Afoa Insurance is an insurance broker delivering personalized financial solutions in San Mateo. It has nearly four decades of industry experience providing life insurance options, day-to-day support, and issue resolution. It also handles benefits review discussions and other services, including medical insurance, S125, identity theft and protection, voluntary benefits, and disability insurance. The women-owned company was started by Laura Afoa in 2010. Afoa holds the Certified Employee Benefits Specialist and Group Benefits Associate designations.
Founded in 1987, AG Sieben & Associates, Inc., provides employee benefit products and consulting services to employers and individuals in San Mateo. With over a hundred life insurance carrier partners, the firm offers various life insurance options. For individuals, the options range from term life, which covers a specific period, to whole life and universal life, which includes lifetime protection for clients. Additionally, key person life insurance is offered for businesses.
Andreini and Company is a full-service insurance agency that specializes in insurance services and solutions in San Mateo. The company has been operating for more than 60 years with other offices in Oklahoma, Texas, and North Carolina. It offers life insurance products such as term life and permanent life insurance that provide financial protection from unforeseen events. The cash benefits from these policies can also be treated as liquid assets to pay off debts, mortgages, and educational payments.
Founded in 1962, Barthold Insurance Agency is an El Dorado-based company that provides insurance products and services to families and individuals in the San Mateo area. It is an independent insurance agency that works with different carriers in creating customized life insurance coverages. Additionally, the company's insurance professionals help clients acquire umbrella, home, condo, business, and renter's insurance. Current owner Susan Berger started working in the company in 1980. She purchased Barthold Insurance Agency in 1990.
Business Professional Insurance Associates, Inc. is a female-owned insurance agency that has been serving San Mateo and nearby areas since 1999. It offers a broad range of insurance solutions, including life insurance policies with term, whole, and universal life options. As an independent agency, it represents insurance carriers with a national and regional focus, giving its clients the freedom to select the coverage that fits their needs. Its insurance advisors are equipped to assist in any billing or claim concerns and changes in coverage.
Founded in 1960, Catalli Insurance Brokers is a local insurance agency serving the San Mateo metro. It is an independent insurance agency that works with various carriers such as Builders & Tradesmen's Insurance Services Inc. and California Fair Plan Property Insurance. Headed by Peter Catalli, the company offers term, whole, and universal life insurance plans that may cover retirement income and provide financial assistance for the clients' family members. Catalli Insurance Brokers also provides business, auto, homeowner, and renter's insurance.
Cesar S. Gerardo Insurance Brokers, Inc. is a team of insurance professionals and financial advisors that offers insurance products and services in the San Mateo area. The firm was founded by Cesar Gerardo, a Philippine-trained insurance professional who has been in the industry since 1989. The firm's life insurance policies include term life insurance, whole life insurance, educational insurance, mortgage protection, and retirement insurance. It also offers specialty life insurance lines such as supplemental tax-free retirement income and death benefits insurance.
Connell Insurance Agency (CIA) is a family-owned life insurance agency based in San Mateo. With 37 years of working experience as an agent in a leading insurance company, Al Connell established the firm in 2015 to continue his commitment towards providing life and health insurance to his clients. CIA strives to be present to their new and loyal customers every step of the way. The agency also offers various insurance needs such as business, commercial, automobile, and home.
EMC Insurance Services Inc. is a San Mateo-based risk management firm that provides both personal and commercial insurance. With a life insurance policy, the company assists individuals in ensuring the well-being of their dependents as well as the proper distribution of their financial assets. As an independent insurance broker, the team represents a number of carriers that can offer a variety of coverage options, such as term life, whole life, and universal life. The company also serves clients in Foster City.
Ethos Life is an independent insurance company that serves residential and commercial clients in San Mateo and its surrounding areas. It offers whole life and term life insurance coverage for families and individuals. The company employs a team of professional insurance specialists able to recommend risk management strategies that fit each client and recommend suitable insurance coverage that meets their needs. Previous clients have praised the company's staff for their professionalism and streamlined application process.
Operating in San Mateo, James K. Mason Insurance is an independent firm that offers personal and business insurance lines. Established in 1997, it crafts individual and group life insurance with term, universal, and whole life insurance options. Its team also has more than 45 years of combined experience in writing insurance plans. In addition, James K. Mason Insurance is a member and stockholder of United Valley Insurance Services, giving the firm access to more than 50 top-rated insurance companies.
