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Specialties
As a Personal Financial Representative in La Palma, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important — your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. I’m committed to helping you: Determine your immediate and long-term financial goals; Find solutions to meet your and your family’s needs; Understand investment solutions, such as annuities, IRAs, life insurance and college savings; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support. For product disclosures and other information visit my website.
History
Established in 1972.
Since 1972 we have served the community providing insurance protection and exceptional customer service.
Meet the Business Owner
Patricia J.
Business Owner
I retired from Pacific Bell in 1995 and have since worked within Allstate providing insurance protection to family and friends.