Disability Insurance Providers Visalia CA

Local resource for disability insurance providers in Visalia. Includes detailed information on local disability insurance providers and life insurance companies, as well as advice and content on companies that offer free insurance quotes.

BEN-E-LECT
(888) 886-7973
P.O. Box 7809
Anaheim, CA
 
Affinity Financial Services
(888) 886-7973
5429 Avenida De Los Robles, Ste. A
Visalia, CA
 
Paul Griessel, ChFC, CLU, RFC
59 Silverwood Drive
Lafayette, CA
Company
Company: Griessel Tiffany Group
Education
Wagner College / B.S Ecomomics
American College / CLU, ChFC
Years Experience
Years Experience: 18
Service
Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance

Data Provided by:
David Levinson
18872 MacArthur Blvd
Irvine, CA
Company
Title: Registered Principal and Branch Manager
Company: Newport Coast Securities, Inc. Member FINRA/SIPC
Type
Investment Advisor Rep: Yes
Education
B.S. Business Saint Louis University
Years Experience
Years Experience: 30
Service
Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability In

Data Provided by:
Steve Angelo
2259 Chateaux Way
Corona, CA
Company
Title: Financial Advisor
Company: Preferred Benfits Services
Years Experience
Years Experience: 20+
Service
Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commiss

Data Provided by:
Chimienti & Associates Insurance Services
(559) 733-1670
3400 W Mineral King Ave Ste B
Visalia, CA
 
Josie Mazzone
24801 Del Prado
Dana Point, CA
Education
2 years/Jamestown Community
Ca. Brokers License
Years Experience
Years Experience: 30
Service
Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),I

Data Provided by:
Marlon Ortega
3359 Chicago Ave. Ste B
Riverside , CA
Company
Title: Managing Partner
Company: Foresters Financial Insurance Services Inc.
Years Experience
Years Experience: 20
Service
Mortgage Refinancing,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Real Estate Investment Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Captive Insurance,401k Rollover From Employer,CD Alternative,Disab

Data Provided by:
Leonard "Biil" Fox
23052-H Alicia Pkwy., #464
Mission Viejo , CA
Company
Title: Financial Advisor
Company: Bill Fox Financial and Insurance Services, Inc.
Type
Investment Advisor Rep: Yes
Education
Santa Ana College - 3 years
Golden West College- 2 years
Years Experience
Years Experience: 18
Service
Disability Insurance,Annuities,Fee Only Portfolio Management,Alternative Asset Class Planning,Mortgage Refinancing,Commission-Only Financial Planning (Full Disclosure),IRA, 401k, Roth IRA, QDRO Rollovers,Insurance & Risk Management Planning,CD Alternative,Retirement Income Distribution Planning,Alternative Investments,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,High Yield Bank Accounts,Investment Consulting

Data Provided by:
Patrick Kenedy
2511 Garden Rd. Ste. A-175
Monterey, CA
Company
Title: President
Company: Kenedy Capital Consultants
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Hi

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