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800-606-4418

Financial Planning in Burlingame, San Mateo, CA and Surrounding Areas

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Town & Country Insurance Services, Inc, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Town & Country Insurance Services, Inc, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Town & Country Insurance Services, Inc is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Town & Country Insurance Services, Inc today to see how Financial Planning can help achieve your goals.

Our Location

Headquarters

1870 El Camino Real, Suite 208
Burlingame, CA 94010
Main office: 650-231-4015
Toll free: 800-606-4418

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Frank F. of San Francisco
I have known Rob for many years, he is a person of high integrity and truly cares about people he associates with. I highly recommend him, it’s truly hard to find trustworthy people like Rob.
Joe Totah of Foster City, CA
Town and Country Insurance the place to go for fast knowledgeable accurate answers for all your Insurance needs. Rob O'Neill has the experience you need.
Nancy of Mountain View, CA
Rob O’Neil has been my insurance broker for over 35 years and I have found him to always have my interest first when placing my coverage. I have one property that is difficult to insure due to its location but Rob has always found a way. In the very few instances I have had a claim Rob has been a true advocate for me. I highly recommend Rob as an insurance broker.
Rita S