
4 out of 5
Location 20311 Valley Blvd Ste G, Walnut, CA 91789, USA
Phone (909) 895-3311
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Farmers Insurance - Deng Wang
5 out of 5
Location 18800 Amar Rd Ste B18, Walnut, CA 91789, USA
Phone (626) 855-8080
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Complete Access Insurance Services
3 out of 5
Location 20199 Valley Blvd i, Walnut, CA 91789, USA
Phone (909) 345-5040
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Insurance Broker
Location 778 Nogales St, Walnut, CA 91789, USA
Phone (909) 334-2853
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Unique Health Insurance Services, LLC
5 out of 5
Location 18800 Amar Rd b02, Walnut, CA 91789, USA
Phone (626) 363-4134
Language https://uhis.co/
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Christine Chang - State Farm Insurance Agent
5 out of 5
Location 1307 N Grand Ave, Walnut, CA 91789, USA
Phone (909) 718-8889
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Christi Liang - State Farm Insurance Agent
5 out of 5
Location 18800 Amar Rd b19, Walnut, CA 91789, USA
Phone (626) 709-3118
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Sandra E. Ornelas: Allstate Insurance
5 out of 5
Location 20687 Amar Rd Ste 5, Walnut, CA 91789, USA
Phone (909) 468-1495
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Farmers Insurance - Pepper Hu
5 out of 5
Location 20410 Yellow Brick Rd Ste A, Walnut, CA 91789, USA
Phone (909) 895-8808
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Insurance Brokers in Walnut, CA

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

Walnut, CA is a bustling city located in the San Gabriel Valley region of Los Angeles County. Its diverse population of over 30,000 residents enjoy a variety of landmarks, including the iconic Mt. San Antonio College, the picturesque Snow Creek Park, and the popular Suzanne Park. The city is also home to several top employers, including the Walnut Valley Unified School District, Mt. San Antonio College, and the City of Walnut. Major highways and streets that run through the city include the 57 and 60 freeways, as well as Grand Avenue, Lemon Avenue, and Colima Road. Walnut's neighborhoods are equally diverse, ranging from the upscale neighborhoods of Snow Creek and Three Oaks to the more affordable areas of Lemon Creek and Diamond Bar. Overall, Walnut is a vibrant and thriving city that offers something for everyone.

Walnut, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Walnut, CA would be helped by a bank in a multitude of ways. For instance, a bank could provide them with a safe place to store their money and valuable assets. In a city like Walnut, where the median household income is $102,000, having a secure place to deposit and manage their funds is crucial. Additionally, a bank could offer residents various financial products and services, such as loans, credit cards, and investment opportunities. With a population of over 30,000, there are likely many individuals and families in Walnut who could benefit from these offerings. Furthermore, a bank could also contribute to the local economy by providing jobs and supporting small businesses in the area. Overall, having a reliable and trustworthy bank in Walnut would undoubtedly be beneficial to the community.

Retirement Planning

Residents of Walnut, CA could benefit greatly from the assistance of a retirement planner. With a population of over 29,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complex world of retirement planning and make informed decisions about their financial future. Specifically, the planner can help residents of Walnut, CA understand the unique challenges and opportunities of living in a high-cost area of Southern California, where housing and living expenses can be significantly higher than in other parts of the country. They can also provide guidance on how to maximize Social Security benefits, manage investments, and plan for healthcare costs in retirement. Overall, a retirement planner can help residents of Walnut, CA achieve their financial goals and enjoy a secure and comfortable retirement.

Wealth Management

Residents of Walnut, CA could benefit from the expertise of a wealth manager in a variety of ways. For example, with the city's median home value at $800,000, a wealth manager could assist homeowners in navigating the complexities of real estate investments and managing their property portfolios. Additionally, with the city's median household income at $102,000, a wealth manager could provide guidance on retirement planning, tax optimization strategies, and investment opportunities that align with their financial goals. Furthermore, given the city's proximity to Los Angeles and its bustling entertainment industry, a wealth manager could help residents in the entertainment industry manage their finances and plan for long-term financial stability. Overall, a wealth manager can provide tailored financial advice and support to residents of Walnut, CA, helping them achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Walnut, CA can benefit from the expertise of a financial advisor in various ways. Given that Walnut is a suburban city with a high cost of living, a financial advisor can help residents develop a comprehensive financial plan to manage their expenses and save for the future. This includes creating a budget, managing debt, and investing in retirement plans. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs. With the diverse population of Walnut, a financial advisor can also offer specialized advice to individuals with unique financial circumstances, such as business owners, immigrants, and retirees. In short, a financial advisor can help residents of Walnut, CA navigate the complex financial landscape and achieve their financial goals.

Mortgage Loan Officer

Residents of Walnut, CA could greatly benefit from the expertise of a mortgage loan officer. With the city's median home value of $771,000, many residents may require assistance in securing a mortgage loan that fits their financial situation. A knowledgeable loan officer can help guide potential homeowners through the complex process of obtaining a mortgage, including navigating the different types of loans available and finding the best interest rates. Additionally, with Walnut's diverse population, a loan officer who is familiar with the different cultural and linguistic needs of the community can provide invaluable support and make the process more accessible to all. With the help of a mortgage loan officer, residents of Walnut can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Walnut, CA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations that apply in the city. For instance, Walnut, CA has a unique tax structure that includes both state and local taxes, which can be confusing for residents who are not familiar with the system. Secondly, a tax advisor can assist residents in maximizing their tax deductions and credits, which can significantly reduce their tax liability. This is particularly important for residents who own businesses or properties in the city, as they may be eligible for tax breaks that they are not aware of. Finally, a tax advisor can provide guidance on tax planning and strategies that can help residents achieve their financial goals, such as saving for retirement or paying for their children's education. In short, a tax advisor can be an invaluable resource for residents of Walnut, CA who want to ensure that they are complying with tax laws and optimizing their financial situation.

Estate Planning Lawyer

Residents of Walnut, CA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Walnut, CA, where the median home value is $784,000, and residents may have significant assets to protect. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a lengthy and costly process. Additionally, a lawyer can assist with setting up trusts, drafting wills, and appointing guardians for minor children. Overall, an estate planning lawyer can provide peace of mind for residents of Walnut, CA, knowing that their affairs are in order and their loved ones will be taken care of.

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