Established in 1982. We started the business from 1982 and keep growing since then. At first, we were all about Mortgage, Escrow, Broker services and Life insurance, plus Living Trust. 2013, we started selling home, auto, business and health insurance too. Our main goal is to help people who needs financial management to save money, to protect their families and to help them find their best health insurance with the lowest cost. We appreciate what the customer gives us - trust and satisfied.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat:
SunClosed
Services/Products
- Tax services - Health insurance (ObamaCare, Medi-CAL, private insurance, Dental insurance, Vision) - Life insurance (Term, Whole Life, IUL, Final expense) - Tax preparations (Long form, short Form, Business Tax) - Mortage Broker - Living Trust
Payment method
cash only
Location
Office is located in Catinat Plaza in Bolsa Avenue
Languages
Chinese, English, Vietnamese
Categories
Insurance, Estate Planning, Probate, & Living Trusts, Mortgages, Notaries Public, Tax Return Preparation