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Details

General Info

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.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat
SunClosed

Contact Info

Phone:

Main - 714-640-6654

Address:
9741 Bolsa Ave Ste 217 Westminster, CA 92683
Email:

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Categories
Insurance, Estate Planning, Probate, & Living Trusts, Mortgages, Notaries Public, Tax Return Preparation
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 Options
cash only
Location
Office is located in Catinat Plaza in Bolsa Avenue
Languages
Chinese, English, Vietnamese
Data provided by one or more of the following: Thryv, Data Axle, Yext.