Joan H.
5/18/2016
Steer clear! I was "assisted" with my financial portfolio by this :salesman/consultant" who served me terribly. I decided to write now (years later) having left him in the dust so as not to be...
Englert Financial & Insurance Services
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3050 Victor Ave Ste B
Redding, CA 96002
History
John is a seasoned , and trusted financial professional - having now worked as a Career New York Life Agent for nearly thirty years. John's commitment to serve his clients at his highest capacity is seen in John's accomplishing some of the most difficult upper education possible in his field. Helping his clients in securing more reliable, and positive, financial settings are John's strength. Whether it be Retirement Income Planning, Family Protection, Estate and Legacy Planning, Executive Benefits, or Philanthropy, John is there with ideas that can, and will, make a difference. Additionally, he brings a Fortune 100 Companies' significant resources to bear - no small thing!
Specialties
Business succession strategies Retirement planning Education funding Portfolio management Charitable gifting Risk Management
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