About One Place Financial
One Place Financial is your neighborhood office for your financial planning, insurance and professional tax service needs. We employ experienced tax management consultants and insurance brokers for auto, home, health and life insurance to help you find affordable insurance policies, and even provide you with financial planning education.
Our office is open year-round and we offer several convenience services such as live scan fingerprinting; auto registration services; copies; fax; internet access and much more! We offer personalized services to help you find the best solution for your needs.
Our Practice Areas
Come in and speak with a Covered California Certified Insurance Agent. Most people have a lot of questions about getting the right coverage for their needs: we have ..
We offer many other options for automobile coverage, including motorcycle and RV insurance, from trusted agencies such as Mercury, Nationwide, and more.
Home & Renters Insurance
Whether you own or rent, insuring your property makes sense. We can help you find the right coverage for you and the type of your home – including single family ..
An insurance package that assembles the basic coverages required by a business owner in one bundle, which includes- business property, general liability, and various ..
We are committed to helping individuals and families plan for their financial future. You will get one-on-one guidance and a comprehensive financial plan that helps ensure ..
If you have specific questions, fill out the contact form and we can call you to discuss how we can be of service Contact us.
Request a Call back.
Thank you for your interest in our services. We encourage you to give us a call or send a message using the email form below. Have a great day and we look forward to the opportunity to show you why so many of our clients refer their friends, family and colleagues.