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Farmers Insurance

With Angi since July 2012

N/A

Business Details

Phone Number

Address

325 N 2nd Ave Ste L

Upland, CA 91786

Description

In 1928, two men shared a dream of providing a quality insurance product at a reasonable price. In the decades that followed we’ve grown and adapted to meet the changing needs of Americans. But one constant has remained: We have an unwavering commitment to uphold our founding ideals to provide industry-leading products and first-rate services to the customers we’re privileged to serve. Se Habla Espanol. Additional contact name Additional contact name Gail Katona....

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SOVEREIGN WEALTH MANAGEMENT

We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.  

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All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.To find more licensing information for your state, visit our Find Licensing Requirements page.
General Information
Free Estimates
No
Eco-Friendly Accreditations
No
Warranties
No

Services Offered

Insurance - Auto, Home, Life & Business.

Services Not Offered

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Frequently Asked Questions & Answers about Farmers Insurance

How is Farmers Insurance overall rated?

Farmers Insurance is currently rated 0 overall out of 5.

Does Farmers Insurance offer free estimates?

No, Farmers Insurance does not offer free project estimates.

Does Farmers Insurance offer eco-friendly accreditations?

No, Farmers Insurance does not offer eco-friendly accreditations.

Are warranties offered by Farmers Insurance?

No, Farmers Insurance does not offer warranties.

What services does Farmers Insurance offer?

Farmers Insurance offers the following services: Insurance - Auto, Home, Life & Business.