Business Details
50+ Years
experience
Your Trusted Insurance Partner in San Jose, CA
Heffernan Walton Insurance Services has been a trusted insurance brokerage in the Bay Area since 1966, combining decades of expertise with a commitment to personalized service. Our agency specializes in delivering tailored insurance solutions for both personal and business clients, leveraging strategic partnerships to access top-tier coverage options. With a focus on San Jose, Silicon Valley, and Northern California, we prioritize ethical, expedient service while maintaining a high standard of excellence.Our teams deep industry knowledge and affiliations with leading carriers ensure clients receive comprehensive protection aligned with their unique needs. As an independent agency, we offer unbiased guidance to help clients navigate complex insurance landscapes and secure optimal coverage.
Services
Business Insurance
Car Insurance
Home Insurance
Commercial Auto
General Liability
Workers Compensation
Rental Property Insurance
Cyber Insurance
Professional Liability
Business Interruption
Details
- Year established: 1966
Highlights and features
- We have over 50 years of experience serving the insurance needs of California clients.
- Our team provides personalized, ethical service tailored to individual and business requirements.
- We offer coverage across personal, commercial, and specialty insurance markets.
- Our independent agency model ensures access to competitive rates from multiple carriers.
- We maintain a high standard of excellence through continuous industry expertise development.
What people say
Exceptional customer service
Competitive rates
Personalized solutions
Quick claims processing
Expert guidance
Services
Business Insurance
Our business insurance solutions protect California companies from operational risks through customizable policies. We offer general liability, property coverage, and industry-specific protections for sectors like cannabis, tech, and construction. With access to leading carriers, we help businesses mitigate financial losses from accidents, lawsuits, and disasters while ensuring compliance with state regulations.
Car Insurance
We provide comprehensive car insurance policies tailored to individual drivers and commercial fleets across California. Our coverage options include liability protection, collision coverage, and uninsured motorist benefits while offering discounts for safe driving records and bundled policies. Our agents help clients navigate state requirements to secure optimal protection at competitive rates.
Home Insurance
Our home insurance policies safeguard residential properties against damage from fires, theft, and natural disasters while offering liability coverage for accidents on the premises. We specialize in standard homeowners policies and earthquake/flood insurance through specialized programs. Our team ensures adequate protection for both primary residences and investment properties across Northern California.
Commercial Auto Insurance
We offer commercial auto insurance for businesses operating company-owned vehicles or managing delivery services in California. Policies include liability protection, collision coverage, and hired/non-owned auto options for contractor vehicles. Our solutions meet state requirements while protecting against financial losses from accidents involving business-related transportation activities.
Cyber Insurance
Our cyber insurance policies protect California businesses from financial losses due to data breaches, ransomware attacks, and other digital threats. Coverage includes liability protection for compromised customer data, business interruption compensation, and legal defense costs. We specialize in solutions for tech companies, healthcare providers, and organizations handling sensitive digital information.
People
Monica Castaneda
President
With leadership experience in insurance brokerage, Monica oversees operations at Heffernan Walton, focusing on strategic growth and client satisfaction. She brings industry expertise from prior roles in the company's expansion initiatives.
Wendy V.
Commercial Lines Department Manager
Wendy has 16+ years in insurance and a Master's degree from Santa Clara University. She specializes in commercial risk management after transitioning from high-tech HR roles, emphasizing client-focused solutions.
Jamie Anderson
Senior Account Manager
Jamie has over 25 years in insurance, specializing in policy optimization for cost-effective coverage. She prioritizes client satisfaction through personalized service and maintains active community involvement.
David Tuckness
President
A founding member of Archway Insurance Brokers, David leads Heffernan Walton with expertise in construction and tech insurance. He combines local knowledge with national industry connections to drive strategic growth.
Sharif Darestani
Personal Lines Account Manager
With a decade in insurance, Sharif focuses on risk management solutions for individuals. She emphasizes client education and continuous learning to provide up-to-date coverage recommendations.
Questions
What types of insurance do you offer?
We provide personal insurance (auto, home, boat) and business insurance (commercial property, liability, cyber, workers compensation) with specialized coverage for cannabis, tech, and construction industries.
Do you serve clients outside California?
Yes, we offer coverage across all contiguous United States states in addition to California.
How can I get a free insurance quote?
Request a quote online through our website or contact us directly at 877-265-2801 for personalized assistance.
Are you an independent insurance agency?
Yes, our independence allows us to compare policies from multiple carriers to find you the best coverage and rates.
What industries do you specialize in?
We specialize in high-tech, cannabis, construction, healthcare, hospitality, and professional services industries with tailored insurance solutions.
