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      Details

      It is My Mission to Provide Superior Financial Products and Excellent, Caring Service to My Clients.

      General Info

      Since 1993, I have been assisting teachers with their 403(b) Plans (also known as a Tax Sheltered Annuity, or TSA for short). I also can advise you with other types of savings such as a Roth IRA, or College Planning and Life Insurance. I have experience with both Mutual Funds and Traditional Fixed or Equity-Indexed Annuities and can help you decide how best to allocate your savings.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 888-672-7686

      Fax - 661-255-5809

      Address:
      PO Box 220909 Newhall, CA 91322

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      Categories
      Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Mutual Funds, Retirement Planning Services
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.