Insurance Broker in Solana Beach, CA

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Top Solana Beach, CA Insurance Brokerages

Balancio Insurance
3 out of 5
Location 124 Lomas Santa Fe Dr UNIT 204, Solana Beach, CA 92075, USA
Phone (858) 755-2566
Directions
World Sports Agency
Location 514 Via De La Valle, Solana Beach, CA 92075, USA
Phone (858) 792-7670
Directions
San Diego Medicare Choice
4 out of 5
Location 721 S Cedros Ave unit 2, Solana Beach, CA 92075, USA
Phone (858) 699-0966
Directions
State Farm
SEC File# 801-8184
CRD# 3487
Location 931 Lomas Santa Fe Dr, Solana Beach, CA 92075, USA
Directions
Balanced Strategies, LLC
5 out of 5
Location 777 Hwy 101 UNIT 204, Solana Beach, CA 92075, USA
Phone (858) 358-7285
Directions
San Diego Medicare Broker
5 out of 5
Location 132 S Darien Dr, Encinitas, CA 92024, USA
Phone (760) 533-7858
Directions
Macario Insurance Group
5 out of 5
Location 440 Stevens Ave #200, Solana Beach, CA 92075, USA
Phone (858) 764-0583
Directions
Sara Freund - State Farm Insurance Agent
5 out of 5
Location 243 N Hwy 101 Ste 22, Solana Beach, CA 92075, USA
Phone (858) 350-0700
Directions
Leavitt Insurance
Location 380 Stevens Ave, Solana Beach, CA 92075, USA
Phone (858) 259-5800
Directions
Insurance Brokers in Solana Beach, CA

Where Solana Beach, CA Auto, Life & Health Insurance Brokers Serve

Solana Beach, CA is a picturesque coastal city located in San Diego County. The city is home to a number of notable landmarks, including the Cedros Avenue Design District, which features a variety of art galleries, boutiques, and restaurants. The Fletcher Cove Beach Park is also a popular spot for locals and visitors alike, offering stunning views of the Pacific Ocean and plenty of opportunities for surfing and swimming. As for top employers, Solana Beach is home to a diverse range of businesses, including technology companies like FICO and ESET, as well as healthcare providers like Scripps Health. The city is also home to a number of small businesses and startups, making it a hub for innovation and entrepreneurship. When it comes to major highways and streets, Solana Beach is situated along the historic Pacific Coast Highway (Route 101), providing easy access to nearby cities like Encinitas and Carlsbad.

Solana Beach, CA Insurance Broker Related Services

Banks and Credit Unions

Residents of Solana Beach, CA would benefit from a bank in numerous ways. Firstly, a bank would provide the community with a safe place to store their money and valuables. This is especially important in Solana Beach, which is known for its affluent population and high property values. Additionally, a bank could offer residents access to loans and other financial services to help them invest in their businesses or homes. For example, a bank could provide a loan for a resident to build a solar panel system on their home, which would be particularly useful in Solana Beach's sunny climate. Furthermore, a bank could offer financial education and resources to help residents better manage their money and plan for their future. With its bustling local economy and thriving tourism industry, Solana Beach is a community that could greatly benefit from the services and resources provided by a bank.

Retirement Planning

Residents of Solana Beach, CA could greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Solana Beach presents unique challenges for those planning for retirement. A retirement planner could help residents navigate the complex tax laws and investment options that are available in the area. Additionally, the planner could help residents understand the impact of inflation on their retirement savings, and develop a plan to ensure that they have enough money to live comfortably in their golden years. With their expertise in financial planning, a retirement planner could provide valuable insights and guidance to Solana Beach residents looking to secure their financial future.

Wealth Management

Residents of Solana Beach, CA can benefit from the expertise of a wealth manager in various ways. For instance, a wealth manager can help them navigate the complexities of the local real estate market, which is known for its high prices and competitive nature. With their knowledge of investment strategies and financial planning, a wealth manager can assist Solana Beach residents in making informed decisions about buying or selling property, managing their assets, and planning for retirement. Additionally, Solana Beach is a coastal city that is prone to natural disasters such as wildfires and flooding. A wealth manager can help residents prepare for these potential risks by creating a comprehensive financial plan that includes insurance coverage, emergency funds, and contingency plans. Overall, a wealth manager can provide invaluable guidance and support to Solana Beach residents as they navigate the challenges and opportunities of their financial lives.

Financial Advisor

Residents of Solana Beach, CA could greatly benefit from the guidance of a financial advisor. With its proximity to the Pacific Ocean and the affluent neighborhoods that make up the city, Solana Beach is a hub for high net worth individuals who require specialized financial planning. A financial advisor can assist in creating a comprehensive investment strategy that takes into account the unique financial needs of Solana Beach residents, such as navigating the local real estate market and managing taxes on high-value properties. Additionally, a financial advisor can provide guidance on estate planning and retirement planning, ensuring that Solana Beach residents are prepared for the future. With the help of a financial advisor, Solana Beach residents can feel confident in their financial decisions and secure their financial futures.

Mortgage Loan Officer

Solana Beach, CA is a beautiful coastal city that offers its residents an idyllic lifestyle. However, with the high cost of living, many residents may struggle to afford their dream home. This is where a mortgage loan officer can be of great assistance. A mortgage loan officer can help residents of Solana Beach, CA by providing them with expert advice on how to secure the best mortgage rates and terms. They can also assist with the pre-approval process, which can be particularly helpful in a competitive housing market like Solana Beach. Additionally, a mortgage loan officer can help residents navigate the complex paperwork and legal requirements associated with obtaining a mortgage. With their expertise and guidance, residents of Solana Beach, CA can achieve their dream of owning a home in this picturesque city.

Tax Services

Residents of Solana Beach, CA can benefit from the services of a tax advisor in numerous ways. Firstly, a tax advisor can assist in navigating the complex tax laws and regulations specific to California and Solana Beach. For instance, Solana Beach has a transient occupancy tax (TOT) that applies to short-term rentals, and a tax advisor can help rental property owners understand their obligations and ensure compliance. Additionally, a tax advisor can help residents minimize their tax liability by identifying deductions and credits that they may be eligible for, such as the California Earned Income Tax Credit (EITC). Furthermore, a tax advisor can provide guidance on estate planning and wealth management, which is particularly relevant for Solana Beach residents given the area's high property values and affluent population. In short, a tax advisor can be an invaluable resource for Solana Beach residents looking to optimize their financial situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Solana Beach, CA can benefit greatly from the expertise of an estate planning lawyer. With its affluent population and high property values, Solana Beach presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. From drafting wills and trusts to minimizing tax liabilities, an estate planning lawyer can provide invaluable guidance and support. Additionally, Solana Beach is known for its vibrant arts community and beautiful natural surroundings, and a lawyer can help clients incorporate their love of the arts and the environment into their estate plans, whether through charitable giving or the creation of conservation easements.

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