Insurance Broker in Claremont, CA

We did the hard work of finding trustworthy partners in Claremont, 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 Claremont, CA Insurance Brokerages

Covarrubias Insurance Agency
Location 220 S Indian Hill Blvd B2, Claremont, CA 91711, USA
Phone (626) 430-1451
Directions
Nicole Vuong - State Farm Insurance Agent
5 out of 5
Location 2497 Foothill Blvd b1, La Verne, CA 91750, USA
Phone (909) 599-9315
Directions
1 Click Insurance Services
5 out of 5
Location 5050 Palo Verde St #128, Montclair, CA 91763, USA
Phone (909) 243-1348
Directions
Steagall Insurance Services
Location 985 W Foothill Blvd SUITE B, Claremont, CA 91711, USA
Directions
Farmers Insurance - Martin Yousef
5 out of 5
Location 3628 Lynoak Dr Ste 204, Claremont, CA 91711, USA
Phone (909) 929-7400
Directions
Farmers Insurance - Shahriar Beral
Location 1326 Monte Vista Ave Ste 7, Upland, CA 91786, USA
Phone (909) 981-1220
Directions
Reardon & Associates - Insurance and Financial Services
Location 333 N Indian Hill Blvd, Claremont, CA 91711, USA
Phone (909) 543-0201
Directions
Mr. Bond Insurance Services
Location 220 S Indian Hill Blvd, Claremont, CA 91711, USA
Phone (888) 469-0555
Directions
Eric Martinez - State Farm Insurance Agent
5 out of 5
Location 440 W Baseline Rd, Claremont, CA 91711, USA
Phone (909) 962-6242
Directions
Directions
Insurance Brokers in Claremont, CA

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

Nestled in the foothills of the San Gabriel Mountains lies Claremont, a charming city with a rich history and vibrant culture. From the iconic Claremont Colleges to the bustling Village area, there is no shortage of landmarks and attractions to explore. The city is home to top employers such as the Claremont Colleges Consortium, Pomona Valley Hospital Medical Center, and Claremont Unified School District. Major highways including the 10 and 210 freeways provide easy access to neighboring cities, while streets such as Indian Hill Boulevard and Foothill Boulevard offer a plethora of shopping and dining options. The neighborhoods of Claremont range from the historic and picturesque Claremont Village to the tranquil and upscale Claraboya. With its unique blend of small-town charm and modern amenities, Claremont is a city that truly has something for everyone.

Claremont, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Claremont, CA can benefit from a bank in various ways. Firstly, banks can provide financial assistance to individuals and businesses in the form of loans and credit facilities. This is particularly important in Claremont, as the city is home to many small businesses that require capital to grow and expand. Additionally, banks can offer savings and investment options, allowing residents to save for their future and invest in the local economy. Furthermore, banks can provide financial education and resources to help residents manage their finances effectively. This is crucial in Claremont, where the cost of living is relatively high, and many residents may struggle to make ends meet. Overall, a bank can be a valuable resource for the community, providing essential financial services and support to help residents thrive.

Retirement Planning

Residents of Claremont, CA would greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Claremont presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by providing personalized financial advice and creating a comprehensive retirement plan tailored to their specific needs and goals. They can also assist with tax planning, social security optimization, and investment management to ensure that retirees are maximizing their income and minimizing their expenses. Additionally, a retirement planner can help residents plan for healthcare costs, which are notoriously high in California. With their expertise and guidance, a retirement planner can help residents of Claremont, CA achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Claremont, CA can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Claremont to create a comprehensive financial plan that is tailored to their unique needs and goals. This plan can include strategies for saving for retirement, investing in the stock market, and managing debt. Secondly, a wealth manager can assist residents of Claremont in navigating the complex tax laws and regulations that apply to their financial situation. This can include advice on tax-efficient investing, charitable giving, and estate planning. Additionally, a wealth manager can help residents of Claremont to identify and mitigate potential risks to their financial security, such as inflation, market volatility, and unexpected life events. With its diverse population and thriving economy, Claremont presents a unique set of financial challenges and opportunities that require the expertise of a skilled wealth manager.

Financial Advisor

Residents of Claremont, CA can benefit greatly from the guidance of a financial advisor. With its reputation as a college town and high cost of living, Claremont residents face unique financial challenges. A financial advisor can help residents navigate the complexities of student loans and debt management while also providing advice on saving for retirement and investing in the local real estate market. Additionally, with Claremont's proximity to Los Angeles and its status as a hub for small businesses, a financial advisor can assist residents in developing and executing a business plan. By developing a comprehensive financial plan tailored to the individual needs of each resident, a financial advisor can help Claremont residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Claremont, CA can greatly benefit from the expertise of a mortgage loan officer. These professionals are equipped with the knowledge and resources to help individuals secure a mortgage that suits their unique financial situation. In Claremont, where the median home price is $1.1 million, a mortgage loan officer can assist residents in finding the best rates and terms for their home purchase. Additionally, they can provide guidance on navigating the complex process of obtaining a mortgage, including understanding the various types of loans and the documentation required for approval. With the help of a mortgage loan officer, residents of Claremont can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Claremont, CA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to California. Claremont residents may need to be aware of specific state tax credits and deductions that are available to them. Additionally, a tax advisor can help residents plan for the future by providing guidance on retirement savings and estate planning. Furthermore, Claremont is known for its high property values and a tax advisor can assist residents in minimizing their property taxes. With their knowledge of tax laws and regulations, a tax advisor can help Claremont residents save money and avoid costly mistakes when it comes to filing their taxes.

Estate Planning Lawyer

Residents of Claremont, CA can benefit from the services of an estate planning lawyer in several ways. One specific way is through the creation of a living trust. Claremont is a city with a high population of retirees and seniors, and a living trust can help them protect their assets and ensure their wishes are carried out in the event of incapacitation or death. An estate planning lawyer can also assist with the drafting of a will, which is important for those with children or specific wishes for their assets. Additionally, an estate planning lawyer can provide guidance on minimizing tax liabilities and preserving wealth for future generations. With the complexities of California estate law, having a knowledgeable lawyer can ensure that residents of Claremont have a comprehensive and effective estate plan in place.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs