Ballesteros Family Insurance

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2190 Sombrero Dr
Los Osos, CA 93402
+1 (805) 772-9400
https://www.ballesterosfis.com

Ballesteros Family Insurance is a dually licensed agency in Los Osos, CA, offering a range of financial services including securities through Parkland Securities LLC and various insurance products. With over 30 years of experience, they specialize in providing retirement planning and consultation for school districts and public employees, focusing on maximizing retirement benefits and tax strategies.

The agency prides itself on being an independent broker, ensuring the selection of quality programs tailored to individual needs without charging fees for consultations. Additionally, they offer complimentary ERISA EPCU compliance workshops for employers to help maintain adherence to IRS regulations.

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