Resultsbee.com

11870 Sta Mon Blvd Ste 207,Los Angeles,CA

Our family has worked closely with Allstate for years to help people with their insurance needs - from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too. I'm proud to work with a financially sound and stable company like Allstate. They've been protecting families and their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your goals. I'm committed to helping you: Determine your immediate and long-term financial goals; Find solutions to meet your and your family's needs; Understand investment solutions, such as annuities, IRAs, life insurance and college savings; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support.

(131) 039 - 0642

11870 Sta Mon Blvd Ste 207,Los Angeles,CA

Our family has worked closely with Allstate for years to help people with their insurance needs - from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too. I'm proud to work with a financially sound and stable company like Allstate. They've been protecting families and their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your goals. I'm committed to helping you: Determine your immediate and long-term financial goals; Find solutions to meet your and your family's needs; Understand investment solutions, such as annuities, IRAs, life insurance and college savings; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support.

(131) 039 - 0642

234 E Carson St Ste 9,Carson,CA

I've been with Allstate for over 28 years and have worn many hats in the company. My tenure and experience has allowed me to not only understand the ins-and-outs of insurance, but also to service hundreds of families regarding their protection needs. I can help you protect the things that are important - your family, home, car, boat and more. I'm proud to work with a financially sound and stable company like Allstate. They've been protecting families and their assets for over 80 years. Now, they offer financial and life insurance solutions. These products, combined with years of experience, can help you achieve your goals. I'm committed to helping you: Determine your immediate and long-term financial goals; Find solutions to meet your and your family's needs; Understand investment solutions, such as annuities, IRAs, life insurance and college savings; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support.

(131) 083 - 0786

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

6117 Reseda Blvd Ste F,Tarzana,CA

Through the years I've come to know many local families and developed many relationships. This local connection has helped me better understand the needs of Allstate customers especially when it comes to their needs. From retirement accounts to college savings I'm available to help customers with a variety of needs. I'm proud to represent a company who's been serving satisfied customers for over 80 years. Our agency has been in business since 1970 and we have always helped customers be properly insured.

(181) 899 - 6675