Financial Services &
Insurance
Caldwell Insurance Services, Inc.
Business Address: 14566 Mono Way Sonora, CA 95370
Glenn S Caldwell Insurance Services, Inc. is an Independent Insurance Agency representing many different companies for your insurance needs. We carefully selected our carriers in order to provide you with the best level of service, price and coverage. As independent insurance agents, you have the ability to choose the best carrier for your insurance needs. That is the main advantage to using an independent insurance agency, we work to satisfy your needs. Our goal is to educate and service the Sonora, California community and throughout the state of California. Through our independence, we strive to educate the community on the best options for their insurance needs. We can provide an assessment of your insurance needs with a choice of which package fits you best. We are dedicated to providing our customers in California with the best coverage at competitive rates. Just make one call to our agency, and we can shop your coverage through many top rated companies. With our professional staff, we can be your liaison with the insurance carrier in the event of a claim. We work for you, not the insurance company. We want you to have a positive overall experience with Glenn S Caldwell Insurance Services, Inc.. Our one on one service approach is our #1 goal for all our insurance clients. Give us a call at (209) 532-5102 or contact us through one of our quote forms, and we'll be happy to answer any of your insurance questions.
Website: www.caldwell-insurance.com
Phone Number: (209) 532-5102
Email: jmyers@caldwellinsurance.com
Carlson & Associates
Business Address: 14520 Mono Way, Suite 130 Sonora, CA 95370
“High quality service at a fair price.” Founded in Sonora, California in 1977. Carlson & Associates is a full-service accounting firm that prides itself in providing individualized service to each client.
Website: https://carlsoncpas.net/
Phone: (209) 532-5171
Cutler Segerstrom Insurance Agency
Business Address: 1030 Greenley Road, Sonora, CA 95370
Leavitt United Insurance Services offers quality insurance coverage, a high level of professional service and a long-term relationship. We have several locations throughout California to serve your needs, including Elk Grove, Fresno, Granite Bay, Lodi, Napa, and Sonora.
Phone Number: (209) 532-6951
Edward Jones Investments
Business Address: 19060 Standard Road – Suite 1 Sonora, CA 95370
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Website: http://www.edwardjones.com
Phone Number: 209-532-2100
Email: blane.franca@edwardsjones.com
El Dorado Savings Bank
Business Address: 22900 Twain Harte Dr., Twain Harte, CA 95383
Mailing Address: P.O. Box 877, Twain Harte, CA 95383
El Dorado Savings Bank opened for business in Placerville in January of 1958 to offer competitive savings programs to local residents while promoting home ownership through construction, purchase, and refinance loans. As El Dorado expanded its operations over the years, the bank remained faithful to these original principles by developing new loan and savings products, while adding service delivery channels with ATM’s, telephone banking, Internet Banking, and Mobile Banking. The underlying commitment, although, that has distinguished El Dorado from the competition during its 62 years, is the insistence of the Board of Directors and management that each employee of the bank provide personal, efficient and friendly service to all existing and prospective customers. The combination of convenient branch locations, employees dedicated to customer service, and a variety of products, services and delivery channels to meet the needs of our diverse customers and communities, has allowed El Dorado Savings Bank to grow its operations, while continually recording consistent growth and strong profits. In December of 2019, Bauer Financial Reports of Coral Gables, Florida, awarded El Dorado Savings Bank its highest 5-star rating as one of the safest banks in the U.S. for the 107th consecutive quarter dating back to 1993, and IDC Financial Publishing in December 2019 awarded El Dorado its “Superior” rating. El Dorado Savings Bank continues to exhibit a strong financial condition. As of December 31, 2019, El Dorado had $2.185 billion in assets, $1.9 billion in savings deposits, capital of $251.2 million, representing 11.50% of assets, and after-tax income of $19.4 million for the year. The bank had liquidity of $387.4 million at December 31, 2019, and only 5 of the 5,048 loans serviced by El Dorado were 60 days or more past due. In addition, El Dorado had no foreclosed property on the books as of December 31, 2019. On behalf of the management and employees of El Dorado Savings Bank, I hope you will enjoy banking and investing with El Dorado through our convenient telephone banking, ATM system, Internet Banking and Mobile Banking services. I also invite you to drop by one of our convenient 35 offices to experience the El Dorado Savings Bank commitment to excellent customer service.
Website: www.eldoradosavings.com
Phone Number: (209) 586-7213
Email: kcheveres@eldoradosavings.com
Farmers Insurance
Business Address: 22902 Twain Harte Dr., Suite A, Twain Harte, CA 95383
Mailing Address: P.O. Box 1070, Twain Harte, CA 95383
Hello. My name is Patricia Plaster and as your local Farmers® agent in Twain Harte, CA, I help customers like you identify the insurance coverage that best fits your needs. This process is straightforward and personalized to help make you smarter about insurance. I have the knowledge and experience to help you better understand your coverage options--whether that's auto, home, renters, business insurance and more. Give me a call at (209) 586-2250 and I'll be happy to answer any questions you might have. Languages Spoken: English I have over 28 years of experience as a Farmers Insurance agent. CA License #: 0622212
Website: https://agents.farmers.com/ca/twain-harte/patricia-plaster?utm_source=GMB&utm_medium=Local
Phone Number: (209) 586-2250
Email: patricia.plaster@yahoo.com
Mark Twain Insurance
Business Address: 178 N. Main St. Angels Camp, CA 95222
Mailing Address: PO Box 610 Angels Camp, CA 95222
Locally owned and operated, Mark Twain Insurance Services has delivered quality insurance solutions to individuals in California, and many more, offering Auto and Homeowners insurance coverage, as well as other insurance products. Our team of experienced insurance professionals is committed to helping you find a policy that fits your needs. We focus on providing personalized attention and quality customer service to create an experience that’s difficult to find in today’s market. At Mark Twain Insurance Services, we’ll work with you to ensure that you and those you care about most are protected.
Website: https://www.marktwainins.com/
Phone: 209-736-2200
Email: btodd@marktwainins.com
Welcome Home Funding
Category: Financial Services/Insurance, Real Estate and Services
Business Address: 1930 Howard St. Madera, CA 93637
When you’re ready to buy, refinance or renovate, you can trust me to help you achieve your homeownership goals. We have more options to fit your financial needs, more experience to help you make confident decisions, and a streamlined process to fit your timeline. Your needs are our number one priority, I’ll guide you every step of the way to your perfect home loan.
Website: https://www.welcomehomefunding.com/mysite/Jamie-Trimeloni
Phone Number: (209) 627-5742