Find a business

        More Info

        You Can't Predict, But You Can Prepare

        General Info
        Along with a team of professionals, I offer a broad portfolio of services as they relate to individual clients, businesses and institutions: • Asset Protection - Life, Disability Income and Long Term Care Insurance • Retirement & Investment Strategies - Annuities, Mutual Funds, IRAs and 401(k)s • Estate Strategies • Employee Benefit and Retention Services - Non-Qualified Deferred Compensation, Key Person, Executive Compensation • Business Continuation and Business Succession Strategies • Trust Services
        Email
        Extra Phones

        Direct: (714) 510-9107

        Services/Products
        Key Person Insurance, Estate Planning, Disability Income Insurance, Long Term Care Insurance, Business Succession Planning, Buy Sell Agreements, Retirement Planning, Trust Planning, Retirement Strategies, Life Insurance, Term Life Insurance, Universal Life Insurance, Variable Annuities, Permanent Life Insurance, Fixed Annuities, Whole Life Insurance, Fixed Index Annuities.
        Brands
        AIG, Jackson, John Hancock, Lincoln, MassMutual, Mutual of Omaha, Nationwide, North American, Principal, Protective, The Standard, Transamerica
        Location
        We are the North Orange County branch of MassMutual - Greater Pacific, also serving the Greater San Gabriel Valley. We are on the fifth floor of the 1 Pointe Business building, one mile northeast of the Brea Mall, at the 57 freeway and Lambert Rd.
        Languages
        Spanish
        Accreditation

        MassMutual named one of the 2019 World’s Most Ethical Companies® By Ethisphere for the 6th consecutive year

        AKA

        MassMutual - Greater Pacific

        MML Investors Services

        MassMutual Financial Group

        Massachusetts Mutual Life Insurance Company (MassMutual)

        Other Links

        Primary Website

        Facebook

        Categories
        Life Insurance, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investments, Mutual Funds, Retirement Planning Services

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (626) 376-1576

        Address: 1 Pointe Dr., Suite 518, Brea, CA 92821

        Website: Primary Website

        People Also Viewed