Nestegg Financial Services
5694 Mission Center Rd Ste 335, San Diego, CA 92108
The insurance needs of our pre-retirement and senior clients is the focus of our business. Our services are designed to protect your wealth, health and family assets by delivering superior information, products and services.
We provide an integrated approach to insurance and financial planning taking into account the social aspects of aging, legacy preservation and the future health care needs of our senior clients and their families.
We strive to deliver superior information to each and every client to help them make informed decisions regarding insurance and financial services related to asset management & distribution, senior health issues, medicare-medicaid and long term care related expenses.
More Business Info
"Peace of Mind is Our Most Requested Product"
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
James Burns Jr.: 619-665-1812
- Services/Products
- Our agency specializes in the following: Life Insurance Long Term Care Insurance Burial Insurance
- Brands
- All Major Insurance Brands
- Payment method
- check
- Neighborhoods
- Mission Valley East, Eastern San Diego
- Amenities
- We are licensed and authorized by the California Department of Insurance to advise and recommend long term care insurance options, including California Partnership Long Term Care Insurance policies offered by the major carriers. Nestegg Financial Services, represent many of the top insurance companies such as, John Hancock, Met Life, Prudential, Mutual of Omaha, Genworth Financial, Allianz, Equitable, Standard Life, and other's. Yet we remain independent of any company therefore we can make an unbiased recommendation for any long term care concern you may have as well as a Long Term Care Insurance policy that best meets your needs.
- Other Link
- Categories
- Financial Services, Long Term Care Insurance