Keywords: Financial edward jones financial advisor: dale m maas ca

Edward Jones - Financial Advisor: Dale M Maas - Oceanside (CA)

Address: 🏡 3636 Ocean Ranch Blvd, Oceanside, CA 92056, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ92Fz1Jh23IARmvs5or7tajk
#California

Long Term Care Insurance Santa Cruz - Soquel

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner
5 /5

Heithecker Financial - Chico

Exploring Dimensions 4 All I saw a contractor at this place who said he doesnt want to deal with investors who want to invest less than $150,000. He should have told me that 2 days ago when I made the appointment.
2 /5