Maven Insurance & Financial Services

  • Tarzana, CA 91356 (map)
  • (818) 578-6986

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  • Bronze member

Insurance & Financial Services

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Maven Insurance & Financial ServicesTarzana, CA

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Investments

- Mutual funds

Retirement planning

- IRAs, SEPs, 401(k) plans, simple plans, pension/profit sharing plans

Insurance

- Fixed and variable life insurance, long-term care insurance, disability insurance, individual and group health and dental insurance, and fixed and variable annuities

Estate planning

- Insurance needs analysis, charitable remainder trusts, and business ownership succession plans

Education planning

- 529 plans, and Coverdell education IRAs

General financial planning

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