Insurance Broker in Granite Bay, CA

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Top Granite Bay, CA Insurance Brokerages

WCB Broker Inc-PCI Ins Svc
1 out of 5
Location 8870 Auburn Folsom Rd a, Granite Bay, CA 95746, USA
Phone (916) 771-3956
Directions
Farmers Insurance - Katherine Kelley
Location 4210 Douglas Blvd Ste 300, Granite Bay, CA 95746, USA
Phone (916) 774-3200
Directions
Horace Mann Insurance Co
Location 7545 Mia Linda Ct, Granite Bay, CA 95746, USA
Phone (916) 791-9506
Directions
Matt Copeland - State Farm Insurance Agent
5 out of 5
Location 6049 Douglas Blvd Ste 1, Granite Bay, CA 95746, USA
Phone (916) 791-7774
Directions
Kevin Gross - State Farm Insurance Agent
5 out of 5
Location 7120 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 242-4215
Directions
Martinelli Insurance Agency
Location 6937 Douglas Blvd, Granite Bay, CA 95746, USA
Phone (916) 458-4228
Directions
Insurance Mobile Services, Inc.
5 out of 5
Location 9700 Village Center Dr Suite 50i, Granite Bay, CA 95746, USA
Phone (855) 777-7832
Directions
Insurance Services
Location 9711 Village Center Dr #110, Granite Bay, CA 95746, USA
Phone (916) 899-6581
Directions
Black Oak Insurance Agency
5 out of 5
Location 6049 Douglas Blvd #17, Granite Bay, CA 95746, USA
Phone (916) 984-7900
Directions
Steve Heald Insurance Agency
Location 6806 Fallsbrook Ct Suite #1, Granite Bay, CA 95746, USA
Phone (916) 773-4300
Directions
Agency of Tomorrow Insurance Solutions
5 out of 5
Location 6085 Douglas Blvd #400, Granite Bay, CA 95746, USA
Phone (916) 794-4738
Directions
Farmers Insurance - Crystal Seavers
5 out of 5
Location 4210 Douglas Blvd Ste 300, Granite Bay, CA 95746, USA
Phone (916) 750-2002
Directions
Covered California Certified Agent
Location 8712 Pendleton Dr, Granite Bay, CA 95746, USA
Phone (916) 521-7216
Directions
Covered California Certified Agent
Location 6049 Douglas Blvd #20b, Granite Bay, CA 95746, USA
Phone (916) 787-5200
Directions
Granite Bay Benefits and Insurance Services
Location 9700 Village Center Dr 50 B, Granite Bay, CA 95746, USA
Phone (916) 787-5200
Directions
Goosehead Insurance - Ken Marks
Location 9700 Village Center Dr Suite 50 F, Granite Bay, CA 95746, USA
Phone (916) 787-5201
Directions
Farmers Insurance
SEC File# 801-111055
CRD# 158043
Location 6049 Douglas Blvd, Granite Bay, CA 95746, USA
Directions
ROOFERS ALLIANCE
Location 6049 Douglas Blvd #4, Granite Bay, CA 95746, USA
Phone (916) 797-5500
Directions
Covered California Certified Agent - kenneth marks
Location 6049 Douglas Blvd #20b, Granite Bay, CA 95746, USA
Phone (916) 787-5200
Directions
MJP Insurance Svc
5 out of 5
Location 6049 Douglas Blvd Ste 3, Granite Bay, CA 95746, USA
Phone (916) 797-5500
Directions
Insurance Brokers in Granite Bay, CA

Where Granite Bay, CA Auto, Life & Health Insurance Brokers Serve

Nestled in the foothills of the Sierra Nevada Mountains, Granite Bay, CA is a picturesque community with a rich history and diverse culture. From its stunning natural landscapes to its bustling commercial districts, this town has something for everyone. At the heart of Granite Bay lies Folsom Lake, a popular destination for boating, fishing, and hiking. Other notable landmarks include the Granite Bay Golf Club, the Quarry Ponds Town Center, and the Maidu Museum and Historic Site. Top employers in the area include the Placer County Office of Education, the Eureka School District, and the Granite Bay Care Center. Major highways and streets in the area include Interstate 80, Douglas Boulevard, and Sierra College Boulevard. Granite Bay is comprised of several distinct neighborhoods, each with its own unique character and charm. These include the gated communities of Los Lagos and Wexford, as well as the family-friendly neighborhoods of Ashley Woods and Treelake Village.

