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Personal Financial Representative James Grant

Personal Financial Representative
James Grant, Morgan Hill, CA

Location pin icon
17200 Monterey St,
Ste A
Morgan Hill, CA 95037
US
Phone icon
(408) 782-7100
Phone icon
(408) 782-7100

Office Hours

Day of the WeekHours
Mon9:00 AM - 5:00 PM
Tue9:00 AM - 5:00 PM
Wed9:00 AM - 5:00 PM
Thu9:00 AM - 5:00 PM
Fri9:00 AM - 5:00 PM
SatAvailable by appointment
SunAvailable by appointment
After-hours appointments available.

17200 Monterey St,
Ste A
Morgan Hill, CA 95037
US

Map of 17200 Monterey St in Morgan Hill

Areas Served

All around the South Bay, San Francisco /Bay Area, North Bay, Central California, All of California

Additional Contact

Fax: (707) 940-4546

Languages

English
Allstate Personal Financial Representative: James Grant
You can view my financial industry experience and background at FINRA’s BrokerCheck

Local Allstate Agent: Meet James Grant

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As a Personal Financial Representative living in Morgan Hill for 10 years with my wife and 2 children I know many local families. My knowledge and understanding of the people in this community help me provide over thousands customers with an outstanding level of service. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, I can provide you with financial solutions that can help you build your financial future.

I’m proud to work with a financially sound and stable company like Allstate. They’ve been helping families protect their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your future financial goals.

I’m committed to helping you protect not only what you have today, but to also prepare for tomorrow. I can help you understand how life insurance is a part of your "safety net". Together, we’ll work to evaluate your life insurance coverage and select solutions that work for you.

As a Personal Financial Representative living in Morgan Hill for 10 years with my wife and 2 children I know many local families. My knowledge and understanding of the people in this community help me provide over thousands customers with an outstanding level of service. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, I can provide you with financial solutions that can help you build your financial future.

I’m proud to work with a financially sound and stable company like Allstate. They’ve been helping families protect their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your future financial goals.

I’m committed to helping you protect not only what you have today, but to also prepare for tomorrow. I can help you understand how life insurance is a part of your "safety net". Together, we’ll work to evaluate your life insurance coverage and select solutions that work for you.

Premier Financial Professional

Why Allstate?

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Insurance Tailored for You

Just as no two people are alike, life insurance is not one-size-fits-all. My staff and I are committed to helping you choose the policy that's right for you and your family while providing the excellent customer service you'd expect from a nationally recognized brand like Allstate.
Just as no two people are alike, life insurance is not one-size-fits-all. My staff and I are committed to helping you choose the policy that's right for you and your family while providing the excellent customer service you'd expect from a nationally recognized brand like Allstate.
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Coverage Options

Allstate offers a range of life insurance policies. From term life policies that help protect your family for a specific period of time to permanent policies with a cash value component, Allstate provides options designed to fit your needs and budget. If you opt for a permanent policy, you'll have the choice of whole life, universal life, variable universal life or indexed universal life insurance. I can help you learn about the features of each so you can choose the policy that makes sense for you.
Allstate offers a range of life insurance policies. From term life policies that help protect your family for a specific period of time to permanent policies with a cash value component, Allstate provides options designed to fit your needs and budget. If you opt for a permanent policy, you'll have the choice of whole life, universal life, variable universal life or indexed universal life insurance. I can help you learn about the features of each so you can choose the policy that makes sense for you.
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Helpful Tools

When you buy a life insurance policy, you decide how much coverage to purchase. Many factors, from your current income to the amount of debt you owe, may play a role in your decision. Allstate's website offers helpful calculators and other resources to help you determine how much life insurance you may need.
When you buy a life insurance policy, you decide how much coverage to purchase. Many factors, from your current income to the amount of debt you owe, may play a role in your decision. Allstate's website offers helpful calculators and other resources to help you determine how much life insurance you may need.
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Bundle and Save

If you have auto and/or home and life insurance policies with Allstate, you may be eligible for a discount. Give me a call to learn about opportunities to save money with Allstate's multi-policy discounts.
If you have auto and/or home and life insurance policies with Allstate, you may be eligible for a discount. Give me a call to learn about opportunities to save money with Allstate's multi-policy discounts.
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Strong Track Record

As an Allstate customer, you'll work with a company that has been helping people protect what matters most since 1931. Allstate is consistently recognized with strong ratings, including an A+ credit rating from A.M. Best.
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Delivering on our Promise

From the moment you choose Allstate for your life insurance needs, my agency can help guide you through the process. And in the unfortunate event that your loved ones need to file a claim, I am here to assist.

Our team

Leanne Bartolo

Executive Assistant
Leanne is an integral part of our team.

Let your love live on with life insurance. 

An African American dad lifting his son in his arms
Life insurance can help your family stay in the home you built together, get the education they deserve, or ensure the retirement you’ve always hoped for. I can help you protect the life you want, for those that matter most.
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Frequently Asked Questions
What are your agency hours?
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday:
Sunday:
Are you open on weekends?
Saturday:
Sunday:
Can I text your agency with questions?
No, we do not have text messaging services.
What languages do you speak?
We have staff members available who speak the following languages: English
Do you have more than one location?
No, this is our only location.
James Grant is insurance licensed in the state(s) of Arizona, California, Connecticut, Florida, Michigan, Nevada, North Carolina, and Oregon. If you do not reside in the state(s) of Arizona, California, Connecticut, Florida, Michigan, Nevada, North Carolina, or Oregon, please go to the Find an Agent section on allstate.com to search for another Allstate Agent or Personal Financial Representative.

California Insurance License Name and Number: 0C59793 GRANT, JAMES MICHAEL

Based on coverages selected. Subject to terms, conditions, availability & qualifications.

This material is intended for educational purposes only. Life insurance issued by Allstate Life Insurance Company: Northbrook, IL; and American Heritage Life Insurance Company: Jacksonville, FL. In New York, Allstate Life Insurance Company of New York: Hauppauge, NY. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.

Check the background of this firm on FINRA's BrokerCheck website.
Personal Financial Representative James Grant
James Grant, Morgan Hill, CA
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17200 Monterey St,
Ste A
Morgan Hill, CA 95037
US
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(408) 782-7100Phone
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(408) 782-7100Phone
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Fax: (707) 940-4546
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Fax: (707) 940-4546

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Personal Financial Representative James Grant
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