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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 Business
- 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
- Categories
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Details
Phone: (626) 376-1576
Address: 1 Pointe Dr., Suite 518, Brea, CA 92821
Website: Primary Website
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