116 BEST Insurance Agents & Brokers in San Jose, CA

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

From the Business:

At AKM Financial Services, we are not just financial experts; we are dedicated partners on your journey to financial success. With a profound commitment to integrity, professionalism, and personalized service, we offer a comprehensive suite of financial solutions to individuals and businesses alike.Our team of seasoned professionals brings years of experience and expertise to the table. We understand that financial matters can be complex, and we are here to simplify them for you. Whether it's tax planning and preparation, insurance solutions, bookkeeping, payroll management, or comprehensive financial planning, we've got you covered. What sets us apart is our unwavering dedication to our clients' financial well-being. We prioritize transparent communication, efficient processes, and responsive support. We believe that every financial decision should be informed and aligned with your unique goals.Whether you're an individual looking to secure your financial future or a business owner aiming to optimize financial operations, AKM Financial Services is your trusted partner. Let us guide you through the intricacies of finance, help you make informed decisions, and pave the way for a brighter financial future. Your success is our ultimate goal, and we are committed to achieving it together.

From the Business:Plan Today. Protect Tomorrow. I’m Jyotsna Paul, an Independent Licensed Life Insurance Agent, serving families and businesses across South Carolina, California, and Texas. As an independent agent, I’m not tied to one company. I work for you, comparing multiple carriers to find the best coverage at the best rates—all tailored to your unique needs. Services I Provide: Life Insurance (Term, Whole, Universal), Annuities (Retirement Income Planning), Long-Term Care Coverage, Critical Illness Protection, Disability Income Insurance, Home & Travel Insurance Options. My Promise: Personal, one-on-one guidance Simple and clear explanations (no jargon!) Protection for today and the future Let’s create a plan that gives you peace of mind—so you can focus on what matters most: your family, your health, and your dreams. Call or message me today for a free, no-obligation consultation!Read more

From the Business:Looking for an Insurance Service, Satwant Insurance Services Statewide is the exact suit for it. They are specialized in providing Life Insurance, Home Insurance and Automobile Insurance. They are servicing at California, Oregon, Arizona, Utah and Idaho area. They are also expertise in providing Auto and Home Insurance and Customer Services. They have above 15 years of experience in providing Insurances. They are available from 8:00 AM to 7:00 PM You wouldn’t ever do it, but sometimes you think of dropping you car, home owners or property insurance because of how much it costs. Most of the people just accept the rate increases that insurance companies throw at them, but you do not have to. You can work with an independent agency to find a less expensive policy that is right for you. They own a webpage in which you can find an online tool that helps you to compare different policies within few minutes. All you have to do is just type your name and few more details regarding your home or vehicle and in a few minutes you will receive several price quotes waiting for you to review. By doing this no time wasted to go to half a dozen different sites or calling up some companies only just to find out that you are just saving a handful of money a year. Contact Satwant Singh Insurance Services for the best Insurance service.Read more

From the Business:Liberty Mutual Insurance in San Jose is specialized in providing Health Insurance, Life Insurance, Travel Insurance, Personal Insurance, Business Insurance, Home Insurance, Commercial Insurance, Automobile Insurance, Medical Insurance, Small Business Insurance and Workers Compensation. Ravi Lalla is the Insurance Agent in the Liberty Mutual Insurance. Ravi Lalla has joined Liberty Mutual Insurance in 2013. He is graduated from University of Toledo with a degree in Electrical Engineering. He is serving clients in San Jose area, Phoenix and also in San Francisco. Ravi Lalla enjoys getting to know about the clients and their unique situation, needs and their personal circumstances. His main goal is to provide the clients with a quality service at an affordable price. He loves to help his clients by providing the expert advice needed to make informed about insurance decision. Liberty Mutual Insurance is servicing at the Bay area, Los Angeles Metro area and San Diego Metro area. Some of the other services they are expertise are Community Insurance Agency, Farm Insurance, Group IT Insurance, Missionary Insurance Coverage and Rental Property Insurance. Liberty Mutual Insurance has above 15 years of experience in providing Insurance services. They are committed themselves in providing broad, useful and aggressively-priced insurance products and services to meet their clients ever-changing needs. Their delivery on this commitment is the reason that they are now the third largest property and casualty insurer in the United States based on 2013 direct premium written according to the National Association Insurance Commissioners. They provide services to Liberty Mutual Foundation, Small, Midsize and Large Business Coverages.Read more

From the Business:As a Farmers Agent, I have gone through a rigorous training program at the University of Farmers to ensure that I am qualified to provide you with information on our insurance products. I will put my professional experience to work for my customers, helping you make sure the coverage you want is best suited to your needs. You get the advantages of one-on-one insight from your local agent. I’m here to give you my time, to match you with the right level of protection for the right cost. I can speak English and Korean languages.Read more

From the Business:ASI AGENCY is committed to customer excellence since 1992 and provides its customers with diversified general and specialty property and casualty insurance, risk management, and financial services such as employee benefits. We are a full-service insurance agency. We can provide you with competitive quotes for: auto, home, mobile home, boats, umbrellas, commercial auto, general liability, commercial property, inland marine, and workers compensation. We are also competitive in health insurance, group health, life, Mutual Funds and disability insurance. We are one of the largest independently owned insurance agencies in California placing over $15 million in annual premiums. Our size allows us to negotiate the best coverage and premiums among numerous insurance companies, which is what makes us unique. Read more

From the Business:To provide customer-focused service and the highest quality Business insurance products -- while maintaining affordable rates. For more than 6 years, the OM Insurance Agency has provided highest quality insurance services to clients throughout the California. We understand that choosing the right insurance policy can be a confusing process. Read more