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+1 949-413-9205
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| 350 E Commonwealth Ave, Fullerton, CA, 92832 | |
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0.3 miFullerton Transportation Center
2.6 miPlacentia
3.2 miOCTA
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Specialties
Life, Health, Disability, and Long-Term Care Insurances, and annuities.
History
Established in 2010.
2011 – 2015 Financial Professional at The Prudential Insurance Company of America
— Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs
— Develops customized ideas and solutions for each client
— Specializes in helping clients meet their protection needs through variety of insurance products
American Income Life
March 2010 — October 2010
Meet the Business Owner
Sergey M.
Business Owner
As a Retirement Income Certified Professional, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to achieve their unique goals. I have the skills, knowledge and experience to match your portfolio with your risk tolerance, time horizon and objectives, while also suggesting alternatives to help protect your assets…
