Laurels

Best Life Insurance Companies in Richmond
2021

Why These Life Insurance Companies?

Our goal is to connect people with the best local experts. We scored Richmond Life Insurance Companies on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 4,882 2,938 24

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Barbara Bachelder

  • Health Insurance
  • Life Insurance

Barbara Bachelder is a financial planner and an insurance agent who serves the residents of Richmond. She provides access to several insurance products, including life, health, disability, and long-term care insurance plans. She also educates her clients about the characteristics of term, whole, and universal life insurance, allowing them to make informed decisions. A registered investment advisor, Barbara co-founded Wealth by Design, LLC, in 2003. She obtained a personal financial planning certificate in 1998 and earned the Certified Financial Planner designation in 1999.

3030 Bridgeway
Sausalito, CA 94965

Website

Boro Insurance Agency

  • Health Insurance
  • Life Insurance

Boro Insurance Agency is an independent insurance agency that serves clients in Richmond. It offers an array of insurance programs, including life insurance, group and family health insurance, and Medicare, as well as travel insurance. Additionally, it provides disability insurance and insurance for seniors. The Corte Madera-based agency is led by Jeanie Boro, who worked as a relationship manager at FICO for almost 10 years. Outside the office, she volunteers for organizations, such as the Juvenile Diabetes Foundation and the American Cancer Society.

2 Fifer Avenue
Corte Madera, CA 94925

Website

Bryson Insurance Agency

  • Life Insurance

Bryson Insurance Agency is a team of professionals led by Jo Bryson. As a mother, she understands that taking control of one’s assets now to prepare for the future is important. In the spirit of service, she has taken on a brokerage career that offers life insurance policies in Richmond. She also covers auto, homeowners', renters', and health insurance products. Her team has English and Spanish speakers to cater to a variety of clients. Jo also participates in her community's educational and outdoor activities groups.

1001 Bridgeway
Sausalito, CA 94965

Website

Cristy Jones Insurance Services

  • Permanent Life Insurance Policy
  • Life Insurance

Cristy Jones Insurance Services has been handling the needs of individuals, families, business owners, and employees in Richmond and the surrounding areas since 2006. The business offers clients personal life and disability insurance and employee benefits insurance products. Its life insurance policies include term insurance and cash value insurance. Owner Cristy Jones has been a life insurance broker since 1990. She is deeply knowledgeable of the suitability and advantages of the various life insurance products. She also spent 7 years working with Blue Shield of California in the San Francisco Bay Area as a senior account executive for individuals, families, small, and large groups.

San Anselmo, CA 94960

Website

David Rovero

  • Long Term Care
  • Individual Plans
  • Life Insurance

David Rovero is the president of Muzio & Rovero Insurance Services, Inc. The fourth-generation family-owned insurance agency offers a range of risk management solutions, including life insurance, auto insurance, home insurance, and farm insurance. Additionally, it provides cyber liability insurance coverage and customized insurance policies for businesses and specific industries. Established in the 1920s, the agency partners with multiple insurance providers, such as Hagerty, GeoVera, and Nationwide Mutual Insurance Company, to give clients in Richmond options that suit their needs.

One Harbor Drive
Sausalito, CA 94965

Website

Pacific Coast Planning Insurance & Financial Services

  • Group Plans
  • Market Place
  • Life Insurance

Pacific Coast Planning Insurance & Financial Services is an insurance provider in San Rafael that extends its services to the people of Richmond and the surrounding communities. Backed by decades of collective experience, its professional insurance agents design benefit packages that aim to meet the specific needs of clients. They offer life and disability insurance, which protect customers from life’s unexpected and distressing events. Pacific Coast Planning Insurance & Financial Services also offers retirement solutions, such as profit sharing, tax-free retirement options, and supplemental executive plans.

810 Fifth Avenue
San Rafael, CA 94901

Website

Robert C Placak & Associates Insurance Services

  • Life Insurance

Robert C Placak & Associates Insurance Services is a firm of employee benefits specialists serving Richmond and surrounding areas. For over three decades, the firm has been working with employees and small to large employer groups in developing various benefits programs such as life insurance, AD&D, insured or self-funded health plans, and dental and vision plans. In addition to benefits programs development services, it also provides consulting services, human resources tools, custom communication materials, and strategic planning services.

790 Mission Avenue
San Rafael, CA 94901

Website

Trademark Capital Services

  • Life Insurance

Trademark Capital Services provides life insurance solutions to clients in Richmond. It has been in the insurance industry for over four decades, providing a wide range of life insurance coverage to individuals, employers, and executives. The business is also a member firm of the M Financial Group. Its agents provide clients with advice to help identify the insurance policy that suits their situation. They also offer executive benefits, retirement services, and wealth solutions. Company principal John W. DeDominic has 25 years of industry experience.

101 Larkspur Landing Circle
Larkspur, CA 94939

Website

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