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Trio Insurance & Financial Services

About Trio Insurance

An independent brokerage in Oakland, working for you — not for a single carrier.

Who We Are

Trio Insurance & Financial Services is an independent insurance brokerage based at 7901 Oakport St. Ste 3750 in Oakland, California. Our team brings over 100+ years of collective experience placing Auto, Home, Business, Life, and Workers Compensation coverage for families and businesses across the state.

Being independent is the important part. A captive agent works for one insurance company and can only offer that company's products. We are appointed with 50+ carriers, so when your rate goes up we can look at the whole market instead of asking you to accept it.

We also speak Spanish, and we are licensed to write business throughout California — not only the Bay Area.

Licensing

Trio Insurance & Financial Services is a licensed insurance agency in the State of California, CA License #0C66738. You can verify any California insurance license through the California Department of Insurance at insurance.ca.gov.

What Clients Say

Trio Insurance & Financial Services is a great place to buy auto insurance. I've been searching and comparing prices to other competitors and trying to see what works for me and with the help of Kevin Dela Cruz he has done that for me and thanks to him I have car insurance and I saved a lot of money.

Rachell-Holly V.

Awesome experience with this brokerage especially with the agent, Tom Pastor. Excellent customer service. They saved me and all my friends and relatives that I referred to them so much money on our auto, home and life insurance.

Fernando S.

I got my insurance from Trio Insurance & Financial Services, she was very helpful, great customer service, made it so easy, painless, great rate for having an international License. Need insurance call Linda.

Khaled K.

I have all my protection for everything here...including auto, renter's, life insurance, even college and funeral and estate planning! The staff here is incredibly helpful & knowledgeable and have saved me Hundreds of dollars!

Regina P.

Reviews shown are from clients on Google, where Trio holds a 4.0 star rating across 8 reviews. Read them on Google.

Carriers We Work With

ProgressiveNationwideMercury InsuranceThe HartfordSafeco InsuranceKemperAllianzTransamericaJohn HancockGerber LifePacific LifeHagerty

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Contact Us(415) 928-2886
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