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About Palmer Financial and Insurance Services
An independent California insurance brokerage built on personal service, honest guidance, and a genuine commitment to our clients.
Who We Are
A Broker You Can Actually Talk To
Palmer Financial and Insurance Services, Inc. is a California-licensed independent insurance brokerage dedicated to helping individuals, families, and small businesses find the right coverage at the right price.
We believe insurance should be simple, transparent, and personal. That means no jargon, no pressure, and no one-size-fits-all solutions. We sit down with you — or talk by phone — to understand your situation before we ever recommend a plan.
From health and dental to life insurance and employee benefits, we work across all major California carriers to find the plan that truly fits your life.
What Sets Us Apart
Independent & Unbiased
We work for you — not the insurance companies. As an independent broker, we compare plans across California's top carriers to find the best fit for your needs and budget.
Personal Service
When you call Palmer Financial, you speak with a licensed broker — not a call center. We take the time to understand your situation and guide you through every decision.
Licensed & Experienced
Licensed in the State of California (CA Lic# 0G23410 / #6008657), we bring years of experience helping families and small businesses navigate the insurance landscape.
Our Commitment
Service That Doesn't Stop at Enrollment
Many brokers disappear after you sign up. We don't. Palmer Financial is here year-round — to answer questions, help with claims issues, review your coverage at renewal, and make sure your plan still fits as your life changes.
Whether you're a family navigating Covered California, a self-employed professional protecting your income, or a small business building a benefits package for your team — we're your long-term partner.
"Nothing is more important than your family — and we take that seriously."
Palmer Financial and Insurance Services, Inc. is licensed in the State of California. CA Lic# 0G23410 | CA LIC# 6008657. The sale of insurance products as a result of this website must be for residents of California and with products approved for sale in California. Palmer Financial is not rendering legal, accounting, or tax advice.
Ready to work with a broker who puts you first?
Call us at 559-248-0542 or request a free quote online.