Granite Bay, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Granite Bay, CA could benefit from a bank in numerous ways. Firstly, the bank could offer various financial products such as checking accounts, savings accounts, and loans, which would allow residents to manage their finances more efficiently. Additionally, a bank could provide investment services, which would enable residents to grow their wealth and plan for their future. Furthermore, Granite Bay is a community with a high median household income, and a bank could offer specialized services to cater to the unique needs of affluent clients. For instance, the bank could provide wealth management services that would help residents preserve their wealth and pass it on to future generations. Overall, a bank could be an invaluable resource for residents of Granite Bay, providing them with the financial tools and expertise they need to achieve their financial goals.

Retirement Planning

Residents of Granite Bay, CA could benefit from a retirement planner in a variety of ways. One specific way is by creating a personalized retirement plan that takes into account the unique characteristics of Granite Bay. For example, Granite Bay is known for its high median household income and affluent residents. A retirement planner could help residents maximize their retirement savings and investments to maintain their desired standard of living in retirement. Additionally, with Granite Bay being located in California, a retirement planner could help residents navigate the state's complex tax laws and ensure they are taking advantage of all available tax breaks. Finally, a retirement planner could assist in developing a plan for long-term care, which is especially important considering Granite Bay's aging population. Overall, a retirement planner could provide invaluable assistance to residents of Granite Bay in achieving their retirement goals.

Wealth Management

Residents of Granite Bay, CA would benefit from the services of a wealth manager in various ways. Firstly, Granite Bay is a high-income area, with a median household income of $152,000. This means that many residents have complex financial situations, including investments, retirement planning, and estate planning. A wealth manager can help manage these complexities and create a comprehensive financial plan that aligns with their clients' goals and values. Additionally, Granite Bay is located near Sacramento, which is the capital of California. This proximity means that many residents may work in government or politics and may have unique financial considerations. A wealth manager can provide specialized advice on navigating these complexities and maximizing financial opportunities. Overall, a wealth manager can provide tailored financial guidance to help residents of Granite Bay, CA achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Granite Bay, CA can benefit greatly from the services of a financial advisor. With its affluent community, the most common ways a financial advisor can help is by providing guidance on investment strategies, tax planning, and retirement planning. Specifically, with its proximity to the state capital of Sacramento, residents may have unique tax planning needs, such as navigating California's complex tax laws. Additionally, with the high cost of living in the area, a financial advisor can provide guidance on how to maximize savings and investments to ensure a comfortable retirement. Furthermore, with the abundance of small business owners in Granite Bay, a financial advisor can provide valuable insights on how to grow and manage their businesses' finances. Overall, a financial advisor can help residents of Granite Bay achieve their financial goals and provide peace of mind for their future.

Mortgage Loan Officer

Residents of Granite Bay, CA can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in this affluent community, many residents may struggle to come up with the necessary funds to purchase a home outright. A mortgage loan officer can assist with securing a loan that fits their specific financial needs and goals. Additionally, with the housing market in Granite Bay being highly competitive, a loan officer can help navigate the complex process of securing a mortgage in a timely and efficient manner. By working with a mortgage loan officer, residents of Granite Bay can feel confident in their ability to make one of the biggest investments of their lives.

Tax Services

Residents of Granite Bay, CA can benefit greatly from the services of a tax advisor. Specifically, a tax advisor can assist with navigating the complex tax laws that are unique to California, such as the state's high income tax rates and the various deductions and credits available for homeowners. Additionally, a tax advisor can help Granite Bay residents optimize their tax planning strategies, ensuring that they are taking advantage of all available tax breaks and minimizing their tax liabilities. With the help of a skilled tax advisor, Granite Bay residents can rest assured that their financial affairs are in order and that they are maximizing their financial potential.

Estate Planning Lawyer

Residents of Granite Bay, CA would benefit greatly from the assistance of an estate planning lawyer in many areas. Firstly, an estate planning lawyer would help residents navigate the complexities of California estate laws, which can be particularly intricate in Granite Bay. Additionally, an estate planning lawyer could help residents develop and implement a comprehensive estate plan that takes into account their unique financial and personal circumstances, including any specific needs or concerns related to property ownership, business interests, or family dynamics. Moreover, an estate planning lawyer could provide guidance on the best ways to minimize taxes and other costs associated with estate planning, which is especially important in a high-income area like Granite Bay. Overall, working with an estate planning lawyer can provide residents of Granite Bay with peace of mind and confidence that their assets and loved ones will be protected in the event of their passing.

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