About
Provides a full line of executive and employee benefits, estate planning,insurance services such as Life, Health, Disability, and 401k plans.
Ruben Garcia CSFP, LUTCF specializes in life insurance as it relates to personal, business, and estate planning. His career in financial services started in 1983 and he has earned his Chartered Senior Financial Planner designation as well as his Life Underwriting Training Council Fellow designation. His firm provides a full line of executive and employee benefits, estate planning,insurance services such as Life, Health, Disability, and 401k plans.
Services
Retirement Planning
Financial Analysis Annuities
Insurance Management
CD Rollover
Investment Seminars
Generation X
Boomer Market
401K Rollover
Registered Investment Advisor
Fuduciary Standard
Investment Management
Annuities
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Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat 9:00 AM - 5:00 PM
-
Mon 9:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Owner Ruben Garcia
- Phone (408)903-6104
- Email [email protected]
- Fax (408)286-3140