About Heffernan

Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States. Heffernan provides comprehensive insurance and financial services products to a wide range of businesses and individuals. Headquartered in Walnut Creek, California, Heffernan has additional offices in San Francisco, Petaluma, Palo Alto, Los Angeles, and Orange, California; Portland, Oregon, and Chesterfield, Missouri,

Heffernan is an industry leader, ranking high for its presence in the insurance industry, and for its commitment to philanthropy in the communities it serves.

Heffernan Insurance Brokers precare

Heffernan built its reputation and success as a leader in niche practice business, with a foundation in nonprofits, technology, healthcare, hospitality, construction, and property owners. Now, with 9 branch offices and approximately 400 staff, Heffernan's reach spans almost every industry.

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National Industry Accolades

  • 14th Largest Independent Agency by Insurance Journal Magazine, 2011
  • 31st Largest Broker of US Business by Business Insurance Magazine, 2010
  • Named Best Mid-Size Broker to Work For in the United States, Business Insurance Magazine, 2009
  • Named the Best Insurance Broker to Work For in the West by Insurance Journal Magazine, 2009
  • Heffernan Group and Heffernan Foundation was named a Top Bay Area Corporate Philanthropist by the San Francisco Business Times in 2011.
  • Heffernan Financial Services was named to PLANADVISER’s 2011 Top 100 Retirement Plan Advisers and Adviser Teams of the Year.
  • Heffernan Financial Services was named a Top Wealth Advisor by San Francisco Business Times, 2011
  • 2nd Best Place to Work in the Bay Area, San Francisco Business Times, San Jose Business Journal, East Bay Business Times, 2009. Ranked a Best Place to Work for 6 consecutive years.
  • Top 50 Best Companies to Work For, Oregon Business Magazine, 2008
  • Best Place To Work, North Bay Business Journal, 2009. Ranked a Best Place to Work for six consecutive years.
  • Ranked a top Corporate Philanthropist for eight consecutive years by the San Francisco Business Times.
  • Agency of the Year, Rough Notes Magazine, 2003.
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