
Mary M. Geong, CPA EA MBA
Individual & Business Taxes Internal Revenue Services and State of CA Tax Representation Financial Planning Life Insurance & Long Term Care Insurance

Kelly Financial Services
Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer andmet. With our commitment to service and customer satisfaction, we strive to

Neoterra Insurance Service
to protecting individuals and their families. We offer home, auto, and business Insurance, with a special life events through Life Insurance. Our policies cover disability, Long Term Care, and Major Disease, so you your individual needs, and how Neoterra Insurance Service can help protect you and generate an annual

Thousand Oaks Insurance Agency
family-based agency that provides insurance services for individuals, families and small businesses. Our comprehensive , apartment buildings, condominium associations, contractor packages and bonds, Long Term Care and more. We are dedicated to helping to provide you with the best advice and service. We're here to help

Karas Insurance Agencies
, from homeowners and auto insurance to boats, motorcycles, life and commercial policies. We also provide umbrella policies and long term care coverage. Our team of knowledgeable and

Bates Insurance Agency
offer life, disability, health, employee benefits, long-term care, commercial property, and business auto insurance. You can trust our team to provide you with the best advice and service

Sikov and Love, P.A
guides individuals and families in areas such as long-term care, Medicaid, medical assistance and estate planning. Carol Sikov Gross, the founder's daughter, is a certified elder law attorney and to providing top-notch service and satisfaction for all of our

Davidson Law Group
Succession Planning, Affidavits of Heirship, Small Estate Affidavits, Medicaid Planning, and Long Term Care Planning. Our mission is to offer the succession planning, affidavits of heirship, small estate affidavits, Medicaid planning, and long term care planning.

Young's Insurance
insurance for all your needs, including home, auto, life, health, boats, motorcycles, antique cars, umbrella, business, disability, long term care and more. Our special teen driver protection program helps reduce the risk of costly tickets and accidents

Jake Robbins- Northwestern Mutual
, college savings, estate planning strategies, life insurance reviews, disability insurance reviews, long-term care insurance reviews, and annuity services.You can trust our team to provide you with the best advice and

Kurt Peterson - Northwestern Mutual
. These may include life/disability/long-term care insurance, mutual funds, annuities, IRAs, Roth IRAs, and brokerage accounts. By leveraging these, they work towards helping clients reach their short and long-term goals.You can trust our team to provide

J Fernandez Insurance
, we strive to provide a professional and honest approach to life insurance. Our team of dedicated professionals is committed. We offer a range of life insurance options including Term, Permanent, Long Term Care, Guaranteed Universal, and Accidental Death. Our experienced team

Hartman Insurance Services Superior, Customized Service To Insurance Clients
superior, customized service to insurance clients. Life, Health, Disability, Long Term Care, Medicare Supplements and Annuities. Planning for Individuals, Families and Businesses. ACA Certified Agent.

Garnet Wilson Agency, LLC An Independently Owned Life Insurance Brokerage Firm
) is an independently owned life insurance brokerage firm. Our educational business philosophy driven demands. Maintain our clients long-term risk protection and profitability. Our team members haveCollege funding, wealth preservation, disability income. Long-term care, and business liability coverage. Our professionals are

Mass Mutual Financial Group for Massachusetts Mutual Life Insurance Company
. The group offers a range of life, income and long-term care insurance products and services. It provides a variety of annuities, pension plans and mutual funds. The group serves several individual

Pelleton Capital Managment
Management, we see our role in the investment and financial planning process as being your box top: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning

The Financial Architects - Orange County
. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living

Harders Financial Group
comp, business auto, Life and Health insurance such as long term care, group & individual health products, life insurance, retirement funding. We offer a complete analysis of your insurance

Johnson & Associates
services, including the drafting of wills and trusts, probate, trust administration, Medicaid planning, long-term care planning, ALTCS assistance, guardianships, conservatorships

ARM Insurance Agency
ARM Insurance Agency specializes in risk management for small team of experts provide a variety of insurance products, such as Liability, Property, Commercial Auto, , Specialty Business Owners Plans, and Group and Individual Health, Dental, Vision, Life, Disability, Long Term Care, Cancer, Accident, Hospital Supplement