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
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

You Can't Predict, But You Can Prepare

Hours
Regular Hours
Mon - Fri:
Sat:
SunClosed
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)

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