Alan Berman, CFP, has been serving Napa and the surrounding communities since 1978. He offers a wide selection of insurance products, including individual health, group health, 401k, and disability income insurance. Alan also assists business owners in establishing a sound financial program through services like like tax planning management, investment management, retirement strategies, and estate conversion. His website regularly publishes articles featuring important financial topics, economic trends, and recent legislation to keep clients informed and updated.
Barb Amick is a second-generation insurance agent from Santa Rosa who has been working at State Farm since 1984. She serves clients in Napa and provides health insurance solutions such as individual medical coverages, supplemental health and disability insurance, and Medicare supplement plans. She also offers life, auto, homeowners, renters, and business insurance policies as well as annuities, and banking solutions. Barb is also a Chartered Property Casualty Underwriter and has completed her bachelor of science degree in finance.
Black Rock Insurance Services has been serving individuals, families, and businesses in Napa and across the state of California. Being an independent agency, it helps its clients find a plan that includes coverages that fit their needs. It handles life insurance plans like exclusive provider organization, health maintenance organization, point of service, and preferred provider organization insurance. Additionally, it crafts other commercial and property insurance packages like BOP, workers’ compensation, commercial umbrella, homeowners', earthquake, and flood insurance plans.
ES Heil Insurance is an independently owned insurance broker that works with clients in Santa Rosa and its surrounding metros, including Napa. The business offers different products that range from health plans and vision and dental insurance to disability insurance and Medicare Advantage and supplement plans. Eugene Skip Heil of ES Heil Insurance utilizes his experience in the industry to guide clients through the varying policies from different carriers in order to find the policy that fits the client's financial needs.
Joe Ruppe is a State Farm insurance agent who serves clients in Napa. He offers health insurance solutions such as individual medical coverages, supplemental health and disability insurance, and Medicare Supplement plans. He also provides life, auto, homeowners', renters', and business insurance policies. Ruppe has been a Chairman's Circle Qualifier and a multi-year Ambassador Travel Qualifier at State Farm. He has a degree in Finance and has been the president of the Sonoma County Executives Association.
Katherine Wong is a health insurance agent who has been serving Napa and the surrounding areas for almost three decades. She offers a variety of health insurance plans, such as Medicare Supplement insurance, supplemental health insurance, disability insurance, and individual health insurance. As a State Farm agent, Katherine can also help with policy change requests and filing of health claims. Furthermore, she can assist clients with other personal insurance needs, such as life, car, boat, disability, motorhome, and home insurance.
Whitman Samuelson Insurance Services, Inc., has been serving the insurance needs of residents of Napa and the surrounding communities since 1931. It compares options from a variety of insurance carriers and offers its clients choices suited for their situation. It carries individual and group health insurance plans like medical, dental, vision, and long-term disability. Additionally, it provides commercial insurance packages like business owner’s policy, directors & officers' liability, workers’ compensation, employment practices liability, errors & omissions insurance, and bonds.
Wine Valley Insurance Services, Inc., has been operating in Napa and the surrounding area for more than nine years, serving the insurance needs of its residents and local businesses. It represents many insurance companies, enabling it to offer various health insurance plans to its clients. It deals with health insurance products like the Affordable Care Act health insurance, employer-based health insurance, qualified health plans, catastrophic health plans, and HMO. Moreover, it provides commercial insurance packages for business clients.