CALIFEQUOTE

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Introduction: We provide personalized one on one financial planning service for families. Our clients are offered an array of financial products from multiple carriers from the best companies in the industry; life insurance, IRA rollovers, annuities and final expense. Helping families create financial legacies from one generation to the next.

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5.0

1 review

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Adrian S.

Mar 24, 2017

Stephanie is a REAL professional. She walked my daughter and I through the entire college application and financial aid process from beginning to end. She was very detailed with her explanations and expectations from my daughter to ensure acceptance from the schools my daughter chose. Note, we got 4 acceptance letters!!! Stephanie is dedicated to the students and passionate about helping them attain their goals of higher education. My daughter is now a 3rd year college student in Washington DC and I'm looking forward to working with Stephanie again as my younger daughter will be applying to colleges next year.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We offer free consultations to make sure we are a good fit for working together.
What is your typical process for working with a new customer?
We work one on one with our clients to ensure they understand the products that we offer. Every question is answered and we pride ourselves on providing clients with expert service.
What education and/or training do you have that relates to your work?
All of our agents are CA Department of Insurance licensed with over 10 years of experience in working with financial investments.

CALIFEQUOTE

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