Personal Financial Representative in Morgan Hill, CA
my agent
James Grant
Office Hours:
| Mon | 9:00 AM - 5:00 PM | |
| Tue | 9:00 AM - 5:00 PM | |
| Wed | 9:00 AM - 5:00 PM | |
| Thu | 9:00 AM - 5:00 PM | |
| Fri | 9:00 AM - 5:00 PM | |
| Sat | By Appointment | |
| Sun | By Appointment |
Sunday, Saturday
About James Grant - Morgan Hill Personal Financial Representative
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.
Meet the Team
Allstate You're in good hands logo and tagline
Leanne Bartolo
Executive Assistant
Leanne is an integral part of our team.
Are your financial plans a little dusty?
We can review your plan and make sure you're on a path to reaching your goals.
Learn More about ALR - Tax SeasonRequest An Appointment with James Grant
Want to request an appointment for a call or visit? Use the calendar to pick the date you'd like to visit and then choose a time. While we can't guarantee agency availability, your request will route to the agency inbox and we'll do our best to accommodate your schedule.
First, select a date from the calendar:
Send requestSend request
Contact
Name:
Allstate Personal Financial Representative: James GrantPhone:
(408) 782-7100(408) 782-7100
Fax:
(707) 940-4546
Areas Served:
Proud to serve the areas of All around the South Bay, San Francisco /Bay Area, North Bay, Central California, All of California. Call or email me today for a personalized financial review.
You can view my financial industry experience and background at FINRA’s BrokerCheck
Languages:
- English
My Account
Here to Help You
Connect With Us
What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?Learn more about What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?
Learn more about What's the Difference Between Term and Permanent Life Insurance?Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.Learn more about Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.
Learn more about Why It Pays to Build Your Retirement Account NowPlan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.Learn more about Plan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.
Learn more about Plan Your Financial Future.Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.Learn more about Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.
Learn more about Calculator: Social Security & RetirementYou are now leaving Allstate. Classic Car insurance is not an Allstate product. The policy is provided/quoted by The Hagerty Group, LLC., a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information.Allstate is not responsible for the policy or privacy practices of The Hagerty Group, LLC. We encourage reading their privacy policy before providing personal information.
You are now leaving Allstate. Pet health insurance is not an Allstate product. The policy is provided/quoted by Embrace, a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information. Allstate is not responsible for the policy or privacy practices of Embrace. We encourage reading their privacy policy before providing personal information.
What's the Difference Between Term and Permanent Life Insurance?Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?Learn more about What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?
Learn more about What's the Difference Between Term and Permanent Life Insurance?Why It Pays to Build Your Retirement Account NowSee how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.Learn more about Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.
Learn more about Why It Pays to Build Your Retirement Account NowPlan Your Financial Future.New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.Learn more about Plan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.
Learn more about Plan Your Financial Future.Calculator: Social Security & RetirementIs Social Security part of your retirement plan? Estimate your projected annual benefits.Learn more about Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.
Learn more about Calculator: Social Security & RetirementYou are now leaving Allstate. Classic Car insurance is not an Allstate product. The policy is provided/quoted by The Hagerty Group, LLC., a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information.Allstate is not responsible for the policy or privacy practices of The Hagerty Group, LLC. We encourage reading their privacy policy before providing personal information.
You are now leaving Allstate. Pet health insurance is not an Allstate product. The policy is provided/quoted by Embrace, a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information. Allstate is not responsible for the policy or privacy practices of Embrace. We encourage reading their privacy policy before providing personal information.
James Grant is insurance licensed in the state(s) of Arizona, California, Michigan, and North Carolina. If you do not reside in the state(s) of Arizona, California, Michigan, or North Carolina, 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
Subject to terms, conditions & availability.
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.
California Insurance License Name and Number: 0C59793 GRANT, JAMES MICHAEL
Subject to terms, conditions & availability.
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.
