Next Phase Financial

G & H Financial Insurance

At G & H Financial Insurance, we understand the importance of protecting your family, business and employees. Our team of experienced professionals provide comprehensive commercial and personal insurance solutions to meet your needs. We offer specialized packages for various industries such as Home, Auto, Brewery, Distillery, Manufacturing, Restaurants and more. Our risk management solutions are designed to help identify and address specific exposures and issues essential to protecting and growing your business. We also have access to a variety of insurance companies, enabling us to tailor policies to fit your family's or business' specific requirements. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

SFI Snarr Financial & Insurance Services

At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in the Bay Area. Our team of experts work with top lawyers to ensure our clients get the best legal advice and services tailored to their needs. We assist with life insurance, disability insurance, mortgage protection insurance, key person life insurance, group life insurance and more. In addition, we also offer reviews, quotes and advice on annuities, 403(b)s, IRAs, Roth IRAs, SEP IRAs and other long-term care options. Our experienced professionals have expertise in life insurance planning and advising, allowing us to provide superior service to our clients. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

J.R. Financial & Insurance Services

At J.R. Financial & Insurance Services, our goal is to help you gain a thorough understanding of your estate, the potential issues you may face, and what solutions you have available to address and prevent problems. We also provide personal tax preparation services. We will begin by reviewing your estate, gaining an overall view of your current standing and any relevant information. This initial meeting typically takes between 5 and 30 minutes, depending on the number of different items in your estate and your starting point. Next, we will consider all of the details and information regarding your estate and organize it into a comprehensive, easily understandable format for you and your beneficiaries. During this stage, we can help put your estate in order as desired, resolving any issues with accounts, determining the status of certain assets and real estate, etc. Finally, a strategic plan for your estate will be created. After it is organized, any issues that have not been addressed will be identified. We will come up with solutions, such as lending, legal plans, and investment options, based on the individual circumstances. We also perform a full analysis to do with family decision-making.

Financial & Insurance Services of Texas

At Financial & Insurance Services of Texas, our mission is to help our clients achieve financial confidence. We provide highly customized strategies and access to experienced professionals such as money managers, investment strategists and insurance carriers. Our team offers a wide range of services including financial planning, cash flow analysis, retirement saving, estate conservation and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With our expertise, we strive to generate and preserve wealth for our clients through every stage of life. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

DCD Financial & Insurance Services

DCD Financial & Insurance Services is a trusted insurance agency in Santa Cruz, providing personalized services and solutions to the community. We strive to create long-term relationships with our customers and deliver superior customer service. Our experienced staff will tailor insurance plans to your individual needs and provide competitive rates. To get the best coverage and lowest rate possible, we offer a range of policies including auto, home, health, life and business insurance. We are committed to providing top quality insurance plans and the most affordable prices in the state of California. Our team is dedicated to offering an unparalleled experience for all our clients and look forward to building a lasting partnership with each one.

Todd Financial & Insurance Services

Todd Financial & Insurance Services, Inc. is a full-service firm devoted to giving our clients top-notch financial advice and retirement planning services, along with excellent insurance products. We are committed to providing personal, one-on-one service that makes us stand out from the crowd. Our team of experts can help you plan for the future, protect your family, property, employees or business, and offer tailored solutions to meet all of your needs. Our professionals are here to assist you every step of the way.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Matthews Financial & Insurance Solution

Matthews Financial and Insurance Solutions strives to build trust and long term relationships with our clients. We take a very hands on approach to giving our clients the best risk strategies for their company and their employees by using out of the box strategies. Life Insurance Long Term Care Section 125 Plans 401k plan Key Person Insurance Executive Benefits Voluntary Products Individual Disability 412e Plans SEP Simple IRA's Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Our job is help you reduce as much risk as possible. While giving you the easiest road map to your financial goals. Wealth Transfer Key Person Insurance Buy/Sell Agreements & Funding Split Dollar Estate Creation Business Loan Protection Estate Planning

MYZ Financial & Insurance

At MYZ Financial & Insurance Services, we provide more than just instructions – we explain the reasoning behind our advice. We strive to give you the knowledge and understanding needed to make informed decisions. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Our Solomon Financial & Insurance Services

Our Solomon Financial & Insurance Services is committed to providing the best insurance services in Beverly Hills. Our experienced team specializes in Long-Term Care insurance, Life insurance, Retirement Income, Medicare and more. We strive to ensure our clients get the best coverage and peace of mind in knowing that their financial future is secure. Contact us today to learn more about how we can help you protect your family’s financial security. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Teague Financial Insurance Services

At Teague Financial Insurance Services, we provide a wide range of insurance services for individuals and groups. Our offerings include health insurance, employee benefits, individual health plans, Medicare supplements, dental, vision and life insurance. We also offer group health insurance, medical plans, Part D Prescription Drug Plans (PDP) and Medicare Advantage Prescription Drug Plans (MAPD). With our experienced staff, we are dedicated to helping you find the right plan to meet your specific needs.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Greenwell & OB Financial Insurance Services

Greenwell & OB Financial Insurance Services is an independent insurance agency that has proudly served San Diego since 1980. Our mission is to provide competitive quotes that include all discounts for which our clients qualify. We offer a variety of insurance products including Auto, Boat, Cycle, Home, Life, Medical and Health coverage as well as cash options. At Greenwell & OB Financial Insurance Services, we are committed to meeting the needs of our clients and providing them with reliable customer service. Our experienced team works diligently to ensure that our clients receive the best coverage at the best rates. We are dedicated to helping you find the right insurance solution for your needs.

Royalty Financial & Insurance Services

Royalty Financial & Insurance Services provides expertise and support to independent agents who specialize in life insurance, annuities, long term care insurance and employee benefits.  We have Extensive Insurance Experience Since 1995 and have been advising clients on how they can protect their Assets and manage risk through proper financial products and solutions. We have a system, leads, training, and mentoring program that we will share with our new agents: Recruitment, training, coaching, marketing, sales. We Provide personalized business coaching to allow new agents to create and realize the vision of owning their own agency. Specialties Long Term Care Insurance, Life Insurance, Annuities, Disability Insurance, Mortgage Protection and Recruiting.

Hosto Financial & Insurance Services

Hosto Financial & Insurance Services is a local, online insurance agency that provides clients with value-based solutions when it comes to buying a new home or bundling their home and auto insurance. We strive to find the best packages to meet our customers' needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

EIS Financial & Insurance Services

EIS Financial & Insurance Services is dedicated to providing clients with the security and assurance they need. Our team of friendly agents, innovative technology, and personal approach make it easy for clients to get the coverage they need at an affordable rate. With EIS, you can trust that your most valuable possessions are safe and secure.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.