About Us

Our multi-line agency provides full range of financial and insurance services for individuals, families and businesses in State of California:

• Auto, Home, Umbrella, Landlord, Condo, Renters Insurance;
• Business Owners, Workers compensation, Professional Liability (Errors and Omissions) Insurance;
• Retirement Planning and Wealth Management Services;
• Individual and group Health/Dental insurance;
• Disability and Long-Term Care insurance;
• Permanent and Term Life Insurance;
• Fixed, Equity Indexed, and variable Annuities;
• Tax Qualified plans: 401K, SEP, IRA, RothIRA, KEOGH;
• Group benefits for businesses.

We differentiate ourselves with the insurance and financial products we offer and with the service we provide to our customers. Providing service that exceeds your expectations is our operating principle.

We strive to achieve this standard in every activity of our agency. From returning phone calls promptly and communicating with you regularly, to fast policy issuance and endorsement processing, our objective is to make your life easier. We assume that service is a key factor to our customers returning to us with new business opportunities throughout the years.

Our service area includes all of the Northern California—San Francisco, Peninsula, East Bay, and San Jose area. We also have individual and business customers all over California—Sacramento, Los Angeles, San Diego.

Our agency has very strong WEB exposure and we do a lot of business online. But, we are real people working out of a nice office located in the very heart of Silicon Valley, and we are always delighted to meet with you face-to-face, to listen and to advise on financial and insurance solutions.

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