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Your Personalized Insurance Solutions

Who We Are

Heffernan Walton Insurance Services is an independent insurance agency in San Jose, California. Founded on the principles of transparency and personalized attention, we have guided individuals and businesses in securing their future for over years. With two offices in the heart of Silicon Valley, we proudly serve the diverse needs of our community, offering customized insurance solutions across the state of California and beyond.

Our Mission

Our mission is to empower our clients by providing accessible, affordable insurance solutions tailored to their unique needs. We believe in building strong relationships with our clients, understanding their individual circumstances, and helping them navigate the complexities of the insurance landscape.

What We Offer

Heffernan Walton Insurance Services offers a comprehensive range of insurance products and services, including:

  • Business Insurance: Protecting your business from unforeseen risks like interruptions, accidents, and financial losses.
  • Personal Insurance: Safeguarding your family, home, and personal assets from unexpected events.
  • Specialized Insurance: Customized coverage for industries such as cannabis businesses, contractors, and technology professionals.
  • Risk Management Consulting: Comprehensive analysis and guidance on minimizing potential risks and optimizing your insurance portfolio.

Our Expertise

Our team of experienced professionals has extensive knowledge and expertise in various insurance fields. We are committed to providing personalized attention, clear communication, and proactive guidance to our clients. We take the time to understand your individual needs and recommend plans that align with your specific goals and budget.

Our Values

At Heffernan Walton Insurance Services, we stand by these core values:

  • Client Focus: We prioritize understanding your needs and providing solutions that meet your unique requirements.
  • Integrity: We maintain the highest ethical standards and transparency in all our interactions.
  • Community Involvement: We actively support and contribute to the communities we serve.
  • Innovation: We embrace advancements in technology and insurance solutions to better serve our clients.

Partner with Heffernan Walton Insurance Services for

  • Personalized attention and customized solutions
  • Competitive rates and comprehensive coverage options
  • Responsive customer service and claims handling
  • Access to expert advice and risk management guidance
  • Local expertise and involvement in the community

Get a customized insurance plan today and secure your future with Heffernan Walton Insurance Services!

Reviews
Positive: The reviewers praised Sharif's professionalism, knowledge, and friendly demeanor, which led to a highly positive experience.

Overall Experience

The two reviewers, Jila Sabouri and Azita Larijani, have had an excellent experience with an insurance professional named Sharif. They both awarded her a perfect 5-star rating and shared their positive encounters with her.

Professionalism and Knowledge

Excellent Communication Skills Sharif is professional, knowledgeable, and friendly, making her an excellent representative in the insurance industry. Both reviewers emphasized her expertise, with Jila mentioning that Sharif is "amazing" and Azita stating that she is "experienced in her work."

Client-Centric Approach

Personal Touch Sharif takes good care of her clients, providing personalized service and the best coverages to protect their assets. Jila and Azita praised her kind and friendly nature, making them both feel valued and supported throughout the process.

Recommendations

Highly Recommended Both reviewers highly recommend Sharif for her exceptional service, professionalism, and expertise. Her ability to provide the best coverage options and take good care of her clients has earned her a strong reputation.

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