Since 2013, Jaymi Wessell has been helping individuals in San Mateo secure their financial well-being with a variety of insurance products and packages. She offers clients a wide range of options that clients can choose from to match their budget and requirements. She also provides personal and commercial insurance such as auto, business, home, and health policies. Wessell is an insurance agent for State Farm, a Fortune 500 insurance, financial services, and investment company.
Jim Dwyer is a San Mateo-based State Farm agent and has been serving the area since 2002. Offering different policies on home insurance, car insurance, business insurance, and renters' insurance, Jim Dwyer aims to help people manage potential risks and recover easily from such events. As an agent of State Farm Insurance, Jim Dwyer works with clients based on the philosophy of customer service. He helps them find the right insurance policy according to their budget, requirements, and goals in life.
Mary Wong Insurance Services addresses the insurance needs of clients in San Mateo and the surrounding communities. Its owner Mary Wong is a Certified Financial Educator. Wong and her team aim to help clients protect their family's future and well-being by providing life insurance coverage that fits their needs. They also provide options for health, disability, and long-term care insurance, in addition to Medicare Supplement and retirement planning. Additionally, Wong is fluent in multiple languages, including English, Burmese, Cantonese, Mandarin, and Taiwanese.
Nick Bertetta is a State Farm insurance agent providing services to clients in San Mateo. She specializes in helping clients receive insurance products to help protect their loved ones in emergencies or death. He also helps small business owners with their business planning strategies and insurance needs. Additionally, he offers renters, health, homeowners, and auto insurance products. Bertetta participates in local community events around the area and is a member of the San Carlos Chamber of Commerce.
Pfeifer Insurance Brokers is an independent insurance company located in Burlingame. Serving clients throughout San Mateo and its surrounding areas, this agency offers a wide range of insurance products, including term life insurance and permanent life insurance. Specializing in life insurance products, the company works with multiple life insurance carriers to provide clients with various policy options. It also assists clients in choosing the right coverage that suits their specific needs and financial circumstances. Health insurance products are also available at the company.
PJW Insurance Services is a life and health insurance company serving clients in San Mateo. The company caters to individuals, families, and companies, providing a wide range of insurance plans, such as Medicare Advantage, Medicare Supplemental, and Prescription Drug Plans. It also offers coverages for disability and term life insurance. Its owner, Pat Wilkus, designs a protection program after recommending the insurance coverage that fits the client's needs. Additionally, Wilkus works with various carriers, such as Aetna and Zurich Life.
Ron Pang Insurance Services offers total insurance solutions to clients in San Mateo. It provides different kinds of life insurance policies including term life, whole life, universal life, and variable universal life. The company also has coverages for long-term care, personal umbrella, homeowners, renters, motor homes, and condominiums. Other services available include plans like commercial auto, motorcycle, and watercraft insurance. Ron Pang Insurance Services has a strong focus on continually working to deliver its clientele’s insurance needs.
Slavsky Insurance is an agency servicing San Mateo. It offers term, whole, and universal life insurance options for individuals and their families. Fixed and variable annuity products are also available. After submitting an application form online, its website utilizes an internal rating system that automatically acquires tailored solutions from more than 50 insurance carriers that the agency works with. This allows the clients to decide on the type of coverage they need. Slavsky Insurance also provides health, earthquake, vehicle, and business owners' insurance plans.
Tammie Pereira is the owner and principal agent of Tammie Pereira Insurance Services, Inc., an independent insurance agency serving San Mateo and the surrounding areas. She assists people in selecting the best life insurance plan to meet their personal and financial needs. Her team provides various life insurance plans from more than a dozen providers, including term life, whole life, and universal life insurance. Tammie has been working in the insurance industry since 1987. She opened her own agency in 1999.
TFIA Insurance Agency, LLC is an insurance company serving the San Mateo area and specializes in insurance services and products. The company provides both business and individual insurance solutions and is committed to delivering personalized policies based on the client's budget and needs. Its life insurance products include term life insurance and essential universal life insurance plans that cover expenses such as debts, mortgage payments, and final expenses. It also offers comprehensive health insurance plans as well as homeowners' insurance plans.
Town & Country Insurance Services, Inc. is an independent insurance agency that provides insurance services to residents and businesses in San Mateo and the surrounding communities. It represents multiple carriers that allow it to offer a variety of insurance packages. It offers life insurance plans like annual renewable term insurance, level term life insurance, and whole life insurance. Additionally, it provides group life insurance and key person or key men insurance packages for business clients.